QCOM

QUALCOMM stock has delivered a strong 58.0% return over the past three years, while current checks suggest the shares now trade close to an intrinsic value estimate but still look inexpensive on traditional market multiples. The Discounted Cash Flow (DCF) view points to a price that is only slightly above where the market trades today, while earnings based comparisons lean more clearly toward unde

Broadcom (AVGO) reported third quarter earnings results that modestly beat Wall Street's estimates. StoneX Financial equity research analyst Cody Acree shares his thoughts on the earnings print.

If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter. Yet the stock is well off its highs, and it recently dropped even after reporting those results. This isn't a contradiction; it’s a signal that the market is focused on a new, more complicated question. Th

The market is obsessed with a handful of hyperscalers, but the real story might be the thousands of customers you've never heard of.

Ichor Holdings (ICHR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

TSM's 100 billion Arizona expansion and global fab buildout aim to meet AI-driven demand, but rising overseas costs may pressure margins.

Advanced Micro Devices, Inc. delivered strong Q2 results with 50% revenue and 82% EPS growth, driven by data center strength. Read more on AMD stock here.

Renewed US strikes on Iran pushed crude 5% higher to $95 and drove the ten-year yield to 4.79%, dragging chips and megacap tech into the red. After the close, Dell delivered a stunning AI-server beat and Fervo Energy landed a near-gigawatt geothermal deal with Alphabet.