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Arm's smartphone empire built one of tech's most recognizable businesses, but the company's next billion-dollar bet is pointing somewhere else entirely, and the valuation debate it has sparked puts bulls and bears in direct conflict.
Qualcomm has signed a custom data center chip deal with Amazon.
Welcome to "GO in the Know," our daily rundown of some of the top financial stories out there.
Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) and Amazon.com Inc (NASDAQ:AMZN) on Tuesday announced a multi-generation collaboration to develop customized silicon for large-scale AI data centers, with an initial focus on AI inference for Amazon Web Services. The news sent Qualcomm shares up 4.5% on...
Amazon’s AWS unit is now the loudest buyer in the AI compute market, and this morning it handed a piece of its silicon roadmap to a new supplier. Qualcomm announced a multi-generational product collaboration with Amazon to build next-generation AI data center infrastructure, extending AWS’s custom-chip strategy beyond in-house Trainium and incumbent Broadcom. The scale […]
INTC's new on-device AI agent could cut ASU football game preparation time by 15% to 20% while streamlining practice play-card creation.
The companies will work on AI inference chips and optical connectivity solutions capable of supporting speeds of up to 1.6 terabits per second.
Jim Cramer went on live television to beg the president not to sell a chipmaker sitting on massive gains, and the reason why reveals just how much political risk now hangs over one of the hottest stocks in the semiconductor sector.
Amazon just handed Qualcomm a multi-generation AI silicon deal that sent shares surging against a falling market, but the fine print raises a pointed question about whether this credential ever becomes a revenue line.
Qualcomm Technologies (NASDAQ:QCOM) shares jumped 9. 5% after the company announced a multi-generational collaboration with Amazon (NASDAQ:AMZN) focused on customised silicon and high-speed optical connectivity for artificial intelligence data centres.
Investing.com -- Qualcomm Technologies (NASDAQ: QCOM) shares spiked 9.5% following the announcement of a multi-generational collaboration with Amazon to build customized silicon and ultra-fast optical connectivity solutions for AI data centers. Under the agreement, Qualcomm will issue a warrant to Amazon to purchase up to 25 million shares of QCOM common stock, signaling a deep, long-term alignment between the two tech giants. The partnership centers on heavy-duty AI inference workloads and opti
The partnership focuses on inference workloads and spans multiple generations of customized silicon for AWS infrastructure
Qualcomm Inc., the largest maker of smartphone processors, said it’s signed up Amazon.com Inc. as a data center chip customer in a deal that will span “multiple generations” and gives Amazon the right to acquire as much as $4 billion in shares.
Zacks.com users have recently been watching Qualcomm (QCOM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Stock Market Today: The Dow Jones index declined 400 points Tuesday, as oil prices jumped on continued U.S.-Iran attacks.
↘️ Amgen (AMGN): Shares of the biotechnology company, a major contributor to the Dow, shed more than 5% premarket after the Swiss drugmaker Novartis (CH:NOVN) said an experimental medicine failed to reduce cardiovascular risk in a late-stage clinical trial.
Arm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.
Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell, and buyers repriced it each time. Then the shares pulled back, and they now sit well below their best.
Qualcomm (NasdaqGS:QCOM) has backed health tech company Ultrahuman in a $70m funding round to build a next generation smart ring powered by Qualcomm chips. The Qualcomm powered ring is intended to run complex software, including on device AI features and device control functions. The investment points to a wider Qualcomm push into advanced wearables beyond its core smartphone chipset business. Consider reviewing other companies building the hardware, software and connectivity stack that...
Advanced Micro Devices (AMD) trades at about $456.16, and its option chain has already put numbers on how far the stock can travel from here. Over roughly the next 380 days that chain marks out a band running from $260 to $792.23. The width is what matters if you hold the shares. That is the risk you are carrying, whichever way it breaks.
AI silicon stocks are splitting sharply on Friday, with one beaten-down chip designer surging while a larger rival barely moves. The divergence reveals something important about which companies actually benefit when hyperscaler spending accelerates.
Cirrus Logic (CRUS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major forecast in the group.
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