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Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.
Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.
MediaTek Inc. reported a 44% surge in monthly sales, boosted by its emerging AI chip business from the likes of Alphabet Inc.'s Google.
The two companies have shared a new partnership.
Investing.com -- Qualcomm Technologies (NASDAQ: QCOM) shares spiked 9.5% following the announcement of a multi-generational collaboration with Amazon to build customized silicon and ultra-fast optical connectivity solutions for AI data centers. Under the agreement, Qualcomm will issue a warrant to Amazon to purchase up to 25 million shares of QCOM common stock, signaling a deep, long-term alignment between the two tech giants. The partnership centers on heavy-duty AI inference workloads and opti
Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.
HANOI, August 28 (Reuters) - Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors and
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.00%. September E-mini S&P futures (ESU26 ) are up +0.72%, and September E-mini Nasdaq futures...
Qualcomm said on Wednesday it has signed a long-term deal to supply chips for German luxury automaker BMW's future digital cockpit and advanced driver-assistance systems through the next decade. The agreement comes as competition intensifies in the automated driving market, with Nvidia and Mobileye Global also aiming to supply chips and software platforms to automakers. • The deal includes Qualcomm's Snapdragon Digital Chassis solutions, including cockpit processors, automated driving chips and AI accelerators, which the companies said would establish the hardware basis for BMW's AI-led platforms.
Retail sentiment remains ‘bearish’ on SPY and QQQ. Further weakness in QQQ will put it on track for the longest losing streak since August 2025.
Despite near-term challenges, Qualcomm's long-term outlook remains compelling. QCOM has evolved into a diversified leader in AI and semiconductors.
Qualcomm (NASDAQ:QCOM) heads into Wednesday’s Q3 earnings report on July 29 at just 15x forward earnings, despite returning billions of dollars to shareholders and expanding beyond smartphones. Qualcomm also offers investors a dividend yield above 2% alongside exposure to growing automotive, IoT, and hyperscaler chip businesses. Qualcomm’s 15x Forward P/E Leaves Room for Upside QCOM trades ... Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.
Qualcomm shares have fallen over 30% since May despite a bullish Investor Day pivot toward data centers, with the July 29 earnings report seen as key to resolving the analyst divide.
During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.
U.S. recruitment slowed significantly in June, dampening some of the employment growth momentum observed earlier this year.
Investor Day Points To Bigger Non Handset Revenue
Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."
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