QCOM : Analysis & Opinions

  1. Intel Working Through A Difficult Transition

    April 11, 2014
    Chip giant Intel continues to work through a challenge that most leading tech companies fac in their corporate lives – what ...
  2. Semiconductor Stock Outlook - Feb 2014 - Industry Outlook

    January 31, 2014
    Semiconductor Stock Outlook - Feb 2014 - Industry Outlook
  3. Ten Money Managers Worth Following

    December 23, 2013
    Generally speaking, most retail investors along with the media outlets tend to closely follow the moves of well-known investors ...
  4. It's All About the Fed - Ahead of Wall Street

    December 13, 2013
    It's all about the Fed at this stage, with investors suspecting that its meeting next week will usher in the Taper.
  5. Barron's Recap: Underestimating Sirius XM

    November 23, 2013
    This weekend in Barron's online: a look at Sirius XM, the prospects for retailers this holiday shopping season, a small ...
  6. Twitter, Tesla & Q3 Earnings - Ahead of Wall Street

    November 6, 2013
    The Twitter mania adds to investors' disappointment with the Tesla earnings release on an other
  7. Short Sellers Pile On Applied Materials and STMicroelectronics ...

    October 26, 2013
    Among the leading semiconductor stocks, Applied Materials (NASDAQ: STM) saw the most significant rises in short interest ...
  8. Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook

    September 26, 2013
    Semiconductor Stock Outlook - Sep/Oct 2013 - Industry Outlook
  9. Marvell – Unicorn Of The Chip Space?

    August 23, 2013
    Marvell's gaining share and showing good growth in multiple challenging sectors
  10. Nvidia's Core May Be Strong, But Tegra Is Getting Expensive

    August 12, 2013
    Weak performance in Tegra makes it hard to like Nvidia's strategy
  11. Fear Dominating The Broadcom Story

    July 29, 2013
    Broadcom has been hammered on market share worries, but the long-term impact may not be so severe
  12. Concerns About Near-Term Results Only The Appetizer For Intel

    July 18, 2013
    Intel's quarterly results aren't the real issue; the company's future in mobile is what ultimately moves the stock for the ...
  13. So Long, Spreadtrum

    July 12, 2013
    The identity of Spreadtrum's buyer is a little different, but buying the share-leader in chips for low-end smartphones is ...
  14. Short Sellers Jump on ARM Holdings, Broadcom (AMAT, ARMH, BRCM)

    June 26, 2013
    Among the semiconductor stocks, Applied Materials (NASDAQ: BRCM) saw the most significant rise in short interest between ...
  15. Bear of the Day: Cirrus Logic (CRUS) - Bear of the Day

    June 6, 2013
    Bear of the Day: Cirrus Logic (CRUS) - Bear of the Day
  16. Broadcom, Nvidia See Upswings in Short Interest

    May 28, 2013
    The largest percentage upswings in short interest in semiconductor stocks between the April 30 and May 15 settlement dates ...
  17. Marvell Unloved, But Does That Mean Undervalued?

    May 24, 2013
    Marvell has a lot of doubters, but also a history of building solid market share in multiple markets.
  18. Nvidia Still Too Cheap, And Still Very Controversial

    May 10, 2013
    Investors aren't sold on Nvidia's strategy, and that shows in the stock price.
  19. Broadcom Has To Play Offense And Defense

    May 7, 2013
    Broadcom has multiple appealing growth opportunities, but also competitive challenges to address.
  20. Texas Instruments Not Quite In The Clear Yet

    April 23, 2013
    TI's outlook is improving, but core market growth is still lagging.
  21. Intel – A Bond's Downside And A Stock's Upside?

    April 17, 2013
    With only decent earnings being reported, Intel must reignite growth to see meaningful capital appreciation.
  22. It's the End of an Era in Investing

    February 14, 2013
    In returning to the stock market, investors have mostly avoided individual stocks in favor of funds and ETFs...and that ...
  23. 3 ETFs To Play The Semiconductor Rally

    February 12, 2013
    These ETFs are a great way to profit from the semiconductor rally.
  24. ON Semiconductor Seems To Have Found Bottom

    February 12, 2013
    ON is looking better on both growth and margin potential.
  25. Broadcom Stumbles, But The Street Forgives

    February 5, 2013
    We can forgive Broadcom for a mild stumble in guidance.
  26. Modest 4Q for Ericsson - Analyst Blog

    January 31, 2013
    LM Ericsson Telephone Company (ERIC) reported a Non-IFRS loss (excluding the gains from Sony Ericsson) of 21 cents per share ...
  27. Ericsson to Acquire Devoteam - Analyst Blog

    January 22, 2013
    LM Ericsson Telephone Company (ERIC) recently announced its intention to acquire the Telecom & Media subsidiary of France-based ...
  28. Semiconductor Stock Outlook - Jan 2013 - Zacks Analyst Interviews

    January 2, 2013
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  29. Semiconductor Stock Outlook - Jan 2013 - Industry Outlook

    January 2, 2013
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  30. Nasdaq Stocks, Including Qualcomm, Making Big Moves on December ...

    December 14, 2012
    This morning has been rocky for the market. The Nasdaq has decreased 0.8%; the S&P 500 has slipped 0.2%; and the Dow is down ...
  31. Broadcom's Analyst Day Supports The Bulls

    December 10, 2012
    Broadcom seems to be lengthening its lead on its wannabe rivals.
  32. AMD Reduces Chip Orders - Analyst Blog

    December 7, 2012
    In yet another attempt to cut costs, Advanced Micro Devices Inc. (AMD) announced that it would reduce its fourth quarter ...
  33. Chip Makers Not Seasoned Yet

    November 29, 2012
    The seasonal trend, which usually sees the semiconductor group bottom in October, may be somewhat delayed this year. MoneyShow's ...
  34. Wall Street Still Isn't Buying Nvidia's Story, But Should You?

    November 13, 2012
    Nvidia is making progress in mobile, but Wall Street doesn't believe it will last. However the stock makes for an interesting ...
  35. Does Maxim Offer Something For Everybody?

    October 26, 2012
    Maxim is gaining share in mobile, but the next few quarters could be tricky.
  36. OnSemi Collaborates with Imec - Analyst Blog

    October 9, 2012
    On Semiconductor (ONNN) is collaborating with the leading nanoelectronics research center imec (Interuniversity Microelectronics ...
  37. QCOM to Expand its S4 Chip Range - Analyst Blog

    September 27, 2012
    Qualcomm Inc. (QCOM), one of the leading manufacturers of smartphone chipsets, has incorporated two more Snapdragon S4 processors ...
  38. Stock Market News for September 27, 2012 - Market News

    September 27, 2012
    European debt concerns and disappointing housing data dragged the benchmarks into the red for the third straight day. Moreover, ...
  39. Stock Market News for September 26, 2012 - Market News

    September 26, 2012
    Benchmarks lost out on their their initial gains to close in the red following comments made by a key Fed official.  The ...
  40. Apple Throws Everything Into Question For Audience

    September 10, 2012
    News that Apple won't use Audience's technology in the next iPhone devastates the shares.
  41. Semiconductor Stock Outlook - Sept. 2012 - Zacks Analyst Interviews

    September 4, 2012
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  42. Semiconductor Stock Outlook - Sept. 2012 - Industry Outlook

    September 4, 2012
    The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry ...
  43. Nvidia Appears To Have A Lot To Prove

    August 13, 2012
    Nvidia seems undervalued on its growth prospects. If the company can grow 5 to 6% over the next decade, these shares ought ...
  44. Broadcom In The Right Place At The Right Time

    July 25, 2012
    Broadcom delivers yet again and remains a strong and popular name in chips. If the company can keep this up, the numbers ...
  45. For Texas Instruments, The Song Remains The Same

    July 24, 2012
    Texas Instruments struggles along with its market.
  46. A Squeeze in the Semiconductor Stocks?

    July 21, 2012
    Short interest surged last month in one popular semiconductor ETF, and several of the leading chip stocks surprised the ...
  47. Can Intel Manufacture An Edge?

    July 18, 2012
    While the near-term valuation isn't great, if Intel can grow its cash flow at a roughly 6% compound rate over the next decade, ...
  48. Marvell Has The Value, But What About Market Positioning?

    May 22, 2012
    Marvell is looking stronger, but will Wall Street buy the growth story?
  49. Broadcom Worth A Look

    May 7, 2012
    Even a conservative projection for Broadcom points to a fair value in the $40s and enough undervaluation to make these shares ...
  50. Apple Earnings Bring Joy To Tech-Land

    May 1, 2012
    Apple Earnings Bring Joy To Tech-Land
  51. ARM Holdings Looks Way Ahead Of Itself

    April 26, 2012
    While ARM is likely to continue to be quite successful as a company, the inroads made by Intel might come at the cost of ...
  52. 5 Ways to Spot Tech's Next Winner (or Loser)

    April 13, 2012
    The dynamics of technology investing change constantly, and no stock—even Apple—is immune to the Next Big Thing. ...
  53. Investors Can Do Better Than Taiwan Semiconductor

    March 20, 2012
    Taiwan Semiconductor will likely track the chip sector for better or worse.
  54. Will Warnings Derail The Chip Recovery?

    March 13, 2012
    Altera and Texas Instruments take down numbers one more time.
  55. Marvell Seems Cheap, But Long-Term Growth May Be A Concern

    February 28, 2012
    Marvell looks undervalued compared to many recovering chip stocks and the near-term outlook is good.
  56. PMC-Sierra May Have More Growth In Store

    February 9, 2012
    PMC-Sierra's guidance is a disappointment, but the recovery potential looks good.
  57. Everybody Loves Broadcom, And Maybe You Should Too

    February 1, 2012
    Broadcom is a well-loved growth stock that may actually still be too cheap.
  58. 11 Growth Stocks with Robust Charts

    January 30, 2012
    There are several categories of weak and strong stocks that market analyst John Boik features in his newsletter. He discusses ...
  59. ON Semiconductor Looking At Another Off Year

    January 4, 2012
    ON Semiconductor has a longer road back than most chip companies.
  60. The Top 4 Sectors (and Stocks) for 2012

    January 1, 2012
    While the first half of 2012 is shaping up nicely, the second half is a bit worrisome, writes Elliott Gue of Personal Finance. ...
  61. 2011 In Review - Semiconductors Get Chipped

    December 29, 2011
    Chips did poorly in 2011, but valuations may be ready to rebound.
  62. 2011 In Review - The Year In Growth Technology

    December 26, 2011
    Growth technology had a rough year in 2011.
  63. Research In Motion Sliding Toward The Cliff

    December 19, 2011
    RIMM is getting worse and running out of time.
  64. Altera And Texas Instruments - One Last Cut Before The Rebound?

    December 12, 2011
    A new round of warnings suggest a bottoming-out in the chip sector.
  65. Marvell Starting To Get Interesting

    November 23, 2011
    Marvell has some drawbacks, but the valuation more than accounts for this.
  66. Wall Street Isn't Buying Nvidia's Story

    November 16, 2011
    Nvidia is getting almost no credit for its diversification strategy.
  67. How to Trade the Smartphone Craze

    November 7, 2011
    Smartphone growth may struggle to maintain its torrid pace, but there are still several compelling stock plays in the sector, ...
  68. Cavium Should Be Bottoming Out

    November 1, 2011
    Cavium's going through a customer inventory transition, but the growth story should come back soon.
  69. 3 Recent IPOs Worth Tracking

    August 27, 2011
    Gennady Kupershteyn sees three IPOs with strong fundamentals that could have price potential ahead, and says growth leaders ...
  70. 4 Top Chip Buys

    August 20, 2011
    The correction has provided investors a great opportunity to buy some top-notch chip companies at bargain prices, observes ...
  71. New Hope At Broadcom

    August 2, 2011
    Broadcom's prospects look better than the valuation suggests.
  72. Is The Worst Of It Over For Texas Instruments?

    July 29, 2011
    Texas Instruments seems to have put in a bottom, but the amount of upside remains unclear.
  73. Tech Stocks Reaching Record Earnings

    July 25, 2011
    When it comes to some tech stocks, paying attention to what they're doing is more important than what others - or even they ...
  74. Is Tech Sending A Gloomy Message?

    July 11, 2011
    News from the tech sector suggests the economy is getting weaker.
  75. Marvell Bottoms Out

    May 31, 2011
    The worst may be over for Marvell Technologies.
  76. NVIDIA In Transition

    May 16, 2011
    NVDA is moving with dispatch to diversify, but valuation is a near-term roadblock.
  77. ON Semiconductor Getting Bigger And Better

    May 10, 2011
    ON Semiconductor is a rare combination of growth, value and potential.
  78. A Good Opportunity In Broadcom

    April 28, 2011
    Investors should not be scared off by weak guidance and should take advantage of BRCM's pullback.
  79. Cavium: An Antidote To Semi Malaise

    February 3, 2011
    Cavium is no bargain, but the growth plan is on target.
  80. Can Maxim Outgrow Its Cycle?

    January 25, 2011
    Maxim's growth looks stronger now, but investors should watch those lead times carefully.
  81. Verizon Finally Adds The iPhone

    January 14, 2011
    Verizon made the long-expected announcement that it will become a carrier for the iPhone. What will be the impact of this?
  82. ARM'ed And Dangerous

    January 12, 2011
    ARM got plenty of buzz at CES, but the stock was already richly priced.
  83. Index Funds: How Well Did They Do In 2010?

    January 7, 2011
    Many portfolio have index funds as their core holdings. Check out how well they performed in 2010.
  84. 2010: The Year In Chips

    December 29, 2010
    Can chip stocks extend the rally to a new peak in 2011?
  85. AT&T Ramps Up Its 4G Build Out

    December 23, 2010
    AT&T has agreed to purchase nearly $2 billion of wireless spectrum to expand capacity to its planned 4G network.
  86. Black Christmas For PC Chips?

    November 23, 2010
    Advancing tablet and phone technologies are topping Holiday wish lists. Find out if chip-makers can still profit amid increasing ...
  87. Smartphone Revolution: There's An ETF For That

    November 4, 2010
    As these devices continue to become the standard choice with regards mobile phones, companies all along the value chain will ...
  88. Looking Ahead To Four Chip Stock Earnings Reports

    October 8, 2010
    While these earnings reports don't give the whole story, they're a good indicator as to the direction in which the chip market ...
  89. Intel Buys Its Way Into Wireless

    August 31, 2010
    Intel announces a much-rumored deal to buy the #4 smartphone wireless chip provider.
  90. Can Apple Stay Fresh?

    May 26, 2010
    Amidst accusations of prudishness and an overbearing approach to partners, Apple just got a $400 price target. Is it due ...
  91. 5 Stocks From McDonald's Portfolio

    April 27, 2010
    Take a look inside the profit sharing and savings portfolio McDonald's runs for its employees.
  92. 4 Reasons To Buy Audiovox

    January 27, 2010
    If investors hope to meet their high expectations, micro caps will need to be part of the equation.
  93. Profiting From Wall Street's Cash Bundles

    December 9, 2009
    Companies are sitting on nearly $1.6 trillion in cash. Finding companies that will benefit from increased spending will bestow ...
  94. Are Chips Up For The Semis?

    October 6, 2009
    Despite still being in recovery mode, the semiconductor industry could be on the cusp of a new surge of growth.
  95. A Look Inside Intel's Recent Stock Run

    July 28, 2009
    Read about management expectations and future prospects of these technology stocks.
  96. Diversification Alone Is Not Enough

    April 9, 2009
    Opinions on the number of stocks for a diversified portfolio vary, but locking in low expenses leaves little room for disagreement.
  97. Economy's Down, But Some Dividends Are Up

    March 31, 2009
    Even in this trying economic climate, some companies are increasing their dividends. But, does this make them worthy of investment?
  98. An Ill Wind River

    September 3, 2008
    Disappointing quarterly guidance sent the stock down more than 10%, but there's a very interesting business at play here.
  99. The Big Money Is Back In Tech

    August 11, 2008
    Institutional dollars flowed into the PowerShares QQQQ Trust last week. Its top three holdings are technology stocks.
  100. Nokia Redistributes The Chips (NOK)

    August 16, 2007
    Three new companies are getting a chance to make chips for Nokia phones. Will this balance the game?
  101. Clearwire Shares Drop Post IPO (CLWR)

    April 19, 2007
    Clearwire went public to take advantage of the emerging WiMax standard of broadband wireless. Now it looks like the company ...
  102. Winners and Losers - October 2nd - 6th (MYOG, SWKS, DDSS)

    October 6, 2006
    A look at the winners and losers for the week of October 2nd.
  103. Eyeball To Eyeball

    July 10, 2006
    While Nokia and Qualcomm have been standing off, neither seems ready to back down.
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