JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where you hold them.

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

A semiconductor giant has fallen back to a familiar battleground, forcing investors to ask if the past is any guide to the future.

We were wrong about SCHD, and the margin of error is impossible to ignore. Here is what actually flipped the script and what it means for every portfolio that followed our advice.

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

QCOM's diversification gains momentum, but Apple exposure, handset weakness and margin pressure keep the buy case from turning decisive.

Qualcomm's Q3 revenue beat was offset by an earnings miss as record auto growth contrasted with handset weakness and continued margin pressure.

Qualcomm's 30.6% slide reflects handset weakness and margin pressure, even as automotive growth and data center targets broaden its revenue mix.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges. Major chip customers including Qualcomm, Nvidia, Tesla, and Google are increasingly turning to Samsung as an additional advanced foundry supplier. The shift toward dual sourcing highlights both the strength of demand for TSMC's manufacturing services and potential supply risk for clients. Competition between TSMC and Samsung for AI...

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.

Treasury yields just hit a 19-year high, making dividend stocks look like a losing bet on paper. What actually happened to retirement portfolios in 2026 tells a completely different story.

The South Korean company's SF4 production line at its Pyeongtaek plant has been running at full capacity since late last year

According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.

A dividend fund built for retirees just outpaced the Nasdaq 100, and the reason behind that reversal is more complicated than a simple value-versus-growth rotation story.

Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls chasing a $428 target are visionaries or latecomers.

This chipmaker's stock has delivered a chart-topping performance, but its operating results sit squarely in the middle of the pack, forcing investors to decide if the price has run too far ahead of the business.

Qualcomm is evolving from a phone chip company into a major edge-AI platform spanning cars, PCs, robots, and connected devices.

QCOM is expanding its smartphone reach with Snapdragon platforms, AI capabilities and power-efficient chips for next-generation devices.

Qualcomm (QCOM) has fallen 35% from its May 2026 highs, and the market is pricing it like a company in decline following tough quarterly results and weakness in smartphones. Look a little further out, though, and the setup looks compelling. The near-term weakness is concentrated in Qualcomm's handset business, while the company's decades of experience building low-power, high-efficiency chips could position it for a very different opportunity: AI infrastructure.

Management signed deals to guarantee years of record profits, yet the stock is slipping, a sign the market is more worried about the ceiling than excited about the floor.

MaxLinear stock trades on multiples measured over a trailing year, while the infrastructure business that would justify them is only now the company's largest.

QUALCOMM stock has delivered a 59.9% return over the past three years, yet current checks suggest the shares now sit close to their intrinsic value on a Discounted Cash Flow (DCF) basis while still looking inexpensive on some market multiples. With mixed signals on valuation, investors are weighing a solid historical return profile against a set of fairness indicators rather than a clear bargain. A 59.9% return over three years points to QUALCOMM as a strong performer over that window, which...

Demand for its server chips runs ahead of what Intel can make, and the price now carries a build-out that is still years from finished.

David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.

The market is punishing a chip giant's stock while it offers a cash return that most blue chips can't match, forcing a hard look at the engine inside.

This chip giant's profits are near the top of its class, but its stock performance is stuck in the middle of the pack. Has the market correctly spotted a flaw in the growth story.

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.

The stock outran both Broadcom and NVIDIA over the past year, and the part of the company that did it moves data inside and between data centers rather than computing on it.

Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg.

Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is betting members need to know which lane to own before the back half of 2026.

After a steep sell-off last month, investors are chipping in again. Chip stocks were some of the biggest gainers in the S&P 500 and Nasdaq Thursday, a day when markets rose broadly.

Options are priced for a calmer stretch than the stock just delivered, and even that assumption leaves room to lose close to half a position or nearly double it.

ECARX (NASDAQ:ECX) executives outlined the automotive technology supplier’s global expansion strategy, product portfolio and financial targets during a JPMorgan conference session, highlighting partnerships with major automakers and continued investment in software, silicon and artificial intelligen

SCHD's stricter quality screen has long been treated as a feature, but a decade of returns suggests it quietly came with a price that most investors never thought to calculate.

Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

In early August 2026, Qualcomm appointed Wassim Chourbaji as senior vice president and president of Qualcomm EMEA, while long-time regional leader Enrico Salvatori moved to chairman and will continue overseeing the EMEA Automotive business until his planned retirement in June 2027. This leadership transition places a veteran of Qualcomm’s government affairs and MEA operations at the center of its EMEA strategy, potentially sharpening execution across both regulatory engagement and...

Wall Street keeps punishing Qualcomm for its handset headaches while ignoring two growth engines quietly building toward a $40 billion target. The valuation gap between what the market prices in and what management just promised on Investor Day is where the real story lives.

Qualcomm has spent five years watching rivals soak up AI excitement while its stock went nowhere, but a shift toward on-device inference could make that stagnation look like the setup for something much bigger.

The best quarter in the company's history came from memory prices rather than from selling more memory, and its biggest new contracts now put a ceiling over those prices.

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

NXP Semiconductors says its auto business is a unique growth story, but on its latest earnings call, analysts kept asking why it looks so different from its peers.

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

This band is not a panic premium; it sits close to what the stock has actually delivered over the past year, and a holder carries every bit of that width.

Management believes the current handset downturn is bottoming, but investors will need to see further proof before becoming aggressively bullish.