Qualcomm announced a partnership with Amazon Web Services to develop multiple generations of customized silicon for AWS' AI infrastructure. This move marks Qualcomm's push into the data center market, traditionally dominated by Nvidia, especially amid growing AI workloads demanding efficient computing power. Qualcomm recently introduced its Dragonfly C1000 CPU designed for data centers, targeting $15 billion in sales by fiscal 2029. This collaboration highlights Qualcomm's strategy to leverage its expertise in power-efficient processing to compete in the AI hardware space.
Arm Holdings' shares fell 34% over the past month despite strong revenue growth and doubling data-center royalties. The company licenses CPU architecture and earns royalties on every chip shipped, maintaining high margins and a solid cash position. I...
Alphabet increased its holdings in SpaceX to 555 million shares valued at $83.7 billion as of September 2026, making it its largest equity position despite a decline in value due to share price changes. The move coincides with SpaceX's strong Q3 reve...
The First Trust Nasdaq Semiconductor ETF (FTXL) has fallen 27% since its last BUY rating due to concerns over data center spending freezes, margin calls, and disappointing earnings guidance from major holdings Intel and Qualcomm, which together accou...
Following a Democratic sweep in the midterm elections, fears of a slowdown in data center construction triggered a sharp sell-off in tech stocks, with major indexes experiencing their worst day since April 2025. Despite the initial market panic, exec...
