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Investing.com -- Qualcomm said it plans to use new chip technology developed for data centers in smartphones, which would improve how artificial intelligence runs on mobile devices. Executive Vice President Durga Malladi shared the information in an interview with Semafor.
Micron soared after crushing Q3 estimates, forecasting stronger Q4 sales and highlighting AI-driven memory demand. See ETFs with significant MU exposure.
Micron surged after strong Q3 results, robust AI-driven memory demand and a bullish Q4 outlook. See which ETFs have notable exposure.
Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.
Stocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’
The company’s CEO highlighted opportunities in AI, embedded software, and secure communications.
Meta’s server CPU deal may not be included yet, with the ramp expected in the second half of 2028.
Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.
For years, since its inception 40 years ago, Qualcomm (QCOM) has been the dominant name in smartphone chips, and little else, at least in the minds of investors who had grown comfortable with that narrative. I have seen the stock trade at a discount to its semiconductor peers precisely ...
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.3% in the morning session after the company announced an aggressive expansion into the AI data center market with ambitious long-term revenue targets during its 2026 Investor Day.
Investors applauded the semiconductor leader's new AI-focused growth strategy.
Qualcomm's Investor Day gave investors more than an AI data-center pitch. With Meta, Microsoft, two hyperscaler customers, and a $15 billion revenue target in view, the smartphone chipmaker now has a clearer roadmap to prove it can grow beyond smartphones.
The Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.
JPMorgan, Novartis and Qualcomm headline today's top stock reports, highlighting growth drivers, competitive pressures and key catalysts ahead.
Qualcomm is looking to move past the smartphone era.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report ... Micron’s Blowout Sparked a Chip Rally, but the Smart Money Is Already Rotating Into Defense and Space
Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) outlined higher long-term revenue and earnings targets at its investor day, prompting analysts at Bank of America and UBS to lift their estimates and price targets while maintaining differing views on execution risks. The chipmaker increased its fiscal...
Market Domination Host Josh Lipton tracks several of the day's biggest stories and top trending stock tickers, including Microsoft shares (MSFT) falling to their lowest level in nearly three years, memory chip stocks rallying around Micron Technology's (MU) post-earnings gains, and Qualcomm's (QCOM) latest move into AI data center products.
Its investor day revealed ambitious plans to more than double its non-handset revenue by fiscal 2029.
BlackBerry stock soars after reporting earnings as investors view the company known for obsolete cellphones as an AI play.
JPMorgan Sees Modest Increase Despite Memory Cost Pressure
Arm (NASDAQ:ARM) has been one of the wildest rides in semiconductors this year, and the question on every shareholder’s mind is whether the current run still has gas in the tank. After a vertical move off the spring lows, ARM trades at $347.57, and our proprietary model still sees room to push higher over the ... Is Arm Holdings a Buy Near $347? The Case for Double-Digit Upside
Qualcomm, known for its smartphone chips, is diving into the hot market for AI data center computers. Qualcomm stock rose Thursday.
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