News

QUALCOMM (NasdaqGS:QCOM) has joined Advantech and other partners in the new WEDA edge AI ecosystem to support scalable deployments across varied hardware. The WEDA collaboration focuses on simplifying edge AI solutions by standardising tools and reference designs for industrial and enterprise use cases. QUALCOMM is also participating in up to 29 cross sector agreements between US and Vietnamese firms announced during a recent state visit. The WEDA edge AI alliance and the US Vietnam trade...

NVIDIA (NVDA) is the strongest business in its peer group, and it is priced below every rival you can compare it with fairly, at 27.5 times earnings. Yet over the past twelve months NVDA returned 25.7% while AMD returned 239.7%. The best business in the group is one of its weakest stocks, and not because anyone doubts the demand.

ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?

When Apple’s iPhone turned into an immediate hit upon its 2007 release, CEO Steve Jobs was quick to realize the value of designing and owning as many of the components in its devices as possible. Since then, designing the main chips for all its devices has been a priority for Apple and a potent differentiator, enabling deeper integration between software, services, and hardware than any other consumer technology company. This week’s release of iPhone 18 Pro and the A20 Pro chip inside of it, makes the advantages of Apple’s chip strategy as clear as day.

Sam Altman, Jensen Huang and Cristiano Amon are reportedly expected at the September 24 summit as AI safety, development standards and chip access emerge as potential discussion points.

Qualcomm (QCOM) reached $188.94 at the closing of the latest trading day, reflecting a +2.22% change compared to its last close.

A purchase-linked equity incentive validates Qualcomm's diversification without guaranteeing orders, timing or margins.

QCOM faces margin pressure from rising semiconductor costs, weaker handset demand and product mix, while Apple revenue is set to decline.

Intel advances AI inference with stronger Xeon 6 and Arc Pro B-series GPU results, software gains and a new retrieval-augmented generation benchmark.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.91% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.31%. E-mini S&P futures (ESU26 ) are up +0.91%, and September E-mini Nasdaq...

(Updates with Citi's comment in the seventh paragraph.) US and Vietnamese companies are expected

Oil prices retreating and Treasury yields easing are helping lift U.S. stock futures after Wednesday's Fed-driven losses

QUALCOMM has ridden a strong multi year share price run and a wave of AI headlines, which puts a sharper spotlight on a simple question for you as an investor: Is the current valuation of QUALCOMM stock adequately explained by the cash flows the business is expected to generate? Over the past 3 years the stock has delivered a total return of 80.3%, which raises the question of how much future cash generation is already reflected in the current price. The recent multi generational AI chip...

Marvell Technology (MRVL) has more than tripled over the past year. It has also fallen about 28% in three months and trades about 30% below its 52-week high. If you are wondering whether the growth story broke, it did not. Marvell raised its revenue guidance on August 27, 2026, and the stock fell anyway.

Micron Technology (MU) ranks first in its peer group on revenue growth, operating margin and twelve-month stock return. It still trades at 20.7 times earnings, below a peer's 26.6. The gap is not an oversight. The market is paying Micron for what it earns now and refusing to pay for what it earns next.

Another chipmaker’s newest processor claims faster AI and stronger gaming performance.

Purchase-linked warrants align incentives, but the enormous ceiling is neither an order nor recognized revenue.

AI investors are weighing warnings from technology executives about the safety risks posed by the rapid advancement of artificial intelligence. However, some believe that slowing AI development could leave the US behind China and other competitors in the global race. Brad Gerstner, founder and CEO of Altimeter Capital, said on CNBC that he supports AI […]

US and Vietnamese companies are expected to announce a series of agreements in energy, technology, a

Advanced Micro Devices (AMD) has returned more than 200% over the past year. The number that should worry a holder is 19.5: the price-to-sales multiple, against a ten-year high of 23.0, in the top decile of the stock's own decade. That multiple sits in the top decile of the stock's own decade, and the growth behind it, a doubling of the data center business in 2027, rests on a product that had not shipped when management last reported.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.6% in the morning session after StoneX reiterated its Buy rating and a $270.00 price target on the stock, pointing to encouraging leverage in the company's data center segment.

Qualcomm (QCOM) stock rose 40% between mid-March and mid-September 2026, from near the bottom of its 52-week range, while the S&P 500 gained 15.5%. The market was paying for a data center business moving from talks to purchase orders. That timeline had already been public and had moved earlier, across three quarterly reports.

Micron Technology (MU) trades near $924, up more than 500% over the past year and still about 24% below its three-year high. The easy read on a $1 trillion memory maker is that the run is over. But Micron has signed 16 strategic customer agreements that commit customers to buy set volumes, the largest at prices held between a contracted floor and a ceiling set at the June-quarter market price. A three-year scenario on Micron's own numbers shows what is still in front of you.

Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.

VZ is advancing 6G with AI-native networks, real-world sensing trials and smart technologies, targeting the 2028 Olympics as a key test.

Recent headlines around Amazon.com (AMZN) have zeroed in on its AI footprint, from the planned Anthropic IPO and large AWS cloud commitment to new Qualcomm silicon work and quick commerce growth in India. All this AI news is landing while Amazon.com’s share price has eased in the short term, with a 30 day share price return of 3.47% in decline. However, longer runs, such as the 3 year total shareholder return of 81.13%, point to momentum that is still broadly positive. Scan how Amazon.com’s...

RBC is bullish on Qualcomm after its Amazon AI deal. But with QCOM stock still below its 52-week high, is this the opportunity investors have been waiting for?

Despite being late to the Data center party, QUALCOMM Incorporated (NASDAQ: QCOM) may finally have found the path to becoming a meaningful data center chip supplier. The problem, however, is that Wall Street may already be giving it credit for much of an opportunity the company has yet to prove it can capture. On September […]

Earlier this month, Qualcomm Technologies announced a multi-generation collaboration with Amazon to develop customized AI data center silicon and high-performance optical connectivity solutions, while also deepening its use of Amazon’s AI infrastructure for chip design workloads. A distinctive feature of the agreement is the combination of large-scale AI chip supply potential with Amazon warrants for up to US$4.00 billion of Qualcomm stock, tying Qualcomm’s AI progress directly to Amazon’s...

(Updates with market moves at the end of the day, and other changes, if any.) Wall Street's equit