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Shares of Qualcomm (NASDAQ:QCOM) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance is moving forward with a custom AI silicon (ASIC) deal that touches Qualcomm directly, reshaping the merchant custom-silicon narrative across the sector. The selling action ... Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
The Nasdaq turned suddenly lower Tuesday morning. The Dow was down 276 points, or 0.5%. A majority of S&P 500 stocks were rising, but highflying semiconductor and optical networking stocks were suddenly dragging down the index, rather than lifting it.
FEATURE There’s no need for Wall Street to worry about the artificial-intelligence trade fizzling out, judging by the stocks that were rising ahead of the opening bell Tuesday. Chip maker Marvell Technology jumped 4.
↗️Marvell Technology (MRVL): Shares of the chip maker jumped around 4% premarket after surging nearly 10% on Monday. The advances came after S&P Dow Jones Indices said it would include the company in the S&P 500 index later this month.
If Huang is right, the PC market could now be experiencing its iPhone moment.
With a net profit margin of 22.31%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Most Profitable Dividend Stocks to Invest In Now. On June 5, JPMorgan raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $265 from $160. It reiterated a Neutral rating on the shares ahead of the company’s investor day scheduled for June […]
If you are wondering whether QUALCOMM's current share price still offers value after a strong run, the next sections will walk through what the numbers are really saying about the stock. The share price sits at US$217.77 after a mixed stretch, with the stock down 4.9% over the past week and 0.6% over the past month, yet still up 25.9% year to date and 43.1% over the last year. Recent coverage has focused on QUALCOMM's role in key technology themes and how that positions the company within...
Qualcomm Inc. co-founder Irwin Jacobs once revealed that early advice to pursue hotel management rather than engineering did not alter the course of his career. Early Academic Advice That Almost Changed His Path In a 2011 conversation, Jacobs recalled that...
Investing.com -- Qualcomm (NASDAQ:QCOM) shares climbed 2% in after-hours trading on Monday following comments from NVIDIA (NASDAQ:NVDA) CEO Jensen Huang recommending investors purchase the chipmaker's stock.
JPMorgan Sees Bigger Data Center Story Emerging
The commentary comes amid a broader rally in semiconductor and memory names, fueled by a media report that Intel received a substantial chip order from Google.
Broadcom (NASDAQ:AVGO) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers. Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 question ... Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
SIMO has an edge over QCOM as 2026 sales and EPS estimates surge, shares soar, and its forward price/sales is slightly lower.
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 4, Morgan Stanley reiterated the stock as “Overweight” and raised its price target on the stock to $690 per share from $610. The rating update follows Crowdstrike’s Q1 2027 earnings. The company reported […]
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 5, JPMorgan added a positive catalyst watch on Qualcomm and said that it’s sticking with its neutral rating. However, the firm is also bullish ahead of the company’s investor day. Qualcomm is set to […]
Reddit, Inc. (NYSE:RDDT) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, Citizens analyst Andrew Boone reiterated a Market Outperform rating on Reddit, Inc. (NYSE:RDDT) with a $240.00 price target. Boone has particularly defended Reddit’s premium valuation, stating how the company boasts major drivers driving […]
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Hewlett Packard Enterprise Company (NYSE:HPE) is drawing a more positive view from analysts based on its robust and sustainable demand. On June 2, Barclays analyst Tim Long raised the price target on the stock to […]
Snowflake Inc. (NYSE:SNOW) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Viewed more than just a cloud data platform, Benchmark sees Snowflake Inc. (NYSE:SNOW) as a mission-critical control plane for artificial intelligence. On June 2, analyst Yi Fu Lee reiterated a Buy rating and $270.00 price target […]
Zacks.com users have recently been watching Qualcomm (QCOM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Intel Corporation (NASDAQ:INTC) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 5, Hitachi and Intel Corporation (NASDAQ:INTC) announced entering into a strategic collaboration aimed at accelerating physical AI, advanced computing, and next-generation digital infrastructure across sectors such as manufacturing, energy, and other critical industries. Hitachi’s […]
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Marvell’s infrastructure story is gaining fresh support on Wall Street. On June 2, Stifel analyst Tore Svanberg raised the price target on Marvell (NASDAQ: MRVL) to $321.00 (from $230.00) while maintaining a Buy rating. Stifel […]
Oracle Corporation (NYSE:ORCL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Wall Street appears somewhat cautious heading into Oracle’s 4Q print. On June 2, Scotiabank analyst Pat Colville raised the price target on the stock to $290 from $215, reiterating a Sector Outperform rating. Following a 71% […]
Apple Inc. (NASDAQ:AAPL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Apple Inc. (NASDAQ:AAPL) may be facing some near-term pressure owing to its App Store growth. On June 4, UBS analyst David Vogt reiterated a Neutral rating on the stock with a $296.00 price target. The firm […]
Broadcom Inc. (NASDAQ:AVGO) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. On June 2, HSBC analyst Frank Lee raised the price target on Broadcom Inc. (NASDAQ:AVGO) to $600.00 (from $450.00) while maintaining a Buy rating. The bullish case for Broadcom is based on its ASIC revenue growth, […]
Meta Platforms Inc. (NASDAQ: META) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. While investors continue to question the payoff from Big Tech spending, UBS sees one tech firm showing early signs of monetization. On June 4, UBS analyst Stephen Ju reiterated a Buy rating and $865.00 […]