SeekingAlpha · Oct 10, 2026
Broadcom posts strong AI chip revenue, but growth bets on OpenAI/Anthropic add risk amid Google shifts and Nvidia/AMD rivalry. Click to read more on this.
Yahoo · Oct 10, 2026
It plays a critical role in AI development.
Yahoo · Oct 9, 2026
Qualcomm (QCOM) and First Solar (FSLR) are both filed under semiconductors, and each holds patents that competitors want to use. On October 5, 2026, Huawei announced it had agreed to a multi-year patent licensing deal with Qualcomm. Meanwhile, the U.S. solar panel maker First Solar is actively suing rivals over its own patent rights. Yet when these two companies released their latest financial reports, they delivered completely different messages to shareholders. So which way does Qualcomm's out
Yahoo · Oct 9, 2026
Jim Cramer built his reputation chasing momentum, so when AI stocks cratered and he credited a stock he openly hates for saving his portfolio, it raised a question worth sitting with: what exactly do you owe the boring names you keep ignoring?
Yahoo · Oct 9, 2026
The diversified chip and software giant has plenty of room to grow.