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Shares of Arm (NASDAQ:ARM) are up 11% in midday trading on Friday, June 12, changing hands near $379. Qualcomm (NASDAQ:QCOM) stock is also rallying, climbing 5% to trade near $213. Both moves come after a choppy stretch for the chip-architecture group, with Arm and Qualcomm shares snapping back together. The purest IP peers in electronic ... Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?

Behind the company's record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.

The S&P 500 Index ($SPX ) (SPY ) is up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.91%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.64%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures (NQM26...

At $342.23, Arm Holdings (NASDAQ:ARM) appears fairly valued, with a more attractive entry point sitting at or below $310 on any macro-driven technical consolidation. The stock has become the cleanest pure-play on agentic AI infrastructure, but the round trip from $100 to $428 and back to the mid-$300s in six months argues for patience over ... Buy, Hold, or Sell: Arm Holdings Shed 25% to Clear the Air as the Warsh Fed Digs In. Is It a Buy at $342?

The sticker price on this AI chip leader is high, but the real question is whether you believe the growth that makes it cheaper down the road.

A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.75%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.29%. June E-mini S&P futures (ESM26 ) rose +1.73%, and June E-mini Nasdaq futures...

JPMorgan sees significant upside for Qualcomm ahead of its June 24 Investor Day, citing potential multibillion-dollar data-center opportunities.

Neura Robotics, backed by Qualcomm, Nvidia and Amazon, has secured funding of up to US$1.4b to scale AI-powered humanoid and cognitive robots across multiple industries. Qualcomm’s automotive partner QCraft is preparing global mass-market deployment of autonomous driving solutions built on Qualcomm’s SA8650P platform. These developments highlight Qualcomm’s push beyond smartphones into robotics and intelligent vehicles through its wider AI and hardware ecosystem. For investors tracking...

Agentic AI Shockwave Sends Nvidia, AMD, Intel and Arm Sharply Higher

Before Intel shares took flight, a critical vote of confidence from one of the world’s biggest chip buyers was hiding in the fine print of an earnings call.

Jensen Huang recently praised another artificial intelligence (AI) chip stock during his trip to South Korea.

The rise of agentic artificial intelligence is set to significantly accelerate demand by expanding t

As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.

Tether leads a $1.4 billion Series C for NEURA Robotics, adding wallets and edge AI to power a machine economy.

MXL's Trinity platform delivers up to 10Gbps wireless backhaul with AI-driven cloud management, aiming to cut 5G rollout costs and speed deployment.

Investing.com -- Bank of America has raised its 2030 server CPU total addressable market estimate to more than $170 billion from $125 billion, arguing that agentic AI is driving a near-fivefold expansion in CPU demand and lifting price objectives across several semiconductor names.

The chipmaker's shares look expensive today, but the real question is whether you believe in the growth that makes them cheaper tomorrow.

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

June S&P 500 E-Mini futures (ESM26) are up +0.79%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.21% this morning as investors stepped in to buy the dip after the swift end to the latest round of U.S. strikes against Iran fueled expectations that talks over a peace deal will resume.

Germany’s Neura Robotics said it secured up to $1.4 billion in funding to build a physical artificial intelligence platform, backed by Amazon Nvidia and the European Investment Bank. The robotics company on Wednesday said the funding aims to scale production to several million robots by 2030 as demand for physical AI expands across manufacturing, logistics, healthcare and consumer applications. The company, which reports an order backlog exceeding $1 billion, said it received backing from technology and financial players, including Tether, Amazon, Nvidia, Qualcomm Technologies Bosch, Schaeffler and the European Investment Bank.

SLB (NYSE:SLB) and Qualcomm Technologies signed a memorandum of understanding to co-develop edge artificial intelligence solutions for the energy sector. The collaboration focuses on combining Qualcomm's edge computing chips with SLB's Agora edge AI platform to enable real-time, automated decision-making in oilfield and energy infrastructure operations. The announcement highlights new efforts around operational efficiency, cybersecurity, and resilience that build on SLB's previously...

The company's AI growth is spectacular, but a closer look at its customer list reveals a multi-billion-dollar question mark investors should not ignore.

While Wall Street obsesses over AI chip sales, a different, high-margin business is providing the stability that could answer the biggest risk.

Before the chipmaker’s triple-digit surge, the most telling signal wasn’t a secret; it was the company’s own rapidly escalating ambition.

Qualcomm (QCOM) reached $191.12 at the closing of the latest trading day, reflecting a -6.96% change compared to its last close.

US equity indexes slumped following a sell-off in mega-cap semiconductor names, and as President Don

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.87%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.98%. June E-mini S&P futures (ESM26 ) fell -1.62%, and June E-mini Nasdaq futures...

US equity indexes slumped amid a sell-off in high-growth, mega-cap semiconductor names and after Pre

Patrick Moorhead says the AI buildout is still intact — and explains why now is the time to get in on the AI trade revealing the names he thinks are best positioned, including Dell, HP, Cisco, Qualcomm, Micron, and Intel.