Key Takeaways Nvidia, Qualcomm, and Caterpillar are some of the stocks Bank of America analysts said could gain from a ...

Qualcomm has underperformed the market, with 6% YTD returns compared to PHLX Semiconductor's 13%. The company is facing ...

The AI trade has reignited in recent weeks, putting the semiconductor designer on the brink of a $4 trillion valuation.

When investors think of artificial intelligence (AI) and the stock market, one name stands out: Nvidia (NVDA). The chip giant ...

Qualcomm probably won't become the next Nvidia. Qualcomm's stock looks cheap at 16 times forward earnings and pays an attractive forward yield of 2.1%.

High-frequency trading and sovereign AI projects drive demand for non-Nvidia AI chips, as startups offer cost-and energy-efficient alternatives.

As the AI revolution accelerates, global tech giants are racing to shortcut innovation by acquiring not just technology but ...

Qualcomm on Monday said it will make custom data center central processing units, or CPUs, that use technology from Nvidia to connect to Nvidia's artificial intelligence chips.

Qualcomm on Monday said it plans to launch processors designed for data centers to power artificial intelligence, which will link to Nvidia's chips. Nvidia's graphics processing units (GPUs) have ...

Qualcomm said it is planning to launch a custom central processing unit for the data center that can connect to Nvidia's GPUs and software. A link to Nvidia's infrastructure is key for any player ...