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QCOM beat EPS, but revenue slipped and missed slightly. Record auto sales offset weak handsets, high R&D and rising competitive pressure.

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

Intel stock, Micron, Arm and Qualcomm were all rising as AMD earnings propelled chip companies higher.

U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a ‌shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket ‌trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.

The rolling 25-day performance for one index of semiconductor stocks has reached its highest level since March 9, 2000 —the day before the dot-com bubble peaked.

Robert Half provides staffing and consulting services worldwide, supporting clients in finance, technology, legal, and creative sectors.

In late April 2026, QUALCOMM reported Q2 results showing revenue of US$10,599 million versus US$10,979 million a year earlier, while net income rose to US$7.37 billion from US$2.81 billion and diluted EPS increased to US$6.88 from US$2.52, with automotive and IoT helping offset weaker handsets. Crucially, QUALCOMM’s win of a major hyperscaler for custom data center AI silicon and a new US$20.00 billion buyback mark a meaningful shift in its business mix toward AI infrastructure and...

The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.

Advanced Micro Devices (AMD) posted first quarter results that beat Wall Street estimates, reporting adjusted earnings of $1.37 per share (vs. estimates of $1.28) and revenue of $10.25 billion (vs. estimates of $9.89 billion). Futurum CEO Daniel Newman comes on Market Domination Overtime to dive into the AI chipmaker's earnings release and what it may signal about CEO Lisa Su's growth outlook and the company's tightening competition with Nvidia (NVDA). The stock is getting a lift in Tuesday's after-hours trading at the time of this video being posted.

The chipmaker's data center segment brought in $5.8 billion, up 57% year over year, as AMD raised its second-quarter revenue outlook to $11.2 billion

Semiconductor Stocks Surge on AI Demand and Risk-On Wave

Markets price the obvious AI winners first.

Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd

Alex Katouzian will oversee key client computing business

May 4 (Reuters) - Intel said on Monday it had appointed Alex Katouzian to lead the company's PC and physical artificial intelligence unit. 

Qualcomm is starting shipments of custom AI silicon to a major hyperscaler data center customer, marking an entry into data center infrastructure. The company is also reporting record automotive revenues, highlighting progress in connected and assisted driving platforms. Management is emphasizing AI agents and custom silicon as shared threads across smartphones, data centers and vehicles. These developments point to NasdaqGS:QCOM extending its platform mix beyond its traditional focus on...

The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the Most Promising AI Stocks to Invest In. Cantor Fitzgerald lifted its price objective on the company’s stock to $150 from $135 and kept a “Neutral” rating on the shares. The analyst highlighted that the company expects a June quarter miss because of weaker Android demand associated with DRAM […]

I’m opening with the verdict because the data deserves it. Qualcomm (NASDAQ:QCOM) just delivered a Q2 FY26 beat, and our proprietary model now points meaningfully higher from here. Our 24/7 Wall St. price target for Qualcomm is $208.78, implying 16.26% upside from $179.58. The recommendation is buy with high confidence (90%). 24/7 Wall St. Price ... Qualcomm’s Path to $208 Runs Through Record Automotive Growth

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New appointment signals Intel's effort to expand beyond traditional PCs into physical AI systems.

New hire signals shift beyond traditional PCs

CRUS gears up for Q4 FY26 earnings with rising revenue and EPS estimates, driven by strong demand in mobile, PCs and growing mixed-signal momentum.

Qualcomm (QCOM) has largely been left behind in the AI-driven semiconductor rally.

Intel (INTC) is finally finding its place in the AI infrastructure build-out.

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.

Teradyne and Qualcomm take center stage as AI-driven growth powers TER's surge, while QCOM faces pressure from declining handset sales.

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.

Handset sales and profits continue to erode but there's new optimism about the AI opportunity

CMO Don McGuire details the tech giant’s work to develop consumer brand Snapdragon that culminates in a new campaign by 72andSunny.