Qualcomm is rated Strong Buy due to its promising breakthroughs in AI data centers, with significant revenue growth expected from 2027 onward. Meta is a key client supporting this expansion, and current share prices reflect only the stagnant mobile business, not future growth in data centers and robotics. The stock offers downside protection through dividends and a $20 billion buyback program, with potential for a price-to-earnings ratio increase from 16 to 25 as new revenues develop.
Marvell Technology's CEO Matt Murphy attributes the company's 241% stock rise over the past year to a decade-long build of trust with major tech firms. This trust has enabled Marvell to secure significant AI ecosystem partnerships, including deals wi...
Arm's growth driver is moving from smartphones to AI infrastructure and data center CPUs, with strong demand for its Arm AGI CPU reaching over $2 billion. The company reported a 22% revenue increase in Q1 FY2027, but its high valuation and upcoming Q...
Qualcomm and Amazon announced a multi-generation partnership to develop custom silicon chips for large-scale AI data centers, focusing initially on AI inference for Amazon Web Services. The collaboration also includes advanced optical connectivity so...
Amazon's AWS has partnered with Qualcomm to develop next-generation AI data center infrastructure chips, expanding beyond its in-house and Broadcom suppliers. AWS's AI demand is driving this move, with a $496 billion backlog and plans to double power...
Jim Cramer publicly asked President Trump not to sell his Intel shares, which have surged 311% in the past year, highlighting the political risk of a large federal stake sale. Intel's strong Q2 2026 results, driven by growth in data center, AI, and f...
