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Advanced Micro Devices (AMD) has stopped leading with the problem that opened its call a year ago. That problem was keeping one of its accelerators out of China. The latest call was fiscal Q2 2026. This time, management did not lead with the subject at all. So what was AMD leading with back then.
Qualcomm's new 2nm Snapdragon chips target agentic AI, faster on-device processing and premium smartphones, but handset pressures remain.
Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.
Qualcomm is looking to capture the growing demand for on-device and agentic AI.
Qualcomm (NASDAQ:QCOM) used its Snapdragon Summit 2026 keynote to outline its strategy for “agentic” artificial intelligence, positioning smartphones and other connected devices as personal AI endpoints that can understand context, coordinate tasks and act on users’ behalf. President and CEO Cristi
Qualcomm introduced Snapdragon 8 Elite Gen 6 and 8 Elite Extreme Gen 6 at its annual Snapdragon Summit.
Is Meta finally catching up to OpenAI and Anthropic? In The Loop host Ejaaz Ahamadeen heads to Qualcomm's Snapdragon Summit in Maui to break down Meta's Muse: the AI model suddenly turning heads across the industry as a serious contender in the AI race. Then, Ejaaz sits down with Qualcomm CFO & COO Akash Palkhiwala for an inside look at how the chip giant is betting big on agentic AI, straight from one of tech's biggest stages.
In the Loop Host Ejaaz Ahamadeen welcomes Qualcomm (QCOM) CFO and COO Akash Palkhiwala from the company's annual Snapdragon Summit in Maui, Hawaii, to discuss the rise of agentic AI and explain the key differences between cloud and edge computing.
Qualcomm said that its new top chip can run 30B mixture-of-expert model locally.
Qualcomm debuted its newest smartphone chips.
Qualcomm debuts newest smartphone chips.
Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.
Gemini creates a premium consumer lane beside Dell's much larger AI-server business.
Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS) stock has been the standout story, running past its merger partner, its larger listed peer, and the broader semiconductor complex on the way up. That kind of move, in a name that spent much of the prior year drifting, raises a […]
John Ternus has barely settled into the CEO chair when Washington starts pressuring him to abandon the memory chip deal Tim Cook spent a year fighting to protect, and the pressure is arriving at the worst possible moment for iPhone pricing.
Corning (NYSE:GLW), Qualcomm and Lumentum plan to showcase a high-density die to die optical connectivity solution at ECOC 2026. The joint demo targets AI scale up architectures that require higher bandwidth, lower latency and tighter power budgets for chip interconnects. The ECOC 2026 presentation will highlight massively parallel optical D2D links paired with high density fiber to support advanced AI data centers. This upcoming ECOC 2026 D2D optical demo with Qualcomm and Lumentum sits...
If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.
Snapdragon gains another premium showcase, but Google disclosed neither unit commitments nor processor mix.
INTC extends its Core Ultra platform to new Googlebook laptops, bringing Series 3 processors, AI capabilities and advanced connectivity.
Meta Platforms stock got a big lift from excitement about its Muse agent but chip companies will be the biggest winners.
Key TakeawaysAI Repricing: Qualcomm stock jumped 9% to $194 on Monday, September 21, after the company unveiled a die-to-die optical interconnect demo with Lumentum and Corning built for AI data centers. Street Flatlines: The 38 analysts TIKR tracks carry 9 buys, 2 outperforms, 23 holds, 2 underperforms and 1 sell, and their $194 mean target now sits exactly at the stock’s new price.
Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 6% in the afternoon session after the company announced a partnership with Qualcomm Technologies and Lumentum to demonstrate high-density optical interconnects for artificial intelligence architectures at ECOC 2026.
A number of stocks jumped in the afternoon session after positive bilateral talks between the U.S. and China eased trade tensions, while retreating crude oil prices and falling Treasury yields revitalized market risk appetite.
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