Qualcomm's stock rose 15% in the past month, recovering from a post-earnings drop despite mixed Q3 results that showed declining handset revenue but strong growth in automotive and IoT segments. CEO Cristiano Amon highlighted a bullish outlook on data center revenue, expected to grow to $15 billion by fiscal 2029, and non-handset revenue growth accelerating sharply. However, challenges remain with shrinking handset business and margin pressures from rising costs and early data center investments. Investors should watch the upcoming Q4 report for signs of execution on the data center ramp and margin recovery before making new commitments.
Arm Holdings has become a key player in AI data center CPUs, with revenue up 22% year-over-year and data center royalty revenue doubling. Despite strong growth and a bullish price target of $265.32 (about 11% upside), the stock trades at a high forwa...
The Schwab U.S. Dividend Equity ETF (SCHD) has gained 29% year-to-date, pushing its share price near a 52-week high and lowering its yield to about 3.1%, close to historic lows. This strong performance means new investors face a lower income yield co...
A $10,000 investment in the Schwab U.S. Dividend Equity ETF (SCHD) made at its 2011 launch now generates a higher annual yield on cost than any new dividend ETF purchase today. SCHD combines quality screening with a focus on dividend growth and yield...
Qualcomm is experiencing headwinds from Apple-related attrition and memory/storage supply issues, leading to mixed handset performance expected through fiscal 2027. However, the company’s diversification into data center and automotive markets is gai...
