Semiconductor News & Analysis Feed
19 articles
2026-07-24
finance.yahoo.com
2026-07-24
Synopsys (SNPS), a leading provider of semiconductor design tools, has drawn market attention following its third-quarter fiscal 2026 results and upcoming investor day on September 30 in New York. While analysts remain optimistic about its earnings outlook, recent insider selling, particularly by CE
2026-07-23
2026-07-23
news.google.com
2026-07-23
2026-07-16
www.semiaccurate.com
2026-07-16
2026-06-29
futurumgroup.com
2026-06-29
At its 2026 Investor Day in New York on June 24, Qualcomm unveiled a strategic shift from a traditional mobile chip provider to a full-stack AI platform company, driven by the rise of agentic AI—autonomous, context-aware AI agents requiring distributed low-power computing across edge and cloud envir
2026-06-29
futurumgroup.com
2026-06-29
Qualcomm's return to the data center market at its 2026 Investor Day marks a strategic reentry following its exit in 2018, with a clear focus on AI inference acceleration. The company unveiled a full data center portfolio under the Dragonfly brand, structured around four product lines: connectivity
2026-06-25
www.servethehome.com
2026-06-25
At Qualcomm's 2026 Investor Day, the company unveiled a comprehensive strategy for its data center business, including next-generation CPUs, AI accelerators, custom silicon, and connectivity technologies. This event marks Qualcomm's formal entry into the data center market, emphasizing its leadershi
2026-06-19
www.tikr.com
2026-06-19
Qualcomm's stock closed at $226.11 on June 18, 2026, up 6.17%, near the upper end of its 52-week range. However, the stock has experienced significant volatility over the past year, falling 33.89% to its low on April 7, 2026, before recovering almost entirely. Market sentiment is divided: bulls see
2026-06-18
www.quiverquant.com
2026-06-18
Qualcomm's stock rose 4.5% amid rising expectations for its upcoming Investor Day on June 24, 2026, and growing optimism around its expansion into AI data center chips. Analysts have raised price targets, and institutional investors have increased their holdings, reflecting confidence in Qualcomm's
2026-06-15
news.google.com
2026-06-15
2026-06-14
www.insidermonkey.com
2026-06-14
Ahead of Qualcomm's upcoming investor day, Wells Fargo raised its price target on the company from $160 to $230, maintaining an Equal Weight rating. The bank believes Qualcomm's data center opportunities could generate over $2.50 per share for every 1GW deployed, reflecting optimism about its growth
2026-06-10
finance.yahoo.com
2026-06-10
At its recent Investor Day in June 2026, semiconductor test equipment provider FormFactor shifted its strategic focus toward artificial intelligence (AI) and high-bandwidth memory (HBM), fundamentally altering its investment narrative. While the company’s current valuation and earnings expectations
2026-06-08
finance.yahoo.com
2026-06-08
JPMorgan has added Qualcomm to its Positive Catalyst Watch ahead of its upcoming investor day, despite maintaining a neutral rating. The firm believes Qualcomm’s strategic focus on AI and data center growth presents a significant upside potential, with projections of over $3B in data center revenue
2026-06-06
www.benzinga.com
2026-06-06
2026-05-31
news.google.com
2026-05-31
2026-05-22
www.theglobeandmail.com
2026-05-22
2026-05-21
www.minichart.com.sg
2026-05-21
2026-05-21
www.tipranks.com
2026-05-21
2026-05-17
www.ad-hoc-news.de
2026-05-17