QCOM QUALCOMM Incorporated

Marvell Technology (MRVL) stock returned 201% in the past year, against 17.7% for the S&P 500. Investors value it as an AI data center chip company at 85.6 times earnings, versus 22.1 for the S&P 500. Investors paying that multiple are counting on data center growth staying fast. Management used to tell a second growth story too, and it no longer leads with that story. So what did Marvell's management stop leading with.

SCHD's rulebook kicked out one of the market's hottest chip stocks before its biggest run, and the reason it happened reveals a hidden cost that no expense ratio will ever show you.

Qualcomm (QCOM) stock is up 46% over six months. It still trades about 26% below its high of the past year. At 21 times earnings, about the market's level, the price appears to assume Qualcomm keeps growing as Apple sales shrink. Qualcomm plans to fill that gap with car and data center chips, and is raising prices as memory costs climb. Both plans are under way. So is there a case for waiting before you buy Qualcomm.

Arm's stock has surged 160% this year and its first in-house chip already has billions in orders, yet one hard number keeps analysts from calling it a buy.

In September 2026, Qualcomm announced it had renewed its global patent license agreement with Apple effective April 1, 2027, while also advancing efforts such as presenting at the Humanoids Summit in Seoul and expanding into data center and robotics solutions. The renewed Apple license and the multi‑year custom chip partnership with Amazon’s AWS together highlight Qualcomm’s push to pair stable licensing income with new AI and cloud computing revenue streams. Next, we’ll examine how the...

Qualcomm (NasdaqGS:QCOM) said it has renewed its global patent license agreement with Apple, effective April 1, 2027. The updated deal covers Apple's continued access to Qualcomm's cellular technologies under a multi year global patent license framework. Management indicated that the renewed agreement is structured to support ongoing collaboration between the two smartphone heavyweights. The Qualcomm Apple patent license renewal matters, but investors should weigh it alongside other business...

Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the buy button.

Marvell Technology (MRVL) stock, at $263.27 a share (September 29, 2026 close) and a market value of about $231 billion, trades at 80 times its past twelve months of adjusted earnings per share. That is steep for one year of profit, but Marvell's sales are growing fast, so the next two years matter more. What, then, is the real price of Marvell stock once you count the profit expected in those years.

On August 4, 2026, Advanced Micro Devices (AMD) guided third-quarter revenue to about $13 billion, above its $11.2 billion second-quarter guide. AMD stock has gained 25.4% since the August 3 close, the day before that release, against 0.9% for the S&P 500. Many rallies have no new company numbers behind them, so one backed by a higher forecast is worth a look. Below we look at AMD's new guidance, its share price trend, and what could lift the stock further.

Most investors write off the Nasdaq-100 as a dividend wasteland, but a handful of its chip and networking giants have been quietly raising their payouts every single year while competitors chase hype cycles.

Broadcom's net margin towers at 36%, but customer concentration and a hefty SBC load cloud the picture; Qualcomm trades at half the valuation despite handset headwinds.

OpenAI just unveiled Dots: an always-on AI assistant with 4,000+ tools that might just be the closest thing yet to Tony Stark's "Jarvis." In The Loop host Ejaaz Ahamadeen explains how Dots stacks up against Meta's Muse and Elon Musk's Grok Bot, and how OpenAI's other Dev Day launches fit together with the new, 24/7 agent. If you want to know where AI assistants are headed, start here.

Snapdragon's agentic pitch expands on-device computing, but demonstrations must become profitable smartphone shipments.

Advanced Micro Devices (AMD) stock returned 277% in the twelve months to September 28, 2026. That nearly quadrupled the value of a holding. The run turned out to be about data center chips: the server processors and AI accelerators AMD sells. A gain that size looks obvious afterward, but the fair way to judge it is by what was public beforehand. So what did AMD's management say before its stock ran.

Chip stocks are snapping back after a brutal session, but the recovery is anything but even, with one name surging five times harder than another. What separates the leaders from the laggards reveals something important about where semiconductor money is flowing right now.

Key Stats for Qualcomm StockCurrent Price: $187. 48Target Price (Mid): ~$388Street Target: ~$194Potential Total Return: ~107%Annualized IRR: ~20% / yearWhat Happened?Qualcomm (QCOM) closed at $187.

Intel (INTC) stock rose 12.1% on September 21, 2026. A $10,000 holding at the prior close was worth about $11,210 when that day ended. In the days before, reports said SK Hynix was in talks with Intel about making memory chips in the United States. That news was public before September 21, which means it cannot explain the jump. So why did Intel stock jump that day.

Qualcomm's royalty base, STMicroelectronics' Starlink exposure and Oura's $15 billion IPO give investors three ways to trade the next personal device cycle.

NVIDIA (NVDA) stock trades at 28.6 times the last twelve months of profit, well below its three-year average P/E of 42.8. The shares are only 2.7% below their 52-week high, yet the stock's P/E is low by its own past. So is the market underpricing NVIDIA stock.

Nvidia CEO Jensen Huang just made two huge moves that might change how we think about AI risk entirely. First, a new agent safety platform engineered to catch and quarantine rogue AI agents in milliseconds, then a record-shattering $235 billion stock buyback that speaks volumes about how confident Nvidia is in where this is all headed. In The Loop host Ejaaz Ahamadeen breaks down how this new two-part safety system actually works, why Huang's stance is the opposite of what other AI labs are saying, and what a recent state dinner guest list reveals about who's really steering the US-China AI race.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 5.8% in the afternoon session after rally momentum faded, a Samsung 2nm pricing standoff left manufacturing talks drifting toward 2027, and chip stocks joined a broader tech selloff tied to rising yields.

Bloom Energy, which joined the index on Sept. 21, was among the biggest S&P 500 stock losers in Monday's session.

Marvell Technology (MRVL) stock fell 7.3% on Monday, September 14. A $10,000 holding at the prior close was worth about $9,270 when trading ended that day. That fall is hard to explain from the company alone. Less than three weeks earlier, management had raised its revenue forecast for fiscal 2028. Did the market read Marvell stock right that Monday.

Micron Technology (MU) stock trades near $1,082. Options expiring in roughly a year price a likely range from about $597 to about $1,963, with roughly two-in-three odds of finishing inside it. That is a huge band. Yet options expect Micron to trade calmer than it has, and the supply contracts behind management's case for steadier results cover a minority of its memory volume.

Arm is dropping nearly twice as hard as its closest chip peers, and the reason goes well beyond inflation fears and profit taking. A $25 billion loan tied directly to Arm's share price gives SoftBank a stake in every tick lower.

CRUS is navigating pricing cuts and supply-chain costs while preserving its long-term margin outlook and securing future wafer capacity.

Key Takeaways: The rally rests on an agent-CPU thesis. Meta’s Muse AI agent has traders betting on much higher server CPU demand.

Qualcomm just sealed a renewed patent deal with Apple, and the market moved fast. Whether this resets the ceiling for QCOM shares or simply buys time before a bigger reckoning depends on what replaces billions in revenue that could vanish by fiscal 2027.

TSMC Stock Gets a Fresh AI Catalyst as 2nm Orders Surge

A retired man collects Social Security and a pension, adds $1,000 a month from a popular Treasury fund, and ends up handing the IRS a bill he never needed to pay. The fund type is the culprit, and the fix is hiding in plain sight.

Investing.com-- Taiwan Semiconductor Manufacturing Co (TW:2330) is accelerating the expansion of its advanced 2-nanometre manufacturing capacity as strong demand from artificial intelligence and high-performance computing customers boosts orders, according to Taiwanese publication EDN.

Qualcomm's recent rally has grabbed investors' attention. But with QCOM stock near multi-month highs, is it time to chase shares?

Qualcomm just posted 61% automotive growth and raised its non-handset target to $40 billion, yet the market keeps valuing it like a company living and dying by smartphone chips. Something in that gap is worth a closer look.

Qualcomm Incorporated (NASDAQ:QCOM) is increasingly focused on the premium smartphone market, where consumers tend to have greater purchasing power. On September 22, it unveiled Android phone chipsets specifically designed for on-device artificial intelligence. Investor sentiment around AI remains an important part of the broader investment backdrop. Brad Gerstner recently argued that the latest negativity around […]

ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.

Key Stats for AAPL StockPast week performance: +0. 6%52-week range: $243 to $345Valuation model target price: $374Implied upside: 9.

A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm.

Investing.com -- China and the U.S. have agreed to a $30 billion reciprocal tariff-reduction arrangement and to launch dialogue on AI, under an eight-point consensus reached during Chinese President Xi Jinping’s visit to the U.S., China’s foreign ministry said on Saturday.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 5.7% in the afternoon session after the stock rebounded from the previous session as the company announced the renewal of its global patent license agreement with Apple.

Dycom Industries (NYSE:DY) is positioning itself as an end-to-end infrastructure services provider for growing data consumption, expanding from its traditional telecommunications work into data-center electrical and structured-cabling services, Chief Executive Officer Dan Peyovich said at D.A. David

Qualcomm sellers got the first word on the Apple renewal announcement, but buyers showed up next and disagreed sharply. What changed between those two reactions tells a more complicated story about what the deal actually means for Qualcomm.

QCOM renews its Apple patent deal through 2027, offering licensing visibility as weaker smartphone demand pressures QTL revenue.

By Johann M Cherian and Avinash P Sept 25 (Reuters) - Wall Street's main indexes inched higher in choppy trading on Friday as AI optimism buoyed sentiment and oil prices eased, while investors

Meta Platforms expands its VR push with lightweight AI-powered glasses, immersive content, and productivity tools as Apple and Alphabet step up the competition.

You own Micron Technology (MU) for its memory boom, and the worry is competition. The boom itself shows in the numbers. Micron's revenue over the last twelve months was $90.3 billion, against $33.8 billion a year earlier. The company is now valued at about $1.09 trillion, so a dent in those sales would matter to you. Which memory rivals should you watch, and how close are they.

Qualcomm CMO Don McGuire joins In The Loop host Ejaaz Ahamadeen at Qualcomm’s Snapdragon Summit in Maui, for an in-depth look at how a chip you can't even buy off a shelf became one of the biggest brands in tech, sports, and AI. He breaks down the brand strategy turning an invisible chip into a household name, why Microsoft's consumer Surface lineup is now 100% powered by Snapdragon, and the company’s groundbreaking partnerships with Manchester United and Mercedes F1.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss the stocks that have seen gains amid the buzz around Meta's (META) Muse and whether investors should expect that to continue in the long term.

Arm stock is surging far past its semiconductor peers after a brutal selloff, and the reason traces back to a single AI narrative that could make or break its royalty engine.

Intel (INTC) stock is up about 334% over the past year, against 17.1% for the S&P 500. Buying at $127.39 a share means believing two things: operating profit keeps climbing, and sales beat Intel's own forecasts again. Is it already too late to own Intel after a run like that.

Qualcomm (NasdaqGS:QCOM) introduced its Snapdragon 8 Elite Gen 6 and Elite Extreme Gen 6 processors with advanced on-device AI features. The new chips target premium smartphones and extend Qualcomm's reach into automotive systems, edge devices, and data center workloads using agentic AI. Management linked the launch to the firm's automotive digital chassis platform as it pushes AI processing closer to the device. Qualcomm's Snapdragon 8 Elite Gen 6 and Elite Extreme Gen 6 launches are...