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Qualcomm (QCOM) Signs Broad Multi Year Patent Deal
QUALCOMM (NasdaqGS:QCOM) and Huawei have entered a multi-year cross-license agreement covering 5G, AI, compute, and networking technologies. The deal includes Qualcomm's purchase of select Huawei patents, which remains subject to regulator…
Logitech Unveils Its Biggest Enterprise Launch Ever: More Power, More Future-Proofed Rooms for the AI Revolution
Reinventing Rally Bar 2: Logitech's market-leading video bar supercharged with a new Qualcomm processor; premium new lens and sensors; Right Sound 3 audio; and a sleek, sustainable, user-friendly design Introducing Rally System 2 Pro: A mo…
JPMorgan’s AI basket represents 49% of the S&P 500
[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41 c…
Can Arista's New Rack-Scale Ethernet Solutions for AI Stoke Growth?
Arista Networks, Inc. ANET has unveiled a new open Ethernet rack-scale portfolio designed to support high-density artificial intelligence (AI) infrastructure across both scale-up and scale-out environments. Developed with AMD, Arm, Broadco…
1 Cash-Producing Stock on Our Watchlist and 2 That Underwhelm
1 Cash-Producing Stock on Our Watchlist and 2 That Underwhelm Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to…
Meta Muse, Grok Bot, OpenAI Dots: Which AI agent should you use?
In The Loop host Ejaaz Ahamadeen ranks the AI agents everyone's talking about by what they cost, what they do, and which one is worth your time. Video Transcript 0:00 spk_0 For the last 3 years, AI's been something that we talk to. We woul…
Meta Muse, Grok Bot, OpenAI Dots: Which AI agent should you use?
In The Loop host Ejaaz Ahamadeen ranks the AI agents everyone's talking about by what they cost, what they do, and which one is worth your time. Video Transcript 0:00 spk_0 For the last 3 years, AI's been something that we talk to. We woul…
Arm Holdings (ARM) Heads To Trial Over Billions In Royalty Payments
Arm Holdings (NasdaqGS:ARM) and Qualcomm have entered a high-stakes federal trial over alleged breaches of their chip licensing agreements. Qualcomm is seeking remedies for Arm's alleged contractual breaches, including a royalty-free perio…
Arm Holdings (ARM) Heads To Trial Over Billions In Royalty Payments
Arm Holdings (NasdaqGS:ARM) and Qualcomm have entered a high-stakes federal trial over alleged breaches of their chip licensing agreements. The case centers on billions of dollars in potential royalty payments linked to Qualcomm designs th…
Why Did QUALCOMM (QCOM) Stock Drop After Its Latest Update?
QUALCOMM (QCOM) has put a fresh US$4.60b shelf registration in place for up to 25,000,000 common shares. This gives the chip designer extra flexibility to tap equity markets as conditions evolve. QUALCOMM shares have eased in the past week…
Mecka AI has raised $60 million in Series B funding led by Sequoia Capital, with backing from Nvidia, Microsoft's M12 and Qualcomm, as it builds technology to help robots understand and operate in the physical world. CEO and cofounder Josh…
Processors and Graphics Chips Stocks Q2 Results: Benchmarking Qualcomm (NASDAQ:QCOM)
Processors and Graphics Chips Stocks Q2 Results: Benchmarking Qualcomm (NASDAQ:QCOM) 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 grap…
Qualcomm Government Technologies and OKSI Announce Collaboration to Deploy OMNISCIENCE Autonomy Software Portfolio
Partnership brings AI/ML-enabled autonomous capabilities to defense platforms, optimized for the Qualcomm® QCS8550 and scalable across Qualcomm's IoT processor portfolio LOS ANGELES, October 07, 2026--(BUSINESS WIRE)--OKSI and Qualcomm Gov…
QCOM Lags Industry Year to Date: What's the Next Move for Investors?
Qualcomm Incorporated QCOM has jumped 5.9% year to date compared with the Electronics - Semiconductors industry's growth of 39.4%. It has lagged the broader technology sector and the S&P 500 during this time.Zacks Investment Research Image…
Arista Announces Rack-Scale Architectures for Scale-Up and Scale-Out AI Fabrics
Engineered with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm to deliver extreme compute and networking density for AI SANTA CLARA, Calif., October 07, 2026--(BUSINESS WIRE)--Arista Networks (NYSE: ANET), a leader in AI fabri…
Most Undervalued Chip Stocks In October 2026: Four Are Cheaper Than The S&P 500
Micron Technology Inc. (NASDAQ:MU) tops the list of the most undervalued chip stocks in October, gaining more than 460% in 12 months. The memory chip maker trades at 6 times forward earnings. That's according to TradingView's latest screen…
Qualcomm (QCOM) Stock Looks Fully Valued On Royalty Dispute And License Deals
QUALCOMM has ridden a strong multi‑year share price climb while signing high profile licensing deals and fighting a major royalty dispute, which naturally raises the question of whether the current market value lines up with the cash the b…
The Most Important AI Company You've Never Heard Of
The $25 billion AI startup built by DeepMind alums and backed by Nvidia is rumored to be launching an open-source model in the near future. Host Ejaaz Ahamadeen unpacks why swaths of American AI startups already rely on open Chinese models…
Spotting Winners: AMD (NASDAQ:AMD) And Processors and Graphics Chips Stocks In Q2
Spotting Winners: AMD (NASDAQ:AMD) And Processors and Graphics Chips Stocks In Q2 Wrapping up Q2 earnings, we look at the numbers and key takeaways for the processors and graphics chips stocks, including AMD (NASDAQ:AMD) and its peers. The…
Embedded Systems - Global Strategic Business Report: Capture $71 Billion in Growth Through 2032 as Intel, Qualcomm, NXP Semiconductors, and STMicroelectronics Accelerate AI and IoT Disruption
Company Logo Capitalize on IoT, AI, 5G and smart-device demand with insights into high-opportunity segments, regional trends and competitive positioning. Dublin, Oct. 06, 2026 (GLOBE NEWSWIRE) -- "Embedded Systems - Global Strategic Busine…
In the Loop Host Ejaaz Ahamadeen explains how Cerebras (CBRS) chips differ from traditional AI chips and why faster inference could be a key advantage as the AI race increasingly comes down to speed. Video Transcript 00:00 Speaker A Now, w…
TXN Surges 67% Over the Past Year: Is the Stock Still Worth Buying?
Texas Instruments Incorporated TXN has been one of the standout performers in the semiconductor industry over the past year. The stock has surged 66.6%, easily beating the broader Zacks Semiconductor – General industry, which advanced 34.6…
NIKE Trades 28% Below Its Usual Earnings Multiple. Here’s Why That Doesn’t Make It Cheap Yet
NIKE, Inc. (NYSE:NKE) launched Caitlin Clark's signature collection worldwide on October 1, the same day it reported earnings. After falling more than 40% this year, the stock now raises a bigger question: does it finally offer value? The…
Stocks Rise Pre-Bell After Nasdaq Reaches New Record High
US equity futures were tracking in the green on Tuesday following gains in the previous session, whe PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
OMODA & JAECOO Builds a New Global Intelligent Green Mobility Ecosystem
WUHU, China, Oct. 06, 2026 (GLOBE NEWSWIRE) -- The 2026 OMODA&JAECOO International User Summit will grandly kick off from October 18 to 24 in Wuhu, China. OMODA & JAECOO will combine full-stack technology and industrial resources to presen…
The top wall street firms are fighting over one AI chip
The next golden opportunity in AI might not be a smarter model, but a faster one. Host Ejaaz Ahamadeen breaks down the race between Nvidia, Cerebras and the Wall Street firms turning milliseconds into millions. Video Transcript 0:00 spk_0…
China is 'fully' catching up on one part of the AI race, but the US has nothing to fear
Business Insider Today executive editor and anchor Dan DeFrancesco chats with Futurum chief market strategist Shay Boloor about China "closing in" on the US's progress with AI. Video Transcript 00:00 Speaker A There's a report recently abo…
Qualcomm and Arm begin new trial over chip testing tools
Investing.com -- Chipmaker Qualcomm and chip technology firm Arm Holdings started a new trial on Monday, with Qualcomm claiming Arm withheld chip testing tools required under their contract. Before you buy NVIDIA: our AI model's stock pick…
PTC Rallies on Deal; Qualcomm Up on Chip Patent Licensing | Stock Movers
On this episode of Stock Movers:- PTC (PTC) shares are rallying as Schneider Electric agreed to buy PTC for about $22.6 billion in an all-cash deal to tap into the artificial-intelligence boom.- Qualcomm (QCOM) shares are higher as the com…
From Overseas Range Records to Zero-Carbon Factories: OMODA & JAECOO to Showcase Green Technology Credentials at 2026 International User Summit in October
WUHU, China, Oct. 05, 2026 (GLOBE NEWSWIRE) -- The 2026 OMODA&JAECOO International User Summit will grandly kick off from October 18 to 24 in Wuhu, China. OMODA & JAECOO will combine full-stack technology and industrial resources to presen…
Embedded Systems Market 2026: Trends and Forecast to 2030 | Capitalize on Edge AI as Intel, Qualcomm, Nvidia, NXP Semiconductors, and Arm Accelerate the Market to $180.07 Billion
Company Logo Boost ROI through edge AI, energy-efficient designs, embedded security, regional sourcing, domestic semiconductor investment and cost-optimized systems Dublin, Oct. 05, 2026 (GLOBE NEWSWIRE) -- "Embedded Systems Market Report…
GF forecasts UMC for stronger prices and margins next two years as orders mount
[Hands in gloves hold chip testing microelectronics] Ivan-balvan/iStock via Getty Images GF Securities expects United Microelectronics (UMC [https://seekingalpha.com/symbol/UMC]) to experience stronger earnings per share over the next two…
3 tactical chip stocks to buy ahead of earnings, according to Goldman
Investing.com -- Goldman Sachs said it sees a more constructive trading setup for semiconductor stocks heading into third-quarter earnings, after a sector pullback it attributed to significant de-risking, and named Applied Materials, Seaga…