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Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.

ECARX (NASDAQ:ECX) executives outlined the automotive technology supplier’s global expansion strategy, product portfolio and financial targets during a JPMorgan conference session, highlighting partnerships with major automakers and continued investment in software, silicon and artificial intelligen

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

The memory shortage behind the run was laid out in Micron's own supply disclosures long before the price caught up.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

Get paid a significant income stream now, which you keep no matter what, for the chance to buy a semiconductor leader at a steep discount if it ever gets there.

QRVO has surged 11.6% in a month as stronger margins and earnings fuel optimism amid smartphone market and pending deal uncertainties.

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.00%. September E-mini S&P futures (ESU26 ) are up +0.72%, and September E-mini Nasdaq futures...

Qualcomm's stock is down, but its 2.5% yield and data center ambitions could make this the best time to buy.

(Updates with index/price moves and Fed/company/geopolitical news from the first paragraph.) US e

Qualcomm (NasdaqGS:QCOM) has signed a new long term chip supply agreement with BMW to support next generation AI enabled vehicle platforms. The agreement covers AI powered digital cockpit and driver assistance systems for future BMW models. Qualcomm has completed its acquisition of Modular Inc, which provides AI software infrastructure. These moves expand Qualcomm's reach in automotive and AI software beyond its historical focus on smartphones. Qualcomm has long been associated with...

Qualcomm said on Wednesday it has signed a long-term deal to supply ‌chips for German luxury automaker BMW's future ‌digital cockpit and advanced driver-assistance systems through the next decade. The ​agreement comes as competition intensifies in the automated driving market, with Nvidia and Mobileye Global also aiming to supply chips and software platforms to automakers. • The ‌deal includes Qualcomm's ⁠Snapdragon Digital Chassis solutions, including cockpit processors, automated driving chips and AI accelerators, which ⁠the companies said would establish the hardware basis for BMW's AI-led platforms.

Retail sentiment remains ‘bearish’ on SPY and QQQ. Further weakness in QQQ will put it on track for the longest losing streak since August 2025.

Here's a closer look at Qualcomm headed into its earnings report on Wednesday.

Qualcomm notified customers on July 24, 2026 of double-digit chip price increases taking effect September 1, citing an inability to absorb further supplier cost increases.

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.

Qualcomm (QCOM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Navitas Semiconductor (NVTS) delivered earnings and revenue surprises of 0.00% and +5.82%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Despite near-term challenges, Qualcomm's long-term outlook remains compelling. QCOM has evolved into a diversified leader in AI and semiconductors.

Qualcomm (NASDAQ:QCOM) heads into Wednesday’s Q3 earnings report on July 29 at just 15x forward earnings, despite returning billions of dollars to shareholders and expanding beyond smartphones. Qualcomm also offers investors a dividend yield above 2% alongside exposure to growing automotive, IoT, and hyperscaler chip businesses. Qualcomm’s 15x Forward P/E Leaves Room for Upside QCOM trades ... Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

Tech stocks rose on Monday morning amid tentative optimism ahead of a flood of Big Tech earnings this week.

Arm now leads x86 in AI servers and collects royalties from every chipmaker, including the ones it competes with.

QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android 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...

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.

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.

During an interview with CNBC, JPMorgan’s Global Market Strategist, Hugh Gimber, said the chip sector's next leg higher depends on continued Big Tech AI spending.