Bernstein expects Qualcomm to benefit from the smartphone sector’s strong performance, which grew 6% in 2024, given its focus on high-end smartphone models.

Retail investors will be focused on how AMD is navigating Big Tech's growing shift towards custom silicon and watch for comments on the rapid progress of Chinese AI startup DeepSeek.

Chip stocks are bearing the brunt of President Donald Trump’s import tariffs on China, fueling concerns about how these measures will impact the global tech supply chain.

U.S. stocks advanced midday Tuesday, demonstrating resilience despite escalating geopolitical tensions and trade uncertainties between the world’s two largest economies.

Wall Street bounced back after President Donald Trump and Mexican President Claudia Sheinbaum agreed to a one-month suspension of tariffs following Mexico's pledge to bolster its military presence at the northern borde

Apple Inc. recently reported robust first-quarter fiscal 2025 results, beating estimates for revenues and earnings. The iPhone manufacturer achieved record-breaking results. Here is a look at some ETFs that may benefit from the tech titan's earnings.

See which sectors performed best and worst under Trumps first term. One sector in particular stands to benefit significantly under Trump 2.0.

Wall Street sees KLA outperforming peers as AI demand accelerates and resilience against U.S. export tariffs.

Wall Street highlights Intel’s strategic pivot away from its Falcon Shores AI processor and the delay of Clearwater Forest as ongoing challenges for the company despite a solid Q4.

According to the company, record revenue and strong operating margins drove first-quarter EPS to an all-time high.

Major stock indices have completed their recovery following Monday's sharp drop, buoyed by tech stocks rallying on the back of solid earnings and positive macroeconomic data. The S&P 500 index stands at 6,118 points at midday trading in New York, not far from the all-time high of 6,128 points reached last Friday.

Several ETFs heavily weighted in Microsoft have gained attention after its Q2 earnings report. Cloud growth concerns led to a 6% drop in stock.

PCE inflation rises 2.7% y/y, exceeding forecasts. Core PCE holds at 2.8%. Fed raises 2025 inflation outlook. Dollar and Treasury yields increase.

Lam Research Q2 earnings beat and AI-driven demand bolstered outlook led to a slew of price hikes from Wall Street.

Apple is widely expected to report single-digit earnings per share and revenue growth for the first quarter of fiscal year 2025.

Big Blue’s stock is on track for its biggest one-day jump fueled by strong earnings, a Telefónica Tech quantum partnership, and bullish sentiment from Wall Street.

What we got today, of course, was advance GPD, which is the earliest measure and also the most likely to provoke a reaction in stocks.

CEO David Goeckeler said with the planned spin-off of SanDisk from Western Digital, the two companies will continue driving innovation, provide compelling storage solutions to customers, and deliver long-term shareholder value.

Wall Street hikes price targets on IBM’s stock as AI and Red Hat growth drive earnings, though infrastructure and consulting sales remain weak.

While Microsoft and Meta reported higher-than-expected capital expenditures, hints of shifting AI chip strategies have the market questioning Nvidia’s long-term growth in the face of competition from DeepSeek.