Qualcomm (QCOM) closed at $182.97 in the latest trading session, marking a -1.88% move from the prior day.

The chip trade is having one of those days where every bull's favorite narrative and every bear's favorite chart are both correct at the same time.

Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea's KOSPI index. During CNBC's Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors

The Pacer US Cash Cows 100 ETF (CBOE: COWZ) is having a solid 2026, up 6.4% year to date and 14.81% over the past year through July 6. Yet a fund built expressly to own America's biggest cash machines holds zero shares of Apple, arguably the most famous cash generator on the planet. That contradiction is... Up 14.81% in a Year, COWZ Proves You Don't Need Apple

The AI trade is off to a strong start this week, with several chip and memory stocks among the biggest gainers in the S&P 500 and Nasdaq on Monday.

Chips stocks such as Micron, Sandisk, and Intel have been outperforming yesterday's winners like Nvidia. One industry player, Qualcomm, is emerging as a leader in the on-device and agentic AI markets.

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

AI chip stocks have pulled back from recent highs. Some Wall Street analysts are saying buy the dip.

Investors turn away from chip stocks, Amazon airs semiconductor plans, and more

MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.