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The 2026 chip war is over. Apple (NASDAQ:AAPL) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and $4.22 trillion market cap already reflect what the silicon industry figured out two quarters ago: when you control the most advanced node and the scarcest memory, the ... The 2026 Chip War Is Already Over and Apple Dominated
Stocks (^GSPC, ^DJI, ^IXIC) are taking a breather after notching record highs yesterday, while the 30-year Treasury yield (^TYX) edges closer to 5%. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the key market moves investors should be watching.
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
Shares of Qualcomm (NASDAQ:QCOM) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one of the sharpest re-rating runs in the chip group this spring. QCOM stock is now up 61% over the past month. The catalyst stack is unusually broad: ... Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones
Investing.com -- Qualcomm (NASDAQ:QCOM) shares jumped 15% on Thursday morning as investors rushed to back the company as a top contender in the AI market. The stock cooled off a little later in the day, but was still up 9%.
Snap Inc. (NYSE:SNAP) is one of the best AI stocks under $50 to buy right now. On April 10, Snap and Qualcomm (NASDAQ:QCOM) announced a multi-year agreement to power future generations of Specs, Snap’s advanced AR eyewear, with Snapdragon XR SoC solutions. This flagship collaboration aims to integrate digital experiences seamlessly into the physical world […]
Qualcomm may be about to make a dent in the AI chip market, and that could supercharge the stock.
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U.S. equity market declined, with the S&P 500 Index falling by 4.33%. The fixed-income sector also saw a downturn; the Bloomberg U.S. Aggregate Bond […]
Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM) just delivered its fourth consecutive earnings beat, confirmed a hyperscaler custom silicon program, and authorized a fresh $20 billion buyback. The market is ... Qualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close
Tech stocks came roaring back in April, bolstered by strong earnings and a fresh wave of enthusiasm for AI-linked shares. But there's something else under the surface that has also helped the rally along, according to JPMorgan Chase: Share buybacks.
Arm Holdings (NASDAQ:ARM) reported quarterly earnings and guidance that surpassed Wall Street expectations, while highlighting strong customer demand for its recently launched artificial intelligence-focused data center processor. Despite the upbeat results, U.
Arm shares tumbled on Thursday after the company warned of smartphone market softness and challenges in securing supply for its new artificial intelligence chip to meet growing demand. The stock fell 5% to $225.43, with the drop set to erase more than $12 billion from the company's market valuation of $252 billion. The British chip designer's shares have more than doubled in value this year, outperforming other chip majors.
Stocks with hefty dividend yields have gotten harder and harder to find as more companies use buybacks to distribute extra cash. Fund investors might want to follow their lead. While the is having another strong year, up 7.6% so far in 2026, dividends haven’t been a huge part of the picture.
Intel (NasdaqGS:INTC) has hired former Qualcomm executive Alex Katouzian to lead its newly formed Client Computing & Physical AI Group. Katouzian brings decades of experience in mobile, compute, and AI hardware, including work on devices and platforms at Qualcomm. The move highlights Intel’s intent to push beyond traditional PC chips into AI hardware for robotics, autonomous systems, and next generation devices. For you as an investor, this role change comes as the chip industry focuses...
Lantronix (NASDAQ:LTRX) reported fiscal third-quarter results that were in line with management’s outlook, as the company pointed to continued momentum in embedded compute—particularly its unmanned systems initiatives—and an increasing contribution from software and services. Revenue for the quarte
Q2 earnings put Qualcomm (QCOM) back in focus Trending interest in Qualcomm (QCOM) is being driven by its Q2 results, which paired earnings growth and record automotive revenue with expanding efforts in AI, IoT, automotive, and custom silicon for hyperscaler data centers. See our latest analysis for QUALCOMM. That Q2 earnings surprise and the custom AI silicon news have coincided with a sharp re‑rating, with a 48.37% 1‑month share price return and a 32.31% 1‑year total shareholder return...
Advanced Micro Devices (AMD) stock surges higher on Wednesday after blowing past first quarter earnings estimates and second quarter guidance forecasts. Market Domination Host Josh Lipton and Yahoo Finance Tech Editor Dan Howley sit down to take a closer look at AMD's growth outlook as AI demand pushes chip stocks higher.
Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.
Advanced Micro Devices shares rallied to a fresh high Wednesday after the chipmaker beat estimates with its latest quarterly results on growing AI demand.
QCOM beat EPS, but revenue slipped and missed slightly. Record auto sales offset weak handsets, high R&D and rising competitive pressure.
(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi
Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.
U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.
The rolling 25-day performance for one index of semiconductor stocks has reached its highest level since March 9, 2000 —the day before the dot-com bubble peaked.
Robert Half provides staffing and consulting services worldwide, supporting clients in finance, technology, legal, and creative sectors.
In late April 2026, QUALCOMM reported Q2 results showing revenue of US$10,599 million versus US$10,979 million a year earlier, while net income rose to US$7.37 billion from US$2.81 billion and diluted EPS increased to US$6.88 from US$2.52, with automotive and IoT helping offset weaker handsets. Crucially, QUALCOMM’s win of a major hyperscaler for custom data center AI silicon and a new US$20.00 billion buyback mark a meaningful shift in its business mix toward AI infrastructure and...
The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.
Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.
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