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There's a joke on Wall Street that analysts never saw an S&P 500 stock they didn't like. Well, that doesn't seem to be the case now.

Skyworks Solutions Inc (NASDAQ:SWKS) rallied as Apple Inc (NASDAQ:AAPL, XETRA:APC) smartphone launch raised expectations for stronger component sales, while progress on its pending Qorvo Inc (NASDAQ:QRVO) merger eased deal uncertainty. The chipmaker's shares rose 12% to $89.06 in afternoon...

The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.

Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

Here's a check of the markets in the first few minutes of trading.

Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.

Chris King, Chairman of Skyworks Solutions, is introduced as a semiconductor industry veteran with more than 50 years of experience. The segment highlights her time at IBM, her role as the first female CEO of a chip company at AMI Semiconductor, and that company's later acquisition by Onsemi. She speaks with Scarlet Fu & Kristine Aquino on "The Close."

Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.

Skyworks Solutions Inc (SWKS) surpasses revenue expectations, announces a $2 billion stock repurchase program, and anticipates a promising Qorvo combination.

Skyworks Solutions (NASDAQ:SWKS) reported fiscal third-quarter revenue and non-GAAP earnings above the midpoint of its guidance, while outlining progress toward its proposed combination with Qorvo and a revised capital allocation strategy for the combined company. For the June quarter, Skyworks gen

Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) will be announcing earnings results this Tuesday after the bell. Here’s what you need to know.

Data center demand may deliver better earnings results

Skyworks Solutions will release its third-quarter earnings soon, and analysts anticipate a double-digit profit dip.

Nvidia stock and shares of other semiconductor companies wavered on Wednesday as the U.S.-Iran conflict dominated the headlines.

The earliest gains in the AI cycle accrued to the companies at its center.

Moby summary of Skyworks Solutions, Inc.'s Q2 2026 earnings call

Skyworks Solutions (NASDAQ:SWKS) reported fiscal second-quarter 2026 results that came in above its guidance, citing strength in both its mobile business and broad markets portfolio. Management also highlighted a “significant multi-generational design win” with a leading Android OEM, new product int

This win reflects our expanding footprint in premium AI-enabled devices, validating our RF content platform and our technology differentiation. While still modest in absolute terms, the segment is expected to grow nearly 50% this year.

Skyworks Solutions forecast quarterly revenue above estimates on Tuesday, betting on strong ‌demand for its radio-frequency chips used in premium ‌smartphones. Shares of the Irvine, California-based company rose more than 1% ​in extended trading. Skyworks, which sells analog and mixed-signal wireless communication chips to customers across the automotive, industrial and consumer electronics sectors, is a key supplier of ‌radio-frequency components for ⁠Apple's 5G iPhones.

Wireless chips maker Skyworks Solutions (NASDAQ: SWKS) will be announcing earnings results this Tuesday after market close. Here’s what you need to know.