Yahoo Finance • 11 hours ago

Investors look beyond chipmakers for next wave of AI winners in Asia

Investing.com -- Investors are increasingly turning to Asian technology suppliers and infrastructure companies as potential beneficiaries of the next phase of artificial intelligence spending, Bloomberg reported on Sunday. The shift comes... Full story

Yahoo Finance • 13 hours ago

The Dividend ETF Built for Whatever the Market Does Next

What will the market do next? It's certainly hard to say, and just about impossible to know. With recent global unrest -- such as the war with Iran and the ongoing violence in Ukraine -- along with tariffs and rising inflation due in large... Full story

Yahoo Finance • 17 hours ago

Arm vs. Qualcomm: Consistent Growth vs. Revenue Volatility

Arm Holdings(NASDAQ:ARM) and Qualcomm(NASDAQ:QCOM) are two established chip companies with more opportunities opening up due to artificial intelligence (AI). Everything from cars to consumer devices will be transformed by this technology,... Full story

Yahoo Finance • 22 hours ago

Prediction: After Micron and AMD, This Will Be the Next Tech Stock to Join the $1 Trillion Club

The tech sector now makes up 35% of the S&P 500. And a big reason for that concentration is the growing number of tech stocks with massive market caps. There are 11 companies with market caps over $1 trillion, and five of them are U.S. te... Full story

Yahoo Finance • 2 days ago

Nvidia, AMD, & other chip names in focus at Computex 2026

Artificial intelligence (AI) exhibition, Computex, is kicking off in Taipei on Jun. 2, with names like Nvidia (NVDA), AMD (AMD), Intel (INTC), and Qualcomm (QCOM) taking center stage. Yahoo Finance Technology Editor Dan Howley explains wha... Full story

Yahoo Finance • 2 days ago

The CEOs of the world's biggest chip companies are descending on Taiwan next week

The world’s chip giants will descend on Taiwan for the annual Computex Taipei conference next week. The gathering, which runs from June 2 through June 5, will likely feature a number of product announcements and industry updates from the l... Full story

Yahoo Finance • 2 days ago

Catalyst Watch: FedEx splits, tech CEOs hit Computex, Quantinuum IPO, and the jobs report

[Wall Street New York stock exchange stock market] alexsl Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week.... Full story

Yahoo Finance • 2 days ago

Stocks Supported by Middle East Peace Hopes and AI Spending

The S&P 500 Index ($SPX) (SPY) today is up +0.21%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.65%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.25%.  June E-mini S&P futures (ESM26) are up +0.20%, and June E-mini Nasdaq fut... Full story

Yahoo Finance • 2 days ago

Stock Indexes Rally to Record Highs on Peace Deal Hopes and AI Spending

The S&P 500 Index ($SPX) (SPY) today is up +0.41%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.43%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.66%.  June E-mini S&P futures (ESM26) are up +0.37%, and June E-mini Nasdaq fut... Full story

Yahoo Finance • 2 days ago

Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to... Full story

Yahoo Finance • 4 days ago

CHAT vs. XLK: CHAT Outperforms XLK on Returns, But XLK Offers on Fees

Investors choosing between Roundhill Investments - Generative AI & Technology ETF(NYSEMKT:CHAT) and State Street Technology Select Sector SPDR ETF(NYSEMKT:XLK) must balance specialized generative AI exposure against a diversified, low-cost... Full story

Yahoo Finance • 4 days ago

Price Prediction: Qualcomm Stock Will Trade at This Price in 2028

Quick Read Qualcomm (QCOM) shares rose 27.2% in a single week to $248.82 and are up 46.41% year to date, driven by CEO Cristiano Amon’s announcement that AI agents are reshaping the company’s roadmap across every platform. Quarterly earni... Full story

Yahoo Finance • 5 days ago

S&P 500, Nasdaq, hit record closing highs on AI optimism

STORY: It was a mostly upbeat Tuesday on Wall Street, despite a slight move downward for the Dow. The S&P 500 climbed about six-tenths of a percent and the tech-heavy Nasdaq added roughly 1.2%, with both indexes closing at record highs.AI-... Full story

Yahoo Finance • 5 days ago

Why Qualcomm (QCOM) Stock Is Up Today

What Happened? Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 3.5% in the afternoon session after Micron's UBS-led surge ignited a semiconductor rally. Stocks like Micron Technology (MU) and Advanced Micro Devices (AMD) were... Full story

Yahoo Finance • 5 days ago

Stock Market Today: Nasdaq, Micron Close At New Highs; This Airline Teams Up With Musk's Starlink (Live Coverage)

Stock Market Today: The Dow Jones index sinks Tuesday. S&P 500 and small caps reach new levels. Tesla nears a buy point. Continue Reading... Full story

Yahoo Finance • 5 days ago

Micron joins $1 trillion club as AI race powers memory chip boom

STORY: :: MicronMicron Technology topped $1 trillion in market value for the first time on Tuesday...crowning a dizzying rally that has cemented the largest U.S. memory chipmaker as one of the standout winners of the AI boom.Micron's share... Full story

Yahoo Finance • 5 days ago

Qualcomm Strikes AI Chip Deal With TikTok Owner ByteDance

(Bloomberg) -- Qualcomm Inc. reached a deal with TikTok owner ByteDance Ltd. to supply chips for artificial intelligence data centers, according to people familiar with the matter, marking a key win for a company trying to expand from smar... Full story

Yahoo Finance • 5 days ago

Micron stock surges as UBS triples price target on AI demand

Shares of Micron Technology climbed to a record intraday high on Tuesday after UBS issued a dramatically higher price target, with the bank contending that the rise of AI has fundamentally altered how the company deserves to be valued. UB... Full story

Yahoo Finance • 5 days ago

SCHD’s Dividend Quality Filter Now Concentrates 42 Percent of Your Money in Just Ten Stocks

Quick Read Schwab U.S. Dividend Equity ETF (SCHD) holds 105 stocks but concentrates 42% of assets in the top ten positions, including Texas Instruments (TXN), UnitedHealth (UNH), and Qualcomm (QCOM), which all meet quality screens but cre... Full story

Yahoo Finance • 5 days ago

On-Device AI Market Size to Hit USD 185.23 Billion by 2035 | Research by SNS Insider

Austin, May 26, 2026 (GLOBE NEWSWIRE) -- According to SNS Insider, The On-Device AI Market was valued at USD 17.61 Billion in 2025 and is expected to reach USD 185.23 Billion by 2035, growing at a CAGR of 26.57% over 2026–2035. The On-D... Full story