Arm Holdings heads into fiscal Q4 earnings with steady growth forecasts and a strong surprise streak, but a neutral ESP and lofty valuation may limit near-term upside.
Want to watch our team break down earnings from Alphabet, Amazon, Meta Platforms, Microsoft (and more) tonight?
For once, there is something even bigger than the Strait of Hormuz affecting investors' attitudes this morning.
Bernstein's analyst Stacy Rasgon said the semiconductor sector is seeing unprecedented AI-driven growth.

Why Qualcomm Is Set To Disrupt The AI Market

01:27pm, Tuesday, 28'th Apr 2026
Qualcomm's shift towards AI and automotive markets is underappreciated, with its Snapdragon X2 chipset driving AI PC adoption and automotive growth. The QCT division contributed $10.6B in Q1 FY 2026,
QUALCOMM Inc (NASDAQ:QCOM) shares are under pressure on Tuesday. OpenAI's internal struggles seemingly triggered a broad pullback across AI‑infrastructure stocks.

Did Qualcomm Just Put Apple in Check?

09:20am, Tuesday, 28'th Apr 2026
As a technology sector investor, the market sometimes sends a signal so clear it cannot be ignored. Recently, semiconductor sector giant Qualcomm NASDAQ: QCOM saw its stock climb by over 11% in a sing
Qualcomm stock (NASDAQ: QCOM) heads into Wednesday's earnings with the market asking some familiar questions. The investors will keep a close eye on the earnings report to assess if it can finally unl
Expand NASDAQ: QCOM Qualcomm Today's Change (0.99%) $1.47 Current Price $150.32 Key Data Points Market Cap $159B Day's Range $147.06 - $160.94 52wk Range $121.99 - $205.95 Volume 1.8M Avg Vol 12M Gros
Qualcomm Incorporated is positioned as a compelling AI-driven opportunity, especially with news of a potential partnership with OpenAI for an AI agent phone. QCOM trades at a 50% discount to sector me
Shares in Qualcomm Incorporated (Nasdaq: QCOM) are surging in premarket trading this morning after reports emerged that the company may be on the cusp of a deal with artificial intelligence giant Open
Qualcomm is reportedly in talks to partner with OpenAI on a chip for a smartphone project.
Qualcomm Incorporated QCOM is scheduled to report second-quarter fiscal 2026 earnings on April 29. The Zacks Consensus Estimate for revenues and earnings is pegged at $10.62 billion and $2.57 per sh
For years, telecom stocks have been the market's steady, dividend-paying and largely sidelined wallflowers while Big Tech stole the spotlight.
Shares of Qualcomm Inc (NASDAQ:QCOM) are surging 11% to trade at $148.85 this morning, after reports surfaced that  the company is partnering with OpenAI to supply processing chips for smartphones.
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