QCOM Archives

ClearBridge Large Cap Growth Strategy Q2 2024 CommentaryClearBridge Large Cap Growth Strategy Q2 2024 Commentary

July 5, 2024 ClearBridge Investments 0 Comments 4:20 pm

sankai/iStock via Getty Images By Peter Bourbeau & Margaret Vitrano Managing Through Concentration Headwinds Market Overview Equity leadership narrowed considerably[...]

Qualcomm: Huawei And Samsung News And Current Outlook (NASDAQ:QCOM)Qualcomm: Huawei And Samsung News And Current Outlook (NASDAQ:QCOM)

July 3, 2024 Jonathan Weber 0 Comments 10:38 pm

JHVEPhoto Article Thesis QUALCOMM Incorporated (NASDAQ:QCOM) (“Qualcomm”) is a semiconductor player with appealing growth and AI tailwinds that trades at[...]

GlobalFoundries May Continue Its Decline Into eFY25 (NASDAQ:GFS)GlobalFoundries May Continue Its Decline Into eFY25 (NASDAQ:GFS)

June 26, 2024 Michael Del Monte 0 Comments 12:01 am

SweetBunFactory/iStock via Getty Images GlobalFoundries Inc. (NASDAQ:GFS) is finding itself in a challenging position as customers are going through inventory[...]

Qualcomm: Generative AI & Impressive Diversification Signal New Growth (NASDAQ:QCOM)Qualcomm: Generative AI & Impressive Diversification Signal New Growth (NASDAQ:QCOM)

June 22, 2024 Juxtaposed Ideas 0 Comments 2:00 pm

xxmmxx/iStock via Getty ImagesWe previously covered QUALCOMM (NASDAQ:NASDAQ:QCOM) in March 2024, discussing why it remained a Buy, thanks to its[...]

Micron Q3 Preview: AI Is Moving To Smartphones (NASDAQ:MU)Micron Q3 Preview: AI Is Moving To Smartphones (NASDAQ:MU)

June 21, 2024 Noah's Arc Capital Management 0 Comments 9:58 pm

JHVEPhoto Investment Thesis We already know memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) is benefiting from the AI enterprise wave.[...]

GlobalFoundries Stock: Same Headwind, Different Quarter – Hold-Rating (NASDAQ:GFS)GlobalFoundries Stock: Same Headwind, Different Quarter – Hold-Rating (NASDAQ:GFS)

June 21, 2024 The Techie 0 Comments 3:20 am

quantic69/iStock via Getty Images Investment Thesis I last wrote on GlobalFoundries Inc. (NASDAQ:GFS) with a neutral rating ahead of their[...]

Tracking Philippe Laffont’s Coatue Management Portfolio – Q1 2024 UpdateTracking Philippe Laffont’s Coatue Management Portfolio – Q1 2024 Update

June 19, 2024 John Vincent 0 Comments 11:47 pm

Fly_dragonfly This article is part of a series that provides an ongoing analysis of the changes made to Coatue Management’s[...]

Our Top 10 Dividend Growth Stocks – June 2024Our Top 10 Dividend Growth Stocks – June 2024

June 16, 2024 Financially Free Investor 0 Comments 1:00 pm

Olivier Le Moal In this series of articles, we focus on selecting and highlighting stocks that have rapidly grown their[...]

Dividend Champion, Contender, And Challenger Highlights: Week Of June 16Dividend Champion, Contender, And Challenger Highlights: Week Of June 16

June 15, 2024 Justin Law 0 Comments 7:50 am

This article was written byFollowJustin Law has a Ph.D in Chemistry from Rice University and has earned the CFA Institute[...]

The Apple Vs. Microsoft AI Matchup (NASDAQ:AAPL)The Apple Vs. Microsoft AI Matchup (NASDAQ:AAPL)

June 13, 2024 Mark Hibben 0 Comments 6:12 pm

giuseppe_costantinoApple (NASDAQ:AAPL) revealed its vision for generative artificial intelligence at its Worldwide Developer Conference, which kicked off June 10. Microsoft[...]

Category: QCOM