
The two companies have shared a new partnership.
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The two companies have shared a new partnership.

Stocks took a beating Tuesday as surging oil prices and looming inflation data rattled every corner of the market, and now Wall Street analysts are reshuffling their calls on names ranging from nuclear energy upstart Oklo to retail giants Abercrombie and Ulta Beauty.
Ryan Patel sits down with Qualcomm CEO Cristiano Amon to talk about decision-making, leadership, and why he draws a hard line between responsibility and accountability–plus why Amon sees the CEO role as just another member of the team.

Qualcomm CEO Cristiano Amon unpacks how 6G technology will transform the industry–and how Qualcomm's radio-frequency expertise shapes his vision for the company's future.

CEO Cristiano Amon is betting that Qualcomm's next act goes far beyond mobile technology. From grocery stores that bring the physical world online to breakthroughs in 6G, robotics, and data centers, Amon is leading the company into a future built on its innovation tradition.

Qualcomm targets $15 billion in fiscal 2029 data center revenue, with another unnamed hyperscaler engagement progressing.

Marvell’s broad hyperscaler footprint and custom-chip ambitions are helping it shrug off fresh competitive pressure in AI infrastructure.

Amazon’s custom AI silicon push gives Qualcomm a fresh growth avenue beyond smartphones, with analysts reassessing the chipmaker’s prospects.

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve. Management raised its revenue outlook again. What it did not raise is the non-GAAP gross margin behind that revenue, a line management ties to its custom silicon ramp.
The agreement validates demand beyond Nvidia while financing another competitor in AMD's target market.

A blockbuster deal with an AI colossus should accelerate the chipmaker's growth.

<p>Qualcomm has been one of the wildest rides in the chip sector this year. QCOM bottomed near $122 in April but popped again in early September when it named Amazon as a customer for custom AI data center silicon. Is Qualcomm worth buying? The answer is nuanced, and it matters for the millions of investors who own the stock without realizing it through ETFs. Here's the story, and the funds that hold the most QCOM.</p>

Qualcomm’s stock is getting a lift after the chipmaker announced a new partnership with Amazon.
Collaboration covers AI inference and optical connectivity up to 1.6T
(Updates with recent stock movement in headline and first paragraph.) Intel (INTC) shares were up

Qualcomm (NASDAQ:QCOM) CFO and COO Akash Palkhiwala said the company’s newly announced multiyear agreement with Amazon represents a “landmark deal” for its expanding data-center business and supports its previously disclosed growth targets. Speaking at the Goldman Sachs Communacopia + Technology Co
Qualcomm and Amazon will develop AI inference chips and optical connectivity while expanding AWS support for chip design
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