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Investing.com -- Robotics and space stocks could be among the most vulnerable in any market downturn, KB Securities has warned, drawing parallels between today's thematic investment frenzy and the final stages of the U.S. dot-com bubble.
Qualcomm (NASDAQ:QCOM) is in discussions with China’s ByteDance about providing custom chip-design services, according to people familiar with the matter, as the U. S.
The chipmaker is reportedly in talks with ByteDance about a deal for its chip design services.
Retail sentiment remained cautious, with Stocktwits data showing SPY sentiment stuck in bearish territory while QQQ sentiment improved to bullish.
Investors are looking forward to another week of chip-stock reveals. Qualcomm has its investor conference, and Micron reports earnings a day after a sharp decline in its stock. The Federal Reserve meanwhile will get another data point on the inflation picture, with the PCE (price consumption expenditures) index.
Qualcomm is in talks to provide chip-design services to China's ByteDance, four people familiar with the matter said, as the U.S. company seeks to reduce dependence on the smartphone market, its biggest revenue source. If successful, the negotiations would make ByteDance, the parent of short-video platform TikTok, an early customer of Qualcomm's chip-design services operation. Qualcomm is the world's largest supplier of smartphone modem chips, which manage cellular communications.
Qualcomm (NasdaqGS:QCOM) is reported to be in advanced talks to acquire AI chip startup Modular Inc. in a multi billion dollar deal. The potential transaction would mark a push by Qualcomm to build out its AI infrastructure and data center offerings beyond its core smartphone chip business. The negotiations are ongoing and the deal, if completed, would represent a major move into markets currently led by larger AI chip competitors. For investors watching Qualcomm, this prospective...
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The reported acquisition would value Modular at 2.5x its September funding round valuation
Investing.com -- Bank of America has raised its price target on Qualcomm (QCOM) from $165 to $195, though the firm is maintaining its "Underperform" rating ahead of the company’s Investor Day on Wednesday, June 24. The revised target is the result of BofA rolling its valuation forward to calendar year (CY) 2028 estimates, applying a 15x price-to-earnings (P/E) multiple. The bank’s underlying financial estimates remain unchanged, which includes projecting roughly $2.5 billion in CY 2028 AI revenu
Advanced Micro Devices has transformed into a data center powerhouse, but with the stock trading at the top of its range, investors must weigh a large growth opportunity against an equally large valuation.
It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.
Mobile processor giant Qualcomm (QCOM) was late to the AI party. But that may not be a disadvantage. While Nvidia (NVDA) and AMD (AMD) raced to dominate AI training, Qualcomm has spent decades refining low-power computing.
MaxLinear's infrastructure push accelerates as AI-driven data center demand boosts optical platforms and lifts revenue outlooks into 2027.
Qualcomm is reportedly in advanced talks to acquire Modular as chipmakers race for AI infrastructure talent.
(Bloomberg) -- It’s been a challenging year for Tesla Inc. shareholders, losing almost 10% while watching Elon Musk’s SpaceX complete the biggest initial public offering ever and immediately become the most valuable entity in the newly minted trillionaire’s collection. Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsStocks Fall as
Investors are looking forward to another week of chip stock reveals. Qualcomm is expected to give more details about its business at its investor conference. Micron, the latest trillion-dollar semiconductor company, reports earnings, as do FedEx, Cerebras and Carnival.
Qualcomm stock has surged in recent months and the prospective acquisition of an AI infrastructure software company could help keep the rally going.
We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the stocks discussed by Jim Cramer. QUALCOMM Inc. (NASDAQ:QCOM) is one of the largest semiconductor design companies in the world. Its shares are up by 49% over the past year and by 30.7% […]
8.39am: Telecom Plunge Telecom Plus shares have plummeted 30.5% on the news that management plan to invest in growth, which will hit profits this year. Analyst Charles Hall at house broker Peel Hunt says it is an "aggressive reset" by management, investing £55 million per year to double...
If you are wondering whether QUALCOMM is still reasonably priced after a strong run, this article walks through what the current share price could be implying about value. The stock last closed at US$221.90, with returns of 0.5% over the past week, down 6.8% over 30 days, and up 28.3% year to date and 48.0% over the last year. The 3 year and 5 year returns sit at 103.1% and 76.9%. Recent price moves in QUALCOMM have come against a backdrop of ongoing attention on semiconductors and wireless...
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