Qualcomm Incorporated (QCOM)

Nov 12, 2026

Bank of America Securities analyst Tal Liani reiterated a Buy rating on Palo Alto Networks (PANW) with a $420.00 price target, noting a general Strong Buy consensus among analysts. Conversely, Vivek Arya from Bank of America Securities maintained a Sell rating on Qualcomm (QCOM) with a price target of $170.00, while the overall analyst consensus for Qualcomm is a Hold. Both reports were issued recently, with further updates from TipRanks – Google and Barclays contributing to the ratings.

Nov 12, 2026

Qualcomm is offering an unusual incentive to employees in India facing layoffs: an additional month's salary if they accept separation terms within three days. This initiative is part of a broader global restructuring effort, which began affecting offices in Bengaluru and Hyderabad on November 9, 2026, and is expected to impact over 1,000 jobs in India. The restructuring aims to streamline the workforce and control costs amid a challenging global semiconductor industry, with similar reviews underway in the United States.

Nov 11, 2026

Qualcomm is positioning itself as a key supplier for AI data centers, aiming for up to $50 billion in a rapidly growing market, but Bank of America maintains an 'underperform' rating due to concerns over Qualcomm's core mobile business. The company projects significant revenue growth from data center operations, with targets reaching $15 billion annually by 2029, driven by custom accelerators, AI processors, and server CPUs. Despite its innovative high-bandwidth compute (HBC) memory architecture and strategic acquisitions like Modular, BoA remains cautious, noting that potential upside from AI may not fully offset risks in the mobile market.

Nov 11, 2026

STMicroelectronics has launched the STM32H7P industrial microcontroller, featuring hardware accelerators for digital signal processing and AI workloads. This new MCU combines an Arm Cortex-M7 processor with dedicated hardware for signal processing and neural processing, offering significant speed improvements for industrial applications. Samples are currently being supplied to OEMs, with mass production slated for January 2027.

Nov 11, 2026

Semiconductor company Semtech (SMTC) rallied over 11% on Wednesday, with its stock rising to $126.25, coinciding with a broad strength in the technology sector. The Technology Select Sector SPDR also gained nearly 4%, and the Nasdaq-tracking QQQ rose. While no company-specific catalyst was identified, the move aligns with a wider positive trend in tech.

Nov 11, 2026

Barclays strategists anticipate a cooling in European earnings growth for 2027, projecting a nearly halving to 9%. However, they argue that excluding the energy sector, the slowdown is much milder, moderating from 16% to 13%. Despite cost headwinds, companies remain confident, with AI-driven efficiencies becoming a more prominent theme, particularly in financials.

Nov 11, 2026

Credo Technology Group (NASDAQ: CRDO) stock saw a nearly 9% jump in Wednesday's premarket trading, signaling a rebound for semiconductor and AI infrastructure stocks after a recent decline. The company, which provides high-speed connectivity solutions for AI data centers, reported significant revenue growth in its fiscal first quarter, and analysts maintain a consensus Buy rating. Despite the rebound, CRDO stock faces technical resistance and remains down over the past year.

Nov 11, 2026

Equity Investment Corp significantly increased its stake in AT&T Inc. by purchasing over 1 million shares, bringing its total holdings to 6.1 million shares valued at approximately $148.8 million. This move is part of broader institutional interest in AT&T, with other major funds also adjusting their positions. Despite mixed analyst ratings, the consensus remains a "Moderate Buy" with an average price target of $27.56, following AT&T's recent beat on quarterly earnings and revenue estimates.

Nov 11, 2026

The FCC has formally accepted SpaceX's application to acquire Grain Management's 800 MHz spectrum, a crucial step for Starlink Mobile to become a full U.S. wireless carrier. This acquisition would enable Starlink's signal to penetrate buildings, complementing its existing 2 GHz spectrum. While public comment is now open, the deal requires SpaceX to adhere to rapid buildout conditions and is separate from pending applications for orbital spectrum use.

Nov 11, 2026

SK hynix has achieved IEC 61508 functional safety certification at safety integrity level (SIL) 3 for its LPDDR5X memory, along with ISO/SAE 21434-based approval of its cybersecurity management system (CSMS). These certifications, granted by SGS-TÜV Saar, support its expansion into physical AI applications, including robotics, smart factories, and software-defined vehicles. The LPDDR5X's continuous-mode operation and the company's certified development process are key advantages for safety-critical and cyber-secure systems.

Nov 10, 2026

Alibaba Group Holding's chip design unit, T-Head, has confidentially filed for an initial public offering in Hong Kong. This move positions the unit for a high-profile listing amidst intensifying US-China competition and China's drive for technological self-sufficiency in AI. The spin-off is intended to allow for a more efficient deployment of Alibaba's financial resources, though T-Head is expected to remain a subsidiary.

Nov 10, 2026

Texas Instruments (TXN) stock has surged 70% year-to-date, outperforming the semiconductor industry. Despite a premium valuation, the company's strong earnings growth, increasing AI-related demand, robust cash generation, and significant manufacturing investments suggest further upside potential. Analysts are optimistic about continued revenue and earnings growth for 2026 and 2027.

Nov 10, 2026

Kora Systems Inc. has launched Kora, a new Linux-based operating system that integrates AI models and agents directly into its core, aiming to overcome AI limitations in current desktop environments. Developed in collaboration with Qualcomm Technologies Inc. for Snapdragon-powered PCs, Kora features an inference engine called Cortex that pools computing resources and introduces "neural workspaces" for task-oriented organization. The OS also supports running selected Windows x86-64 applications, with the first machines featuring a co-developed enterprise OS, HUMAIN OS, expected in 2027.

Nov 10, 2026

This article compares Qualcomm and Western Digital as potential tech stock investments for 2027, analyzing their business models, financial performance, risk profiles, and valuations. Qualcomm, a leader in mobile chipsets, is expanding into automotive and IoT, while Western Digital dominates data storage for cloud computing. The author ultimately favors Qualcomm due to concerns about the cyclical nature and current premium valuation of the data storage market.

Nov 10, 2026

Broadcom (AVGO) stock rose 8.8% on November 9, 2026, as Wall Street rebounded from a tech sell-off tied to midterm election results where Democrats campaigned against data centers. This rebound is significant for Broadcom, as over half of its sales come from chips used in AI data centers. Despite the recent gain, the stock remains down 9.5% over the past twelve months.

Nov 10, 2026

Texas Instruments (TI) has significantly enhanced its CCStudio ecosystem by integrating agentic AI capabilities, moving beyond generative code assistance to autonomous development for embedded software. This innovation, which includes a device migration skill, drastically shortens development timelines from months to days for MCUs, wireless connectivity, and radar applications. TI is showcasing these advancements at electronica 2026, aiming to provide engineers with a more efficient and accurate development experience, allowing them to focus on system-level design and innovation.

Nov 10, 2026

Qualcomm's stock trades at 4.2 times sales, despite an 8.4% revenue drop in fiscal Q4 2026, indicating buyers expect future growth. The company faces a shrinking smartphone market due to a memory chip shortage and the loss of Apple as a customer, with phone chip sales expected to continue declining. However, Qualcomm is rapidly expanding its non-phone chip businesses, such as automotive and data centers, which are projected to account for over half of its chip revenue in fiscal 2027.

Nov 10, 2026

Lantronix Inc. reported an 8% year-over-year revenue increase to $32.4 million in Q1 2027, with non-GAAP net income rising 50% to $2.2 million, largely driven by a 37% surge in Embedded IoT Solutions revenue from unmanned systems. The company secured 29 customers for fiscal 2027 in this segment, which is projected to constitute 15-20% of total revenue. Despite a GAAP net loss of $463,000, non-GAAP gross margin expanded to 45.3%, benefiting from higher-margin recurring revenue from the Nero acquisition.

Nov 10, 2026

Barclays suggests that T-Mobile US (TMUS) would be the most strategically suitable acquisition for SpaceX (SPCX) if Elon Musk decides to buy a major wireless carrier to accelerate its terrestrial 5G network rollout. While T-Mobile already partners with SpaceX on satellite service, it has expressed opposition to a broader MVNO arrangement. Verizon (VZ) is seen as a "wild card," and AT&T (T) as the weakest strategic fit despite its assets.

Nov 10, 2026

Shares of Qualcomm, Impinj, Power Integrations, and Kulicke and Soffa jumped after dip-buyers entered the semiconductor and hardware sectors following a recent rout. The rebound was bolstered by President Donald Trump's endorsement of AI infrastructure on Truth Social, which eased concerns about potential data center project halts. This market reaction highlights how major price drops can create buying opportunities for high-quality stocks in a volatile sector.

Nov 9, 2026

CEVA, Inc. reported solid third-quarter 2026 results with total revenue up 2% year-over-year to $29.1 million, driven by record AI licensing revenues and strong sequential royalty growth. The company achieved an all-time quarterly record of 623 million CEVA-powered device shipments, despite market pressures in compute-intensive consumer devices. Management provided Q4 revenue guidance of $34 million to $38 million, representing the highest quarterly revenue in CEVA's history, propelled by an expected ramp in smartphone modem royalties from a major U.S. customer.

Nov 9, 2026

Autonomous mobile robots (AMRs) require continuous and reliable Wi-Fi connectivity as they move between coverage zones. Traditional Wi-Fi architectures can cause interruptions during roaming, leading to latency and packet loss. Synaptics proposes a dedicated scan architecture, implemented in its Scan Core, which uses a separate low-power wireless subsystem to monitor neighboring access points, allowing the primary radio to maintain uninterrupted application traffic and significantly improving roaming performance for AMRs.

Nov 9, 2026

Exchange-Traded Funds (ETFs) experienced net inflows of $10.9 million into First Solar (FSLR) last Thursday, with 33 ETFs adding shares and 13 trimming their positions. This buying activity followed mixed flows earlier in the week, indicating a recent trend of mostly buying for FSLR. Key buyers included TAN, ICLN, and RSP, with First Solar, a solar photovoltaic module manufacturer, showing a market cap of $21.6 billion and a GF Score of 89.

Nov 9, 2026

Hohimer Wealth Management LLC has acquired a new position in NXP Semiconductors N.V., purchasing 19,065 shares valued at approximately $4.53 million in the third quarter. NXP Semiconductors recently reported strong quarterly earnings, exceeding analyst expectations, and authorized a $5 billion share repurchase plan. The company maintains an average analyst rating of "Moderate Buy" with a price target of $295.78, and institutional investors collectively own 90.54% of its stock.

Nov 9, 2026

Elon Musk has indicated that SpaceX might acquire an established telecommunications company to enter the US wireless market and compete with major carriers like AT&T and T-Mobile. SpaceX is reportedly discussing acquiring Boost Mobile from EchoStar, although this could be complicated by network access restrictions from current providers. The company is also expanding its spectrum holdings and targeting 80,000 cell sites for a planned hybrid satellite-terrestrial wireless launch in early 2028.

Nov 8, 2026

This article summarizes the past week in tech, highlighting strong earnings reports from major companies like Apple, Palantir, and AMD, all of whom exceeded Wall Street expectations. It also covers Qualcomm's focus on data center expansion and Nvidia's efforts to address AI chip production bottlenecks through significant investments in packaging factories. The piece provides a concise overview of key developments in the technology sector, particularly in AI and chip manufacturing.

Nov 8, 2026

Kornitzer Capital Management Inc. KS significantly reduced its stake in Silicon Motion Technology Corporation (NASDAQ:SIMO) by 39.4% in the third quarter of 2026. This divestment occurred amidst strong financial results from Silicon Motion, which reported impressive quarterly EPS and revenue growth, and an increase in its quarterly dividend. Analysts maintain a "Moderate Buy" consensus rating for SIMO, with an average price target of $331.25.

Nov 8, 2026

Rakuten Investment Management Inc. significantly reduced its stake in Skyworks Solutions (NASDAQ:SWKS) by 51.3% in the third quarter, selling 18,150 shares and retaining 17,224 shares valued at $1.52 million. Skyworks reported quarterly earnings that narrowly beat analyst estimates, with $1.28 EPS and $1.05 billion in revenue. Despite a Zacks upgrade to "Strong Buy," overall analyst sentiment remains cautious, with a consensus "Hold" rating and an average price target of $77.28, reflecting recent target reductions and negative ratings from several firms.

Nov 8, 2026

Calamos Advisors LLC has acquired a new stake in NXP Semiconductors N.V., purchasing over 92,000 shares valued at approximately $21.9 million. NXP Semiconductors reported strong third-quarter earnings and revenue, surpassing analyst estimates, and has a "Moderate Buy" consensus rating among analysts with an average price target of $295.78. The company also authorized a $5 billion stock repurchase plan and pays an annualized dividend of $4.06 per share.

Nov 7, 2026

Mirae Asset Global Investments Co. Ltd. has recently acquired 47,432 shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) worth approximately $4.05 million. This purchase is part of a trend where institutional investors collectively own 85.43% of the semiconductor manufacturer. Despite mixed analyst ratings, with a consensus "Hold" and target price of $77.28, Skyworks Solutions recently beat quarterly EPS and revenue estimates.

Nov 6, 2026

Marvell Technology (MRVL) stock fell 16.4% on November 5, 2026, as part of a broader selloff in AI-related stocks following Democrats' midterm election wins. The decline placed Marvell among other chip stocks experiencing significant drops, with the company's valuation still high at 12.7 times sales despite recent falls, including those related to its acquisition of Lumentum. Investors are advised to watch data center revenue in Marvell's upcoming fiscal third-quarter earnings report.

Nov 6, 2026

Zacks Research has upgraded Skyworks Solutions (NASDAQ:SWKS) from a "hold" to a "strong-buy" rating, citing improved earnings prospects, despite other firms lowering their targets or ratings. The semiconductor manufacturer slightly surpassed its quarterly earnings and revenue estimates but noted a year-over-year decline in both, alongside lower-than-expected sales guidance and concerns about handset weakness. Skyworks Solutions currently holds a consensus "Hold" rating from MarketBeat, with an average price target of $77.28.

Nov 6, 2026

ASE Technology (NYSE:ASX) stock recently traded below its 200-day moving average at $29.58, despite the average being $33.56. This technical indicator suggests a potential downtrend, but analyst sentiment remains positive with a "Strong Buy" average rating and the company recently beat earnings and revenue expectations. Institutional investors have also been increasing their positions in the semiconductor company.

Nov 6, 2026

Shares of Qualcomm, Impinj, Power Integrations, and Kulicke and Soffa experienced significant jumps after dip-buyers entered the semiconductor and hardware markets. This turnaround was fueled by President Donald Trump's endorsement of AI infrastructure, which eased previous concerns about data-center project halts. The market rebound follows a steep one-day rout in the sector, suggesting that large price drops can create buying opportunities for high-quality stocks.

Nov 6, 2026

Harvest Global Investments Limited (HGI) has listed the Harvest STAR Chip ETF on the Stock Exchange of Hong Kong, providing investors with exposure to China's semiconductor industry. This ETF utilizes a master-feeder structure, investing in a mainland China-listed A-share ETF, to offer a channel for international investors to participate in the STAR Market's chip value chain, driven by AI demand and domestic substitution policies. The fund aims to capture opportunities across chip design, manufacturing, packaging, testing, equipment, and materials.

Nov 6, 2026

Boston Trust Walden Corp has made a new investment in NXP Semiconductors N.V., purchasing 50,713 shares valued at approximately $12.0 million during the third quarter. NXP Semiconductors recently reported strong quarterly earnings, beating analyst estimates, and authorized a $5 billion share-repurchase plan, alongside paying an annualized dividend of $4.06 per share. The company currently holds a consensus "Moderate Buy" rating from analysts with an average price target of $295.78.

Nov 6, 2026

Telus Corp. reported a third-quarter loss primarily due to an $800-million non-cash charge related to Telus Health. The company announced a new transformation strategy aiming for $900 million in annual cost savings by the end of 2028, largely by divesting non-core assets like Telus Health and Telus Agriculture & Consumer Goods to reinvest in its core telecommunications and digital infrastructure businesses. Despite the loss, Telus's telecom business showed signs of stabilization with increased subscriber connections and improved mobile phone churn rates.

Nov 6, 2026

PAR Technology reported record Q3 2026 revenue of $137.1 million, a 15% year-over-year increase, and adjusted EBITDA that nearly tripled to $17.1 million. The company achieved strong sequential ARR growth, reaching $354.5 million, and highlighted successful strategic initiatives, multi-product adoption, and significant customer wins, including major rollouts with Burger King and Papa John's. Management provided optimistic Q4 2026 guidance, projecting continued revenue and EBITDA growth while emphasizing ongoing investment in R&D and AI-driven efficiencies to expand operating leverage and deepen customer relationships.

Nov 5, 2026

MKS is investing $25 million to expand its Atotech equipment manufacturing facility in Guangzhou, China, nearly tripling its size and adding over 300 jobs to increase plating equipment production. This expansion addresses rising demand in Greater China and Southeast Asia. The article also covers other industry news, including Leonardo DRS's contract with AeroVironment for laser weapon systems, Santec's new Taiwan subsidiary, Satellogic's agreement with HEO for satellite imaging, and Laser Photonics' rebranding to LASE Corp.

Nov 5, 2026

Arteris reported record Q3 2026 financial results, including $104 million in annual contract value plus royalties and $25.8 million in revenue, driven by strong license activity in AI infrastructure and physical AI. The company also announced an expansion of its chiplet and multi-die solution and raised its full-year 2026 guidance, expecting continued growth and improved operating leverage. Saurabh Sinha joined as the new CFO, emphasizing a commitment to growing operating expenses at half the rate of revenue growth.

Nov 5, 2026

Applied Materials (AMAT) and Lam Research (LRCX) saw significant stock drops of 12% and 14% respectively, contributing to a deepening chip stock sell-off post-midterms. This downturn is fueled by investor fears of slowing data-center spending and concerns over potential AI regulation, despite analysts maintaining strong EPS growth estimates for Applied Materials. The upcoming November 12 report for Applied Materials is anticipated as a critical test for market sentiment.

Nov 5, 2026

Needham & Company LLC has increased its price target for Ceragon Networks (NASDAQ:CRNT) from $3.00 to $3.50, maintaining a "Buy" rating and implying a 67.06% upside. This adjustment follows Ceragon's strong quarterly earnings, where it reported an EPS of $0.07 against an estimated $0.04 and revenue of $95.52 million, exceeding the $94.40 million forecast. Despite some mixed analyst views, the consensus for Ceragon Networks remains a "Moderate Buy" with an average target price of $3.88.

Nov 5, 2026

This article highlights significant options activity, referred to as "whale activity," in six Information Technology stocks: Enphase Energy (ENPH), Applied Materials (AMAT), Qualcomm (QCOM), Palantir Technologies (PLTR), Celestica (CLS), and Adobe (ADBE). It details specific put and call option trades, their sentiment, expiration dates, strike prices, and total trade values, providing insights for traders tracking large market transactions.

Nov 5, 2026

Rockwell Automation Inc. (NYSE: ROK) stock fell in premarket trading after reporting mixed fourth-quarter fiscal 2026 results. The company beat Wall Street's earnings estimates but missed revenue expectations, partly due to a customer tariff refund program. Rockwell also provided its fiscal 2027 outlook, which was largely in line with analyst estimates.

Nov 5, 2026

Papa Johns has lowered its full-year 2026 sales outlook for the second time, now expecting global system-wide restaurant sales to decline by about 5%, with North America comparable sales projected to drop roughly 8%. This revision follows an 8.3% fall in North America comparable sales during the third quarter and a reduction in its adjusted EBITDA forecast to around $175 million. The company is implementing a "Unbox Better" strategy with increased local marketing and product improvements to address competitive pressures and weak U.S. demand.

Nov 5, 2026

Zillow Group (NASDAQ: ZG) shares plummeted after reporting worse-than-expected third-quarter results and lowering its full-year 2026 sales guidance. Several other companies, including MNTN, Veracyte, ThredUp, Arcutis Biotherapeutics, Dutch Bros, Fastly, Caris Life Sciences, PureCycle Technologies, CAVA Group, HubSpot, Apex Critical Metals Corp, QUALCOMM, Snap, Amcor, Urban Outfitters, and MercadoLibre, also saw their stock prices decline in pre-market trading due to disappointing earnings or guidance. This widespread downturn reflects a challenging pre-market session for many big stocks.

Nov 5, 2026

Open Text Corporation announced a quarterly cash dividend of $0.28 per Common Share, payable on December 18, 2026, to shareholders of record by December 4, 2026. This announcement coincided with the release of their financial results for the quarter ending September 30, 2026. The company emphasized its commitment to shareholder value, though future dividends remain at the discretion of the Board of Directors and are subject to contractual limitations.

Nov 5, 2026

Several semiconductor stocks, including MACOM, Qualcomm, Entegris, Semtech, and Power Integrations, experienced a downturn following calls from incoming Democratic senators to slow the development of AI data centers. This political rhetoric, coupled with a report of Micron pausing work on a memory-chip plant in Taiwan due to a labor dispute, led to a widespread sell-off in the chipmaking industry. The article highlights the significant impact on these companies' stock prices and notes that such drops can sometimes present buying opportunities for high-quality stocks.

Nov 5, 2026

Needham analyst Joshua Reilly reiterated a Buy rating and $300.00 price target on HubSpot Inc (NYSE: HUBS), despite expectations of declining net new ARR in 2026. The analyst noted worsening demand trends in Q3 and guided Q4 CC revenue growth, attributing the decline to increased buying scrutiny and lower sales productivity. HubSpot is expected to focus more on the up-market segment, with a recovery anticipated in 2027, although 2027 consensus estimates may need revision.

Nov 5, 2026

Integrity Alliance LLC significantly increased its stake in Verizon Communications Inc. during the third quarter, purchasing an additional 21,896 shares, bringing its total holdings to 74,735 shares valued at $3.43 million. Other institutional investors also adjusted their positions in Verizon. The company recently reported quarterly earnings of $1.31 per share, exceeding analyst expectations, and declared a quarterly dividend of $0.7075 per share, representing an annualized yield of 6.1%.

Nov 5, 2026

This article highlights five stocks to watch on Thursday: Cardinal Health, Qualcomm, US Foods, Snap Inc., and Airbnb. It details their recent earnings reports, analyst expectations, and pre-market or after-hours trading performance, providing a snapshot of potential market movers.

Nov 5, 2026

Power Integrations reported solid Q3 2026 results with 5% sequential revenue growth, driven by strong GaN product performance and a 28% year-over-year increase in non-GAAP EPS. The company is advancing its GaN technology roadmap, focusing on strategic expansion into data center, EV, and energy markets, and expects record GaN revenue for the year. Despite some softness in the consumer market and increased channel inventory due to appliance demand and project delays, Power Integrations raised its quarterly dividend and provided a positive outlook for Q4, forecasting continued industrial strength and new design wins.

Nov 5, 2026

Qualcomm, Arm Holdings, and GlobalFoundries reported financial results that underwhelmed investors, contrasting with an earlier impressive beat by Advanced Micro Devices. Qualcomm's stock fell over 6% after hours due to a revenue miss and weak guidance, largely attributed to its limited exposure to the burgeoning AI industry and declining smartphone chip sales. Arm and GlobalFoundries performed slightly better, but investor concerns about the AI industry's sustainability still impacted their stock performance.

Nov 4, 2026

Applied Optoelectronics has secured a new $200 million credit facility with East West Bank, replacing its previous financing. This new agreement includes $30 million in revolving commitments and $170 million in initial term loans, maturing in October 2030, with potential for an additional $50 million. The facility will be used for eligible equipment purchases, refinancing, working capital, and general corporate purposes, and is secured by company assets.

Nov 4, 2026

RLJ Lodging Trust (NYSE: RLJ) reported stronger-than-expected Q3 earnings, with an EPS of ($0.01), surpassing analyst estimates by $0.03. The company also exceeded revenue expectations, bringing in $354.48 million against a consensus estimate of $340.15 million.

Nov 4, 2026

Qualcomm Incorporated announced its financial results for the fourth quarter and fiscal 2026, making the earnings release available on its Investor Relations website. The company will also host a conference call on November 4, 2026, at 1:45 p.m. Pacific Time to discuss these results, with an audio replay available afterward. This information is considered material for investors, who are encouraged to review the website in addition to other public disclosures.

Nov 4, 2026

Skyworks Solutions (SWKS) shares are facing a significant test after a post-earnings drop and analyst downgrades, despite being up 31% year-to-date following its merger with Qorvo. The company's Q1 FY2027 guidance missed Wall Street estimates, leading to concerns about its smartphone exposure, rising inventory, and negative free cash flow. While management highlights cost synergies and diversified growth markets, bears point to ongoing smartphone market deterioration and increased debt, while bulls hope for successful synergy delivery and stabilizing demand.

Nov 4, 2026

Clear Secure, Inc. announced strong financial results for Q3 2026, with revenue rising to $292.9 million from $229.2 million in Q3 2025. The identity verification firm also reported a significant increase in net income for the quarter and nine-month period, alongside diluted EPS of $0.52 per share. The company's total assets and deferred revenue also saw notable changes as of September 30, 2026.

Nov 4, 2026

KT CEO Park Yun-young is slated to deliver a keynote address at MWC27, the world's largest mobile industry exhibition, where he is expected to present his vision for telecom operators' AI transformation and new businesses like a token platform. This marks the second consecutive year a Korean telecom CEO will take the keynote stage, highlighting the industry's focus on AI and digital innovation. Park's address will likely cover the competitiveness and importance of the network business in the AI era.

Nov 4, 2026

D.A. Davidson & CO. has acquired 44,322 shares of Amkor Technology, Inc. (NASDAQ:AMKR) during the third quarter, valued at approximately $2.32 million. Despite this acquisition, Amkor Technology reported mixed financial results, missing analysts' consensus for earnings per share and revenue. The stock currently holds an average analyst rating of "Hold" with a target price of $62.50, while company insiders have recently sold shares.

Nov 4, 2026

This webinar by Silicon Labs focuses on Bluetooth Channel Sounding, a new approach to enhance spatial awareness in IoT devices for more secure and intuitive user experiences. Experts will provide an overview of the technology, discuss Silicon Labs' algorithm approaches and performance trade-offs, and offer a sneak peek at upcoming hardware and software support. The session aims to accelerate development and improve ranging accuracy with Bluetooth's scalability.

Nov 3, 2026

Skyworks Solutions (NASDAQ: SWKS) reported its fourth-quarter financial results for 2026 and held an earnings call, which also served as its first as a combined company following the merger with Qorvo. The company exceeded its standalone revenue guidance with $1.05 billion and reported non-GAAP EPS of $1.28. Management outlined a future strategy focused on Smartphone and Diversified Growth Markets, projecting significant cost synergies and long-term financial targets including mid to high single-digit revenue growth and improved margins after full integration by fiscal 2027.

Nov 3, 2026

Keysight Technologies will showcase its latest solutions at electronica 2026, focusing on accelerating innovation, emulation, and testing across various industries including AI infrastructure, aerospace and defense, manufacturing, semiconductors, and electric vehicles. The company will highlight advancements in AI infrastructure validation, synchronized measurement, AI-enabled design, RF to millimeter-wave validation, cyber resilience, and EV charging and V2G validation. Yash Kulkarni from Keysight will also present at the Measurement Technology Forum on how AI is redefining infrastructure.

Nov 3, 2026

Skyworks Solutions' shares plummeted over 14% after the company issued a first-quarter revenue and profit forecast that fell short of Wall Street expectations, signaling ongoing weakness in its smartphone business. The chipmaker anticipates a low-teens percentage decline in smartphone revenue sequentially, primarily due to seasonal trends and a soft premium Android market. Despite beating fiscal fourth-quarter revenue estimates, the acquisition of Qorvo is expected to generate significant annual cost savings.

Nov 3, 2026

Agilysys Inc.'s Chief Commercial Officer, Joe Ahmed Youssef, had 1,427 restricted stock units (RSUs) vest on October 30, 2026. As part of this transaction, 420 shares were withheld by the company at $115.8 per share to cover tax obligations. Following these events, Youssef directly owns 20,052 shares of Agilysys common stock.

Nov 3, 2026

Amazon.com, Inc. reported strong financial results for its third quarter ended September 30, 2026, with net sales increasing 12% to $201.9 billion. AWS revenue grew 39% year-over-year, and President and CEO Andy Jassy highlighted the success of AWS investments and the growth of newer businesses like Grocery and Pharmacy. The company also noted significant expansion in its global Grocery business and ultra-fast delivery service, Amazon Now.

Nov 3, 2026

Intel's stock fell significantly after its Q3 2026 report, despite strong growth in its data center segment, which saw nearly 80% revenue increase year-over-year. The company's PC chip business continues to shrink, with further declines expected, and Intel faces supply constraints for its server chips. Investors are weighing the rapid growth of data center sales against the persistent slump in PC chip sales and significant future capital expenditures.

Nov 3, 2026

Dan Loeb's Third Point opened a new stake in Performance Food Group (PFGC), while Steadfast Capital Management significantly reduced its position during the same quarter. Performance Food's stock has since fallen, favoring Steadfast's selling decision so far. Analysts, however, anticipate a substantial jump in PFGC's normalized EPS for fiscal 2027, making the company's upcoming early November report a crucial test for these projections.

Nov 3, 2026

VCI Wealth Management LLC recently acquired 34,239 shares of Microchip Technology (NASDAQ:MCHP) valued at approximately $2.66 million in the third quarter. This move is part of a broader trend of institutional investors, who collectively own 91.51% of the company, increasing their stakes. Microchip Technology reported strong quarterly results, beating analyst estimates with $1.48 billion in revenue and $0.76 EPS, and analysts maintain a "Moderate Buy" rating with an average price target significantly higher than its current trading price.

Nov 3, 2026

Sumitomo Mitsui Trust Group Inc. reduced its stake in Microchip Technology Incorporated (MCHP) by 1.5% in the third quarter, selling 19,271 shares and retaining over 1.25 million shares. The semiconductor company reported strong quarterly earnings of $0.76 per share, surpassing estimates, and saw revenue increase 38% year over year. Despite recent price target reductions, analysts maintain a "Moderate Buy" rating for Microchip Technology with an average target price of $97.71.

Nov 3, 2026

Littelfuse, Inc. has launched the new SDE Series of low-profile, end-stackable surface-mount DIP switches, designed to offer space-saving flexibility for compact electronic designs. These switches feature a modular architecture, allowing designers to expand switch positions within a standard 0.1″ integrated circuit pitch without board redesign. The SDE Series is ideal for industrial control panels, security systems, and IoT devices, providing reliable performance with gold-plated contacts and supporting automated assembly processes.

Nov 3, 2026

Alamos Gold (NYSE:AGI) reported strong third-quarter results, driven by record production from its Island Gold District and robust free cash flow. The company has also eliminated most of its legacy gold hedges, allowing it to fully benefit from high gold prices and fund its long-term growth projects internally. While gold price volatility remains a risk, Alamos is positioned for increased production and lower costs in the coming years.

Nov 3, 2026

Honda has announced "Honda SENSING RIDE," an advanced rider assistance system for motorcycles, at EICMA 2026. This system uses front and rear millimeter-wave radar to offer 10 functions, including Adaptive Cruise Control (ACC) with stop-and-go, Group Ride Assist, and Blind Spot Information. It will debut on the new "CRF1150L Africa Twin Adventure Sports" and builds upon Honda's "Safety for Everyone" initiative to reduce traffic accident fatalities.

Nov 3, 2026

Onsemi's Q3 earnings were in line with whispers, but the company showed strong underlying business growth driven by AI data center and industrial demand, leading to expanded gross and operating margins. While automotive revenue saw a pullback, management attributed this to strategic supply allocation and expects a recovery. The company also made strategic acquisitions and shifted capital allocation priorities towards deleveraging and an accelerated AI power-delivery strategy.

Nov 3, 2026

Shares of Monolithic Power Systems (MPWR) surged by 4.20% on November 2, 2026, driven by strong market enthusiasm for its third-quarter performance. The company reported an upgraded revenue outlook, diversified end-market demand, and significant design wins related to AI expansion, reinforcing its role in high-performance power management solutions for advanced computing environments. While the stock trades near historical peaks, the article advises caution due to broader industry considerations and potential macroeconomic uncertainties.

Nov 2, 2026

Shares of Qualcomm Inc. (QCOM) fell 1.64% on Monday to $162.08, underperforming its competitors on a mixed day for the broader stock market. This marks the second consecutive day of losses for the company's stock. The Dow Jones Industrial Average rose while the S&P 500 Index declined.

Nov 2, 2026

TSMC's overseas expansion into the US, Japan, and Germany is driven by a complex interplay of geopolitics, client demands, domestic constraints, and economic incentives rather than being a discretionary choice. While critics worry about the "silicon shield" protecting Taiwan, the company's decisions are influenced by factors like securing electricity, water, and land in Taiwan, meeting customer renewable energy targets, and responding to post-pandemic supply chain pressures and government incentives. Despite significant foreign investments, TSMC maintains its most advanced technology and substantial future investments in Taiwan, ensuring its centrality in global chip production.

Nov 2, 2026

Micron (MU) has seen an astounding 569% surge since Citi's "Buy" recommendation a year ago, driven by rising memory prices and AI demand, significantly outperforming the S&P 500. Despite a recent 30% pullback from its June high, the company's valuation and strong committed shipments for fiscal 2027 suggest further upside potential, with analysts' price targets largely exceeding current levels. The primary risk remains the volatility of memory pricing, especially with new supply expected in mid-2027.

Nov 2, 2026

Qualcomm has successfully completed the initial validation of its High Bandwidth Compute (HBC) memory architecture, a crucial component for its upcoming Dragonfly data center AI accelerators. This stacked memory design places DRAM layers on a small compute die, aiming to improve energy efficiency and reduce costs compared to HBM. The validation confirms that the technology works as expected, delivering significant energy efficiency and bandwidth improvements, with commercial sampling of the Dragonfly AI250 accelerator set to begin next year.

Nov 2, 2026

Shenzhen Ninenovo Technology Ltd, founded by Shanghai Jiao Tong University professor Wang Guoxing, is expanding its smart ring production and R&D capabilities in Shenzhen. Its RingConn brand, with 1 million users globally, recently received US FDA clearance for blood oxygen saturation measurement. The company plans to leverage Shenzhen's manufacturing ecosystem and AI advancements to develop more sophisticated, data-driven health solutions.

Nov 2, 2026

This article analyzes the potential future value of 10,000 Stellar (XLM) tokens by 2030, considering recent market performance and network developments. Despite key integrations with MetaMask and Curve, and a significant tokenized fund on its network, XLM's price has declined. The author evaluates different price targets for XLM, highlighting how increased token supply makes reaching previous all-time highs more challenging and suggests that significant demand for XLM within wallets and funds would be necessary to achieve higher valuations.

Nov 1, 2026

This article compares Clorox (CLX) and Procter & Gamble (PG) as retirement dividend investments, noting Clorox's higher yield and lower valuation against P&G's superior dividend safety, consistent growth, and long track record of increases. While Clorox offers a higher immediate yield, its dividend payout ratio is elevated and its balance sheet is under pressure due to recent acquisitions. P&G, a Dividend King, offers a more durable income stream for retirees, backed by strong free cash flow and a 70-year streak of dividend raises.

Nov 1, 2026

New England Research & Management Inc. increased its holdings in Apple Inc. by 7.5% in the third quarter, making Apple its second-largest position. The report highlights Apple's strong quarterly results, positive analyst sentiment, and potential catalysts from AI and new hardware, while also noting concerns about rising memory costs and slowing iPhone growth. Insiders have sold shares primarily to cover tax obligations.

Nov 1, 2026

Forum Financial Management LP decreased its stake in Apple Inc. by 1.4%, selling 3,613 shares and retaining 251,748 shares valued at approximately $83.8 million. Institutional investors collectively own 67.73% of Apple, which reported strong quarterly earnings and revenue that exceeded analyst expectations. Despite a generally positive outlook from analysts, risks such as elevated valuation, insider selling, and rising component costs are noted ahead of the company's next earnings report.

Nov 1, 2026

T-Mobile US is actively seeking engineers to bolster its physical AI expansion, specifically in the development of humanoid robots and other embodied AI initiatives. The company's CTO, John Saw, provided an update on their collaboration with Figure AI and Serve Robotics, along with details on 6G testing. T-Mobile aims to build a network that connects, scales, and orchestrates real-world AI applications, ensuring data, context, and intelligence are delivered effectively to evolving AI fleets.

Oct 31, 2026

The AOT Growth and Innovation ETF (AOTG) retains a Hold rating due to its high concentration in semiconductors, which amplifies volatility despite impressive growth and quality characteristics. The ETF has a high weighted average beta, exposing it to significant drawdowns during tech sector sell-offs. Although it has shown long-term outperformance against other growth ETFs, its current risk profile makes a neutral stance appropriate.

Oct 30, 2026

ACCO Brands Corporation (ACCO) reported adjusted Q3 2026 EPS of $0.28, significantly exceeding Wall Street's estimate of $0.19, primarily due to one-time tariff refunds. While revenue decreased slightly to $380.3 million, the company is strategically expanding into technology peripherals with the acquisition of Trust, a European company. Full-year guidance suggests a conservative outlook for Q4, and analysts remain moderately bullish despite ongoing comparable sales weakness.

Oct 30, 2026

Qualcomm Inc. (QCOM) stock declined by 11.12% on Friday, closing at $164.79, as the broader market also experienced a downturn with the S&P 500 and Dow Jones Industrial Average falling. The company's shares are now 36.60% below their 52-week high of $259.92 reached on May 29th.

Oct 30, 2026

Chevron and Exxon Mobil have seen their stock prices rally significantly, but despite this, they continue to offer substantial quarterly dividends. A $100,000 investment split evenly between the two would generate $2,659 in annual passive income. While Exxon appears to have steadier dividend coverage, Chevron offers a higher current yield, with the sustainability of both payouts dependent on future crude oil prices.

Oct 30, 2026

B. Riley Financial has reduced its price target for Fabrinet (NYSE:FN) from $431 to $385, while maintaining a "neutral" rating, suggesting a potential upside of nearly 15%. Despite this cut, the consensus analyst rating for Fabrinet remains a "Moderate Buy" with an average target of $626.12. The company recently reported strong quarterly results, exceeding revenue and EPS estimates with significant year-over-year revenue growth.

Oct 30, 2026

Broadcom's stock performance lags behind its peers despite strong revenue growth and operating margins, trading at a higher P/E ratio than NVIDIA, which has superior growth and margins. The company's AI semiconductor revenue is a major driver, but management's forecasts for accelerated growth rely on a limited number of customers, suggesting a cautious market outlook on its sustained high growth rate. Investors are advised to monitor Broadcom's fiscal Q4 2026 results, particularly its AI semiconductor revenue.

Oct 30, 2026

Qualcomm is expanding into the data center business with its AI accelerators, targeting the AI inference market currently dominated by Nvidia. The company has secured commercial relationships with HUMAIN, Amazon, and Meta, aiming for over $15 billion in data center AI chip revenue by fiscal 2029. Qualcomm also acquired Modular for $3.1 billion to enhance its software stack, directly challenging Nvidia's CUDA ecosystem.

Oct 30, 2026

Apple and Samsung have demonstrated resilience in the declining global smartphone SoC market, outperforming rivals due to integrated supply chains and a focus on premium devices. While overall shipments fell 21% year-over-year in Q3 2026, driven by rising memory costs and longer replacement cycles, flagship chip demand is expected to offer some support in Q4. However, the market contraction is projected to extend into 2027, with continued pressure on the broader supply chain.

Oct 30, 2026

China Universal Asset Management Co. Ltd. reduced its stake in Qualcomm Incorporated by 16.8% in the third quarter, selling 7,696 shares and retaining 37,987 shares valued at $6.99 million. Despite this, institutional investors collectively own 74.35% of Qualcomm. Qualcomm's recent earnings report showed revenue of $9.95 billion, exceeding estimates, but its EPS of $2.21 missed consensus, and revenue declined 4% year-over-year.

Oct 30, 2026

To generate $14,000 monthly, an investor would need a portfolio of approximately $4.5 million, split equally between the Schwab U.S. Large-Cap Value ETF (SCHV) and the iShares International Select Dividend ETF (IDV), resulting in a combined yield of about 3.7%. While IDV, with its 5.7% yield, contributes 76% of the income, investors should be aware of potential reductions due to foreign withholding taxes and currency fluctuations. Both funds pay quarterly with uneven distributions, necessitating cash reserves to manage income gaps.

Oct 29, 2026

Monolithic Power Systems (NASDAQ:MPWR) reported impressive Q3 2026 results, exceeding revenue and profit expectations. The company saw a 63.1% year-on-year revenue increase to $1.20 billion and provided strong Q4 revenue guidance. Additionally, inventory levels improved, with Days Inventory Outstanding (DIO) at 130, below its five-year average, indicating healthy demand.

Oct 29, 2026

Qualcomm Inc. (QCOM) stock rose 1.33% to $185.41 on a Thursday that saw the S&P 500 Index and Dow Jones Industrial Average both decline. The company's shares closed 28.67% below their 52-week high of $259.92, which was reached on May 29th. The outperformance occurred despite an overall grim trading session for the market.

Oct 29, 2026

Crocs (NASDAQ:CROX) saw a significant 26% jump in its stock price after beating Q3 adjusted EPS estimates and raising its full-year 2026 EPS guidance. This article discusses how such a rally impacts diversified investment funds and which ETFs are likely to hold Crocs, explaining that while a single stock's large gain is notable, its impact on a broad index fund is usually minimal due to weighting. It also advises retirement investors to check their total exposure to individual stocks across multiple funds.

Oct 29, 2026

Motley Fool Asset Management LLC significantly increased its stake in Fabrinet (NYSE:FN) by 41.7% in the third quarter, adding 7,954 shares to hold a total of 27,020 shares valued at $11.5 million. This move comes as Fabrinet reported strong quarterly results, beating analyst expectations with $1.32 billion in revenue and $4.10 EPS, representing 44.6% year-over-year revenue growth. Despite several recent price target reductions, analysts maintain a "Moderate Buy" consensus with an average price target of $631.88.

Oct 29, 2026

UC San Diego has partnered with Taiwan Semiconductor Manufacturing Company (TSMC) to launch a new program providing undergraduate students with hands-on experience in chip fabrication. This initiative aims to prepare students from various engineering and science fields for careers in the semiconductor industry, including training in cleanroom operations and faculty-led projects. The program culminates in internship opportunities with TSMC Arizona, bridging academic learning with industrial practice.

Oct 29, 2026

Qualcomm announced it will supply its Snapdragon X platform for Anduril's Blue Chip Project, an initiative to design and assemble computer hardware for public-sector applications in the US. The project aims to re-establish domestic computer manufacturing capabilities by using components primarily sourced from the US and allied countries, with printed circuit board assembly at Anduril's Ohio facility. The Snapdragon X series, a system-on-chip for PCs, will serve as the core processor for Blue Chip products, which are intended for government, defense, and emergency response uses.

Oct 29, 2026

Conning Inc. has significantly increased its stake in International Business Machines Corporation (NYSE:IBM) by 41.2% in the third quarter, now owning 172,914 shares valued at $38,029,000. Other institutional investors like BlackRock Inc. and State Street Corp also made substantial changes to their positions. The article also highlights recent positive news for IBM regarding quantum computing, AI agents, and a U.S. Open renewal, alongside analyst ratings and financial performance data.

Oct 29, 2026

The EU Cyber Resilience Act (CRA), adopted in October 2024, now extends its mandatory cybersecurity requirements to chip and intellectual property (IP) suppliers, regardless of their location. The CRA's mandatory reporting phase took effect in September 2026, requiring manufacturers to report vulnerabilities and incidents. This necessitates that component suppliers understand their obligations and provide security evidence to support customers' compliance.

Oct 29, 2026

Wall Street analysts have given Ceva, Inc. (NASDAQ:CEVA) an average "Moderate Buy" rating, with a consensus 12-month price target of $39.60. Institutional investors hold a significant 85.37% of the company's shares, and Ceva recently reported strong quarterly results, beating EPS estimates by $0.01 and increasing revenue by 13% year over year. The stock opened at $32.37 on Thursday.

Oct 29, 2026

STMicroelectronics reported strong third-quarter operating profit, exceeding analyst expectations, driven by demand from AI data centers and satellite operators. The Franco-Italian chipmaker anticipates fourth-quarter revenue to surpass $4 billion, with its gross margin also expected to increase. Analysts at Jefferies foresee continued growth into 2027, particularly in data center revenue, and significant upside in gross margins.

Oct 28, 2026

FormFactor (NASDAQ: FORM) reported strong Q3 2026 financial results, with revenue, gross margin, and EPS exceeding expectations, driven by 40% year-over-year revenue growth. The company is actively ramping up its new Farmers Branch facility, which recently shipped its first production unit and is set to support significant growth in 2027. Strategic partnerships with Teradyne and Advantest are accelerating semiconductor application development, particularly in high-performance compute and advanced packaging, while the Systems segment achieved a record quarter fueled by demand for its Triton system in photonics applications.

Oct 28, 2026

Arm Holdings plc continues to exhibit strong growth driven by AI demand, with Q2 guidance projecting significant year-over-year revenue and EPS increases. Despite this positive outlook and a recent pullback in its stock price, the author maintains a sell rating due to an overly expensive valuation. Legal uncertainties have somewhat lessened, but Arm's forward P/E and PEG multiples still suggest a poor risk-reward profile for investors.

Oct 28, 2026

NXP Semiconductors' Q4 revenue guidance, while only slightly below consensus, has reignited fears of a slowdown in the auto chip sector, leading to significant drops for companies like ON Semiconductor and NXP itself. Despite this, handset-focused chipmakers like Skyworks Solutions saw gains, highlighting a divergence in the semiconductor market based on industry exposure. The upcoming ON Semiconductor report will be crucial in confirming or revising the outlook for automotive chip demand.

Oct 28, 2026

NXP Semiconductors' soft Q4 revenue guidance has reignited concerns about the auto chip sector, causing its stock to drop 4% and ON Semiconductor, a major supplier to the EV market, to fall 5%. Meanwhile, Skyworks Solutions, focused on smartphone RF chips, saw a 1% gain, while Qualcomm and Texas Instruments experienced slight dips despite their handset exposure. The market is showing a split between auto-exposed and smartphone-focused chipmakers.

Oct 28, 2026

WestEnd Advisors LLC significantly reduced its stake in Qualcomm Incorporated, selling 114,047 shares and cutting its position by 98.8% to 1,360 shares. Despite this, institutional investors and hedge funds collectively own 74.35% of QCOM, and the company maintains an average "Hold" rating from analysts with a consensus price target of $205.83. Qualcomm reported quarterly revenue of $9.95 billion, narrowly missing EPS expectations, and reaffirmed its $0.92 quarterly dividend, resulting in a 2.0% yield.

Oct 28, 2026

Microchip Technology has announced significant progress for its PIC64-HPSC High-Performance Spaceflight Computing Series, a 64-bit multicore RISC-V platform designed for space systems. Early radiation testing shows robust performance and resilience, demonstrating its suitability for demanding space environments. The platform is currently being evaluated by customers through an Early Access Program, aiming to meet the increasing demand for advanced onboard processing in autonomous and data-intensive spacecraft.