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Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Technology and Qualcomm breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged 12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm said it expects $15 billion in sales from its data center business by 2029 as it moves beyond its core smartphone chip business and shifts its focus to AI.
Qualcomm doubles its non-handset revenue outlook for fiscal 2029.
Qualcomm’s investor day highlighted a major shift toward AI, with a new Meta partnership and strong long-term revenue targets across its core businesses.
Investing.com - Micron Technology Inc (NASDAQ:MU) delivered the strongest quarterly results in its history after Wednesday's close, posting fiscal third-quarter 2026 revenue of $41.46 billion against a Wall Street consensus of $35.69 billion, a 16.2% beat, and earnings per share of $25.11 versus the $20.49 estimate, a 22.6% upside surprise. The print sent Micron shares up roughly 12.6% in extended trade to around $1,180.97, recovering from a regular-session close of $1,047.20.
By Jamie McGeever ORLANDO, Florida, June 24 (Reuters) - U.S. bond yields tumbled on Wednesday as oil's slide to a four-month low eased inflation fears, although the relief wasn't felt as much in
Investing.com - Qualcomm Incorporated (NASDAQ:QCOM) unveiled its Dragonfly C1000 data center CPU and secured Meta Platforms as its first major customer on Wednesday, announcing a strategic multi-generation supply agreement at its Investor Day 2026 in New York City. Despite the milestone announcements, Qualcomm shares are trading at $193.61, down 5.15% on the session, as investors weigh the near-term cost of a separate ~$4 billion acquisition against data center revenue that won’t arrive until th
Qualcomm (QCOM) agreed to acquire software infrastructure firm Modular in a roughly $3.92 billion de
Qualcomm is increasing its line of AI data center products as it looks to grow its share of the market.
We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the long-term stock picks. Appaloosa Management has held QUALCOMM Inc. (NASDAQ:QCOM)’s shares since the first quarter of 2021. From Q1 2012 to Q1 2014, the fund continuously held the shares. It then briefly held them in 2016 before […]
Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips. Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it's worth paying attention.
Qualcomm will acquire Modular in stock to expand AI software capabilities for its data center push.
Investing.com -- BlackBerry received a bullish endorsement from Stifel, which initiated coverage of the software company with a Buy rating and a $12 price target, arguing that investors continue to undervalue its position as a key infrastructure provider for the emerging physical AI market.
Qualcomm (NASDAQ:QCOM) shares have whipsawed into the chipmaker’s Investor Day, and our model says the post-selloff setup looks compelling on the data. With the stock at $204.13 after a 8.01% single-day drop, our 24/7 Wall St. price target for Qualcomm is $278.13, implying 36.25% upside over the next 12 months. Our model frames this as ... Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Qualcomm Gains as ByteDance Emerges as Potential Customer for New Chip Business
The deal gives Qualcomm access to Modular's AI-native software stack and engineering talent, including a team that helped build key components of the current AI infrastructure.
The chipmaker will issue up to 19.2 million shares to Modular's equity holders as it pushes deeper into data center AI
Qualcomm agreed to acquire the AI software company Modular for about $3.9 billion, in a bid to make artificial intelligence faster and cheaper for its customers.
Qualcomm has agreed to buy artificial-intelligence infrastructure software company Modular for an undisclosed price.
Microsoft Corporation (NASDAQ:MSFT) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 2 that Microsoft Corporation (NASDAQ:MSFT) announced a “sweeping slate” of AI initiatives to go beyond apps, ranging from Nvidia-powered PCs and a new in-house reasoning model to autonomous workplace assistants and gadgets. The company aims […]
Qualcomm said on Wednesday it would buy AI startup Modular for an undisclosed sum, as the chipmaker looks to diversify beyond its core smartphone business. The company was in advanced discussions to acquire Modular in a deal valuing it at about $4 billion, Bloomberg News reported on Monday. Buying Modular pits Qualcomm against CUDA, the software platform that has helped underpin Nvidia's AI dominance by tying millions of developers to the $5 trillion company's chips.
