Notícias

Recent headlines around Amazon.com (AMZN) have zeroed in on its AI footprint, from the planned Anthropic IPO and large AWS cloud commitment to new Qualcomm silicon work and quick commerce growth in India. All this AI news is landing while Amazon.com’s share price has eased in the short term, with a 30 day share price return of 3.47% in decline. However, longer runs, such as the 3 year total shareholder return of 81.13%, point to momentum that is still broadly positive. Scan how Amazon.com’s...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...

RBC is bullish on Qualcomm after its Amazon AI deal. But with QCOM stock still below its 52-week high, is this the opportunity investors have been waiting for?

Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk.

Despite being late to the Data center party, QUALCOMM Incorporated (NASDAQ: QCOM) may finally have found the path to becoming a meaningful data center chip supplier. The problem, however, is that Wall Street may already be giving it credit for much of an opportunity the company has yet to prove it can capture. On September […]

QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc. (NASDAQ:AMZN) just gave investors a large number to measure it against. Qualcomm’s September 8 SEC filing ties Amazon warrants to commercial arrangements, binding orders and actual purchases that can reach a maximum of $60 billion. That […]

Qualcomm (NasdaqGS:QCOM) is collaborating with Cornelis Networks on new AI data center networking and programmable compute infrastructure. Cornelis Networks has introduced its Active Compute Fabric, an open architecture focused on scale-up and scale-out AI networking with embedded compute. The partnership extends Qualcomm Technologies' recent AI infrastructure work beyond its collaboration with Amazon into broader data center networking projects. This new Active Compute Fabric collaboration...

Cirrus Logic (CRUS) stock has fallen about 27% in three months and trades roughly a third below its 52-week high. Investors are weighing a PC year that just got pushed out against a share count that keeps shrinking anyway. The buyback behind that is sturdier than the tape suggests: third in line for the cash, and still comfortably funded.

Earlier this month, Qualcomm Technologies announced a multi-generation collaboration with Amazon to develop customized AI data center silicon and high-performance optical connectivity solutions, while also deepening its use of Amazon’s AI infrastructure for chip design workloads. A distinctive feature of the agreement is the combination of large-scale AI chip supply potential with Amazon warrants for up to US$4.00 billion of Qualcomm stock, tying Qualcomm’s AI progress directly to Amazon’s...

(Updates with market moves at the end of the day, and other changes, if any.) Wall Street's equit

(Updates with latest market prices and developments.) US benchmark equity indexes were lower intr

If you own Intel (INTC) or NVIDIA, you own the same shortage. Both said the same thing at their latest reports: buyers want more compute than either can ship, and supply rather than demand is the limit. The fork is what each does about it. NVIDIA sells into the shortage and keeps most of what it collects. Intel has to build the capacity first, and it is paying for that now.

Intel has surged over 300% in a year and hyperscalers are circling, but one unresolved question determines whether this rally is a genuine reset or the most expensive bet in semiconductors right now.

Retail investors often monitor the trading activity of members of Congress. Investors may want to pay particular attention to recent trades from one member, with stocks connected to Elon Musk and Warren Buffett among the bets. Congresswoman Bets on Musk...

Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a stock already swinging between $223 and $420.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a

Qualcomm stock has underperformed the market over the past year, but a deal with Amazon could give it a much-needed boost.

Shares of major technology companies fell early Monday after leading artificial intelligence executi

Markets brace for a packed week of AI, tech and macro catalysts.

Sandisk is up more than 2,000% over the past year -- and it is still cheap.

Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by rivals. Whether that door holds the weight is the real question.

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

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.

On August 20, Gary Mobley from Benchmark initiated his coverage of SiTime Corp. (NASDAQ:SITM) with a target price of $850. The analyst assigned a Buy rating to the stock, backed by the expectations of increased relevance of precision timing for system manufacturers. Let’s explore the underlying growth drivers and potential threats for a company that […]

In the latest trading session, Qualcomm (QCOM) closed at $181.97, marking a +2.88% move from the previous day.

One partnership redirected attention toward Nvidia's challengers without changing the scale of its data-center franchise.

Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.

Qualcomm's handset business is shrinking while its automotive and data center ambitions are scaling fast, and the tension between those two forces will determine whether the stock revisits its highs or stalls out entirely.

QUALCOMM Incorporated (NASDAQ:QCOM) has secured one of its strongest data center validations yet through a multi-generational silicon partnership with AWS, one of the world’s biggest AI infrastructure spenders. The announcement pushed shares higher, adding to the evidence that large cloud providers are backing Qualcomm’s push into custom compute. However, the structure of the deal makes […]

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.