High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
NVIDIA Corporation (NASDAQ:NVDA) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Bernstein reiterates Nvidia as “Outperform,” stating that the AI chipmaker is a key player in the humanoid space. The firm highlighted both Nvidia and Qualcomm are at the forefront of developing advanced processors […]
The companies inside this popular tech fund are sending a surprisingly one-sided signal about their earnings to come.
If you hold Intel (INTC) stock, you’ve had a strong year. The shares have posted a 478% gain over the last 12 months, and the narrative has shifted in the company’s favor. Management now sees “clear signs that the CPU is reinserting itself as the indispensable foundation of the AI era.” The market has bought into this comeback story, with the stock trading near 91% of its 52-week high.
At a glance, Intel (INTC) stock looks expensive. Trading around $128.32, the shares command a multiple of about 118x this year’s expected earnings. For many investors, that’s where the analysis stops. A triple-digit price-to-earnings ratio is often a dealbreaker, suggesting a price tag that has far outrun the business fundamentals.
By Karen Roman Vinson & Elkins said Michael Jay is the firm’s latest Los Angeles-based partner in its Intellectual Property & Technology Litigation practice, having previously served in the Patent Litigation Group at DLA Piper. Mr. Jay is a first-chair trial lawyer with more than 20 years of experience in patent and trade secret disputes […] The post V&E Appoints Michael Jay as New IP Litigation Partner in LA appeared first on CorpGov.
Our Qualcomm (NASDAQ:QCOM) price prediction sits well above where the sell side has landed, and that gap is the entire story. Wall Street’s consensus target of $186.50 implies downside from today’s quote. Our model sees the opposite. The 24/7 Wall St. price target for Qualcomm is $257.53, pointing to roughly 25.69% upside over the next ... Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts
Investing.com -- Citi analysts have updated the firm’s AI compute semiconductor stock rankings following the latest quarterly earnings updates, telling investors in a note that AI compute demand remains undersupplied.
Joel Greenblatt's Magic Formula ranks stocks on earnings yield and return on capital, but for retirees those two numbers can point straight toward disaster. Three stocks cleared the screen, and only one survives when income reliability and volatility enter the equation.
Qualcomm appears to be at the beginning of an AI run.
Warsh’s words are already fighting inflation, Qualcomm diversifies from smartphones, Conagra has a new CEO, and more news to start your day.
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires. Reuters reported on June 24 that QUALCOMM Incorporated (NASDAQ:QCOM) is set to acquire AI startup Modular in an all-stock deal worth nearly $4 billion. Through the acquisition, Qualcomm will gain software that enables AI models to run across different […]
Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.
Qualcomm aims to diversify beyond smartphones, targeting non-smartphone chips to be one-third of sales by 2029.
Qualcomm (NasdaqGS:QCOM) has outlined a broad AI data center plan that includes new partnerships with Meta and Microsoft. The company introduced its Dragonfly C1000 CPU and a new High Bandwidth Compute architecture for AI workloads. Qualcomm confirmed the acquisition of AI software company Modular to build an ecosystem that can compete with Nvidia’s CUDA. Qualcomm is best known for its smartphone processors, and the new AI data center push signals a wider focus on infrastructure and cloud...
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Dividend Stocks to Buy for Passive Income. On June 26, DZ Bank upgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Buy from Hold. It also assigned the stock a price target of $265. The upgrade came shortly after Reuters reported on June 24 that Qualcomm expects its data center […]
QUALCOMM, Inc. (NASDAQ:QCOM) is one of the best trending AI stocks to watch in 2026. BofA lifted the price target on QUALCOMM, Inc. (NASDAQ:QCOM) to $195 from $165 on May 23 and maintained an Underperform rating on the shares. The rating update came ahead of the company’s investor day on Wednesday, June 24, with the […]
QUALCOMM, Inc. (NASDAQ:QCOM) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 24 that QUALCOMM Incorporated (NASDAQ:QCOM) expects to generate $15 billion in sales from its data center business by 2029, moving beyond its core smartphone chips. Chief Financial Officer Akash Palkhiwala stated in an investor presentation that the data […]
Qualcomm is transforming itself into a diversified AI and semiconductor powerhouse.
Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles. ... Qualcomm Wants to Bring AI Data Center Power to Your Smartphone
CEO Cristiano Amon is betting Qualcomm can gain a foothold in data center AI—and the chipmaker has already lined up clients like Meta and Microsoft.
Can a company still known for smartphone chips really become a force in the data center?
Check out the companies making headlines this week:
At $195.74, NVIDIA (NVDA) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.
Qualcomm is looking to extend its next-generation architecture beyond servers as it expands its AI hardware ambitions across multiple devices.
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM) Investor Day on June 24, 2026 with a number designed to be repeated. Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year. Qualcomm shares rose 13.3% ... Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet
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