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After a historic run, the critical questions for NVIDIA are no longer about this quarter's numbers but where the next layers of growth will come from and if the company can actually execute on its breathtakingly complex roadmap.

Semiconductor Stocks Tumble as SK Hynix Weakness Ripples Through the Sector

Qualcomm (QCOM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

This chip designer is on a powerful run fueled by real business quality, but its legacy market is hitting a rough patch. The question is whether the new engines can outpace the old drag.

Behind the chipmaker's soaring share price was an overlooked story: the quiet, powerful resurgence of its oldest and most dominant product.

Here is a way to collect an upfront income stream from one of the market's hottest stocks, which you keep no matter what, while lining up a chance to buy it at a serious discount if it ever pulls back.

QUALCOMM, ticker NasdaqGS:QCOM, has introduced its Snapdragon Reality Elite platform focused on on-device AI and spatial computing. The platform targets mixed reality and spatial computing devices, with hardware tuned for next-generation immersive experiences. This launch broadens QUALCOMM's reach beyond smartphones toward a wider set of AI and connectivity use cases. QUALCOMM is known for its wireless chipsets and connectivity solutions, and the Snapdragon Reality Elite platform extends...

GF Securities expects strong growth for Taiwan Semiconductor in Q2.

Qualcomm Inc. (NASDAQ:QCOM) is one of the best quality stocks to buy according to Wall Street analysts. On June 16, Qualcomm Technologies introduced the Snapdragon Reality Elite platform, designed to support the next generation of immersive spatial computing and mixed reality devices. Featuring significant hardware upgrades, the platform delivers substantial improvements in GPU, CPU, and […]

Qualcomm’s push into artificial intelligence data centers has convinced Goldman Sachs to raise its price target by nearly a quarter. The bank kept its rating at Neutral anyway, a sign that even a bullish estimate revision isn’t the same as a buy call. Shares have already sailed past Goldman’s new ...

Silicon content per handset is quietly repricing as on-device AI and RF complexity collide with the next refresh cycle, and five chip names are already splitting into winners and losers before most investors notice the gap.

QCOM and MPWR are expanding AI-focused semiconductor portfolios as both pursue growth in data centers, servers and emerging AI markets.

This is a hyper-growth chapter for Broadcom (AVGO), fueled by what management calls insatiable demand for AI infrastructure. The company's core engine is supplying custom accelerators and networking silicon to a handful of hyperscale customers, including Alphabet (GOOG.

A single defense contract can change a company's trajectory, but it's the sheer size of this one that sent shares flying.

After a monster run, executives are promising accelerating growth for years to come, forcing investors to decide if the best gains are already in the rearview mirror.

This AI Memory Stock Could Be the Next Big Winner, Says Bank of America

The chipmaker's premium valuation melts away when you look at what analysts expect it to earn, but that discount depends entirely on the growth arriving.

Taiwanese memory chipmaker Nanya Technology said on Friday it plans capital spending of more than ‌T$200 billion ($6.2 billion) next year, roughly four times this year's figure, ‌amid soaring demand for memory chips as it rides an AI boom. President Pei-Ing Lee told ​an online press briefing that the preliminary expenditure plan aims to help ramp up spending on a new plant, although the budget has yet to receive board approval. Lee was speaking after Nanya reported unaudited second-quarter revenue of ‌T$82.55 billion, up 684% from ⁠a year earlier.

nLight (LASR) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

In late June 2026, QUALCOMM was removed from several Russell growth and defensive indices even as it announced a partnership with Scam.ai to power Halo, an on-device deepfake detection model optimized for Qualcomm-based PCs and launched at Computex 2026. This combination of index exclusion and expansion into on-device AI security highlights how QUALCOMM is being reshaped by both mechanical fund flows and its push beyond smartphones into AI-focused platforms. We’ll now examine how QUALCOMM’s...

By Exec Edge Editorial Staff AZA Law Firm opened its Dallas office at the Trammell Crow Center on January 1, 2026. The launch ended 32 years of Houston-only practice. Six months in, the office is tracking the public timeline managing partner John Zavitsanos set when the lease was signed: from five lawyers at launch to […] The post Six Months In, AZA Law Firm’s Dallas Office Tracks Toward Its Year-One Plan appeared first on ExecEdge.

QCOM's automotive revenues hit a record as Snapdragon Digital Chassis adoption accelerates. Can next-gen platforms sustain its top-line growth?

During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.

Advanced Micro Devices has soared over the past year amid excitement over its central-processing units. AMD shares were up 7.4% at $555.62 in early trading Thursday, adding to a 259% gain over the past 12 months through to Wednesday’s close.

VSH's sharp sell-off may offer a buy-the-dip opportunity as demand, backlog, margins and the Vishay 3.0 strategy point to improving fundamentals.

The secret to the memory chip maker's epic run lay hidden in plain sight: a simple piece of math the market completely overlooked.

A semiconductor giant has fallen back to a price floor that has held firm four times before, forcing investors to decide if its explosive new growth is strong enough to support it again.

The stock's history in downturns reveals a pattern of amplified losses that every shareholder should understand before the next one hits.

The chipmaker's business is accelerating, but its stock just hit a patch of turbulence. Here's how to think through the opportunity.

For three years, the AI rally left Qualcomm behind.