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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.
Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism depends on a few critical numbers Wall Street is watching closely.
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.
QUALCOMM is set to release its fiscal Q3 earnings this month, while analysts project a significant decline in EPS.
The companies inside this popular tech fund are sending a surprisingly one-sided signal about their earnings to come.
Qualcomm (QCOM) has shifted the narrative with its $5 billion guidance for AI data center business i
By Ankur Banerjee SINGAPORE, June 25 (Reuters) - Asian equities surged on Thursday after strong earnings and forecasts from chip giants Micron and Qualcomm helped alleviate some concerns over the red-
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it's worth paying attention.
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
Memory giant Micron (MU) will report its third quarter earnings after the bell on Wednesday, providing another update on the broader AI build-out.
SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven
Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.
Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...
It’s been a rough day for tech names with Micron and Intel down around 10% and Qualcomm down 15%. There was always going to be a comedown after a few weeks of breathless quarterly reports, said Jay Hatfield, chief executive officer at Infrastructure Capital Advisors.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
Qualcomm says the company has a growing opportunity in data.
May 8 (Reuters) - U.S. stock index futures rose on Friday as a recovery in chipmakers helped offset worries about renewed U.S.-Iran tensions, while investors looked ahead to a crucial employment
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.
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
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.
The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion
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