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Qualcomm: How Non-Handset Revenue Changes Everything
Seeking Alpha· 2025-09-03 21:51
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I can't call my past 2 bullish calls on Qualcomm Inc. (NASDAQ: QCOM ) stock successful because, although the stock price is up slightly since my coverage initiation, it's been lagging behind theHe leads the investing group Beyond the Wall Investing w ...
DuPont and Qnity to Webcast Investor Days
Prnewswire· 2025-09-03 20:00
WILMINGTON, Del., Sept. 3, 2025 /PRNewswire/ -- On Thursday, September 18, 2025 starting at 9:00 a.m.  ET, DuPont (NYSE: DD) will host a live video webcast of its Investor Day introducing the future DuPont company after the intended separation of Qnity Electronics, Inc. ("Qnity")*. Also on Thursday, September 18, 2025, starting at 2:00 p.m. ET, Qnity will host a live video webcast of its Investor Day introducing the future standalone, public company. Both Investor Days will include management presentations ...
ON Semiconductor (ON) 2025 Conference Transcript
2025-09-03 19:12
ON Semiconductor (ON) 2025 Conference September 03, 2025 02:10 PM ET Company ParticipantsHassane El-Khoury - President, CEO & DirectorThad Trent - EVP & CFOConference Call ParticipantsChristopher Danely - AnalystChristopher DanelyFantastic. Alrighty. Testing. One, two, three. Great.Good afternoon, everyone. Thanks for, sticking with us on this absolutely gorgeous day in New York. Next up is ON Semi. By the way, I wanna point out that I get a lot of, questions and people completely freaked out that ON's marg ...
IonQ About To Explode Higher Like In 2023
Seeking Alpha· 2025-09-03 19:09
The quantum computing domain continues to be one of the most rapidly evolving areas of emerging technologies, with many players racing to achieve the full spectrum of commercial viability in quantum computing.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as Med ...
Bullish Trendline Could Give Chip Stock A Boost
Forbes· 2025-09-03 18:40
Micron Technology (MU) stock is on track for its third-straight daily loss, but still sports a 40.3% year-to-date lead. The security has struggled to conquer its June 26, 52-week high of $129.85, with an early August attempt coming just shy of that peak, though the $110 level stepped in to contain its subsequent pullback. The recent losses have also placed MU near a trendline that has historically yielded bullish returns. LSEG WorkspaceDigging deeper, the semiconductor stock is within 0.75 of the 50-day tr ...
Apple's AI Future
The Motley Fool· 2025-09-03 18:38
Elon Musk's xAI has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI start-ups. We also cover the government's interest in taking equity stakes in defense companies and Fox's weak hand as it looks for higher cable fees.In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:Elon Musk suing Apple.Apple's AI future with Siri and potential acquisitions.The government's Intel stake and (potential) defense deals. ...
Portfolio Positioning For An Uncertain Market With Next Gen Investors
Seeking Alpha· 2025-09-03 18:30
PonyWang/E+ via Getty Images Listen here or on the go via Apple Podcasts and Spotify Sungarden Investors Club' Rob Isbitts talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock selection (22:10). Yield curve steepening (28:00). Transcript Rob Isbitts: ...
Stock Of The Day – What Are Important Price Levels For NVIDIA?
Benzinga· 2025-09-03 18:23
Trading in NVIDIA Corporation NVDA was quiet on Wednesday. But the shares have dropped about 7% over the past week.The selloff ended at a level that was previously supported. This is why our trading team has made NVIDIA the Stock of the Day.In the stock market, certain price levels have more importance than others. This can be seen on NVIDIA’s chart.The low trade on Tuesday was close to $167, which was not a coincidence. There can be support at former support levels, and this level occurred on July 22.Some ...
Will Higher Semiconductor Revenues Help AVGO Stock Beat Q3 Earnings?
ZACKS· 2025-09-03 17:46
Key Takeaways Broadcom's Q3 results are expected to show AI-driven gains in the Semiconductor segment revenues.AI networking demand surged 170% in Q2, fueling 40% of total AI revenues for Broadcom.Vmware traction and shift to subscriptions are expected to boost Infrastructure Software sales.Broadcom’s (AVGO) third-quarter fiscal 2025 results, set to be reported on Sept. 4, are expected to reflect the benefits of expanding AI offerings. AVGO’s Semiconductor segment revenues are anticipated to have benefited ...
X @TechCrunch
TechCrunch· 2025-09-03 17:24
The U.S. government's recent stake in Intel comes after a long period of floundering at the company's foundry business. https://t.co/Cnd4JoIpj5 ...