Shares of Qualcomm and Arm Holdings fell 6% and 5% respectively amid a broader semiconductor sector decline driven by profit-taking, rate worries, and weak AI guidance from Broadcom. Qualcomm's recent revenue beat was offset by a 13% drop in handset revenue, making its stock sensitive to mobile demand shifts. Arm, despite strong revenue growth and new product launches, trades at very high valuations, making it vulnerable in risk-off environments. Investors should watch upcoming events like Qualcomm's Investor Day and Arm's stock behavior near its 50-day moving average for clues on future 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...
