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Once every planned deal is signed, Micron Technology (MU) expects about 40% of its revenue to sit under fixed prices or price ceilings near calendar Q2 2026 market levels. That matters because higher pricing drove most of the jump to a record gross margin in fiscal Q3 2026. The contracts typically run five years, and the largest also lock in a floor. But the ceiling is the number a holder should worry about most.
Satya Nadella is expected to attend the Trump-Xi state dinner.
A potential $60 billion purchasing framework gives Qualcomm scale, but minimum orders and margins remain undisclosed.
Arm's CEO cited the same customer demand figure in July and September, yet the stock reacted in completely opposite ways. What shifted between those two moments could redefine how the entire chip industry prices silicon.
A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.
Recently, Zacks.com users have been paying close attention to Qualcomm (QCOM). This makes it worthwhile to examine what the stock has in store.
Qualcomm (QCOM) stock is up about 37% over the past six months, even after falling 21% over the past three. The case for the next leg rests outside phones, where management expects growth fast enough to cover a shrinking Apple business. The first real test arrives in the December quarter, when management expects its two custom data center wins to start producing revenue.
Qualcomm Latest AI Play Sends Optical Networking Stocks Higher
Cracker Barrel's earnings estimates are improving, while Qualcomm faces weaker handset demand, falling estimates and Apple's modem shift.
Lumentum Holdings recently showcased its eight-wavelength DWDM External Laser SFP module and broader AI-focused optical solutions at ECOC 2026, underscoring its role in co-packaged and near-packaged optics aligned with the OCI MSA standard. By pairing this new DWDM ELSFP with a joint die-to-die optical interconnect demo with Qualcomm and Corning, Lumentum is positioning its photonics platform at the heart of emerging AI data center architectures. We’ll now examine how Lumentum’s...
Qualcomm enters a pivotal product week as investors weigh its smartphone chip roadmap.
CEO of OpenAI, Nvidia, and Microsoft, as well as Apple’s chairman Tim Cook, among others, would attend the state dinner with Chinese President Xi Jinping.
One company is riding explosive AI connectivity demand with triple-digit growth. The other is navigating smartphone headwinds while building promising new businesses in automotive and data centers.
MediaTek unveiled the Dimensity 9600 Pro on Sept. 15, its first flagship smartphone chip on TSMC’s 2-nanometer process, aiming more directly at Qualcomm’s premium Android position.
A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.
QUALCOMM (NasdaqGS:QCOM) has joined Advantech and other partners in the new WEDA edge AI ecosystem to support scalable deployments across varied hardware. The WEDA collaboration focuses on simplifying edge AI solutions by standardising tools and reference designs for industrial and enterprise use cases. QUALCOMM is also participating in up to 29 cross sector agreements between US and Vietnamese firms announced during a recent state visit. The WEDA edge AI alliance and the US Vietnam trade...
Qualcomm is selling off sharply on a day when the broader chip fund is climbing, and the disconnect between those two moves points to something specific happening inside one of the market's most closely watched semiconductor names.
NVIDIA (NVDA) is the strongest business in its peer group, and it is priced below every rival you can compare it with fairly, at 27.5 times earnings. Yet over the past twelve months NVDA returned 25.7% while AMD returned 239.7%. The best business in the group is one of its weakest stocks, and not because anyone doubts the demand.
Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.
ARM has tripled off its January lows, hyperscalers are lining up for its AI silicon, and analysts keep raising their targets. So why does the setup feel less like a green light and more like a fork in the road?
When Apple’s iPhone turned into an immediate hit upon its 2007 release, CEO Steve Jobs was quick to realize the value of designing and owning as many of the components in its devices as possible. Since then, designing the main chips for all its devices has been a priority for Apple and a potent differentiator, enabling deeper integration between software, services, and hardware than any other consumer technology company. This week’s release of iPhone 18 Pro and the A20 Pro chip inside of it, makes the advantages of Apple’s chip strategy as clear as day.
Sam Altman, Jensen Huang and Cristiano Amon are reportedly expected at the September 24 summit as AI safety, development standards and chip access emerge as potential discussion points.
Qualcomm (QCOM) reached $188.94 at the closing of the latest trading day, reflecting a +2.22% change compared to its last close.
On Sept. 17, 2026, an analyst upgrade and a whiff of negotiations signaled fresh turnaround momentum.
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.