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The market is punishing a chip giant's stock while it offers a cash return that most blue chips can't match, forcing a hard look at the engine inside.

This chip giant's profits are near the top of its class, but its stock performance is stuck in the middle of the pack. Has the market correctly spotted a flaw in the growth story.

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.

The stock outran both Broadcom and NVIDIA over the past year, and the part of the company that did it moves data inside and between data centers rather than computing on it.

Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg.

Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is betting members need to know which lane to own before the back half of 2026.

After a steep sell-off last month, investors are chipping in again. Chip stocks were some of the biggest gainers in the S&P 500 and Nasdaq Thursday, a day when markets rose broadly.

Options are priced for a calmer stretch than the stock just delivered, and even that assumption leaves room to lose close to half a position or nearly double it.

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

SCHD's stricter quality screen has long been treated as a feature, but a decade of returns suggests it quietly came with a price that most investors never thought to calculate.

Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is running hotter than any point in the last two years, with hyperscalers, sovereigns, and enterprises racing to secure compute. These five names matter most, ranked by AI-driven revenue growth, earnings execution, margin expansion, and forward guidance strength. ... 5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday

In early August 2026, Qualcomm appointed Wassim Chourbaji as senior vice president and president of Qualcomm EMEA, while long-time regional leader Enrico Salvatori moved to chairman and will continue overseeing the EMEA Automotive business until his planned retirement in June 2027. This leadership transition places a veteran of Qualcomm’s government affairs and MEA operations at the center of its EMEA strategy, potentially sharpening execution across both regulatory engagement and...

Wall Street keeps punishing Qualcomm for its handset headaches while ignoring two growth engines quietly building toward a $40 billion target. The valuation gap between what the market prices in and what management just promised on Investor Day is where the real story lives.

Qualcomm has spent five years watching rivals soak up AI excitement while its stock went nowhere, but a shift toward on-device inference could make that stagnation look like the setup for something much bigger.

The best quarter in the company's history came from memory prices rather than from selling more memory, and its biggest new contracts now put a ceiling over those prices.

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

NXP Semiconductors says its auto business is a unique growth story, but on its latest earnings call, analysts kept asking why it looks so different from its peers.

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

This band is not a panic premium; it sits close to what the stock has actually delivered over the past year, and a holder carries every bit of that width.

Management believes the current handset downturn is bottoming, but investors will need to see further proof before becoming aggressively bullish.

Memory costs are already squeezing Apple hard enough that Tim Cook called it a once-in-a-century event, but the worst may still be ahead for iPhone buyers and Apple shareholders alike.

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

Most of what AMD sells now comes from data center, and management puts the gross margin on the accelerator ramp driving that growth just below average.

QUALCOMM (QCOM) shares are back in focus after the company issued fourth quarter 2026 revenue guidance of US$9.7b to US$10.5b, alongside third quarter results showing lower revenue and earnings per share than a year earlier. See our latest analysis for QUALCOMM. QUALCOMM's share price has been volatile around the latest earnings update and guidance, with a 7 day share price return of 6.99% but a 90 day share price return down 22.89%, while the 3 year total shareholder return of 51.80% points...

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it.

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

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Taiwan Semiconductor Manufacturing reported monthly sales which were ahead of its annual growth forecast.

Micron Technology (NASDAQ:MU) has experienced strong AI-driven demand through 2026, helping offset its historical exposure to cyclical market downturns. Earlier, on July 16, Micron completed Strategic Customer Agreements with a group of automotive Tier 1 suppliers, a smaller but telling sign that its customer relationships are stretching longer and becoming more predictable across more than […]