Qualcomm, Inc. (QCOM)

With handset revenues under pressure and earnings momentum weakening, Qualcomm's stock could still remain under pressure.

There are bargains worth buying, if you're willing to take a step back and look at the bigger picture.

This AI chip kingpin seems like a better investment than Nvidia.

Today, February 11, 2026, GlobalFoundries (NASDAQ: GFS) finds itself at the center of the semiconductor narrative following a high-stakes Q4 2025 earnings release that has sent ripples through the industry. Despite a broader climate of cautious tech spending, the Malta, New York-based foundry delivered a significant "beat and raise" on profitability, underscored by a fresh [...]

Near-term headwinds could mean a great opportunity for patient investors in this stock.

The time to stake your claim is before the crowd is talking about it.

Qualcomm (QCOM) completes 2nm chip design in India, showcasing growth in high-end design work. Company reports strong Q1 earnings.

Qualcomm’s fourth quarter results were met with a negative market reaction, despite the company meeting Wall Street’s revenue expectations and exceeding consensus for non-GAAP profit. Management attributed the quarter’s performance to robust demand in premium handsets, continued expansion in automotive and industrial IoT, and strong adoption of Snapdragon platforms across devices. CEO Cristiano Amon explained that flagship smartphone launches and broadening market traction for Snapdragon, particularly in automotive and PC segments, were central to the quarter’s revenue growth. However, management also acknowledged that industry-wide memory shortages, especially for DRAM, began impacting customer inventory decisions late in the quarter.

Stocks moved lower in recent days.

Nvidia's stock has not moved much over the past six months, which is why good news is welcome, especially with earnings on the horizon.

Qualcomm’s post‑earnings drop back to 2020 price levels, a 2026 EPS decline, and handset‑heavy exposure have rekindled “no bottom in sight” doubts even as the stock screens cheap at 14× forward earnings and still carries a "Moderate Buy" rating with...

Bank of America says the handset growth is limited for Qualcomm in 2026.

The memory chip boom is driving impressive growth for this semiconductor company.

It will be a rough year for Qualcomm's core business.

SAN DIEGO — Shares of Qualcomm Inc. (NASDAQ: QCOM) experienced a sharp sell-off this week, falling over 10% after the semiconductor giant issued a sobering second-quarter forecast that overshadowed record-breaking first-quarter results. Despite surpassing analyst expectations for the end of 2025, management warned that a structural "memory crunch" is beginning to

While Qualcomm's guidance disappointed investors, the smart money's prioritization of downside insurance has made QCOM stock calls cheap.

As of February 6, 2026, the boundary between digital simulation and physical reality has effectively dissolved. NVIDIA (NASDAQ: NVDA) has officially moved its DRIVE Thor "superchip" from the development labs into the heart of the global transportation and robotics industries. With the first Thor-powered production vehicles hitting roads in Europe and Asia this quarter, the [...]

In a definitive signal that the investment banking winter has not only thawed but shifted into a high-intensity burn, Evercore (NYSE: EVR) reported a staggering Q4 2025 earnings beat this week, posting an adjusted earnings per share (EPS) of $5.13. The result, which blew past analyst estimates of $4.

As of February 2026, the global semiconductor landscape has undergone a tectonic shift, marking the end of the long-standing x86 and ARM duopoly. RISC-V, the open-standard Instruction Set Architecture (ISA), has matured from a promising academic project into a dominant industrial powerhouse. This evolution is most visible in the automotive and Internet of Things (IoT) [...]