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Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.
NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. The tape has not changed. What changed is how management describes the company, and the description it dropped is the one most holders bought into.
Qualcomm (QCOM) is down 32% over the past three months, and the cause is not a mystery. The smartphone market has contracted as memory prices climbed, and Apple is exiting faster than the company had guided. Management has a credible plan to replace that revenue. The harder question is what the replacement earns.
Ultrahuman is targeting a $200 million annual revenue run rate by January 2027 as it builds a new Qualcomm-powered smart ring.
Entegris (ENTG) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Qualcomm's Japan robotics push targets edge AI growth and diversification, but margin pressure, weak estimates and Apple's modem shift cloud the outlook.
QUALCOMM stock has delivered a strong 58.0% return over the past three years, while current checks suggest the shares now trade close to an intrinsic value estimate but still look inexpensive on traditional market multiples. The Discounted Cash Flow (DCF) view points to a price that is only slightly above where the market trades today, while earnings based comparisons lean more clearly toward undervaluation. Over the past three years, QUALCOMM has returned 58.0%, which puts extra focus on...
If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter. Yet the stock is well off its highs, and it recently dropped even after reporting those results. This isn't a contradiction; it’s a signal that the market is focused on a new, more complicated question. The central risk for Marvell isn't that its AI-driven growth will stop. It’s that the very nature of t
Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.
These top semiconductor stocks are both yielding about 2.2%.
Ichor Holdings (ICHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
On Sept. 1, 2026, higher Treasury yields weighed on Intel and peers, keeping focus on whether AI demand can offset valuation headwinds.
QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.
Qualcomm shares have fallen amid smartphone and Apple revenue pressures, but growing automotive and data center AI businesses may offer long-term diversification despite a Hold rating overall.
This is no longer just a chip company; it is becoming the central bank for the AI revolution. NVIDIA is helping establish financing platforms to raise over $500 billion of third-party capital for its customers. It has also directly invested nearly $50 billion in the Frontier AI labs, effectively underwriting its own demand.
The programs the deal covers in the near term were already inside the targets management had published, and it is connectivity rather than custom silicon that management points to for the raise that did arrive.
Qualcomm stock has clawed back from a post-earnings collapse and then some, but the recovery hides a complicated mix of shrinking handsets, unproven data center bets, and margin pressure that makes the next move anything but obvious.
Qualcomm has appointed former Motorola Devices president 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, XR and new AI device businesses from early September 2026. This leadership change comes as Qualcomm faces rising costs and concerns about reduced iPhone modem share, while it works to expand into data center and AI markets. Next, we’ll examine how Buniac’s appointment and...
Arm has quietly captured the CPU backbone of the AI data center buildout, yet its current price tells a strikingly different story than its growth numbers do. Here is what Wall Street keeps missing.
Qualcomm's revenue has declined over two years while Sandisk's surged nearly 5x, narrowing a once-massive gap.
Despite QUALCOMM's underperformance relative to its industry peers over the past year, Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
SCHD just delivered a return most dividend investors spend a decade waiting for, and that success created a problem nobody predicted. Whether fresh money belongs in the fund right now depends on a tradeoff that long-term holders never had to face.
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while […]
Qualcomm (QCOM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
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