Although the chip complex has spent the last six months looking unstoppable, Wall Street is starting to whisper that the heat may finally be coming out of the trade. A Reuters analysis…
Washington is signaling renewed engagement with Beijing, and investors are trying to figure out which stocks would benefit if tariffs ease, export controls loosen, and Chinese consumer demand stabilizes. Prediction markets currently…
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are up roughly 8% to around $237 in early Monday trading, extending one of the most aggressive multi-week runs in large-cap semis. Micron Technology…
Apple (NASDAQ: AAPL | AAPL Price Prediction) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet…
Don Lair Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are heading higher Friday, trading at around $215 intraday and up roughly 6% on the session. The move caps a parabolic stretch that has…
Daiwa upgraded Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is…
Pre-Market Stock Futures: Futures are trading higher as we get set to end what has been one of the wildest weeks on Wall Street in some time. After blowing through all-time highs…
The 2026 chip war is over. Apple (NASDAQ:AAPL | AAPL Price Prediction) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and…
Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF…
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) gained 8% and hit $223 in midday trading on Thursday, May 7, before coughing up some of the day’s gains. The move extends one…
David Moadel Qualcomm trades like a legacy modem company while quietly building the cheapest exposure to AI silicon in the entire Trump bull market, and that mispricing is the core investment thesis. Qualcomm (NASDAQ:QCOM…
Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling…
The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) stock surged…
