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We just covered the 10 Best Pick and Shovel AI Stocks to Buy for the Long Term. Taiwan Semiconductor Manufacturing Company (NYSE:TSM) ranks #2 (see 5 Best Pick and Shovel AI Stocks to Buy for the Long Term). Short interest: 0.5% Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is effectively selling shovels in a gold rush with […]
The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...
QCOM's Snapdragon X Elite/Plus chips bring power efficiency and NPUs as Dell, HP, Lenovo and Microsoft roll out AI PCs.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...
Arm faces a new antitrust investigation in the U.S. over its dominant position in semiconductor licensing.
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) fell 4% in the afternoon session after a broader selloff hit the semiconductor sector amid valuation concerns and investor nervousness ahead of Nvidia's earnings report.
Qualcomm Inc. (NASDAQ:QCOM) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 5, Aletheia Capital reiterated a Hold rating on Qualcomm (NASDAQ:QCOM) in response to the company’s gains in artificial intelligence business, driven by CPU and ASIC performance. While delivering fiscal second-quarter results, Qualcomm reiterated that it is in a […]
QUALCOMM (QCOM) has come under pressure after a sector wide semiconductor selloff, with investors reacting to valuation concerns, profit taking after an AI fueled rally, and caution ahead of major chip earnings. See our latest analysis for QUALCOMM. That sector wide pullback comes after a sharp run up, with a 30 day share price return of 47.29% and a 1 year total shareholder return of 37.00%. This suggests momentum has been strong but is now being tested. If you are looking beyond QUALCOMM...
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...
Intel Corp (NASDAQ:INTC, XETRA:INL) shares moved higher on Wednesday following reports that the company has shown early-stage interest in acquiring AI-chip startup Tenstorrent. According to Bloomberg, Tenstorrent has been working with investment banks to evaluate strategic options and has...
Qualcomm, ticker NasdaqGS:QCOM, has reportedly expressed takeover interest in AI chip startup Tenstorrent. The talks put Qualcomm alongside Intel as a potential acquirer, pointing to an expansion into data center and edge AI chips. The discussions focus on AI accelerators rather than Qualcomm’s traditional smartphone oriented products. For you as an investor, this potential move matters because Qualcomm is widely known for mobile processors and wireless connectivity, while Tenstorrent...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.78%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.24%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...
New models use Intel and Qualcomm processors to support on-device AI
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2026. A copy of the letter is available to download here. In Q1 2026, the Sound Shore Fund Investor Class (SSHFX) and Institutional Class (SSHVX) declined 3.45% and 3.43%, respectively, compared to the S&P 500’s -4.33% return and […]
Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.
In recent weeks, Qualcomm has pushed further into AI and data centers, including securing a major hyperscaler customer for future data center processors, while also advancing on-device AI capabilities through products like Snapdragon-powered PCs and continued 5G and IoT development. At the same time, the company faces mixed analyst opinions, insider selling, and smartphone competition pressures, all contributing to sharp swings in sentiment as investors reassess how much its AI and data...
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...
Shares of Arm Holdings (NASDAQ:ARM) are trading higher by 4% in midday action Tuesday, extending a year that has put the chip-IP designer in a class of its own among semiconductor design names. ARM stock is up 102% year to date (YTD) through Monday, thereby doubling in under five months. The rest of the chip-IP ... Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?
Reported interest highlights the growing race for AI semiconductor assets
Chip Sector Shake-Up: Intel and Qualcomm Target AI Challenger Tenstorrent
CRUS' smartphone, PC and power-chip momentum helped drive record revenue as investors weigh growth prospects against rising costs.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...
CRUS leverages a $1.2B cash pile and zero debt to fuel diversification beyond smartphones, targeting new markets and long-term growth.
Wall Street futures were heading deeper into the red ahead of Tuesday's opening bell, as investors remained unconvinced about reports on the latest US-Iran diplomacy efforts. Futures tracking the Nasdaq 100 pointed to an 0.8% drop, while S&P 500 futures were down 0.4% and those for the...
A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.
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