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As the EV maker struggles to find anything close to the volume it previously projected for its lauded Gravity SUV, Lucid has replaced nearly its entire C-suite and seeks more accountability.

A Qualcomm-Anthropic deal would have been a major catalyst for AI, as Qualcomm targets over $15 billion in annual data-center revenue by fiscal 2029.

In the closing of the recent trading day, Qualcomm (QCOM) stood at $178.1, denoting a -3.2% move from the preceding trading day.

The company's historic AI boom is undeniable, but it's also reshaping the business in ways that could challenge its premium valuation.

The chipmaker's recent strength is tempting, but its long-term behavior tends to magnify the market's moves, not counter them.

The market is offering an unusually high cash return to own this chip giant, forcing a hard look at whether its core business is stalling or simply reloading.

TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on ‌Tuesday said it has raised $43 million in early ‌funding to help companies build their own AI chips. The market for such AI ​chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips ‌talk to each ⁠other at high speed, and the only way to access that technology is to work with ⁠them to develop a custom chip.

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories...

The company is building a fortress of long-term contracts to protect against the memory market's notorious cycles, but a look inside shows how much of the kingdom is still outside the walls.

The chipmaker's headline numbers looked grim, but one corner of its business was already signaling the AI-fueled turnaround to come.

Lawmakers are buying and selling stocks in the exact industries they regulate, and nothing about it breaks the law. Here is what the latest filings reveal about where congressional money is moving before the votes happen.

After a historic run, the critical questions for NVIDIA are no longer about this quarter's numbers but where the next layers of growth will come from and if the company can actually execute on its breathtakingly complex roadmap.

Semiconductor Stocks Tumble as SK Hynix Weakness Ripples Through the Sector

Qualcomm (QCOM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

This chip designer is on a powerful run fueled by real business quality, but its legacy market is hitting a rough patch. The question is whether the new engines can outpace the old drag.

Behind the chipmaker's soaring share price was an overlooked story: the quiet, powerful resurgence of its oldest and most dominant product.

Here is a way to collect an upfront income stream from one of the market's hottest stocks, which you keep no matter what, while lining up a chance to buy it at a serious discount if it ever pulls back.

QUALCOMM, ticker NasdaqGS:QCOM, has introduced its Snapdragon Reality Elite platform focused on on-device AI and spatial computing. The platform targets mixed reality and spatial computing devices, with hardware tuned for next-generation immersive experiences. This launch broadens QUALCOMM's reach beyond smartphones toward a wider set of AI and connectivity use cases. QUALCOMM is known for its wireless chipsets and connectivity solutions, and the Snapdragon Reality Elite platform extends...

GF Securities expects strong growth for Taiwan Semiconductor in Q2.

Qualcomm Inc. (NASDAQ:QCOM) is one of the best quality stocks to buy according to Wall Street analysts. On June 16, Qualcomm Technologies introduced the Snapdragon Reality Elite platform, designed to support the next generation of immersive spatial computing and mixed reality devices. Featuring significant hardware upgrades, the platform delivers substantial improvements in GPU, CPU, and […]

Qualcomm’s push into artificial intelligence data centers has convinced Goldman Sachs to raise its price target by nearly a quarter. The bank kept its rating at Neutral anyway, a sign that even a bullish estimate revision isn’t the same as a buy call. Shares have already sailed past Goldman’s new ...

Silicon content per handset is quietly repricing as on-device AI and RF complexity collide with the next refresh cycle, and five chip names are already splitting into winners and losers before most investors notice the gap.

QCOM and MPWR are expanding AI-focused semiconductor portfolios as both pursue growth in data centers, servers and emerging AI markets.

This is a hyper-growth chapter for Broadcom (AVGO), fueled by what management calls insatiable demand for AI infrastructure. The company's core engine is supplying custom accelerators and networking silicon to a handful of hyperscale customers, including Alphabet (GOOG.

A single defense contract can change a company's trajectory, but it's the sheer size of this one that sent shares flying.

After a monster run, executives are promising accelerating growth for years to come, forcing investors to decide if the best gains are already in the rearview mirror.

This AI Memory Stock Could Be the Next Big Winner, Says Bank of America

The chipmaker's premium valuation melts away when you look at what analysts expect it to earn, but that discount depends entirely on the growth arriving.

Taiwanese memory chipmaker Nanya Technology said on Friday it plans capital spending of more than ‌T$200 billion ($6.2 billion) next year, roughly four times this year's figure, ‌amid soaring demand for memory chips as it rides an AI boom. President Pei-Ing Lee told ​an online press briefing that the preliminary expenditure plan aims to help ramp up spending on a new plant, although the budget has yet to receive board approval. Lee was speaking after Nanya reported unaudited second-quarter revenue of ‌T$82.55 billion, up 684% from ⁠a year earlier.

nLight (LASR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.