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…
Jim Cramer called Qualcomm's latest partnership deal "something special" for a stock that has been treading water, but whether Wall Street agrees depends on a series of execution checkpoints that begin this…
Arm's smartphone empire built one of tech's most recognizable businesses, but the company's next billion-dollar bet is pointing somewhere else entirely, and the valuation debate it has sparked puts bulls and bears…
AWS is sitting on a $496 billion backlog and doubling its power capacity, and the pressure is now pulling a surprising new name into the AI silicon race alongside Broadcom. Whether that…
Jim Cramer went on live television to beg the president not to sell a chipmaker sitting on massive gains, and the reason why reveals just how much political risk now hangs over…
Amazon just handed Qualcomm a multi-generation AI silicon deal that sent shares surging against a falling market, but the fine print raises a pointed question about whether this credential ever becomes a…
Arm's new Samsung chip deal looks like a data center breakthrough, but the business investors are actually paying 298 times earnings for operates on completely different terrain from where this partnership lands.
AI silicon stocks are splitting sharply on Friday, with one beaten-down chip designer surging while a larger rival barely moves. The divergence reveals something important about which companies actually benefit when hyperscaler…
Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major…
