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Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.
Insider Monkey75d agoneutral
Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]

5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)
24/7 Wall St.75d agoneutral
5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)

Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot. I have been studying physical AI deployments for the better part of two years, and here is what I keep coming back to: the names that survive the inevitable ... 5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)

Key Themes to Watch at Asia’s Biggest AI Tech Show
Bloomberg75d agoneutral
Key Themes to Watch at Asia’s Biggest AI Tech Show

(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E

Stellantis Deepens Global Tech Alliances To Advance Software Defined EV Platforms
Simply Wall St.76d agoneutral
Stellantis Deepens Global Tech Alliances To Advance Software Defined EV Platforms

Stellantis (BIT:STLAM) has entered new collaborations with Qualcomm, Applied Intuition and Wayve to support next generation vehicle software and autonomous driving systems. The company expanded alliances with Jaguar Land Rover and Dongfeng covering product development and scaling of new energy vehicles across Europe, China and the US. Stellantis also announced an affordable European E-Car project aimed at city focused EV adoption, supported by European production and regulatory backing. For...

SentinelOne Q1 Earnings Call Highlights
MarketBeat76d agoneutral
SentinelOne Q1 Earnings Call Highlights

SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven

While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance
24/7 Wall St.76d agoneutral
While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

You may want to keep hitting the buy button on Qualcomm (NASDAQ:QCOM), and the last six weeks handed you three more reasons to do it again. While the financial press tracks every twitch in the Nvidia (NASDAQ:NVDA) versus AMD (NASDAQ:AMD) slap fight, Qualcomm quietly signed the biggest AI deal in its history. The stock has run 100% from ... While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On
24/7 Wall St.76d agoneutral
Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On

NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild. Capital is rotating into this ... Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On

Marvell Technology Q1 Earnings Call Highlights
MarketBeat77d agoneutral
Marvell Technology Q1 Earnings Call Highlights

Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.

Qualcomm makes eye-catching move with TikTok parent deal
TheStreet77d agoneutral
Qualcomm makes eye-catching move with TikTok parent deal

The chip company widely known for supplying the cellular modem inside your iPhone just did something investors have been waiting years to see. On May 26, Qualcomm (QCOM) rocketed to an all-time intraday high of $258 before closing at a record $248.82, after reports that the company landed an AI ...

Price Prediction: Qualcomm Stock Will Trade at This Price in 2028
24/7 Wall St.77d agoneutral
Price Prediction: Qualcomm Stock Will Trade at This Price in 2028

Qualcomm (NASDAQ:QCOM) just did something I did not expect this year. Shares rose 27.2% in a single week and sit at $248.82, with the stock up 46.41% year to date. CEO Cristiano Amon told investors last month, “We are in a period of profound industry transformation, the rise of AI agents is reshaping our roadmap ... Price Prediction: Qualcomm Stock Will Trade at This Price in 2028

Bloomberg77d agoneutral
ByteDance Weighs Capex of as Much as $70 Billion in AI Push

(Bloomberg) -- ByteDance Ltd., the developer of TikTok and a leading force in artificial intelligence, is considering increasing its capital spending to more than double last year’s in a bid to lead the Chinese AI market and challenge the top US players abroad.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Di