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The past six months have been a windfall for Qualcomm’s shareholders. The company’s stock price has jumped 53.8%, hitting $197.95 per share. This run-up might have investors contemplating their next move.
Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.
Lumentum shares rose after it announced an AI optical connectivity demonstration with Corning and Qualcomm at ECOC 2026, pairing its VCSEL lasers with high-density chip-to-chip links.
Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.
Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS) stock has been the standout story, running past its merger partner, its larger listed peer, and the broader semiconductor complex on the way up. That kind of move, in a name that spent much of the prior year drifting, raises a […]
If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.
Key TakeawaysAI Repricing: Qualcomm stock jumped 9% to $194 on Monday, September 21, after the company unveiled a die-to-die optical interconnect demo with Lumentum and Corning built for AI data centers. Street Flatlines: The 38 analysts TIKR tracks carry 9 buys, 2 outperforms, 23 holds, 2 underperforms and 1 sell, and their $194 mean target now sits exactly at the stock’s new price.
A potential $60 billion purchasing framework gives Qualcomm scale, but minimum orders and margins remain undisclosed.
A trade show demonstration quietly repositioned Qualcomm inside one of the market's most coveted growth stories, and the divergence from its closest chip peers reveals exactly what investors think the moment is worth.
One company is riding explosive AI connectivity demand with triple-digit growth. The other is navigating smartphone headwinds while building promising new businesses in automotive and data centers.
A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.
Qualcomm (QCOM) told investors in its fiscal Q3 2026 call that its share of Apple's recent iPhone launch would be materially lower than its prior estimate of 20%. In the same call, management raised its non-handset revenue target for fiscal 2029 to $40 billion—nearly doubling its prior $22 billion goal as automotive, IoT, and data center expand. Anyone buying the stock today is deciding whether that replacement revenue arrives on schedule.
On Sept. 17, 2026, an analyst upgrade and a whiff of negotiations signaled fresh turnaround momentum.
A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.
Qualcomm just posted its best month in a while, but its two closest peers beat it handily during the same rally. Whether that gap signals a buying opportunity or a warning depends entirely on what actually drove the move.
Amazon received 1.7 million warrant shares of Generac
Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.
A 15-year scorecard just revealed how badly active dividend fund managers fared against a passive benchmark, and the results raise a pointed question about whether the most popular dividend ETF belongs in your portfolio right now.
Qualcomm’s diversification beyond smartphones is gaining traction as investors assess its potential role in hyperscaler AI infrastructure.
Intel (INTC) stock has returned about 295% over the past year, but it has given back 22% over the past three months. It trades roughly 31% below its 52-week high. The question now is what powers the next leg, and the answer is what Intel can build, not what it can sell.
Qualcomm Stock Gets Bullish $270 Target as Amazon AI Deal Fuels Data Center Growth
The rally defies a new flagship rival--but Qualcomm still derives more than half its quarterly revenue from handsets.
Three handset chip names are surging while the rest of large-cap tech slides lower, and no earnings release or analyst note explains the divergence. The reason behind the rotation tells you something important about where semiconductor money is quietly moving.
The S&P 500 Index ($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...
Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk.
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...
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