Key Takeaways Nvidia, Qualcomm, and Caterpillar are some of the stocks Bank of America analysts said could gain from a ...

Qualcomm has underperformed the market, with 6% YTD returns compared to PHLX Semiconductor's 13%. The company is facing ...

When investors think of artificial intelligence (AI) and the stock market, one name stands out: Nvidia (NVDA). The chip giant ...

Apple's exit as a major customer will significantly impact Qualcomm's revenue, with a $7B hit expected to its core handset ...

Artificial intelligence (AI) has long drawn the interest of investors. The generative AI boom is a much more recent ...

Qualcomm shifts from smartphones to automotive, IoT & edge AI, driving growth. Discover why its diversification & valuation ...

The AI trade has reignited in recent weeks, putting the semiconductor designer on the brink of a $4 trillion valuation.

We believe the urgency to onshore chip production positions GlobalFoundries for years of growth, Argus analysts wrote. The ...

As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but ...

When investors hear the phrase "cheap tech stocks," they might assume these are shares that have been left behind by the ...

UBS says humanoid robots could drive a 40% annual growth rate in the tech sector through 2050, bolstering demand for chips ...

High-frequency trading and sovereign AI projects drive demand for non-Nvidia AI chips, as startups offer cost-and energy-efficient alternatives.