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Qualcomm Incorporated (NASDAQ:QCOM) is entering a new phase of growth as two major catalysts—the expansion of its Samsung partnership and its push into AI infrastructure— begin reshaping the company’s long-term outlook. Samsung Partnership Strengthens Premium Smartphone Leadership Its expanded collaboration with Samsung paves the way for Snapdragon platforms to power Samsung’s latest Galaxy smartphones, smart […]

Shares of a number of chipmakers are falling, extending a rough stretch for the AI trade and dragging the Nasdaq lower.

A quarter that nearly doubled expected profit still could not outweigh a rising capital bill, a softer profit guide, and a foundry deep in the red.

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Debt markets are growing uneasy about the cost of the AI boom

Semiconductor stocks are flashing red — under the market's hood, the rally is still running green.

DGRO markets itself as a sleepy dividend fund, but its rulebook quietly funnels money toward mega-cap tech, and the compounding math behind that combination may rewrite which ETF actually wins over the next decade.

Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.

A tiny yield is hiding one of the fastest-growing payouts in technology.

The chipmaker looks expensive on today's numbers, but a steep discount emerges once you account for the growth analysts see coming.

A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.

Every dollar hyperscalers spend building AI factories has to pass through someone's hands first, and one fabless chipmaker keeps collecting a toll that grows faster than the spending itself. Here is why that calculus keeps pulling capital toward a single name.

A sell-off in semiconductor stocks deepened on Tuesday.

A sell-off in semiconductor stocks deepened on Tuesday.

MXL is riding AI infrastructure demand with surging optical networking growth, but faces fierce competition from MRVL and AVGO.

Three tech stocks pair strong five-year dividend growth with controlled payout ratios and bullish analyst ratings.

Every hyperscaler building AI infrastructure eventually needs a partner that can do something NVIDIA simply will not, and one company quietly collects every time that phone rings.

At $196.51, NVIDIA (NVDA) looks set up for roughly 56% upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

Samsung and Broadcom (NasdaqGS:AVGO) agreed a more than US$200b AI semiconductor deal running through 2030. The agreement focuses on next generation AI infrastructure, advanced memory and high performance computing chips. The multi year supply and co development deal deepens Broadcom's role in core AI hardware across data centers and related infrastructure. Broadcom sits at the intersection of networking, custom silicon and specialized chips that support data centers and cloud...

Nvidia's chips remain the go-to options for big tech companies.

Broadcom currently trades at $381.47 and has been a dream stock for shareholders. It’s returned 702% since July 2021, blowing past the S&P 500’s 68.3% gain. The company has also beaten the index over the past six months as its stock price is up 14.6% thanks to its solid quarterly results.

A closely watched gauge of risk in holding the debt of companies at the centre of the AI boom is rising rapidly, underscoring growing jitters...

NVIDIA and Broadcom both rode the same AI spending wave this quarter and landed in completely different places. Which company's model actually captures more of the buildout depends on what kind of investor you are and what risk keeps you up at night.

The tech stock is down more than 20% from its high.

MXL's AI infrastructure surge, led by Keystone and hyperscale optical demand, lifts its outlook as competition and a premium valuation loom.

Samsung's $200 Billion Deal Gives Broadcom Stock a Powerful AI Boost

Every DeepSeek headline and server delay rumor triggers a fresh wave of fear around Nvidia, yet one stubborn number on the income statement keeps pulling a contrarian investor back to the buy button.

Look out below for semis?

Every time hyperscalers signal tighter AI budgets, one chipmaker's order book quietly grows. The reason has everything to do with who actually benefits when the industry is forced to spend less.

Custom chips are becoming more important, and Broadcom is the undisputed leader in this industry.