Notícias

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.

Higher production costs, weakening Apple modem demand and lower-margin data-center programs pressured Qualcomm's outlook.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala sits down with Josh Lipton and Dan Howley on Market Domination to discuss the company's performance and outlook in various segments, including AI data centers and automotives.

Qualcomm Stock Hit by Weak Guidance, Apple Modem Business Slows

The reported operating margin has risen in each of the last two years, and management plans to grow costs far more slowly than revenue from here.

Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.

The new supply arrangement is designed to form the computing foundation for future BMW models, Qualcomm said.

Qualcomm's (QCOM) fiscal Q3 results were mostly in line, but margin pressures and custom silicon unc

Arm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or an opening.

Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) shares fell about 3% on Thursday after the chipmaker reported third quarter earnings that narrowly missed expectations and issued a weaker-than-expected profit outlook for the upcoming quarter. For the fiscal third quarter ended June 28, Qualcomm reported...

Demand is not Intel's problem; what a holder is really underwriting is years of capital spending that must be paid long before the foundry meant to justify it can prove itself.

QCOM's Q3 revenues beat estimates as auto and IoT growth offset handset weakness, but higher costs weighed on earnings and squeezed margins.

Qualcomm CFO Akash Palkhiwala said the company expects Apple-related revenue to decline by roughly 50% sequentially from the fourth quarter to the first quarter.

Chip stocks are rebounding on Thursday, with the exception of Qualcomm (QCOM), which provided profit guidance that disappointed Wall Street. BD8 Capital Partners CEO and CIO Barbara Doran and Yahoo Finance Technology Editor Dan Howley chat with Morning Brief host Julie Hyman about Qualcomm and the larger chip sector.

Qualcomm expands AI, automotive and data center plans while targeting $40 billion in non-handset revenues by fiscal 2029.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Apple's In-House Modem Push Deals Fresh Blow to Qualcomm

The chipmaker plans to raise prices starting September 1 to offset industry-wide cost increases, while its outlook for the current quarter came in below analyst expectations

The selloff turned on a rival's market debut, while binding multiyear contracts now put a minimum volume and a floor price under a defined share of Micron's future revenue.

Futures pointed higher Thursday as investors also weighed the Fed's decision to hold rates and rising Treasury yields