SNDK shares have swung sharply in recent weeks, but repeated strong rebounds and a Bank of America price target raise to $2,500 signal sustained buyer demand.
These two semiconductor titans have delivered terrific gains over the past year, and they can continue soaring thanks to the industry's secular growth.
Luke Lango breaks down the AI memory boom with Matt Weinschenk, including why this cycle differs from past ones, and the single signal that will tell him when it's time to get out.
After a 20%-plus drawdown, QCOM is pursuing $15 billion in data center revenue by fiscal 2029, backed by Meta and Microsoft deployments of its Dragonfly C1000 server CPU.
Qualcomm's new 2029 non-handset revenue target and blue-chip data center customers make this potentially the most important update in the company's history.
Check out the companies making headlines this week: Qualcomm (NASDAQ:QCOM): Wireless chipmaker Qualcomm (NASDAQ:QCOM) fell by 4.7% on Wednesday after a lever...
Qualcomm's Investor Day gave investors more than an AI data-center pitch. With Meta, Microsoft, two hyperscaler customers, and a $15 billion revenue target in view, the smartphone chipmaker now has a clearer roadmap to prove it can grow beyond smartphones.
It might be a bit uncomfortable to buy anything in this alarming market environment. The long-term values are out there, though, if you look hard enough.
