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Alphabet (GOOGL) Gets Buy Rating as BofA Points to AI Capex Demand
Insider Monkey69d agobullish
Alphabet (GOOGL) Gets Buy Rating as BofA Points to AI Capex Demand

Alphabet Inc. (NASDAQ:GOOGL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. One of the biggest analyst calls on Thursday, June 4, was for Alphabet Inc. (NASDAQ:GOOGL). Bank of America reiterated the stock as “Buy.” Analysts said that they are sticking with Alphabet following its capital raise earlier […]

Nvidia (NVDA) Highlights Vera Rubin and RTX Spark as AI Momentum Builds
Insider Monkey69d agoneutral
Nvidia (NVDA) Highlights Vera Rubin and RTX Spark as AI Momentum Builds

NVIDIA Corporation (NASDAQ:NVDA) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Nvidia’s Computex 2026 has enabled it to deepen its AI growth story, but Deutsche Bank still maintains a cautious yet constructive view. On June 2nd, the investment firm reiterated a Hold rating on the stock with […]

Qualcomm Edge AI Win With Primax Fuels New Enterprise Valuation Questions
Simply Wall St.71d agoneutral
Qualcomm Edge AI Win With Primax Fuels New Enterprise Valuation Questions

Primax Electronics has announced a next generation AI conference solution platform powered by Qualcomm's Dragonwing Edge AI processors. The system focuses on AI driven audio and video collaboration for hybrid meeting rooms and enterprise workplaces. The announcement highlights Qualcomm's push into smart workplace infrastructure beyond smartphones, PCs and data center products. QUALCOMM (NasdaqGS:QCOM) is drawing attention as partners start to apply its Edge AI technology in real world...

Why Qualcomm (QCOM) Stock Is Nosediving
StockStory71d agoneutral
Why Qualcomm (QCOM) Stock Is Nosediving

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 6% in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.

50% Upside For AVGO Stock?
Trefis71d agoneutral
50% Upside For AVGO Stock?

Instead of just selling chips via traditional cycles, Broadcom (AVGO) is partnering with Apollo, Blackstone, and other investors on alternative financing structures to fund large-scale AI hardware production. This shifts the business from a transactional component supplier into a vertically scaled, long-term silicon partner.

AI Layoffs Already Have Surpassed Last Year’s Total. Tech Workers Are Being Cut First.
24/7 Wall St.71d agobearish
AI Layoffs Already Have Surpassed Last Year’s Total. Tech Workers Are Being Cut First.

The artificial intelligence boom that’s pushing market caps to records is reshaping employment. Challenger, Gray & Christmas data highlighted on CNBC’s Closing Bell Overtime on June 4 indicates that more than 87,000 layoffs this year have been tied to AI, already eclipsing all of 2025’s full-year total just five months in. Chip leader NVIDIA (NASDAQ:NVDA) ... AI Layoffs Already Have Surpassed Last Year’s Total. Tech Workers Are Being Cut First.

1 High-Flying Artificial Intelligence Stock You Might Want to Avoid Buying Right Now
24/7 Wall St.71d agobullish
1 High-Flying Artificial Intelligence Stock You Might Want to Avoid Buying Right Now

At $242.57, Qualcomm (NASDAQ:QCOM) is a Hold. A pullback toward $185 would offer a more attractive entry for investors evaluating fresh capital deployment. The stock has run too far, too fast after a quarter that fundamentals do not yet justify. Qualcomm is the dominant supplier of premium smartphone application processors and modems, with growing footprints ... 1 High-Flying Artificial Intelligence Stock You Might Want to Avoid Buying Right Now

Qualcomm (QCOM) Valuation Check After Nvidia RTX Spark Competition And New AI Growth Plans
Simply Wall St.73d agoneutral
Qualcomm (QCOM) Valuation Check After Nvidia RTX Spark Competition And New AI Growth Plans

QUALCOMM (QCOM) is back in focus after Nvidia’s new RTX Spark superchip sharpened competition in Windows PCs, pressuring Qualcomm’s Snapdragon franchise even as the company expands its efforts in data center and automotive AI. See our latest analysis for QUALCOMM. Qualcomm’s share price has been volatile around the RTX Spark news, with recent sessions swinging between profit taking and AI driven rallies. The stock currently reflects strong short term momentum and solid multi year total...

Stocks Mixed as Tech Weakness Weighs
Barchart73d agoneutral
Stocks Mixed as Tech Weakness Weighs

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?
24/7 Wall St.73d agobullish
Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?

A decade ago, Taiwan Semiconductor Manufacturing (NYSE: TSM) was respected but boring. It made chips for Apple, Qualcomm, and a long list of fabless designers, and the market valued it like a cyclical industrial. Then the node race got serious. TSMC pulled away from Samsung and Intel at 7nm, then 5nm, then 3nm, and the ... Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?