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Meta's new AI device changes everything
Yahoo Finance Video4h agoneutralVIDEO
Meta's new AI device changes everything

Everyone's talking about the meteoric rise of Meta's Muse, but Zuck's real power move dropped a day later: a secretive, keychain-sized AI device with a camera and mic, shipped months ahead of OpenAI's rumored rival. Host Ejaaz Ahamadeen breaks down the Muse Charm news from Qualcomm's Snapdragon Summit in Hawaii, and unpacks the biggest stories of the week from Meta Connect and beyond.

3 Reasons to Avoid QCOM and 1 Stock to Buy Instead
StockStory8h agobullish
3 Reasons to Avoid QCOM and 1 Stock to Buy Instead

The past six months have been a windfall for Qualcomm’s shareholders. The company’s stock price has jumped 53.8%, hitting $197.95 per share. This run-up might have investors contemplating their next move.

NVIDIA Stock Looks Expensive Until You Price The Vera Rubin Ramp
Trefis8h agoneutral
NVIDIA Stock Looks Expensive Until You Price The Vera Rubin Ramp

NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months. Adjusted here means normalized net income with stock-based compensation added back, the same broad basis analysts use in their forecasts. For a stock near its 52-week high, that looks steep. But the multiple leaves out the growth analysts already expect, and that growth depends on how much NVIDIA can supply.

A New Brand Of Inflation Slams This Smartphone Segment
Investor's Business Daily8h agoneutral
A New Brand Of Inflation Slams This Smartphone Segment

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

Micron's Rally Looks Overdone Until You Price The Memory Shortage
Trefis10h agobullish
Micron's Rally Looks Overdone Until You Price The Memory Shortage

Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.

Investing.com12h agoneutral
Qualcomm secures long-term Apple patent deal, easing revenue fears

Investing.com -- Qualcomm (NASDAQ:QCOM) shares ticked up 0.2% today after the chipmaker announced a renewed global patent licensing agreement with Apple, taking effect April 1, 2027. The deal secures a critical, long-term revenue stream for Qualcomm, helping the stock pare earlier losses amid a broader Nasdaq 100 sell-off.

This is Humanity's Last Decision
Yahoo Finance Video1d agoneutralVIDEO
This is Humanity's Last Decision

Anthropic CEO Dario Amodei just told the entire AI industry to slam the brakes, warning that failure to do so will leave humanity staring down a catastrophe that could torch hundreds of billions of dollars globally. Within hours, Sam Altman, Elon Musk, and Demis Hassabis all agreed he was right. But while Anthropic's own head of alignment upped the stakes on humanity's odds of being wiped out by AI, skeptics call this a regulatory capture play that conveniently leaves China racing ahead. In The Loop host Ejaaz Ahamadeen breaks down who's actually right, who's spinning, and what this all means for humanity's future. Ejaaz then sits down with Qualcomm CEO Cristiano Amon to talk about the company's latest strides in AI from the Snapdragon Summit in Hawaii.

Marvell Stock Ran, But Did It Tell You When?
Trefis1d agoneutral
Marvell Stock Ran, But Did It Tell You When?

Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.

QUALCOMM (QCOM) Draws Fresh AI Focus As Valuation Looks Close To Fair Value
Simply Wall St.1d agoneutral
QUALCOMM (QCOM) Draws Fresh AI Focus As Valuation Looks Close To Fair Value

QUALCOMM (QCOM) is back in the spotlight after confirming it will present at the Humanoids Summit in Seoul on 22 September 2026, drawing fresh attention to its role in AI focused chips. QUALCOMM’s share price has picked up pace recently, with a 1-day share price return of 2.08%, a 7-day move of 5.58% and a 30-day share price gain of 23.34%, helped by AI chip launches, the Amazon data center deal and easing US China trade concerns. At the same time, the longer term picture remains strong, with...