Corning is expanding rapidly into AI infrastructure and solar while targeting $40 billion in revenue by 2030. Honeywell Technologies is a newly focused automation company executing steadily after its aerospace spinoff.
Intel's foundry turnaround has resulted in heavy losses and negative free cash flow, while Qualcomm generates robust cash with half the valuation multiple.
Resist the temptation to seek out hope-driven entertainment. Start with businesses you know have proven staying power based on their past and present performances.
AMD's net margin doubled while Qualcomm trades at a fraction of its rival's valuation, but customer concentration and competitive threats complicate both bets.
ASML controls the machinery behind every advanced chip, while Qualcomm powers the devices that use them, but their risk profiles and valuations tell very different stories.
Applied Materials has nearly closed a once-wide revenue gap, posting consecutive quarterly gains while Qualcomm's latest results show a marked slowdown.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it eff...
Qualcomm's AI strategy is moving from promise toward production. Here's what hyperscaler demand, margins, and repeat wins could mean for the company's next growth phase.
Broadcom's revenue has nearly tripled in two years while Qualcomm's has stalled, widening a gap that could reshape competitive dynamics in semiconductors.
Qualcomm trades at a discount valuation, while Taiwan Semiconductor Manufacturing commands a premium reflecting its foundry dominance and 45% net margin.
The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how processors and graphic...
One commands mobile connectivity and licensing; the other dominates AI memory chips with a 44% net margin. Their risk profiles and valuations diverge sharply.
Qualcomm signed a multiyear patent licensing deal with Huawei covering 5G, compute, and AI, facing FTC review while supporting its data center and robotics diversification strategy.
NVIDIA, Salesforce, Adobe, Qualcomm, and Jabil are backing AI-era investment with reliable share buybacks, supported by strong cash flow and solid balance sheets, as the tech sector shifts toward heavier infrastructure spending.
