Arm has been the faster grower of the two, but will it last?
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QUALCOMM Incorporated ( NASDAQ:QCOM ) stock is about to trade ex-dividend in four days. Typically, the ex-dividend date...
Nvidia on Friday posted a cryptic social media post that seemed to give credence to rumors that the company will make a chip for Windows PCs and announce it at the chipmaker’s GTC Taipei convention next week. The post read “A new era of PC,” and then listed two numbers which appear to be the coordinates of the Taipei Music Center. Huang’s presentation is slated to begin on Monday at 11 a.m. Taipei time, which is Sunday at 11 p.m. U.S. Eastern Time.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.22%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.72%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.36%. June E-mini S&P futures (ESM26 ) rose +0.19%, and June E-mini Nasdaq futures...

Artificial intelligence (AI) exhibition, Computex, is kicking off in Taipei on Jun. 2, with names like Nvidia (NVDA), AMD (AMD), Intel (INTC), and Qualcomm (QCOM) taking center stage. Yahoo Finance Technology Editor Dan Howley explains what you need to know.
Computex 2026 kicks off on June 2.
Qualcomm (QCOM) 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 ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.25%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...
INTC rolls out Arc G-Series chips for handheld gamers, touting Arc B390 graphics, XeSS 3 boosts and battery efficiency as partners line up new devices.
Cirrus Logic expands its audio converter lineup with nine new ADCs, DACs and CODECs aimed at the fast-growing $9B pro audio market.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack […]
The South Korean company unveiled an Android Automotive OS platform that controls multiple vehicle displays from a single chip
Jensen Huang keeps quoting a $40 trillion humanoid robot TAM, and the market is rewarding every concept video and 2030 roadmap that mentions the word robot. I have been studying physical AI deployments for the better part of two years, and here is what I keep coming back to: the names that survive the inevitable ... 5 Stocks With Real Revenue From Physical AI Today (Not 2030 Promises)
(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E
Stellantis (BIT:STLAM) has entered new collaborations with Qualcomm, Applied Intuition and Wayve to support next generation vehicle software and autonomous driving systems. The company expanded alliances with Jaguar Land Rover and Dongfeng covering product development and scaling of new energy vehicles across Europe, China and the US. Stellantis also announced an affordable European E-Car project aimed at city focused EV adoption, supported by European production and regulatory backing. For...
SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...
Qualcomm’s AI ambitions just got a major validation as a blockbuster ByteDance deal sends the smartphone chip giant to fresh record highs.
You may want to keep hitting the buy button on Qualcomm (NASDAQ:QCOM), and the last six weeks handed you three more reasons to do it again. While the financial press tracks every twitch in the Nvidia (NASDAQ:NVDA) versus AMD (NASDAQ:AMD) slap fight, Qualcomm quietly signed the biggest AI deal in its history. The stock has run 100% from ... While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance
NVIDIA CEO Jensen Huang has called humanoid robots and labor automation a $40 trillion total addressable market, and on the Animal Spirits podcast, Derek Yan argued physical AI is “potentially bigger” than EVs or smartphones, with Waymo serving as live proof the underlying autonomy stack already works in the wild. Capital is rotating into this ... Jensen Huang Just Said $40 Trillion. Here Are 5 Physical AI Stocks Wall Street Is Quietly Loading Up On Before the Rest of the Market Catches On
Hi everyone! This is Cheng Ting-Fang, your #techAsia host this week, saying hello from sunny Taipei, the blazing-hot destination for global chip...
Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.
The chip company widely known for supplying the cellular modem inside your iPhone just did something investors have been waiting years to see. On May 26, Qualcomm (QCOM) rocketed to an all-time intraday high of $258 before closing at a record $248.82, after reports that the company landed an AI ...
Qualcomm stock has soared, driven by its expanded partnership with Stellantis and emerging opportunities in AI-focused data center infrastructure.
Qualcomm secures a custom chip order from ByteDance to power artificial intelligence workloads, signaling a major shift toward data center dominance.