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Arm shares have shed nearly a third of their value since mid-June, and investors now face a fork in the road between a bargain and a value trap. Our proprietary model points firmly in one direction.

If you checked on your Micron Technology (MU) holdings on Wednesday, you might have done a double-take. After a strong prior session, the stock returned -8.0% while the broader S&P 500 returned +0.4%. The company hadn't made a misstep. In fact, it's the exact opposite, which makes the story here so compelling.

In the high-stakes world of AI chips, one company's performance metrics seem to be telling a very different story than its stock price.

Intel shed nearly 20% in a month while most of Wall Street shrugged and called the stock fairly valued. One HSBC analyst just broke from the crowd in a dramatic way, and his reasoning centers on a part of Intel's business the rest of the Street has largely ignored.

The options market is pricing a notably wide path for this AI darling, and if you hold the shares, you are already exposed to the full, two-sided swing.

Micron said the agreements are designed to improve long-term supply visibility and production planning as automakers accelerate the shift toward AI-enabled vehicles.

The chip giant sent owners a torrent of cash while its stock price went nowhere fast, raising a sharp question about what all that money actually bought.

Strategic agreements strengthen future automotive chip supplyMicron Technology (NASDAQ:MU) has entered into Strategic Customer Agreements (SCAs) with seven leading automotive technology companies to help secure long-term supplies of memory and storage products for next-generation vehicle platforms. The agreements include Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis, all of which are major Tier 1 suppliers and technology partners serving global automotive manufacturers.

Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer ‌Qualcomm and audio products maker Harman, to secure ‌memory and storage components that powers AI-enabled vehicles. The agreements come as ​the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data ‌centers, consumer electronics ⁠and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.

Wall Street looked set for a mixed open Thursday with further yo-yoing in technology stocks amidst a fresh batch of corporate earnings. Futures pointed to the Dow Jones opening 0.2%, while the S&P 500 was called down 0.2% and the Nasdaq looked set to bear the brunt of the selling, with...

If you hold Marvell (MRVL) stock, you’ve been on a wild ride. The shares have gained +207% over the past year, even after pulling back from their recent peak. But with that performance comes a new kind of pressure. Management has laid out a vision for growth so ambitious that the stock is now priced for near-flawless execution, leaving very little room for error.

Qualcomm could surprise a lot of investors next year.

Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Before you chase or fade the four AI-chip names at the center of it, the valuation spread between them tells a very different story for each.

TSMC earnings will show if Big Tech clients intend to keep spending on artificial-intelligence chips.

Management has gone quiet on the multi-billion-dollar China problem that once dominated its calls, and what they're talking about instead reveals a fundamental shift in where the company's growth must now come from.

The memory chip giant is on a tear, but its real value for your portfolio lies in how it moves on its own.

A quiet admission that the company couldn't make its older chips fast enough revealed more than any grand AI promise.

CRUS is expanding its PC business with SDCA adoption, mainstream device wins and AI-focused audio products, setting up another year of growth in fiscal 2027.

Here is how Marvell Technology convinced the market its already bright future was accelerating at a pace few saw coming.

As the EV maker struggles to find anything close to the volume it previously projected for its lauded Gravity SUV, Lucid has replaced nearly its entire C-suite and seeks more accountability.

A Qualcomm-Anthropic deal would have been a major catalyst for AI, as Qualcomm targets over $15 billion in annual data-center revenue by fiscal 2029.

In the closing of the recent trading day, Qualcomm (QCOM) stood at $178.1, denoting a -3.2% move from the preceding trading day.

The company's historic AI boom is undeniable, but it's also reshaping the business in ways that could challenge its premium valuation.

The chipmaker's recent strength is tempting, but its long-term behavior tends to magnify the market's moves, not counter them.

The market is offering an unusually high cash return to own this chip giant, forcing a hard look at whether its core business is stalling or simply reloading.

TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on ‌Tuesday said it has raised $43 million in early ‌funding to help companies build their own AI chips. The market for such AI ​chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips ‌talk to each ⁠other at high speed, and the only way to access that technology is to work with ⁠them to develop a custom chip.

CPU makers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD), Intel Corp (NASDAQ:INTC, XETRA:INL), Arm Holdings PLC (NASDAQ:ARM) and Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) are all reporting earnings in the coming weeks, and Bank of America says the results will tell very different stories...

The company is building a fortress of long-term contracts to protect against the memory market's notorious cycles, but a look inside shows how much of the kingdom is still outside the walls.

The chipmaker's headline numbers looked grim, but one corner of its business was already signaling the AI-fueled turnaround to come.

Lawmakers are buying and selling stocks in the exact industries they regulate, and nothing about it breaks the law. Here is what the latest filings reveal about where congressional money is moving before the votes happen.