Momentum in radio frequency chips has a clear name this month. Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) stock has been the standout story, running past its merger partner, its larger listed…
Apple has a new chief executive, and the first big geopolitical question on his desk concerns who makes the memory chips inside the iPhone. On CNBC Tuesday, Strategy Risks founder Isaac Stone…
Arm's CEO cited the same customer demand figure in July and September, yet the stock reacted in completely opposite ways. What shifted between those two moments could redefine how the entire chip…
An AI interconnect demonstration by Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) and two optical infrastructure partners has broadened the chipmaker’s story past its long-standing handset business, and the market is repricing that…
Optical connectivity stocks are climbing Monday after a joint artificial intelligence (AI) interconnect demonstration put the sector’s fiber and photonics suppliers in the spotlight. Lumentum Holdings (NASDAQ:LITE | LITE Price Prediction) unveiled…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $178.15 in Friday afternoon trading, handing back part of a rally that had built through the past month. Qualcomm stock…
Qualcomm‘s (NASDAQ:QCOM | QCOM Price Prediction) stock is up 3% to $190.28 in Thursday afternoon trading, capping a 18% gain over the past month. The gain sits inside a narrower move than…
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…
Qualcomm's automotive and data center businesses are quietly rewriting the company's story while everyone debates the Apple modem loss, and that tension is exactly why the buy button keeps getting hit.
Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) shares are climbing sharply Tuesday morning, and the move stands out because the broader large-cap technology group is slipping at the same time. Skyworks stock…
Arm sits underneath nearly every hyperscaler custom CPU program, collecting royalty checks as AI infrastructure spending accelerates, but its 120x forward multiple means a single stumble could trigger violent downside for a…
Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by…
Qualcomm's handset business is shrinking while its automotive and data center ambitions are scaling fast, and the tension between those two forces will determine whether the stock revisits its highs or stalls…
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…
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…
