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After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.

For investors wanting semiconductor exposure, First Solar's locked-in demand and superior metrics present a more compelling forward case than Qualcomm's turnaround story.

The chipmaker is a standout winner, but owning it means doubling down on the market's biggest swings, not escaping them.

Some of the biggest names in the artificial intelligence data center business are betting on Qualcomm's processing technology.

FTSE 100 down 10 points to 10,707 Brent oil hits $98 a barrel Centrica, BT, 3i, RELX, easyJet, MAB, AJ Bell provide updates 9.44am: Market analysis Oil prices are up 4.2% this morning now, with Brent crude at $98 a barrel. The big $100 level is looming now, says market analyst...

QUALCOMM is expanding beyond smartphones with growth in automotive, edge AI and data centers, but competition and weak China demand remain key challenges.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

If TSMC believed there was an AI bubble, it wouldn't be spending $64 billion.

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

QUALCOMM’s valuation is caught between a solid three year gain of 48.1% and a current picture where the stock screens as roughly in line with its Discounted Cash Flow (DCF) intrinsic value, while earnings based multiples still lean towards an undervalued read. After the recent pullback, the issue for investors is whether that mix adds up to enough margin of safety at around US$173.50 per share. QUALCOMM has returned 48.1% over three years, which suggests investors have already priced in a...

The company's latest deal shows it's no longer content to supply the parts; it's coming for the whole AI data center.

If you hold shares in the chipmaker, the market is pricing a journey that could either double your money or cut it in half over the next year, and you're buckled in for the whole ride.

After a historic run, the company's next major growth driver might not come from its graphics stronghold but from a market it has never touched before.

Qualcomm (QCOM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Its AI future looks bright, but its history in market shocks is a different story. Could you stomach the ride.

After a large run-up, the memory chip maker is signing long-term deals to smooth out its notoriously volatile business, forcing investors to decide if this time is truly different.

Shareholders are already assuming the substantial risk inherent in the stock's current price.

Qualcomm (QCOM) reached $173.67 at the closing of the latest trading day, reflecting a +1.97% change compared to its last close.

Arm Holdings has staged one of the sharpest re-ratings in large-cap tech this year, but a brutal pullback from its highs raises a critical question about whether the royalty model can justify a valuation that makes even Nvidia look cheap.

A historic run in memory chips has investors admiring the speed, but the real question is whether the ticket to ride now costs more than the remaining journey.

The chipmaker sent shareholders a fortune in cash, yet the stock itself went nowhere fast. Here’s what owners actually got for their patience and what the trade-off really cost them.

After a monumental run, the chipmaker's stock asks you to weigh resurgent demand for its core products against the steep and uncertain costs of its transformation.

The market is pricing a future where NVIDIA shares are either far higher or significantly lower, and if you own the stock, you already carry that full, two-sided uncertainty.

Most AI investors are gambling on which chip designer comes out on top, but there is a quieter way to profit from the revolution no matter who wins. One manufacturer sits at the center of nearly every AI trend unfolding right now.

Qualcomm shares have fallen over 30% since May despite a bullish Investor Day pivot toward data centers, with the July 29 earnings report seen as key to resolving the analyst divide.

Viasat Inc. recently showcased a landmark technology demonstration in Munich, where it enabled the first fully integrated automotive satellite voice call through a BMW iX3’s infotainment system using its L-band network, Qualcomm’s Snapdragon Auto 5G Modem-RF Gen 2, Cubic3’s eSIM, and Fraunhofer IIS’s NESC AI voice codec over the NB-IoT protocol. This collaboration within the 5G Automotive Association highlights how satellite voice and messaging beyond cellular coverage could become a core...

The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.

Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism depends on a few critical numbers Wall Street is watching closely.

ARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.

While investors fixate on the volatile handset market, a different business inside Qualcomm is quietly accelerating and reshaping the company's future.