Qualcomm, Inc. (QCOM)

Qualcomm's AI strategy is moving from promise toward production. Here's what hyperscaler demand, margins, and repeat wins could mean for the company's next growth phase.

Broadcom's revenue has nearly tripled in two years while Qualcomm's has stalled, widening a gap that could reshape competitive dynamics in semiconductors.

Qualcomm trades at a discount valuation, while Taiwan Semiconductor Manufacturing commands a premium reflecting its foundry dominance and 45% net margin.

Qualcomm locked in two major AI data center customers and a renewed Apple deal this fall, and the stock hasn't fully priced it in yet.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how processors and graphic...

As the tech company's AI data center product sales start to heat up, it looks like a candidate to outperform the S&P 500.

One commands mobile connectivity and licensing; the other dominates AI memory chips with a 44% net margin. Their risk profiles and valuations diverge sharply.

Qualcomm signed a multiyear patent licensing deal with Huawei covering 5G, compute, and AI, facing FTC review while supporting its data center and robotics diversification strategy.

NVIDIA, Salesforce, Adobe, Qualcomm, and Jabil are backing AI-era investment with reliable share buybacks, supported by strong cash flow and solid balance sheets, as the tech sector shifts toward heavier infrastructure spending.

The future is bright for this fund that offers both income and growth.

Micron's revenue surged 432% over two years while Qualcomm's declined, widening a gap that raises questions about sector dynamics and competitive positioning.

ASML's momentum has flipped the script — it now outpaces Qualcomm in recent quarters after trailing for years, raising questions about whether this inversion will stick.

There are far more important factors to consider when choosing between these two funds than just the yield.

Two different tools for two different jobs.

What Happened? A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Treasury yields, easing interest rat...

Investors might be surprised by the names on this list.

Corning trades at a premium valuation despite concentrated customer risks, while Honeywell offers cheaper entry points with diversified revenue streams and stronger free cash flow generation.

Broadcom's net margin towers at 36%, but customer concentration and a hefty SBC load cloud the picture; Qualcomm trades at half the valuation despite handset headwinds.

The world's largest chip foundry is bound to benefit as long as heavy AI spending persists.

What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 3.1% in the pre-market session after the company announced a m...

Qualcomm's royalty base, STMicroelectronics' Starlink exposure and Oura's $15 billion IPO give investors three ways to trade the next personal device cycle.

Bloom Energy joined the index on Sept. 21 and broke out on Sept. 25.

Intel is in the middle of a dramatic turnaround with revenue growing at its fastest pace in 15 years. Qualcomm is the more profitable business today, navigating smartphone headwinds while building new growth engines in automotive and data centers.