Qualcomm is losing a significant revenue source as Apple replaces its modems with in-house chips, cutting Apple-related revenue by about 50% in the coming quarter. However, Qualcomm has partnered with Amazon to develop AI data center infrastructure, potentially worth up to $60 billion if milestones are met. This new venture focuses on inference silicon rather than training chips, competing in a crowded market with players like NVIDIA and AMD. Qualcomm aims to offset Apple losses with strong growth in data center and automotive segments, but initial margins will be lower and success depends on execution and milestone achievements.
SCHD and JEPI ETFs serve different income strategies: SCHD focuses on steady, growing dividends from strong company cash flows, ideal for long-term compounding and taxable accounts. JEPI provides higher monthly income by selling options, generating f...
Qualcomm is experiencing a decline in its handset business but is rapidly growing in automotive, IoT, and data center sectors. The company’s recent deal with Amazon and strong Q3 results highlight its data center ambitions, with automotive revenue up...
Skyworks Solutions and Qorvo stocks rose sharply after Skyworks CEO Phil Brace announced the $22 billion merger is in its final stages, moving the deal closer to completion. The merger, creating a major U.S.-based semiconductor company, involves a ca...
Qualcomm is rated as a Buy and Marvell as a Hold because Qualcomm offers a superior risk-adjusted upside despite Marvell having a stronger current AI business. Qualcomm's valuation is more forgiving of margin and execution misses, with a price target...
The Schwab U.S. Dividend Equity ETF (SCHD) underwent its annual March reconstitution, replacing 22 stocks with 25 new ones, notably increasing holdings in semiconductors and energy sectors. This reshuffle altered the dividend profile and sector expos...
