Intel vs. SK Hynix: Which Technology Stock Is a Better Buy?

SK Hynix is recommended as the better investment choice over Intel for the near term. SK Hynix benefits from surging AI memory demand with record revenue growth of 46.8% and a 44.2% net margin, while Intel faces execution risks in its foundry transition, weaker PC demand, and missed guidance expectations. SK Hynix trades at a significantly lower valuation multiple (3x forward P/E vs. Intel's 33.3x).

11/10/2026, 10:00 PM • The Motley Fool

Prediction: This Underrated Semiconductor Stock Will Jump 187% in 3 Years

Qualcomm stock has underperformed in 2026 due to declining smartphone sales, but the article argues patient investors should consider buying for long-term gains. The company's diversification into automotive and AI data center markets is expected to drive significant earnings growth, with projections showing the stock could reach $491 (187% gain) by fiscal 2029 if it trades at 30x earnings multiple.

11/10/2026, 3:54 PM • The Motley Fool

Qualcomm vs. Western Digital: Which Tech Stock Is a Better Buy for 2027?

The article compares Qualcomm and Western Digital as infrastructure-focused tech stocks for 2027. Qualcomm dominates mobile chipsets with a 31.6% net margin but faces customer concentration risk with Apple and Samsung. Western Digital benefits from cloud storage demand with an exceptional 72.9% net margin but is heavily dependent on three major cloud customers. The author recommends Qualcomm over Western Digital, citing concerns that data storage markets are cyclical and currently trading at inflated valuations driven by AI hype.

11/10/2026, 8:24 AM • The Motley Fool

Arm and Qualcomm Lead Mobile Chip Design. 1 Stock Is the Better Buy.

Qualcomm and Arm Holdings, leaders in mobile chip design, both saw their stock prices plummet 14% following earnings reports on November 4. Qualcomm missed earnings estimates while Arm provided a weaker-than-expected outlook. Despite Arm's superior market position and growth prospects, its valuation at 220x P/E is too expensive. Qualcomm trades cheaper at 19x earnings but faces margin pressures. The author recommends waiting for better valuations before buying either stock.

11/09/2026, 4:32 AM • The Motley Fool

Why Qualcomm Stock Fell 9% Despite Beating Earnings Estimates

Qualcomm's stock fell nearly 10% despite beating Q4 earnings estimates, as investors worried about the company's future growth prospects. The chipmaker's core handset business revenue plummeted 26% to $5.1 billion, and weak guidance for Q1 disappointed the market. While management projects a shift toward data center chips with 60% growth expected, analysts express skepticism about the company's ability to successfully execute this transition amid uncertain AI demand.

11/08/2026, 10:14 AM • The Motley Fool

Why Is Qualcomm Stock Falling, and is it a Buying Opportunity?

Qualcomm stock is experiencing downward pressure due to headwinds in the smartphone industry, with phone chip sales dropping 26%. The article examines whether this decline presents a buying opportunity for investors.

11/08/2026, 6:20 AM • The Motley Fool

These 4 Stocks Are Tied to the Smartphone in Your Pocket

The article analyzes four companies profiting from smartphones: Apple, Qualcomm, Corning, and Arm Holdings. Apple's iPhone revenue grew 17% year-over-year, but growth is slowing and margins are pressured by rising memory costs. Qualcomm's handset chip revenue fell 26% and is expected to decline further as Apple develops its own modems. Corning's phone glass business is smaller than its optical communications segment, which is growing rapidly. Arm's smartphone royalties declined as memory prices impacted the market. Of the four, only Apple reported growing phone sales, making it the author's preferred choice despite its premium valuation.

11/07/2026, 4:53 AM • The Motley Fool

SpaceX Delivered Fantastic News for Qualcomm Stock Investors

SpaceX and Qualcomm have agreed to work together in a partnership. The article suggests this collaboration represents positive news for Qualcomm investors, though specific details of the partnership are not elaborated in the provided content.

11/06/2026, 7:30 AM • The Motley Fool

Why SpaceX Stock Is Still Going Down

SpaceX stock (SPCX) fell 7.5% following Democratic victories in midterm elections, as investors worry new regulations on data centers and AI could threaten a significant portion of the company's business. However, the analyst suggests that stricter Earth-based data center regulations could actually benefit SpaceX's space-based data center solution.

11/05/2026, 11:43 AM • The Motley Fool

SpaceX Just Picked Qualcomm for Its Own 5G Network. I Still See the Stock as a Hold.

SpaceX selected Qualcomm to supply base-station chips and software for Starlink Mobile's nationwide 5G network, with tens of thousands of cell sites planned to launch in 2027. Despite this progress toward becoming a U.S. wireless carrier, analyst Daniel Sparks maintains a hold rating on SpaceX stock, noting that while the deal makes the carrier plan more concrete, it likely adds little revenue impact before 2028 and the current valuation already assumes years of fast growth.

11/04/2026, 11:41 PM • The Motley Fool

Global AI Accelerator Market - 2026 Edition: Size, Share, Trends, and Forecast to 2030 | Market to Reach US$443 Billion as Generative AI and Edge Inference Scale

The global AI accelerator market is valued at US$151.0B in 2025 and is forecast to reach US$443.0B by 2030, representing a 24% CAGR. Growth is driven by generative AI adoption, large language model deployment, and hyperscaler investments. North America leads with 48% market share, while Asia Pacific is the fastest-growing region at 30.4% CAGR. GPUs dominate with 58% market share, while NPUs are expected to grow fastest at 32% CAGR. Data-center accelerators lead at 55% share, with edge accelerators growing at 29% CAGR.

11/04/2026, 10:00 AM • GlobeNewswire

Should You Buy Qualcomm Stock Before Its Nov. 4 Report?

Qualcomm shares dropped 11% on Oct. 30 amid a broader semiconductor sell-off. The chipmaker faces headwinds from declining handset chip revenue (down 20% YoY in June quarter) and reduced Apple business, but has promising custom data center chip deals expected to generate revenue starting in the December quarter. Analyst suggests waiting for actual December quarter sales data before buying, as the stock currently trades at reasonable valuations but data center success remains unproven.

11/03/2026, 5:52 PM • The Motley Fool

Dell Technologies vs. Intel: Which Technology Stock Is a Better Buy for 2027?

Dell Technologies and Intel represent two different paths in the hardware market. Dell demonstrates strong revenue growth (18.8% YoY) and significant free cash flow generation ($8.6B), with projections of $171.3B in sales and $11B+ in net income for fiscal 2027, driven by AI server demand. Intel is undergoing a historic transformation focused on its foundry business but faces net losses and negative free cash flow (-$4.9B), though it's pursuing strategic partnerships with SpaceX, Tesla, Nvidia, and Google. Dell is recommended as the better buy for 2027 due to superior valuation metrics and near-term profitability growth.

11/02/2026, 2:30 PM • The Motley Fool

Apple Joins Nvidia in the $5 Trillion Club. Here's Which Stock I Think Can Get to $10 Trillion First.

Apple recently joined Nvidia in reaching a $5 trillion market cap. The article argues Apple is more likely to reach $10 trillion first due to its loyal consumer base and lifestyle brand positioning, while Nvidia faces headwinds from increased AI competition and heavy dependence on data center revenue (90% of sales).

10/24/2026, 1:17 PM • The Motley Fool

As the U.S. Pulls Chip Making Back Home, the Toolmakers Win First

As the U.S. invests billions in domestic chip manufacturing, equipment suppliers ASML and Applied Materials are positioned to benefit first, followed by fab operators like TSMC, Intel, and Micron. The supply chain hierarchy means toolmakers get paid before factories reach full production, though each company faces distinct challenges including geopolitical risks, execution hurdles, and market cyclicality.

10/23/2026, 11:45 AM • The Motley Fool