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The selling in computer-chip and hardware manufacturers is getting ugly this afternoon after Broadcom's forecast disappointed late Wednesday. Higher bond yields, which decrease the value Wall Street assigns to companies projecting high profits far into the future, aren't helping either.
Before the stock took off, management was explaining a fundamental shift in AI that the market seemed to be underestimating.
At $242.57, Qualcomm (NASDAQ:QCOM) is a Hold. A pullback toward $185 would offer a more attractive entry for investors evaluating fresh capital deployment. The stock has run too far, too fast after a quarter that fundamentals do not yet justify. Qualcomm is the dominant supplier of premium smartphone application processors and modems, with growing footprints ... 1 High-Flying Artificial Intelligence Stock You Might Want to Avoid Buying Right Now
Major stock indexes fell sharply after a strong jobs report set the stage for the Federal Reserve to hike rates.
Investing.com -- Qualcomm is positioning itself as a broad-based artificial intelligence infrastructure play, moving beyond its smartphone roots to compete across data centers, automotive, and wearables, with agentic AI the unifying theme.
Qualcomm (QCOM) reached $242.57 at the closing of the latest trading day, reflecting a -2.98% change compared to its last close.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. June E-mini S&P futures (ESM26 ) rose +0.36%, and June E-mini Nasdaq futures...
While Wall Street fixated on a multi-billion-dollar headwind, the real story was in how the very nature of AI demand was quietly changing.
Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
QUALCOMM (QCOM) is back in focus after Nvidia’s new RTX Spark superchip sharpened competition in Windows PCs, pressuring Qualcomm’s Snapdragon franchise even as the company expands its efforts in data center and automotive AI. See our latest analysis for QUALCOMM. Qualcomm’s share price has been volatile around the RTX Spark news, with recent sessions swinging between profit taking and AI driven rallies. The stock currently reflects strong short term momentum and solid multi year total...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.41%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.23%. June E-mini S&P futures (ESM26 ) are down -0.14%, and June E-mini Nasdaq futures...
TXN stock surges 69% in six months, fueled by analog/embedded chip demand, AI-linked infrastructure growth and strong cash returns.
A decade ago, Taiwan Semiconductor Manufacturing (NYSE: TSM) was respected but boring. It made chips for Apple, Qualcomm, and a long list of fabless designers, and the market valued it like a cyclical industrial. Then the node race got serious. TSMC pulled away from Samsung and Intel at 7nm, then 5nm, then 3nm, and the ... Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?
NVIDIA Corp. used Computex to expand its push into AI PCs and data-center infrastructure, raising the competitive stakes for Intel Corp., Advanced Micro Devices Inc., Arm Holdings Plc, Qualcomm Inc., Apple Inc., and the broader semiconductor supply chain. NVIDIA Targets...
Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...
A new laptop chip barely moves the needle for the AI giant -- but it strikes at the heart of what its rivals sell.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...
Arm Holdings is up ~270% YTD as royalties and cloud AI drive record revenues, yet a 67x forward sales multiple raises the buy-or-wait question.
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.
QCOM battles margin pressure and weak handset demand, but Snapdragon and automotive bets offer hope - should investors rethink now?
Lattice (LSCC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...
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