The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -1.23%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down -1.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.38%. March E-mini S&P futures (ESH26 ) fell -1.23%,...
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM)
fell 7.8% in the afternoon session after the company issued disappointing revenue and profit guidance for its upcoming quarter, overshadowing an otherwise solid earnings report.
Qualcomm shares are sinking as the company issued disappointing Q2 guidance. But technicals and options pricing warrant buying QCOM stock at current levels.
Samsung Electronics (KRX: 005930) has officially shifted the gears of the mobile industry into overdrive, announcing an ambitious roadmap to embed Google (NASDAQ: GOOGL) Gemini-powered artificial intelligence into 800 million devices by the end of 2026. This massive expansion, centered around what the company calls its "AX" (AI Transformation) vision, represents a definitive pivot from [...]
The semiconductor landscape has reached a historic turning point. As of February 2026, the once-unshakeable duopoly of x86 and ARM is facing its most significant challenge yet from RISC-V, the open-standard Instruction Set Architecture (ISA). What began as an academic project at UC Berkeley has matured into a cornerstone of high-end computing, driven by a [...]
In the rapidly evolving landscape of 2026, where artificial intelligence has moved from a cloud-based novelty to a ubiquitous edge-device reality, few companies hold as much structural power as Arm Holdings plc (Nasdaq: ARM). Often described as the "invisible architect of the silicon world," Arm does not manufacture chips itself. Instead, it designs the foundational [...]
The S&P 500 Index ($SPX ) (SPY ) today is down -1.30%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -1.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.49%. March E-mini S&P futures (ESH26 ) are down -1.29%, and March E-mi...
As of February 5, 2026, Qualcomm Incorporated (NASDAQ: QCOM) stands at a pivotal crossroads in its 40-year history. Long celebrated—and occasionally scrutinized—as the undisputed king of smartphone connectivity, the San Diego-based titan is currently executing one of the most ambitious corporate pivots in the semiconductor industry. Under the banner of "The Intelligent Edge," Qualcomm is [...]
The S&P 500 Index ($SPX ) (SPY ) today is down -0.50%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.40%. March E-mini S&P futures (ESH26 ) are down -0.55%, and March E-mi...
In a landmark achievement that marks the culmination of the most aggressive turnaround in semiconductor history, Intel (NASDAQ: INTC) has officially launched the Core Ultra Series 3 processor family. Codenamed "Panther Lake," this new lineup is the first consumer platform built on the cutting-edge Intel 18A process node, signaling a definitive shift in the global [...]
The landscape of personal computing underwent a seismic shift at CES 2026 as Qualcomm (NASDAQ: QCOM) officially launched its next-generation Snapdragon X2 Elite and X2 Plus processors. Building on the momentum of its predecessor, the X2 series represents a pivotal moment in the transition toward the "AI PC," moving local artificial intelligence from a niche [...]
In a seismic shift for the global semiconductor landscape, Samsung Electronics (KRX: 005930) has officially reached a 70% yield milestone for its second-generation 2nm Gate-All-Around (GAA) process, known as SF2P. This achievement, confirmed following the company’s recent Q4 2025 performance review, marks the first time a competitor has demonstrated high-volume manufacturing stability on par with [...]
Wireless chipmaker Qualcomm (NASDAQ:QCOM) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $12.25 billion. On the other hand, next quarter’s revenue guidance of $10.6 billion was less impressive, coming in 4.9% below analysts’ estimates. Its non-GAAP profit of $3.50 per share was 2.9% above analysts’ consensus estimates.
