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Gemini creates a new premium-client lane beside Dell's much larger AI-server business.

Qualcomm Shares Drop After Apple Extends Long-Running Licensing Pact

Here’s what’s next for Qualcomm and its AI ambition.

The past six months have been a windfall for Qualcomm’s shareholders. The company’s stock price has jumped 53.8%, hitting $197.95 per share. This run-up might have investors contemplating their next move.

NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months. Adjusted here means normalized net income with stock-based compensation added back, the same broad basis analysts use in their forecasts. For a stock near its 52-week high, that looks steep. But the multiple leaves out the growth analysts already expect, and that growth depends on how much NVIDIA can supply.

Bernstein analyst Stacy Rasgon wrote that the lack of “specificity” in the renewal announcement “gives us a little bit of pause.”

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

Qualcomm's Snapdragon Sound Elite Gen 2 brings on-device AI, advanced audio and connectivity to next-generation intelligent wearables.

Chip stocks fell along with the broader market on Thursday as the U.S. and China held trade talks in Washington, D.C.

The renewal with Apple comes as Qualcomm expands its latest Snapdragon lineup around agentic AI and lands its new Reality Elite processor in Meta’s upcoming VR glasses.

Qualcomm and Cisco both raise their dividends every year and both are racing into AI infrastructure, but their capital allocation priorities point in completely different directions for a retiree who needs the income to be reliable.

Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.

Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates one of the more compelling setups in semiconductors right now.

Most beginners chase the highest yield they can find and end up owning a ticking time bomb. One fund built around a completely different logic has quietly turned $2,000 starting positions into compounding income machines for over a decade.

Qualcomm has more upside because its AI data center push is still underappreciated, while Marvell's AI growth story is already well known.

Investing.com -- Qualcomm (NASDAQ:QCOM) shares ticked up 0.2% today after the chipmaker announced a renewed global patent licensing agreement with Apple, taking effect April 1, 2027. The deal secures a critical, long-term revenue stream for Qualcomm, helping the stock pare earlier losses amid a broader Nasdaq 100 sell-off.

AI stocks struggle as Wall Street frets about rising bond yields, while Meta Platforms slides as investors lock in some profit after a 12% rally.

The deal will integrate PickNik's MoveIt Pro with Dragonwing hardware, while separately extending MoveIt support to Arduino's VENTUNO Q boards.

Qualcomm (NASDAQ:QCOM) used the second day of its Snapdragon Summit to outline its vision for “personal AI,” highlighting new on-device AI software, wearable reference designs, audio platforms and partnerships intended to support agentic experiences across phones, PCs, cars, glasses and other connec

Qualcomm (QCOM) CEO and president Cristiano Amon sits down with In the Loop Host Ejaaz Ahamadeen at Qualcomm's annual Snapdragon Summit in Maui to discuss the company's innovations to the automotive industry, and how that's setting the stage for its future in robotics.

Anthropic CEO Dario Amodei just told the entire AI industry to slam the brakes, warning that failure to do so will leave humanity staring down a catastrophe that could torch hundreds of billions of dollars globally. Within hours, Sam Altman, Elon Musk, and Demis Hassabis all agreed he was right. But while Anthropic's own head of alignment upped the stakes on humanity's odds of being wiped out by AI, skeptics call this a regulatory capture play that conveniently leaves China racing ahead. In The Loop host Ejaaz Ahamadeen breaks down who's actually right, who's spinning, and what this all means for humanity's future. Ejaaz then sits down with Qualcomm CEO Cristiano Amon to talk about the company's latest strides in AI from the Snapdragon Summit in Hawaii.

Yahoo Finance Technology Editor Dan Howley breaks down what investors need to know about Qualcomm's (QCOM) two new Snapdragon AI chips.

Qualcomm showed off new mobile processors to power edge devices running AI applications. Qualcomm stock dropped Wednesday.

Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.

Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.

QUALCOMM (QCOM) is back in the spotlight after confirming it will present at the Humanoids Summit in Seoul on 22 September 2026, drawing fresh attention to its role in AI focused chips. QUALCOMM’s share price has picked up pace recently, with a 1-day share price return of 2.08%, a 7-day move of 5.58% and a 30-day share price gain of 23.34%, helped by AI chip launches, the Amazon data center deal and easing US China trade concerns. At the same time, the longer term picture remains strong, with...

Nine announced device brands broaden Qualcomm's reach, but shipment volumes and chip economics remain undisclosed.

Qualcomm could make investors significantly richer over the next five years.

Advanced Micro Devices (AMD) has stopped leading with the problem that opened its call a year ago. That problem was keeping one of its accelerators out of China. The latest call was fiscal Q2 2026. This time, management did not lead with the subject at all. So what was AMD leading with back then.

Qualcomm's new 2nm Snapdragon chips target agentic AI, faster on-device processing and premium smartphones, but handset pressures remain.