1 Incredible Reason to Buy Qualcomm Stock Right Now

Qualcomm stock has declined 14% year-to-date, offering a 2.5% forward dividend yield with significant upside potential. The company is targeting $40 billion in non-handset revenue by 2029, including $15 billion from data center operations, while shifting its business model toward AI infrastructure. The dividend is well-covered with only 36% of free cash flow allocated to payouts, leaving substantial resources for growth initiatives.

08/02/2026, 4:05 AM • The Motley Fool

Here's Why Qualcomm Is Still Overlooked vs. Nvidia and Intel

Qualcomm is overlooked by Wall Street despite a strategic transition from mobile chips to a diversified edge-to-cloud infrastructure leader. While handset business weakness pressures near-term results, the company expects non-handset revenue to reach $40 billion by fiscal 2029, with data center revenue alone projected to hit $15 billion. Recent deals with Meta and decades of low-power computing expertise position Qualcomm competitively, yet the stock trades at modest valuations compared to peers.

07/26/2026, 1:15 PM • The Motley Fool

The Overlooked Infrastructure Play Quietly Winning the AI Boom

Taiwan Semiconductor Manufacturing (TSMC) is positioned as a major beneficiary of the AI infrastructure boom, with Q2 2026 revenue up 34% YoY and raised full-year guidance to over 40% growth. Despite underperforming the semiconductor sector this year (33% vs 68%), TSMC's strong earnings growth and reasonable 25x forward earnings valuation suggest potential 67% upside to $700 by 2028 as AI infrastructure spending accelerates.

07/23/2026, 9:23 AM • The Motley Fool

Will Micron Split Its Stock This Year?

Micron Technology's stock has pulled back 29% from its 52-week high despite strong financial performance, driven by investor rotation out of memory stocks. The article suggests a potential stock split could boost demand for shares currently trading around $900. Despite the recent decline, Micron remains an attractive investment given its stellar earnings growth (13x year-over-year), attractive valuation multiples (19x P/E, 5.5x forward P/E), and strong long-term demand from AI-driven memory shortages expected to persist beyond 2030.

07/21/2026, 12:23 PM • The Motley Fool

Ethernet Controller Market Size to Worth USD 25.44 Billion by 2035 | Research by SNS Insider

The global Ethernet Controller Market is projected to grow from USD 12.99 Billion in 2025 to USD 25.44 Billion by 2035, with a CAGR of 6.95%. Growth is driven by AI infrastructure, cloud computing, hyperscale data centers, and automotive Ethernet technologies. North America leads the market, while Asia Pacific is expected to witness the highest growth.

07/21/2026, 3:30 AM • GlobeNewswire

Humanoid Robots: The US-China Divide and Who Controls the Supply Chain — Latest Analysis on TrendForce's Substack

The global humanoid robot industry is transitioning from technology validation to commercial deployment, with the US and China pursuing divergent strategies. The US focuses on AI ecosystem development and intelligence capabilities, while China leverages its integrated supply chain for rapid product iteration and scale deployment. Competition will ultimately depend on which companies can build sustainable business models combining scale, data accumulation, and profitability.

07/20/2026, 5:00 AM • GlobeNewswire

Humanoide Roboter: Die Kluft zwischen den USA und China – wer kontrolliert die Lieferkette? Eine aktuelle Analyse auf dem TrendForce-Substack

The global humanoid robot industry is transitioning from technological validation to commercial deployment, with the US focusing on AI intelligence and advanced models while China emphasizes supply chain integration and rapid scaling. The competitive landscape is shifting toward controlling key components and building sustainable business models, with both regions pursuing distinct strategies that may allow multiple players to coexist rather than a single dominant winner.

07/20/2026, 5:00 AM • GlobeNewswire

Viasat demonstrates first integrated automotive satellite voice call capability with BMW Group

Viasat showcased the first automotive satellite voice call demonstration integrated into a BMW Group vehicle at the 5G Automotive Association Meeting in Munich. The technology, utilizing Qualcomm's Snapdragon Auto 5G Modem and Fraunhofer IIS NESC AI voice codec, enables voice and messaging connectivity via NB-IoT protocol over Viasat's L-band satellite network in areas with limited cellular coverage.

07/16/2026, 4:54 AM • GlobeNewswire

Industrial Semiconductor Market Size to Hit USD 329.73 Billion by 2035 | Research by SNS Insider

The global Industrial Semiconductor Market, valued at $98.35 billion in 2025, is expected to grow to $329.73 billion by 2035 at a CAGR of 12.86%. Growth is driven by AI-powered industrial automation, electric vehicles, smart manufacturing, and IoT technologies. Asia Pacific leads with 42% market share, while North America and Europe show strong growth trajectories.

07/14/2026, 4:44 AM • GlobeNewswire

Data Center Chip Market Size to Hit $56.80 Billion by 2035 | SNS Insider

The global data center chip market, valued at $22.50 billion in 2025, is expected to reach $56.80 billion by 2035, growing at a CAGR of 9.70%. Growth is driven by generative AI workload demand, hyperscaler capital expenditure commitments of $300 billion in 2025, and enterprise AI adoption. GPUs are expected to register the highest growth rate, while large hyperscale data centers dominate with 68.04% market share. North America leads globally with 35.73% market share, while Europe and Asia-Pacific show strong growth trajectories.

07/14/2026, 2:30 AM • GlobeNewswire

5 Stocks To 5X Your Money in 5 Years

The article presents five stock recommendations for investors with higher risk tolerance seeking potential multibagger returns over a 5-year period. The stocks mentioned include companies in AI semiconductors, advertising technology, and automation sectors.

07/14/2026, 1:28 AM • The Motley Fool

Applied Materials vs. Amkor Technology: Which Artificial Intelligence Stock Is a Better Buy in 2026?

The article compares two semiconductor industry leaders positioned to benefit from AI growth. Applied Materials manufactures chip-making equipment with strong margins (24.7%) but faces export control risks and higher valuation multiples. Amkor Technology provides assembly and testing services with lower valuation metrics but concentrated customer risk. The author recommends Amkor as the better value despite acknowledging both companies are ideal investments given their critical roles in the AI ecosystem.

07/13/2026, 8:04 AM • The Motley Fool

5 Unstoppable Semiconductor Stocks You Can Buy Now in July (2026)

Semiconductor stocks are experiencing strong growth driven by agentic AI proliferation. The article highlights five semiconductor companies as investment opportunities, with undervalued opportunities still available in the sector despite recent gains.

07/11/2026, 2:31 PM • The Motley Fool

Edge AI Semiconductor Market Size to Hit USD 151.30 Billion by 2035 | Research by SNS Insider

The global Edge AI Semiconductor Market was valued at $25.36 billion in 2025 and is projected to reach $151.30 billion by 2035, growing at a CAGR of 19.57%. Growth is driven by rising adoption of edge AI computing across consumer electronics, automotive, industrial IoT, and healthcare sectors. North America leads with 39% market share, while Asia Pacific is expected to experience the highest growth rate.

07/10/2026, 3:30 AM • GlobeNewswire

Power Line Communication Market Size to Worth USD 27.28 Billion by 2035 | SNS Insider

The global Power Line Communication (PLC) market, valued at USD 10.32 billion in 2025, is expected to grow to USD 27.28 billion by 2035 at a 10.23% CAGR. Growth is driven by smart grid modernization, digital utility infrastructure expansion, and increasing adoption of IoT-based smart homes and building automation. Asia Pacific leads with 34.60% market share, while North America remains significant due to advanced utility infrastructure and grid modernization efforts.

07/07/2026, 3:30 AM • GlobeNewswire