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NVIDIA Corp. used Computex to expand its push into AI PCs and data-center infrastructure, raising the competitive stakes for Intel Corp., Advanced Micro Devices Inc., Arm Holdings Plc, Qualcomm Inc., Apple Inc., and the broader semiconductor supply chain. NVIDIA Targets...

Qualcomm's stock was under pressure on June 1 after Nvidia CEO Jensen Huang made a surprise move that rattled the PC chip market. At Taiwan's annual Computex conference, Huang shared that Nvidia (NVDA) is entering the personal computer processor market with a new chip developed in partnership with ...

A new laptop chip barely moves the needle for the AI giant -- but it strikes at the heart of what its rivals sell.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

Arm Holdings is up ~270% YTD as royalties and cloud AI drive record revenues, yet a 67x forward sales multiple raises the buy-or-wait question.

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

This is a year of extreme acceleration for Broadcom (AVGO). The company's engine is its deep, multi-year collaboration to build custom AI chips for just six strategic customers.

QCOM battles margin pressure and weak handset demand, but Snapdragon and automotive bets offer hope - should investors rethink now?

Lattice (LSCC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

With the stock near all-time highs, the biggest opportunity may not be the AI boom itself, but how the company is rewriting its customer contracts to tame the cycle.

NVIDIA’s stock delivered a handsome gain, so why did it get left in the dust by its peers.

Imagine a company announces it’s about to lose $8 billion in revenue. What’s your first instinct? Probably not to back up the truck. Yet, in the year after NVIDIA (NVDA) did just that, its stock climbed +65.

From Smartphone King to Everything-Chip Contender Fifteen years ago, Qualcomm (NASDAQ:QCOM) was a pure mobile play, collecting royalties on every 3G and 4G phone sold while Snapdragon chips powered the Android wave. The decade since has been messier than the price chart suggests. A bruising licensing fight with Apple in 2017 to 2019 capped the ... What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: It’s More Than You Think)

Project Solara, the RTX Spark Dev Box, and MAI Thinking-1 mark Microsoft's push to control the end-to-end AI stack

In late May and early June 2026, Nvidia’s launch of its RTX Spark AI PC superchip targeting Windows on Arm prompted concern about increased competition for Qualcomm’s Snapdragon X processors, just as Qualcomm introduced its Dragonfly AI data-center brand and highlighted broader AI ambitions. The contrast between Nvidia’s detailed PC roadmap and Qualcomm’s still-to-be-explained Dragonfly offering has sharpened investor focus on whether Qualcomm can defend and extend its role in AI PCs and...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

Computex Lights Up AI Chip Stocks as Nvidia and Rivals Push New Plans

Some chip stocks posted blistering May gains on AI demand, but their stretched valuations leave little room for disappointment.

Nvidia has unveiled its first-ever PC processor. Here’s what the RTX Spark launch means for NVDA shares and the sector at large.

AI powerhouse Nvidia is sticking with a business that could be seen as more of a distraction than an asset. There's a reason.

INTC rolls out Xeon 6 Plus chips, Ethernet E835 controllers and Crescent Island AI GPU, aiming to boost data-center, cloud and edge AI efficiency.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

Smart beta had a confusing first half of 2026, as momentum cooled after a strong 2025, low-volatility lagged a market that kept grinding higher, and dividend growth funds got squeezed by another leg up in yields. The strategies that held their ground share a common screen: companies that generate real cash and earn returns above ... Three Free Cash Flow and Quality ETFs Quietly Beating Every Other Smart Beta Strategy in 2026

This is a year of extreme acceleration for Broadcom. The company's engine is its deep, multi-year collaboration to build custom AI chips for just six strategic customers.

Qualcomm (NASDAQ:QCOM) just had one of its most violent single-day reversals of the year, and the question on every shareholder’s mind is whether $228.99 can become $300 before the calendar flips. Based on our proprietary model, the answer is yes, though the path will be volatile. Our 24/7 Wall St. price target for QCOM stock ... Can Qualcomm Hit $300 This Year? Here’s The Answer

Nvidia stock may have a lot more upside, Goldman Sachs says.

COMPUTEX 2026 opened in Taipei with organizers framing artificial intelligence as the central force reshaping the global technology industry, while Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon used the event’s opening keynote to outline the company’s view of an “agentic” AI era across pho

Qualcomm (NASDAQ:QCOM) President and CEO Cristiano Amon said the company’s diversification strategy is progressing across automotive, IoT and data center markets, while its core handset business remains constrained by elevated memory costs rather than end-market demand. Speaking with Bernstein Seni

Microsoft will hold its annual software developer conference on Tuesday, where the company is ‌expected to showcase new tools for developers building AI software ‌for PCs and the cloud. In a keynote address in San Francisco, Microsoft CEO Satya Nadella ​is expected to outline how the technology company plans to compete both in the cloud, where it is both an investor and a rival to firms such as OpenAI, and increasingly on PCs. But OpenClaw, which has gained popularity in China and helped Microsoft's longtime rival Apple sell Mac computers, and other such tools ​are also ​risky for most businesses to use.