Qualcomm still gets priced like a smartphone supplier, but two hyperscaler custom silicon deals about to generate revenue suggest the market is missing something significant about where this company is actually headed.
Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could…
Hours after Skyworks Solutions (NASDAQ:SWKS | SWKS Price Prediction) completed its takeover of Qorvo (NASDAQ:QRVO), Jim Cramer told CNBC viewers the combined RF chipmaker is worth owning. He said so while also…
U.S. battery-electric sales fell 29.2% through September, while conventional hybrid sales rose 22.4%. Qualcomm’s automotive revenue grew 61.4% year over year and 19.8% sequentially in its latest reported quarter. Snapdragon’s opportunity spans…
Dr. Robert Castellano Arm just posted a 187% year-to-date run on the back of real AI demand, but a beta of 3.89 turns every market hiccup into a violent swing, and the stock has already…
Early-stage, unconfirmed talks with Terafab, a chip-manufacturing venture planned for Texas, have sent Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) stock to a record. Taiwan Semiconductor stock is up 2% to…
Qualcomm is entering data center and automotive markets at full speed while Apple shrinks its handset business and analysts pile on with downward revisions. Whether those new revenue streams arrive fast enough…
Most chipmakers struggle to sustain dividends through brutal industry downturns, but three semiconductor companies have quietly built the cash flow machines and balance sheet discipline to keep raising payouts no matter where…
A recent pullback and a fresh dividend payout make October an unusual entry point for one overlooked ETF, but the real case for investing $100 a month here has nothing to do…
One dividend cut in a 15-stock portfolio can wipe out a month of grocery money, but three ETFs solve that problem in very different ways, and the one built for the biggest…
SCHD's rulebook kicked out one of the market's hottest chip stocks before its biggest run, and the reason it happened reveals a hidden cost that no expense ratio will ever show you.
Arm's stock has surged 160% this year and its first in-house chip already has billions in orders, yet one hard number keeps analysts from calling it a buy.
Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the…
Most investors write off the Nasdaq-100 as a dividend wasteland, but a handful of its chip and networking giants have been quietly raising their payouts every single year while competitors chase hype…
Chip stocks are clawing back ground after a sharp selloff in the prior session, and Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is leading the recovery. Arm stock is up 5%…
