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QUALCOMM Incorporated (NASDAQ:QCOM) has struck a long-term partnership with Amazon.com, Inc. (NASDAQ:AMZN) under which Amazon could purchase as much as $60 billion of Qualcomm’s AI data-center chips and related products. As part of the agreement, Qualcomm has granted Amazon warrants worth roughly $4 billion, allowing Amazon to purchase Qualcomm shares at $161.26 per share, with […]
Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.
Intel (INTC) stock fell 5.6% on September 10 and trades near $100, about 29% below its 52-week high. Even so, it has returned 310.5% over the past year. The question is how much of that a market shock could take back, and on average Intel has fallen harder than the S&P 500 when shocks hit.
NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.
It’s been a bad week for the world’s most valuable company—and there was another unwelcome development on Friday.
Qualcomm Deal Slips Into Trouble as Samsung Resists 2nm Price Cuts
The chipmaker's second run at the data center starts with something its first never had.
Qualcomm (QCOM) trades at about $176 a share, down about 14% over the past three months and up 12.4% over the past twelve. At 20.1 times earnings against an S&P 500 median of 22.9, a profitable chip designer sits below the market. The question is whether that is a good business on sale or a fair price for a business under real pressure.
Marvell Technology (MRVL) trades at $235.01, and it has expanded its agreement with a key hyperscaler, a deal analysts size at up to $120 billion of revenue over about six and a half years. Most of that money, though, arrives after the fiscal 2028 outlook you would be paying for today.
Qualcomm stock jumps after a multi-year Amazon chip deal worth up to $60 billion. Here's what the partnership means for QCOM stock investors.
Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.
The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...
Marvell Technology (MRVL) raised its revenue outlook again with its fiscal Q2 2027 results in late August. The size of the raise is the easy story. What fell out of management's script matters more, because the business you own has narrowed toward a single bet.
ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?
MediaTek Inc. reported a 44% surge in monthly sales, boosted by its emerging AI chip business from the likes of Alphabet Inc.'s Google.
Apple Inc.’s (NASDAQ:AAPL) latest iPhone lineup reveals a bigger strategy beyond new hardware: the company is steadily bringing critical components in-house, reducing its dependence on outside suppliers such as Qualcomm Inc. (NASDAQ:QCOM). Apple Pushes Deeper Into In-House Modems Apple’s technical specifications list its new C2 cellular modem for the iPhone 18 Pro, while the U.S. specifications for the iPhone 18 Pro Max do not mention the C2. The tech giant has not explained the difference and i
Qualcomm just found a potential replacement for its fading Apple business
Qualcomm is gradually making a dent in the AI chip market.
Apple's iPhone event and John Ternus's first keynote as CEO has wrapped up. After being down nearly 2% at end of the event, Apple shares had rebounded and were nearly flat in the last hour of trading. Wall Street expected Apple to introduce pricing changes to its latest products as component costs continue to pressure margins.
Qualcomm's Amazon AI Deal Wins RBC Upgrade: $180 Price Target Signals More Upside
Qualcomm (QCOM) has spent years telling shareholders it is becoming more than a smartphone chip company. What changed is where the new growth is expected to come from. Two years ago the big non-handset targets were automotive and IoT. Today, the newest leg of the story runs through the data center, and management has already put a number on it.
Jim Cramer called Qualcomm's latest partnership deal "something special" for a stock that has been treading water, but whether Wall Street agrees depends on a series of execution checkpoints that begin this December.
Qualcomm is strengthening its position in the fast-expanding artificial intelligence (AI) infrastructure market through a partnership with Amazon.
NVIDIA (NVDA) trades at $225.73, about 4% below its 52-week high after a 35% total return over the past twelve months. Management has just told the market to expect a much larger revenue quarter, and the easy read is that a step that size cannot already be in the price. But the stock's reaction suggests investors have already absorbed much of the news. The question is how much of the revenue step translates into value for shareholders.
Marvell's CEO is confident about the company's position, and investors have taken notice.
Intel (INTC) has been repriced as a comeback over the past year, and the products are cooperating. Revenue reached $16.1 billion in the second quarter of 2026, up 25% from a year earlier, while trailing-twelve-month revenue was up 7.5% to $57.0 billion. The server line is supply-constrained. The harder question is what your money buys at this price.
Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall Street expectations. Set beside that guide was a revenue schedule stretching to fiscal 2028. That schedule is where the upside case lives.
Qualcomm (QCOM) could gain a stronger position in the data center AI segment through Amazon's (AMZN)
Amazon will buy up to $60 billion of Qualcomm's AI data center chips.
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