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Big Tech Earnings Show AI Spending Spree and Apple Supply Constraints
BusinessBBCbloombergNYT+30FTThe GuardianNPRAl Jazeeradr-dkyle-uutisetcnbcfaz+22 more12d ago33 sources

Big Tech Earnings Show AI Spending Spree and Apple Supply Constraints

Major tech companies like Amazon and Microsoft reported strong earnings driven by significant investments in AI, while Apple warned of future supply constraints impacting Mac, iPhone, and iPad sales, leading to a projected slowdown in September-quarter growth.

Qualcomm Stock Falls Amid Memory Woes Despite AI Focus
BusinessmarketwatchYahoo13d ago2 sources

Qualcomm Stock Falls Amid Memory Woes Despite AI Focus

Qualcomm's stock has fallen as memory issues weigh on its earnings, despite the company's focus on AI's impact on the smartphone market and data center plans. The company's Q3 earnings report highlighted these challenges.

Billionaire Investor Identifies Top AI Stocks
BusinessYahoo1mo ago

Billionaire Investor Identifies Top AI Stocks

Billionaire Philippe Laffont has identified Qualcomm, Inc. (QCOM) and AppLovin Corporation (APP) as top AI stocks to buy. Laffont's assessment highlights these companies' potential in the artificial intelligence sector.

Micron's positive news boosts tech stocks
WorldYahoo1mo ago

Micron's positive news boosts tech stocks

Micron's recent announcement has delivered positive news for investors in Intel, AMD, Arm, and Qualcomm stocks, indicating a favorable market outlook for these tech giants.

Nvidia to Launch PC 'Superchip' Competing with Tech Giants
Businesscapital-bg2mo ago

Nvidia to Launch PC 'Superchip' Competing with Tech Giants

Nvidia is set to release a 'superchip' for personal computers this year, directly entering competition with major players like Apple, Qualcomm, Intel, and AMD, with manufacturers such as Dell, Asus, and HP expected to adopt the new technology.

Qualcomm Secures AI Chip Deal with ByteDance
BusinessReutersYahoochannel-news-asia+1seeking-alpha2mo ago4 sources

Qualcomm Secures AI Chip Deal with ByteDance

Qualcomm has reportedly struck a deal with ByteDance, the owner of TikTok, to supply AI chips. This agreement is expected to boost Qualcomm's presence in the artificial intelligence market.

Samsung Unveils New Foldable Smartphones and Smartwatches
Technologybloombergcnbcberlingske+23le-figaroder-standardrzeczpospolitatelexvgdie-pressepublicodennik-n+15 more20d ago26 sources

Samsung Unveils New Foldable Smartphones and Smartwatches

Samsung has launched its latest lineup of foldable smartphones, including the Galaxy Z Fold 8 and Flip 8, alongside new smartwatches. The company is focusing on foldable technology and AI, with prices generating significant discussion.

Businessseeking-alpha26d ago

Multiple Companies Declare Dividends

Several companies, including Hyperscale Data, Pepsico, Royalty Pharma, Anfield Universal Fixed Income ETF, Exchange Income, and Qualcomm, have declared their latest dividends to shareholders.

Wall Street Analysts Recommend Top Quality Stocks
BusinesscnbcYahoo1mo ago2 sources

Wall Street Analysts Recommend Top Quality Stocks

Leading Wall Street analysts have identified several companies, including NVIDIA, Abercrombie & Fitch, Qualcomm, and PepsiCo, as top-quality stocks to buy for long-term investment. These recommendations highlight their confidence in the future performance of these specific companies.

Top 10 Fastest Smartphone Processors in 2026
Technologyvanguard-ng1mo ago

Top 10 Fastest Smartphone Processors in 2026

A report ranks the top 10 fastest smartphone processors expected in 2026, highlighting advancements from companies like Qualcomm, MediaTek, Apple, and Samsung in performance, AI, and gaming capabilities.

Micron and Qualcomm Forecasts Fuel AI Chip Stock Rally
Businessdie-pressehindustan-timeschannel-news-asia1mo ago3 sources

Micron and Qualcomm Forecasts Fuel AI Chip Stock Rally

Positive forecasts from Micron and Qualcomm have ignited a significant rally in AI chip stocks, contributing to a mixed performance in the US stock market. While some investors celebrate the ongoing AI rally, a chip selloff led by Micron weighed on the Nasdaq, and Bitcoin fell below $60,000.

Qualcomm Acquires AI Startup Modular for $3.9 Billion
TechnologybloombergcnbcYahoo+1channel-news-asia1mo ago4 sources

Qualcomm Acquires AI Startup Modular for $3.9 Billion

Qualcomm has announced its acquisition of AI software startup Modular for $3.9 billion, aiming to bolster its software stack and data center buildout. This strategic move is part of Qualcomm's push into artificial intelligence.

Qualcomm Stock Surges Amid AI Developments
BusinessYahoo2mo ago

Qualcomm Stock Surges Amid AI Developments

Qualcomm stock has seen a significant surge, attributed to developments in artificial intelligence. The company's performance is being compared to the 'Gangnam Style' stock phenomenon, indicating strong market interest.

US Stocks Slump as Big Tech and Semiconductor Shares Fall
BusinessBBCcnbcNHK World+3vgnaftemporikiseeking-alpha2mo ago6 sources

US Stocks Slump as Big Tech and Semiconductor Shares Fall

US stock markets experienced a significant slump, with the Nasdaq losing over 4%, driven by fears surrounding Big Tech companies and a sell-off in semiconductor stocks. This decline was partly attributed to concerns over potential interest rate hikes.

Nvidia Unveils First AI PCs, Intensifying Competition with Intel and Apple
BusinessReuterswsjle-figaro+8orfYahoostraits-timesKorea Heraldndtvchannel-news-asiaignexpress-tribune2mo ago11 sources

Nvidia Unveils First AI PCs, Intensifying Competition with Intel and Apple

Nvidia has introduced its first PCs designed for AI agents, marking a significant move into the AI PC market and intensifying its competition with tech giants like Intel and Apple. The company's CEO, Jensen Huang, is betting on these new AI PCs, which require substantial energy, particularly in Taiwan.

Qualcomm, AMD Lead Gains in AI and Chip Stocks
TechnologyYahooseeking-alpha2mo ago2 sources

Qualcomm, AMD Lead Gains in AI and Chip Stocks

Qualcomm, AMD, and other mobile chip companies experienced significant stock surges, with Qualcomm rising 12%. This rally indicates a positive trend for AI and chip stocks, with smaller winners emerging in the mobile chip trade.

Dot-Com Era Tech Giants Hit Record Highs Again
Businessmarketwatch2mo ago

Dot-Com Era Tech Giants Hit Record Highs Again

Former dot-com darlings such as Intel, Cisco, Qualcomm, and Texas Instruments are reaching record highs, some for the first time in 25 years, prompting questions about whether they will face a similar fate to their initial boom.

Qualcomm Offers New Investment Perspective Beyond Apple
BusinessYahoo13d ago

Qualcomm Offers New Investment Perspective Beyond Apple

Qualcomm has provided investors with reasons to consider its prospects beyond its relationship with Apple, suggesting the market may be misinterpreting its overall story. The article likely highlights other growth drivers for Qualcomm.

Qualcomm Stock Declines Following Q3 Earnings Report
BusinessYahoo14d ago

Qualcomm Stock Declines Following Q3 Earnings Report

Qualcomm's stock experienced a decline after the company reported its third-quarter earnings, which, despite topping revenue expectations, highlighted a slowdown in the smartphone market. Investors reacted to the broader market conditions affecting the tech sector.

Qualcomm's Role in Rewiring the AI Compute Market
BusinessYahoo1mo ago

Qualcomm's Role in Rewiring the AI Compute Market

The article discusses how Qualcomm is 'overclocking' or accelerating its efforts to reshape the artificial intelligence compute market. This highlights Qualcomm's strategic initiatives in the evolving AI landscape.

Analysis of Safe Stocks for Beginners in 2026
BusinessYahoo1mo ago

Analysis of Safe Stocks for Beginners in 2026

This story provides analysis on whether companies like Meta, Qualcomm, and The Walt Disney Company are considered safe stock investments for beginners in 2026. It offers insights into potential investment opportunities.

Analysts Raise Price Targets for Several Tech and Retail Stocks
BusinessYahoo2mo ago

Analysts Raise Price Targets for Several Tech and Retail Stocks

Several financial firms, including Raymond James, B. Riley, and Mizuho, have raised their price targets for various companies such as nLIGHT, Silicon Motion, YETI Holdings, Texas Instruments, and Qualcomm. This reflects increased optimism for these stocks, particularly in the AI semiconductor sector.