Notícias

Despite a 46% revenue decline, Tobii AB (TBIIF) posts strong gross margins and AutoSense growth, while navigating a strained cash position and restructuring efforts.

Intel's factories are still losing money on wafers they mostly sell to Intel, and the stock's multiple likely assumes that changes.

HANOI, August 28 (Reuters) - Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors and

Applied Materials (NasdaqGS: AMAT) has appointed Akash Palkhiwala, CFO and COO of Qualcomm, to its Board of Directors and Audit Committee. Palkhiwala brings senior finance and operations experience from a major semiconductor company to Applied Materials' board. The board appointment reflects a focus on semiconductor industry expertise during a period of sector disruption and growth. For readers looking to explore more companies tied to the build out of chip capacity and related compute...

LONDON, Aug 27 (Reuters) - Google has agreed to settle a mass London lawsuit brought on behalf of app developers for £260 million ($353.21 million), according to a deal published on Thursday.

Rising memory prices explain the earnings; the multiyear contracts Micron signed on the back of them are what the price now depends on.

What looks like a valuation argument is really a delivery schedule with named customers attached, plus one assumption about margins.

Qualcomm (NASDAQ:QCOM) is positioning its newly announced High Bandwidth Compute, or HPC, technology as a way to address memory-bandwidth constraints in artificial intelligence data centers, while also expanding its server CPU, custom silicon and software efforts. During a fireside chat, Durga Mall

The company nearly doubled its long-term non-handset target in June, while a faster Apple exit and a cost squeeze went straight into the near-term numbers.

QCOM is expanding its edge AI footprint with Arduino VENTUNO Q, bringing real-time AI computing to robotics, automation and smart cities.

Its new memory contracts were built to steady the earnings swing, and the options market still prices a range running from about half today's price to roughly twice it.

Nearly half of Broadcom's revenue now comes from AI semiconductors, and the accelerators inside that line are built for a short list of core customers.

The significant decline has made Qualcomm’s risk-reward more attractive. At the same time, analyst sentiment toward QCOM has improved.

Semiconductors are the core infrastructure powering the Information Age. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 38.4% compared to 10.8% for the S&P 500.

The chipmaker's long-term surge is powered by real AI demand, but a recent pullback and a steep valuation force investors to ask what's left in the tank.

The memory chip maker's history of deep, prolonged drawdowns is the real risk for shareholders today.

Leadership change at QUALCOMM and its potential relevance for investors QUALCOMM (QCOM) has appointed Sergio Buniac as executive vice president and group general manager of Mobile, Compute and Personal AI, placing him in charge of its smartphone, PC, wearables and XR businesses. The move links a long serving Motorola Devices leader to QUALCOMM's push into AI focused hardware categories, including a new generation of personal AI devices that sit alongside its existing mobile and connected...

Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here. The Sound Shore Fund’s Investor Class (SSHFX) and Institutional Class (SSHVX) rose 10.48% and 10.58% in the second quarter of 2026, trailing the Russell 1000 Value Index’s 13.87% and the S&P […]

INTC expands its AI infrastructure portfolio with Diamond Rapids, Crescent Island and Wildcat Lake for data centers, enterprises and edge devices.

The sticker price on the world’s most important chipmaker is high, but the multiple you are actually paying two years from now is another story entirely.

CRUS posted record fiscal Q1 results as strong demand and a robust pipeline support growth across audio and HPMS.

Qualcomm continues to get dragged down by weakening fundamentals and Apple's departure, but AI can reignite the stock.

HSBC just blew up the consensus on Intel with a price target that towers above every other analyst on the Street, and it landed right as the stock shed 15% in a single week. Whether that call is visionary or reckless depends on a foundry business that has never turned a profit.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Nvidia's upcoming earnings report is likely to give TSMC stock a nice shot in the arm.

A powerful run in this AI-critical stock has paused, forcing investors to decide if its world-class business engine has more fuel than the market has priced in.

The chipmaker's AI business is booming, but the stock just hit a rough patch, forcing investors to weigh a powerful history against a pricey present.

The clues to the run sat in dated interconnect milestones, not in the custom-silicon question that dominated the argument surrounding the stock.

The band the options market has drawn around this stock is barely wider than the swings it already delivers, which makes that width a baseline rather than a passing scare.

Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.