QCOM

QUALCOMM (QCOM) Stock May Be Undervalued On Its 58% Three Year Run

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 undervaluation. Over the past three years, QUALCOMM has returned 58.0%, which puts extra focus on...

Broadcom's Q3 earnings beat just isn't 'enough' to keep investors happy

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.

The Real Price of Marvell Stock's Growth

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. The central risk for Marvell isn't that its AI-driven growth will stop. It’s that the very nature of t

Beyond The Cloud Giants: What Could Power NVIDIA Stock From Here?

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

Why Is Ichor Holdings (ICHR) Down 27.4% Since Last Earnings Report?

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

TSMC's Global Expansion Pressures Margins Amid AI-Driven Growth

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

AMD: The Next $1 Trillion Company

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.

Iran Strikes Send Oil to $95 as Rate Fears Redden Wall Street, Dell's AI Server Blowout Steals the After-Hours

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.