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The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

QUALCOMM (NasdaqGS: QCOM) appointed Sergio Buniac as executive vice president and group general manager of Mobile, Compute and Personal AI. Buniac brings more than three decades of experience from Motorola to the new role. The position covers Qualcomm's mobile, computing and personal AI product areas. QUALCOMM is far from the only company linked to the build out of AI devices and infrastructure, so it can be useful to compare this leadership shift with peers exposed to the same theme...

Nvidia is leagues ahead of its rivals in the lucrative AI chip market.

The chipmaker’s stock performance gets all the attention, but behind the scenes it runs one of the largest cash-return machines on the market.

JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where you hold them.

Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.

A powerful business turnaround is fueling this chipmaker's stock, but a recent pullback forces every investor to ask if the real opportunity has already been priced in.

A semiconductor giant has fallen back to a familiar battleground, forcing investors to ask if the past is any guide to the future.

We were wrong about SCHD, and the margin of error is impossible to ignore. Here is what actually flipped the script and what it means for every portfolio that followed our advice.

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve.

QCOM's diversification gains momentum, but Apple exposure, handset weakness and margin pressure keep the buy case from turning decisive.

Qualcomm's Q3 revenue beat was offset by an earnings miss as record auto growth contrasted with handset weakness and continued margin pressure.

Qualcomm's 30.6% slide reflects handset weakness and margin pressure, even as automotive growth and data center targets broaden its revenue mix.

Qualcomm's non-handset business is inflecting fast enough that management expects it to replace the revenue Apple is taking away, and the first proof of that arrives in the December quarter.

Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges. Major chip customers including Qualcomm, Nvidia, Tesla, and Google are increasingly turning to Samsung as an additional advanced foundry supplier. The shift toward dual sourcing highlights both the strength of demand for TSMC's manufacturing services and potential supply risk for clients. Competition between TSMC and Samsung for AI...

The market is treating NVIDIA like a semiconductor laggard, even as its growth and profit metrics dominate the very peers it's being priced against.

The multiple is paid on capacity that is still being built, while the trailing year still ends in a loss.

Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.

The 30-year Treasury touched 5.323%, a 19-year high, before easing to roughly 5.282%, while the 10-year sits at 4.72%. No mainstream dividend equity ETF pays anything close on distribution yield alone. And yet, on the return scoreboard that actually funds retirements, dividend equity has been the surprise story of 2026. Through the August 17 close, ... Dividend Stocks Lost the Yield War But May Still Beat the Market

The South Korean company's SF4 production line at its Pyeongtaek plant has been running at full capacity since late last year

According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.

A dividend fund built for retirees just outpaced the Nasdaq 100, and the reason behind that reversal is more complicated than a simple value-versus-growth rotation story.

Arm's CEO just doubled a key pipeline figure in a single quarter, and the stock is already priced like the bet pays off. Here is what the numbers say about whether bulls chasing a $428 target are visionaries or latecomers.

This chipmaker's stock has delivered a chart-topping performance, but its operating results sit squarely in the middle of the pack, forcing investors to decide if the price has run too far ahead of the business.

Qualcomm is evolving from a phone chip company into a major edge-AI platform spanning cars, PCs, robots, and connected devices.

QCOM is expanding its smartphone reach with Snapdragon platforms, AI capabilities and power-efficient chips for next-generation devices.

Qualcomm (QCOM) has fallen 35% from its May 2026 highs, and the market is pricing it like a company in decline following tough quarterly results and weakness in smartphones. Look a little further out, though, and the setup looks compelling. The near-term weakness is concentrated in Qualcomm's handset business, while the company's decades of experience building low-power, high-efficiency chips could position it for a very different opportunity: AI infrastructure.

Management signed deals to guarantee years of record profits, yet the stock is slipping, a sign the market is more worried about the ceiling than excited about the floor.