QUALCOMM Incorporated QCOM

Qualcomm (QCOM) stock is up 46% over six months. It still trades about 26% below its high of the past year. At 21 times earnings, about the market's level, the price appears to assume Qualcomm keeps growing as Apple sales shrink. Qualcomm plans to fill that gap with car and data center chips, and is raising prices as memory costs climb. Both plans are under way. So is there a case for waiting before you buy Qualcomm.

Arm's stock has surged 160% this year and its first in-house chip already has billions in orders, yet one hard number keeps analysts from calling it a buy.

In September 2026, Qualcomm announced it had renewed its global patent license agreement with Apple effective April 1, 2027, while also advancing efforts such as presenting at the Humanoids Summit in Seoul and expanding into data center and robotics solutions. The renewed Apple license and the multi‑year custom chip partnership with Amazon’s AWS together highlight Qualcomm’s push to pair stable licensing income with new AI and cloud computing revenue streams. Next, we’ll examine how the...

Corning trades at a premium valuation despite concentrated customer risks, while Honeywell offers cheaper entry points with diversified revenue streams and stronger free cash flow generation.

Qualcomm (NasdaqGS:QCOM) said it has renewed its global patent license agreement with Apple, effective April 1, 2027. The updated deal covers Apple's continued access to Qualcomm's cellular technologies under a multi year global patent license framework. Management indicated that the renewed agreement is structured to support ongoing collaboration between the two smartphone heavyweights. The Qualcomm Apple patent license renewal matters, but investors should weigh it alongside other business...

Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the buy button.

Marvell Technology (MRVL) stock, at $263.27 a share (September 29, 2026 close) and a market value of about $231 billion, trades at 80 times its past twelve months of adjusted earnings per share. That is steep for one year of profit, but Marvell's sales are growing fast, so the next two years matter more. What, then, is the real price of Marvell stock once you count the profit expected in those years.

On August 4, 2026, Advanced Micro Devices (AMD) guided third-quarter revenue to about $13 billion, above its $11.2 billion second-quarter guide. AMD stock has gained 25.4% since the August 3 close, the day before that release, against 0.9% for the S&P 500. Many rallies have no new company numbers behind them, so one backed by a higher forecast is worth a look. Below we look at AMD's new guidance, its share price trend, and what could lift the stock further.

The renewed agreement will become effective next year in April 2027.

Most investors write off the Nasdaq-100 as a dividend wasteland, but a handful of its chip and networking giants have been quietly raising their payouts every single year while competitors chase hype cycles.

Amazon is giving Qualcomm a potentially powerful new growth opportunity beyond smartphones.

OpenAI just unveiled Dots: an always-on AI assistant with 4,000+ tools that might just be the closest thing yet to Tony Stark's "Jarvis." In The Loop host Ejaaz Ahamadeen explains how Dots stacks up against Meta's Muse and Elon Musk's Grok Bot, and how OpenAI's other Dev Day launches fit together with the new, 24/7 agent. If you want to know where AI assistants are headed, start here.

Kelly Intelligence's Kevin Kelly and Visible Alpha's Melissa Otto map out the next phase of the AI supercycle and break the massive energy grid bottleneck threatening the AI boom.