The S&P 500 and Nasdaq Composite reached new record highs, driven mainly by AI chip stocks like Qualcomm and SanDisk. However, the rally lacks broad market participation, with the Dow slightly down and many stocks not advancing. High crude oil prices near $96-$109 are limiting further market gains due to their impact on earnings expectations. Upcoming big tech earnings reports will be crucial in determining whether the AI-driven rally continues or falters. Investors should also watch geopolitical developments affecting oil prices, as they could influence market direction.
Qualcomm has been upgraded to a buy rating due to its strategic shift towards data centers and a growing automotive segment, which are expected to drive future revenue growth. The company aims to double its non-handset revenue to $40 billion by fisca...
A simple tap on a smartphone triggers a complex AI-driven process that spans from touch sensors to cloud computing, cybersecurity, automated warehouses, and last-mile delivery technologies. Key companies like Nvidia, Qualcomm, and Ambarella provide t...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
