News

Qorvo (NasdaqGS: QRVO) has been removed from the PHLX Semiconductor Sector Index, according to the latest index rebalancing update. The PHLX Semiconductor Sector Index is widely tracked by institutional funds that benchmark against US semiconductor equities. Changes to the index composition can influence which semiconductor stocks are held by passive and rules based investment products. The removal of Qorvo from the PHLX Semiconductor Sector Index is important, but investors should weigh it...

Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS) stock has been the standout story, running past its merger partner, its larger listed peer, and the broader semiconductor complex on the way up. That kind of move, in a name that spent much of the prior year drifting, raises a […]

The Philadelphia semiconductor index, known as SOX, rose Monday after completing its annual reconstitution.

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.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25. Bondholders are hardly balking. But the swap cannot settle until the Qorvo merger closes, so the real story is timing, and a routine bond notice turns out to be […]

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.

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.

Companies in The News Are: FPS, SWKS, QRVO, AXON, VLO

Qorvo has had a strong run in 2026, and the sharp move has pushed a straightforward question to the front of the queue for investors who care most about cash generation. Are the cash flows that Qorvo can realistically produce over time enough to justify where the stock trades today? With the share price up 36.8% year to date, a much larger slice of your potential return now depends on whether Qorvo’s current valuation lines up with its cash producing power. Progress toward a merger with...

US equity indexes ended lower Tuesday after US 10-year Treasury yields rose to the highest since 200

Skyworks Solutions stock is the best-performing S&P 500 component on Tuesday as shares of the Apple supplier pick up momentum after a momentary blip on Monday.

Skyworks Solutions Inc (NASDAQ:SWKS) rallied as Apple Inc (NASDAQ:AAPL, XETRA:APC) smartphone launch raised expectations for stronger component sales, while progress on its pending Qorvo Inc (NASDAQ:QRVO) merger eased deal uncertainty. The chipmaker's shares rose 12% to $89.06 in afternoon...

Skyworks Solutions stock is the best-performing S&P 500 component on Tuesday as shares of the Apple supplier pick up momentum after a momentary blip on Monday.

Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.

Ahead of the bell Traders have two headaches to nurse before the opening bell. First, the Federal Reserve looks set to raise interest rates on Wednesday for the first time in more than three years, with markets now pricing the odds at a punchy 93%. Second, Silicon Valley is having an...

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

Skyworks just blew past every analyst price target while gutting its dividend, piling on debt, and watching its CFO sell shares into the surge. Something is driving this rally that the sell side has not priced in yet, and figuring out whether it is genius or gravity takes some digging.

Shares of wireless chips maker Skyworks Solutions (NASDAQ: SWKS) jumped 9.1% in the morning session after Chief Executive Officer Phil Brace announced at an investor conference that the company's $22 billion merger with Qorvo has reached its final stages with two regulatory jurisdictions remaining.

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

Skyworks stock rallies as Qorvo deal enters final stages. But options data suggests SWKS shares will reverse recent gains in the days ahead.

Skyworks Solutions stock surges Friday and builds on a strong move from the previous session as CEO Philip Brace set the timeline for the completion of a key merger.

Apple just repriced the entire iPhone lineup from the top down, and the supplier shockwaves are already hitting the tape in ways that go beyond the usual launch-day noise.

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.

Skyworks (SWKS) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Skyworks Solutions (NASDAQ:SWKS) Chief Executive Officer Phil Brace said the company remains confident its proposed merger with Qorvo will close within the calendar year, with the combined business expected to pursue $500 million in cost synergies and expand its reach in mobile, aerospace and defens

Skyworks Solutions Inc. (NASDAQ:SWKS) grew its share prices by 9.79 percent on Thursday to close at $84.03 amid increasing optimism over an approval for its $22 billion planned merger with Qorvo Inc. This followed Skyworks CEO Phil Brace’s announcement at a Goldman Sachs conference that the company’s merger with Qorvo is in the final stages […]

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.

Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026, outperforming the Russell 2000 Value Index’s 22.99% gain and the S&P 600 Index’s 23.90% return. Small-cap earnings […]

Qorvo (QRVO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.