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On June 18, 2026, Marvell Technology drew investor attention with a price upgrade and renewed AI confidence.

As AMD chases a multi-billion dollar AI future, it has stopped celebrating a key profitability metric, a quiet signal that the company's next wave of growth will be a different, lower-margin bet.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 3.4% in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips with Intel in the United States, a foundry validation the market had been waiting on for over a year.

The chipmaker looks expensive on today's numbers, but a patient investor is buying into a much more reasonable valuation three years from now.

Intel is trying to rebuild its chipmaking edge, while Qualcomm is leaning on profits, cash flow, and expansion beyond mobile. Investors comparing the two stocks have to decide which chip strategy offers the clearer path to returns in 2026.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

Investing.com -- Shares of U.S. semiconductor companies climbed in premarket trading Thursday after President Trump said Apple has agreed to work with Intel to design and manufacture its chips domestically.

Applied Materials has launched SENZ, an integrated ambient visual system for AI-powered smart eyewear. The platform was co-developed with EssilorLuxottica, GlobalFoundries, and Qualcomm to support next generation AR glasses. The announcement signals an expansion of Applied Materials' role beyond semiconductor equipment into consumer optical technologies. Applied Materials (NasdaqGS:AMAT) is drawing fresh attention as it moves into AI-powered smart eyewear with the SENZ platform, while its...

In recent weeks, Qualcomm has moved beyond its smartphone roots by launching a custom AI data center silicon program with a leading hyperscaler, expanding collaborations in XR, edge AI, and AI infrastructure across partners like Nuvoton, SLB, ByteDance, and Primax Tymphany. This broad push into custom data center chips and over 40 new AI-powered device designs signals a meaningful reshaping of Qualcomm’s role across cloud, personal devices, and industrial applications. We’ll now examine...

Qualcomm, ticker NasdaqGS:QCOM, is reportedly in advanced talks to acquire AI chip startup Tenstorrent. The potential deal is valued at around US$8b to US$10b. The transaction, if completed, would extend Qualcomm’s reach beyond smartphones into AI and data center hardware. Qualcomm is widely known for its smartphone processors, but the reported move for Tenstorrent points to a broader ambition around AI computing and data center hardware. For you as an investor, this brings the discussion...

With a free cash flow yield of 5.54%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 12 Stocks From Companies Generating High Cash Flow. On June 15, Reuters reported that QUALCOMM Incorporated (NASDAQ:QCOM) is in talks to acquire AI chip startup Tenstorrent. The deal would be valued between $8 billion and $10 billion, according to a report […]

Qualcomm (QCOM) helped define the smartphone era. Now the chip giant is striving to prove it can play a far bigger role in the artificial intelligence boom. That may take a lot. Qualcomm is in talks to buy AI chip firm Tenstorrent in a transaction valued at $8 billion to $10 billion, according to ...

The chip giant's AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry's notoriously cyclical past.

The chipmaker's premium price tag melts away when you look a few years out, but that discount depends on a major acceleration in growth.

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of a new technology platform and major partnerships.

Everyone is watching the company's AI accelerators, but a massive, under-the-radar shift in its oldest business could be the real story.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...

Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.23%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.74%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

(Bloomberg) -- The Trump phone is finally here — sort of — and it bears little resemblance to the original pitch.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealFirst introduced a year ago at Trump Tower by President Donald Trump’s eldest s

MaxLinear's data center momentum, rising revenue outlook and surging EPS estimates help it edge past Qualcomm in this wireless chip stock matchup.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Advanced Micro Devices, NVIDIA and other chip giants are targeting the fast-growing AI server CPU market as demand expands beyond generative AI.

Qualcomm has launched a new AI data center program with a major hyperscaler focused on custom silicon. The initiative marks an expansion for NasdaqGS:QCOM beyond smartphones and PCs into AI infrastructure. Initial shipments under this program are planned for the December quarter. QUALCOMM, traded as NasdaqGS:QCOM, is moving further into AI infrastructure with this new data center program, while its stock trades around $214.07. The company has delivered returns of 4.2% over the past week,...

The company famous for putting chips in your phone is quietly building a new business with the world's biggest data centers.

Qualcomm (QCOM) CEO Cristiano Amon told CNBC this week that AI agents will displace apps as the primary way consumers interact with their devices. That is not a modest claim. It puts Qualcomm in direct opposition to the app store model that has defined mobile computing for nearly two decades. Amon ...

Qualcomm (QCOM) closed at $214.07 in the latest trading session, marking a -3.05% move from the prior day.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...

Bernstein maintained its Market-Perform rating on Qualcomm following the report, making no changes to its financial model. Rasgon wrote: "We make no changes to our model at this time, and await any further newsflow that might be forthcoming into the company's analyst day in a couple of weeks. We rate Qualcomm Market-Perform."