Qualcomm, Inc. (QCOM)

Today, March 31, 2026, a $2 billion Nvidia stake spotlights Marvell’s expanding role at the core of AI data centers.

Qualcomm China chief says cars are the next major platform for AI, as they demand fast connections and real-time decision-making.

Qualcomm's market diversification efforts may be offset by share loss at key customers Apple and Chinese OEMs, according to Goldman Sachs.

Investors are underestimating the runway ahead for this industry leader.

Nvidia and Amazon are emerging as the real winners of the AI boom as demand for chips and cloud infrastructure accelerates.

Micron Technology is at the center of a major memory shortage driven by AI, and it's one of the best ways to play that shortage.

Many companies are moving away from general-purpose AI hardware like GPUs and toward their own custom chips. This is how to play it.

The semiconductor landscape shifted on its axis today as Arm Holdings (NASDAQ: ARM) shares skyrocketed following the official unveiling of its first-ever in-house high-performance processor. On March 26, 2026, the company’s stock price surged by more than 18% in mid-day trading, reaching a record high as investors cheered a

The semiconductor landscape witnessed a historic transformation on Wednesday, March 25, 2026, as shares of Arm Holdings (NASDAQ: ARM) skyrocketed over 16.3% following the unveiling of its first-ever in-house production silicon. At its high-stakes "Arm Everywhere" event in San Francisco, the company pivoted from its 35-year legacy as a

REDMOND, WA — March 26, 2026 — As the first quarter of 2026 draws to a close, Microsoft Corp. (NASDAQ: MSFT) finds itself at a pivotal crossroads in the "AI Era" it helped ignite three years ago. While the tech giant has successfully embedded artificial intelligence into every facet of its product

Wall Street analysts change ratings on top stocks: BNP Paribas cuts Chewy Inc, Bernstein cuts Qualcomm, Wells Fargo raises United Natural Foods.

Wall Street analysts changed outlook on top names. View all changes on analyst ratings page. See what analysts think about QCOM stock.

As Arm enters the AI chip race with its own silicon, should investors jump in, or wait for a better entry point?

Date: March 25, 2026 Introduction In the high-stakes theater of global semiconductors, few companies occupy a position as strategically vital—yet often as misunderstood—as Arm Holdings plc (Nasdaq: ARM). While the public focuses on the massive GPU clusters of the AI era, Arm provides the fundamental blueprint upon which nearly all modern computing is built. Today, [...]

Shareholders will also be receiving a larger dividend from Qualcomm.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a...

The pullback makes perfect short-term sense, but it underestimates just how well the company could snap out of the current funk once the tide finally turns.

Taiwan Semiconductor is one of the most dominant companies in the tech industry.

The mobile chipmaker faces formidable near-term challenges.

The semiconductor darlings of the AI era faced a harsh reality check on Friday, March 20, 2026, as Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices, Inc. (NASDAQ:AMD) saw their stock prices tumble amid a perfect storm of rising competition and a massive shift in investor sentiment. Intel shares

Seaport Research downgraded Qualcomm and set a $100 price target.

Qualcomm’s 3.4% dividend hike and new $20 billion buyback, layered on top of a 3.6% yield, a 23-year dividend growth streak, and a below-sector 15× forward P/E, make QCOM look like a reasonable value-and-income play for patient tech investors willing...