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A recent collaboration between Multiverse Computing and Qualcomm Technologies aims to enhance the efficiency of AI operations in data centers globally. This partnership will optimize AI models specifically for Qualcomm's Dragonfly AI200 and AI250 accelerators, focusing on improving performance and reducing power consumption. Live demonstrations have shown significant gains in response times and throughput, without sacrificing accuracy, using compressed AI models in real-world scenarios. As...

The chipmaker's growth story is accelerating, but history offers a serious note of caution for anyone thinking of buying this pullback.

Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.

For anyone holding shares, the market is pricing a future where the stock could either more than double or be cut in half, and that uncertainty is the risk you carry today.

Broadcom's handful of core customers are now ordering compute far ahead of delivery because power and memory set the pace, which hands the company a forward view semiconductor companies rarely get.

Texas Instruments' 11% monthly slide contrasts with surging AI data center demand, strong earnings growth and a manufacturing strategy built for long-term gains.

The sticker price on this AI chip designer looks steep, but the real question is what you are paying for the earnings that are still on their way.

SCHD charges just 0.06% per year, but taxable investors who lived through the March reconstitution discovered a second bill arriving in a very different form. Here is what the expense ratio line was never designed to show you.

The memory chip maker looks pricey today, but a steep discount appears on future earnings if you believe the AI-driven demand story.

Astera Labs (ALAB) and GlobalFoundries (GFS) remain well positioned for artificial intelligence infr

If the AGI CPU business continues to scale, Arm's valuation may prove easier to justify.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

QUALCOMM is working on 6G technology aimed at making future mobile networks AI-native. The company is focusing on features such as distributed compute and wide-area sensing as part of 6G development. This effort positions NasdaqGS:QCOM within early discussions on next-generation mobile and AI infrastructure. QUALCOMM sits at the center of mobile connectivity and chip design, and its work on 6G adds another layer to that role. The stock trades at $147.61, with a return of 29.7% over 3 years...

Qualcomm's handset business is under pressure. But experts say its expanding AI and connected-device ecosystem represent the bigger story.

Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool.

Qualcomm's stock just took a brutal post-earnings hit despite beating revenue estimates, and the reason the market sold off so hard tells you almost nothing about where this company is actually headed.

Qualcomm’s aggressive expansion into data centers, automotive, and IoT is steadily reshaping its growth profile.

Just over half of revenue still leans on a shrinking handset market, and the businesses meant to replace it do not reach their targeted scale for years.

Intel swung from an operating loss to an operating profit with the costly part of its turnaround still running, and that swing is what the spending debate keeps drowning out.

Wireless chipmaker Qualcomm (NASDAQ:QCOM) reported Q2 CY2026 results exceeding the market’s revenue expectations, but sales fell by 4% year on year to $9.95 billion. Guidance for next quarter’s revenue was better than expected at $10.1 billion at the midpoint, 1% above analysts’ estimates. Its non-GAAP profit of $2.21 per share was in line with analysts’ consensus estimates.

Arm Holdings is riding AI-driven growth across cloud, edge and automotive markets, but execution and elevated expectations remain central to its outlook.

Anyone who has shopped for a new phone, laptop, or VR headset this summer probably noticed something odd. The usual discount that comes with an aging model never showed up. Prices held steady, and in some cases climbed. Apple just did it, and the trend is spreading everywhere. That is backward. A ...

Apple (AAPL) stock is stumbling in Thursday's after-hours since reporting fiscal third quarter earnings and revenue that topped estimates, carried by strong iPhone sales. New Street Research technology Infrastructure analyst Antoine Chkaiban explains the problem areas that could emerge down the line for Apple tied to the memory chip shortage.

In mid-July 2026, Micron Technology said it had completed multi‑year Strategic Customer Agreements with major automotive ecosystem suppliers including Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis to secure long-term access to advanced memory and storage for AI‑enabled vehicles. These agreements give Micron and its partners clearer visibility on future technology and supply needs, supporting investment decisions as automotive platforms adopt more complex AI workloads...

The sticker shock on AMD’s valuation fades once you look two years out, but the discount hinges on an aggressive growth story that deserves a closer look.

Qualcomm is gearing up for a price hike. But a Wedbush analyst says the plan could backfire with MediaTek lurking.

Diversification is arriving as legacy revenue weakens faster

While the world sees a GPU company, management is building a major business in a market it has never addressed before. The company now has visibility to nearly $20 billion in total CPU revenue this year. This shift reframes the growth story from components to full systems.