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Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk.

Topics Artificial Intelligence

Applied Materials vs. Qualcomm: Which Tech Stock Is a Better Buy in 2026? ↗

Today 8:05 EDT

Lattice Semiconductor, Amkor, Himax, Teradyne, and Entegris Stocks Trade Down, What You Need To Know

Topics Economy

September 14, 2026

What Happened? A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a del...

After in-line August CPI data, Dell, HPE, Qualcomm, Apple and the iShares Ethereum Trust rallied Friday, with the Fed's Sept. 16 rate decision set to test whether these breakouts hold.

Topics Artificial Intelligence

5 Names That Showed Signs of Life After Friday's CPI Report ↗

September 14, 2026

Fabrinet, Dycom and Qualcomm beat or matched estimates but were sold off amid high oil prices and midterm uncertainty; Marc Chaikin sees strong fundamentals behind the AI infrastructure buildout.

Topics ETFs Economy

Fabrinet, Dycom and Qualcomm: 3 AI Fallen Angels Wall Street Just Marked Down ↗

September 14, 2026

Qualcomm stock has underperformed the market over the past year, but a deal with Amazon could give it a much-needed boost.

Topics Artificial Intelligence Earnings

This Could Be the Most Underrated Artificial Intelligence Stock to Buy Right Now ↗

September 14, 2026

Sandisk is up more than 2,000% over the past year -- and it is still cheap.

Topics Artificial Intelligence

Forget Intel. Buy This Tech Stock in September Instead. ↗

September 13, 2026

Given what's going on in the world and in the market, perhaps it's natural that SCHD is surging.

Topics Artificial Intelligence

SCHD's Stunning Reversal: Schwab's Flagship Dividend ETF Is Up 29% and Climbing ↗

September 13, 2026

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and...

Topics Artificial Intelligence ETFs World Trade

MarketBeat Week in Review – 09/07 - 09/11 ↗

September 12, 2026

Sales could accelerate for Qualcomm as early as its next fiscal year.

Topics Artificial Intelligence Economy

Amazon Delivers Fantastic News for Qualcomm Stock Investors ↗

September 11, 2026

Qorvo, Qualcomm, Texas Instruments, Vishay Intertechnology, and Impinj Stocks Trade Up, What You Need To Know

September 11, 2026

What Happened? A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with ...

What Happened? Shares of semiconductor maker Himax Technologies (NASDAQ:HIMX) jumped 6.6% in the morning session after the company introduced an automotive t...

Topics Artificial Intelligence

Why Himax (HIMX) Stock Is Up Today

September 11, 2026

IPG Photonics, Intel, Marvell Technology, Semtech, and Penguin Solutions Shares Are Soaring, What You Need To Know

Topics Artificial Intelligence

September 11, 2026

What Happened? A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with ...

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.

Topics Artificial Intelligence

Advanced Micro Devices vs. Qualcomm: Which Technology Stock Is a Better Buy in 2026? ↗

September 11, 2026

Qualcomm Sold Server Chips Once Before and Quit Within a Year. History Says What Has to Be Different This Time. ↗

Topics Artificial Intelligence

September 11, 2026

The chipmaker's second run at the data center starts with something its first never had.

Qualcomm (QCOM) ticks up premarket. Explore its AI-native 6G strategy, key technical support levels, and Wall Street analyst targets.

Topics Artificial Intelligence

What's Going On With Qualcomm Stock Thursday? ↗

September 11, 2026

Via Benzinga

The AI Boom Isn’t Over: 3 Stocks You Need to Watch ↗

September 10, 2026

Beneath the familiar spectacle of falling indices and rising Treasury yields, companies face very different problems: Some are fighting for customers while others are racing to supply them.

Via InvestorPlace

Topics Artificial Intelligence

iPhone 18 Pro Debuts C2 Modem As Apple Keeps Weaning Off Qualcomm — Pro Max Isn't Ready to Let Go ↗

September 10, 2026

Apple is reducing Qualcomm dependence with its C2 modem in new hardware devices while the Pro Max keeps Qualcomm.

Via Benzinga

The Overlooked Chip Stock Poised to Outperform Nvidia, AMD, and Broadcom in the AI Semiconductor Boom ↗

September 09, 2026

Qualcomm is gradually making a dent in the AI chip market.

What Happened? Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 4.3% in the afternoon session after the company announced plans t...

Topics Artificial Intelligence

Marvell Technology (MRVL) Stock Is Up, What You Need To Know

September 09, 2026

Qualcomm shares jumped after it struck a multi-year deal to supply Amazon Web Services with custom data center chips and optical networking, tied to warrants and up to $60 billion in purchases through...

Topics Artificial Intelligence

Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal ↗

September 09, 2026

Marvell's CEO is confident about the company's position, and investors have taken notice.

Topics Artificial Intelligence Economy Supply Chain

Why Marvell Stock Popped Today ↗

September 09, 2026

Amazon will buy up to $60 billion of Qualcomm's AI data center chips.

Topics Artificial Intelligence

Forget Smartphones: Qualcomm Just Landed a Massive AI Deal With Amazon ↗

September 09, 2026

Amazon Gives Qualcomm a Major AI Boost With $60B Custom Chip Deal — Analyst Calls It a ‘Huge $QCOM Win’ ↗

Topics Artificial Intelligence

September 09, 2026

Qualcomm pairs with AWS on custom AI silicon in a deal Patrick Moorhead calls a 'net-net huge $QCOM win.' Read the full breakdown.

Via Benzinga

Topics Artificial Intelligence

Apple Bucks Smartphone Chip Slump As iPhone 17 Pro Demand Powers Gains ↗

September 09, 2026

Apple gains chipset market share in Q2 via strong iPhone 17 demand, while Qualcomm & MediaTek face pressure from memory shortages.

Via Benzinga

Brent Breaks $100 as the US–Iran Fight Reignites, but a Chip Rally Keeps the Nasdaq From Snapping ↗

September 09, 2026

Via Chartmill

Stock Market Today, Sept. 8: Stocks Slide Amid Surging Oil Prices, Persistent Geopolotical Tenisons ↗

September 08, 2026

Crude oil pushed toward $100 per barrel amid Middle East conflict and U.S.-Canada trade friction, today, Sept. 8, 2026.

A blockbuster deal with an AI colossus should accelerate the chipmaker's growth.

Topics Artificial Intelligence Stocks World Trade

Why Qualcomm Stock Is Up Today ↗

September 08, 2026

Qualcomm (NASDAQ:QCOM) CFO and COO Akash Palkhiwala said the company’s newly announced multiyear agreement with Amazon represents a “landmark deal” for its expanding data-center business and supports...

Topics Artificial Intelligence

Qualcomm Calls Amazon Pact a Landmark Deal, Backs $15B Data-Center Goal ↗

September 08, 2026