Micron, Nvidia, Apple Among Q3's 'Hot List' As Hedge Funds Load Up On Tech All Over Again - ASML Holding ( NASDAQ:ASML )
If you want to know where hedge funds pointed their biggest third-quarter bets within the tech sector, the 13F Heat Map just handed over a cheat sheet - and it's basically a semiconductor roll call.
Goodbye Nvidia, Hello Microsoft: Halvorsen's Big Q3 Hedge Fund Pivot - DraftKings ( NASDAQ:DKNG ) , Microsoft ( NASDAQ:MSFT ) , NVIDIA ( NASDAQ:NVDA ) , PNC Financial Services Gr ( NYSE:PNC )
Andreas Halvorsen just reminded Wall Street why Viking Global Investors is one of the hedge fund world's most-watched portfolios: he doesn't trim, he swings.
Is This the Right Time to Buy Into the AI Hardware Boom?
The AI boom likely has a long time horizon.
November's Top 3 AI Stocks With Big Upside
AI momentum meets market strength this November as QUALCOMM, Microsoft, and Meta emerge as top Driehaus strategy picks.
Should Investors Buy VictoryShares Free Cash Flow ETF ( VFLO ) After Atlas Wealth Added $9 Million of the ETF?
Atlas Wealth LLC reported a significant buy of Victory Portfolios II - VictoryShares Free Cash Flow ETF ( NASDAQ:VFLO ) , increasing its position by 230,856 shares, a net value change of $8.7 million, according to a Nov. 12, 2025, SEC filing.Atlas Wealth disclosed in a Nov. 12, 2025, SEC filing ...
QCOM Expands Portfolio for Industrial PCs: Will It Boost Prospects?
QCOM rolls out its first industrial-grade PC processor, aiming to power smart manufacturing with high AI performance, durability and flexibility.
Bitfarms ( BITF ) Q3 2025 Earnings Call Transcript
Image source: The Motley Fool.Thursday, November 13, 2025 at 8 a.m. ETNeed a quote from a Motley Fool analyst? Email [email protected] reading ...
Qualcomm vs. Nvidia and AMD: The Next Big AI Stock?
Qualcomm stock has picked up after a major announcement about entering the AI infrastructure space ...
Synaptics and Qualcomm Partner to Advance Fingerprint and Touch Technology Across PC and Mobile Platforms
Combining ecosystem expertise with advanced human-interface and sensing technologies, the engagement focuses on amplifying security and performance across AI PC and mobile platforms Combining ecosystem expertise with advanced human-interface and sensing technologies, the engagement focuses on ...
This Is What Whales Are Betting On Qualcomm - Qualcomm ( NASDAQ:QCOM )
Financial giants have made a conspicuous bearish move on Qualcomm. Our analysis of options history for Qualcomm ( NASDAQ:QCOM ) revealed 26 unusual trades. Delving into the details, we found 38% of traders were bullish, while 42% showed bearish tendencies.
'Western tech dominance fading,' Web Summit CEO says at 'Davos for geeks'
Global technology leaders will pack Lisbon's annual Web Summit from Tuesday to talk about artificial intelligence, robots and start-ups - all under the shadow of tensions over cutting-edge tech and the natural resources needed to build it.
Semiconductor giant TSMC posts slowest growth in 18 months amid AI bubble debate
Taiwan Semiconductor Manufacturing Co (TSMC) posted its slowest monthly revenue growth in more than a year, lending credence to concerns that the artificial intelligence stock rally is not justified by the industry's business prospects.
Grab Pilots High-Accuracy GPS Positioning System to Improve Location and Navigation Accuracy of GrabMaps in Singapore
The pilot programme, launched in collaboration with OPPO, Qualcomm Technologies and Swift Navigation, marks Southeast Asia's first deployment of high-accuracy GPS in a mobile phone and app integration.
CEVA ( CEVA ) Q3 2025 Earnings Call Transcript
Image source: The Motley Fool.Monday, Nov. 10, 2025 at 8:30 a.m. ETNeed a quote from a Motley Fool analyst? Email [email protected] reading ...
QUALCOMM Incorporated ( QCOM ) is Attracting Investor Attention: Here is What You Should Know
Qualcomm (QCOM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Should QCOM Stock Be Part of Your Portfolio Post Robust Q4 Earnings?
QCOM's Q4 earnings beat estimates as record automotive revenues and strong Snapdragon demand fuel growth, but China tensions and high R&D costs weigh.
Arm Beats Estimates, but Its New Plan to Build Chips Is the Real Story Here
The mobile chip designer has big plans for the data center market.
3 Stocks That Will Benefit Most From the AI Data Center Power Boom
The data center buildout won't happen without these three companies.
Global week ahead: AI wobble casts shadow over 'Davos for geeks'
After a volatile week for AI stocks and the tech sector more broadly, CNBC travels to Web Summit in Lisbon - 'Davos for geeks' - to assess sentiment.
Prediction: These Stocks Could Deliver Market-Beating Returns Over the Next Decade
Alphabet, Meta, and Arm could easily outperform the S&P 500.
ARM Holdings Options Trading: A Deep Dive into Market Sentiment - ARM Holdings ( NASDAQ:ARM )
Whales with a lot of money to spend have taken a noticeably bearish stance on ARM Holdings. Looking at options history for ARM Holdings ( NASDAQ:ARM ) we detected 75 trades. If we consider the specifics of each trade, it is accurate to state that 32% of the investors opened trades with ...
Crucial Updates from AMD, Nvidia, Super Micro, and Other AI Stocks
This week was marked by numerous earnings announcements that significantly affected the semiconductor and AI industries.
HiBy RS8 II Ultra-Flagship Portable HiFi Player Released
LEWES, Del., Nov. 7, 2025 /PRNewswire/ -- HiBy has officially launched its new flagship portable HiFi player, RS8 II, on October 30, 2025. The RS8 II integrates HiBy's advanced technologies in portable audio with deep insights into market trends, redefining high-end portable music players.
Here's How Nvidia, AMD, and Broadcom Could Help This Super Semiconductor ETF Turn $500 Per Month Into $1 Million
The most dominant suppliers of artificial intelligence hardware are packed into this exchange-traded fund.
Japan's SoftBank Shares Dive Nearly 20% This Week As AI Bubble Jitters Rattle Global Tech Stocks - Global X Artificial Intelligence & Technology ETF ( NASDAQ:AIQ ) , ABB ( OTC:ABBNY )
Shares of Japan's SoftBank Group ( OTC:SFTBY ) declined by 7% on Friday amid a broader slump in AI-related stocks driven by valuation concerns. This comes after SoftBank gained 2.9% in the previous trading session, following a 10% plunge on Wednesday.
Nasdaq Tumbles More Than 400 Points: Investor Fear Increases, Fear & Greed Index Moves To 'Extreme Fear' Zone - Advanced Micro Devices ( NASDAQ:AMD ) , Enbridge ( NYSE:ENB )
The CNN Money Fear and Greed index showed an increase in the overall fear level, while the index moved to the "Extreme Fear" zone on Thursday. U.S. stocks settled lower on Thursday, with the Nasdaq Composite dipping more than 400 points during the session.
SoftBank shares slide over 8% amid renewed pressure on AI-linked stocks
Shares of Japan's SoftBank Group plunged, following a broader slump in AI-related stocks as investors once again grew wary of the sector's lofty valuations.
Take Two sinks 10% on delay of Grand Theft Auto VI to November 2026
GTA VI was initially set for a fall 2025 launch but has faced multiple delays.
AI Stocks Slide Again, Bitcoin Dips Near $100,000: Markets Today - Invesco QQQ Trust, Series 1 ( NASDAQ:QQQ )
After a brief and cautious rebound on Wednesday, risk-off sentiment returned sharply on Thursday, with AI-linked stocks leading a broad selloff across Wall Street and renewed pressure hitting crypto markets.
Qualcomm Faces Long-Term Squeeze From Apple, Samsung Despite iPhone 17 Share, Meta Partnership: Analysts - Qualcomm ( NASDAQ:QCOM )
Qualcomm Inc ( NASDAQ:QCOM ) delivered a strong quarter, driven by double-digit growth across its core chip business signaling continued demand in premium Android devices and emerging artificial intelligence-driven technologies.
Doordash stock drops 15%, heads for worst day ever on spending concerns
Doordash has already shelled out billions this year to buy restaurant booking platform SevenRooms and British delivery platform Deliveroo.
Datadog's stock soars 20% on revenue beat, strong forecast
Datadog has rolled out multiple artificial intelligence technologies as the AI boom boosts demand for cloud security.
Qualcomm ( QCOM ) Q4 2025 Earnings Call Transcript
Image source: The Motley Fool.Wednesday, Nov. 5, 2025, at 4:45 p.m. ETNeed a quote from a Motley Fool analyst? Email [email protected] reading ...
Qualcomm Beats Q4 Earnings Estimates on Solid Revenue Growth
QCOM tops Q4 earnings and revenue estimates, fueled by record automotive sales and robust IoT and handset demand.
Robinhood To Rally More Than 20%? Here Are 10 Top Analyst Forecasts For Thursday - Bentley Systems ( NASDAQ:BSY ) , Charles River ( NYSE:CRL )
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. BTIG raised Kratos Defense & Security Solutions, Inc. ( NASDAQ:KTOS ) price target from $80 to $95.
Meet the Incredibly Cheap Artificial Intelligence ( AI ) Stock That Could Become the Next Broadcom
Qualcomm recently announced its arrival into the AI space, and it could win big from the growing adoption of its technology.
Qualcomm CEO Confirms Data Centers As 'Next Chapter' For Expansion, Touting 'Multibillion-Dollar Opportunity' - Qualcomm ( NASDAQ:QCOM )
Qualcomm Inc. ( NASDAQ:QCOM ) CEO Cristiano Amon said the company's entry into the AI data center market is the "next chapter" of its diversification strategy, calling it a "potential multibillion-dollar revenue opportunity" during a stellar fourth-quarter earnings call.
Cummins, Qualcomm And 3 Stocks To Watch Heading Into Thursday - Qualcomm ( NASDAQ:QCOM )
With U.S. stock futures trading lower this morning on Thursday, some of the stocks that may grab investor focus today are as follows: Wall Street expects Cummins Inc. ( NYSE:CMI ) to report quarterly earnings at $4.81 per share on revenue of $7.97 billion before the opening bell, according to ...
HOOD, DUOL, QCOM, APP, SNAP: 5 Trending Stocks Today - Robinhood Markets ( NASDAQ:HOOD )
Major U.S. indices closed higher on Wednesday, with the Dow Jones Industrial Average rising nearly 0.5% to 47,311, the S&P 500 advancing about 0.4% to 6,796.29, and the Nasdaq climbing 0.65% to 23,499.79. These stocks captured the attention of retail traders and investors throughout the day.
Markets Positive on Supreme Court Ruminations, Big Earnings
A ban on tariff policy would likely provide a major market catalyst to the upside.
Qualcomm ( QCOM ) Q4 Earnings and Revenues Surpass Estimates
Qualcomm (QCOM) delivered earnings and revenue surprises of +4.17% and +4.43%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
Qualcomm Q4 Highlights: Double Beat, Non-Apple Revenue Grows, 'Excited About Our Business Momentum' - Qualcomm ( NASDAQ:QCOM )
Technology company Qualcomm Inc ( NASDAQ:QCOM ) reported fourth-quarter financial results on Wednesday after market close. Q4 Results: Qualcomm reported fourth-quarter revenue of $11.27 billion, up 10% year-over-year. The revenue beat a Street consensus estimate of $10.79 billion according to ...
The Zacks Analyst Blog Highlights Alpha and Omega, ARM, Qualcomm, SkyWater and MKS
AI infrastructure growth, cloud expansion and semiconductor demand are set to shape upcoming earnings for leading electronics players this quarter.
Qualcomm: How To Earn $500 A Month Ahead Of Q4 Earnings - NVIDIA ( NASDAQ:NVDA ) , Qualcomm ( NASDAQ:QCOM )
Qualcomm Incorporated ( NASDAQ:QCOM ) will release earnings results for the fourth quarter after the closing bell on Wednesday, Nov. 5. Analysts expect the tech company to report quarterly earnings at $2.87 per share. That's up from $2.69 per share in the year-ago period.
Stock Market Today: S&P 500, Nasdaq Futures Slip Amid Mixed Trade-McDonald's, AMD, Qualcomm, Robinhood In Focus - SPDR S&P 500 ( ARCA:SPY )
U.S. stock futures were fluctuating on Wednesday after Tuesday's lower close. Futures of major benchmark indices were mixed. Investors interpreted the latest batch of corporate earnings as solid but not spectacular, offering a convenient excuse to take profits after strong year-to-date rallies.
Nasdaq Dips 2% Amid PLTR Decline: Fear & Greed Index Moves To 'Extreme Fear' Zone - Palantir Technologies ( NASDAQ:PLTR )
The CNN Money Fear and Greed index showed an increase in the overall fear level, while the index moved to the "Extreme Fear" zone on Tuesday.
McDonald's, Pinterest And 3 Stocks To Watch Heading Into Wednesday - McDonald's ( NYSE:MCD )
With U.S. stock futures trading mixed this morning on Wednesday, some of the stocks that may grab investor focus today are as follows: Wall Street expects McDonald's Corp. ( NYSE:MCD ) to report quarterly earnings at $3.33 per share on revenue of $7.09 billion before the opening bell, according ...
Nvidia, Qualcomm Join $850 Million Push Backing India's Deep-Tech Startups - Alphabet ( NASDAQ:GOOGL ) , Advanced Micro Devices ( NASDAQ:AMD )
Nvidia Corp ( NASDAQ:NVDA ) and Qualcomm's ( NASDAQ:QCOM ) investment arm joined Indian and U.S. investors backing the South Asian country's deep-tech startups, as the India Deep Tech Alliance ( IDTA ) expands with new members and fresh capital commitments exceeding $850 million.
Qualcomm Q3: Analysts Expect Earnings Beat With Solid 5G Business, But Question AI Monetization Timeline - Qualcomm ( NASDAQ:QCOM )
Analysts expect Qualcomm Inc. ( NASDAQ:QCOM ) to report a third-quarter earnings beat, driven by sustained strength in its core 5G handset business.
Xi-Trump summit opens window of opportunity for US firms at China import expo
Less than a week after a high-profile summit between President Xi Jinping and US President Donald Trump - a meeting that cooled the trade conflict between Beijing and Washington after months of heated recriminations - American exhibitors are expected to be more visible at this year's China ...
