In this article QCOM Follow your favorite stocks CREATE FREE ACCOUNT Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19, 2025. Ann Wang | Reuters BARCELONA, Spain — Robotics will become a "larger opportunity" for Qualcomm within the next two years, CEO Cristiano Amon told CNBC, as the chip giant continues its foray into areas beyond the smartphone. In Janua...
In this article QCOM Follow your favorite stocks CREATE FREE ACCOUNT Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19, 2025. Ann Wang | Reuters BARCELONA, Spain — Robotics will become a "larger opportunity" for Qualcomm within the next two years, CEO Cristiano Amon told CNBC, as the chip giant continues its foray into areas beyond the smartphone. In January, Qualcomm launched a robotics processor under the Dragonwing brand name, as it looks to create a chipset that can work on multiple robotics platforms. It's a similar approach the company has taken to smartphones, where its Snapdragon processors have become a key chip used by electronics companies. "I think robotics will start to get scale within the next two years," Amon told CNBC on Monday, in response to a question about when robotics becomes a material business for Qualcomm. "I think it's going to become like a larger opportunity within two years," he added during the interview at the Mobile World Congress in Barcelona, Spain. There are lots of different types of robots, from those focused on industrial applications such as robotic arms, through to humanoid robots, the type Tesla and a plethora of Chinese companies are developing . There are various forecasts for the size of the robotics market. McKinsey projects the market for general-purpose robots could reach $370 billion by 2040, while analysts at RBC Capital Markets have forecast a global total addressable market for humanoids of $9 trillion by 2050. Robots need processors and a lot of difficult engineering to move. But the increased bullishness around robotics has also come due to advances in AI models. These models are designed to power the robot so it can understand the world around it and act accordingly. Robots are often spoken about in a category called physical AI. "People have said just robotics alone could be a trillion-dollar opportunity in terms of market size ... the reality is, we see now, because of...
It is a journey that Michael Carrick won't forget. The Geordie had been driving up to the North East back in January when he was offered the Manchester United job until the end of the season. Yet Carrick was not about to hog the limelight as he attended a family event alongside, among others, close friend Chris Hood. "It doesn't shock me, but nothing was mentioned," Hood said. "Not one of us knew ...
It is a journey that Michael Carrick won't forget. The Geordie had been driving up to the North East back in January when he was offered the Manchester United job until the end of the season. Yet Carrick was not about to hog the limelight as he attended a family event alongside, among others, close friend Chris Hood. "It doesn't shock me, but nothing was mentioned," Hood said. "Not one of us knew even though it was bandied around and there were plenty of people around him who were thinking: 'Will it be him?' "But Michael was there for his family and to see his friends. He was there to make the most of that precious time." Such time is now in short supply, of course. Carrick is very much a Manchester United man as he prepares to take his side to St James' Park for the first time as a manager on Wednesday night. But the boyhood Newcastle United supporter has not forgotten his roots. "He understands he is what he is because of what made him," Hood said.
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Nvidia announced $2 billion investments each in Coherent and Lumentum to secure advanced optics for next generation AI data centers and "AI factories." The company also unveiled new partnerships and pilot deployments for AI powered radio access networks with Nokia, LITEON, SynaXG and ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Nvidia announced $2 billion investments each in Coherent and Lumentum to secure advanced optics for next generation AI data centers and "AI factories." The company also unveiled new partnerships and pilot deployments for AI powered radio access networks with Nokia, LITEON, SynaXG and others. Together, these moves expand Nvidia's role beyond chips into optical components and telecom infrastructure for future AI centric networks. Nvidia, ticker NasdaqGS:NVDA, is moving further into the plumbing of AI infrastructure with these optics and telecom related moves while its shares trade around $182.48. The stock has seen very large multi year gains, including a 57.4% return over the past year, which means many investors already have meaningful exposure baked into their portfolios. For you, the key question is whether Nvidia's push into optical technology and AI RAN changes how you think about its long term business mix and risk profile. These steps indicate management is aiming to tie the company more tightly to the build out of large scale AI data centers and future 5G and 6G networks, not just the GPUs that power them. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at Mar 2026 4 things going right for NVIDIA that this headline doesn't cover. Nvidia’s move to commit $2 billion each to Coherent and Lumentum, plus deepening AI-RAN partnerships with Nokia, LITEON and SynaXG, pushes it further into the core components of AI data centers and telecom networks. Instead of only selling GPUs into someone else’s stack, Nvidia is tying its roadmap directly to key optical suppliers and radio-access partners. For you, that means more of Nvidia’s future may track the health of network spending cycles...
Although there have been considerable efforts in the past five years to improve women's safety, including cross-government strategies and dozens of recommendations put forward by part one and two of the Angiolini Inquiry, the consensus among all the women interviewed was that the situation regarding their safety in public was the same, or for some, even worse.
Although there have been considerable efforts in the past five years to improve women's safety, including cross-government strategies and dozens of recommendations put forward by part one and two of the Angiolini Inquiry, the consensus among all the women interviewed was that the situation regarding their safety in public was the same, or for some, even worse.
Our Discounted Cash Flow (DCF) analysis suggests Meta Platforms is undervalued by 42.6%. Track this in your watchlist or portfolio , or discover 45 more high quality undervalued stocks . After discounting each of those expected cash flows back to today, the model arrives at an estimated intrinsic value of about $1,137.75 per share. Compared with the recent share price of $653.56, this implies a 42...
Our Discounted Cash Flow (DCF) analysis suggests Meta Platforms is undervalued by 42.6%. Track this in your watchlist or portfolio , or discover 45 more high quality undervalued stocks . After discounting each of those expected cash flows back to today, the model arrives at an estimated intrinsic value of about $1,137.75 per share. Compared with the recent share price of $653.56, this implies a 42.6% discount, which indicates the shares are trading below this DCF estimate. For Meta Platforms, the model uses a 2 Stage Free Cash Flow to Equity approach, based on cash flow projections in US$. The latest twelve month free cash flow is reported at about $61.98b. Analysts provide detailed estimates out to 2030, with projected free cash flow of $119.49b in that year, and Simply Wall St extends those projections further using its own growth assumptions to complete the 10 year path. A Discounted Cash Flow, or DCF, model estimates what a company might be worth today by projecting its future cash flows and then discounting those cash flows back to a present value. On our simple six point valuation checklist, Meta Platforms scores a 5 out of 6 . Next we look at what different valuation approaches are signaling today, before finishing with a broader framework that can help you make sense of those numbers in a more complete way. Recent headlines have continued to focus on Meta Platforms' push in areas like artificial intelligence tools across its apps and long term spending on its metaverse ambitions. Both of these shape how investors think about future cash flows and risk. At the same time, ongoing discussion around regulation and content moderation keeps attention on potential costs and business constraints, which can also feed into how the market prices the stock. The stock last closed at US$653.56, with returns of 2.6% over 7 days, an 8.8% decline over 30 days, 0.5% year to date, 0.1% over 1 year and a very large gain of 255.9% over 3 years and 157.8% over 5 years. If you are...
Iuliia Antonova/iStock via Getty Images By Warren Patterson , Head of Commodities Strategy | Ewa Manthey , Commodities Strategist Energy - Duration of disruptions key for energy markets The oil market pared some of its initial gains yesterday, with Brent settling 7.26% higher on the day after initially trading as much as 13.6% higher. The market continues to digest the risk of escalation in the Mi...
Iuliia Antonova/iStock via Getty Images By Warren Patterson , Head of Commodities Strategy | Ewa Manthey , Commodities Strategist Energy - Duration of disruptions key for energy markets The oil market pared some of its initial gains yesterday, with Brent settling 7.26% higher on the day after initially trading as much as 13.6% higher. The market continues to digest the risk of escalation in the Middle East. While there are concerns about oil flows through the Strait of Hormuz, a greater risk to the market would be Iran targeting additional energy infrastructure in the region. This could lead to more prolonged outages. Oil price movements have been fairly modest, given the amount of supply at risk and uncertainty about how long disruptions could persist. Part of the explanation: the market had already been pricing in a fairly large risk premium in the lead-up to these attacks. Also, the market appears to be pricing in a relatively short-lived disruption to oil flows through the Strait of Hormuz, which the large surplus markets expect this year should be able to absorb. Clearly, supply disruptions leave significant tightness in the prompt market, as reflected in timespreads. The 12-month ICE Brent is surging from less than US$5/bbl to a little over US$9.50/bbl backwardation. The May/Jun spread surged towards a US$1.60/bbl backwardation. Secretary of State Marco Rubio said that the US will announce plans on Tuesday to mitigate higher energy costs. At the same time, though, there have been reports that the US has no immediate plan to release oil from its strategic petroleum reserve. The longer the Middle East disruptions last, the more likely we are to see coordinated emergency releases from several countries. The middle distillate market saw significant strength. The ICE gasoil market settled almost 18% higher yesterday, while the gasoil crack surged above $36/bbl. At risk is 6m b/d of refined product flows through the Strait of Hormuz. Disruptions in crude oil flows a...
Micron Technology (MU) has officially inaugurated its high-tech semiconductor assembly and test facility in Sanand, Gujarat, marking a watershed moment for India’s burgeoning electronics manufacturing sector. The ISO 9001:2015-certified site has transitioned from construction to active commercial production, signaling the arrival of large-scale semiconductor backend operations in the South Asian n...
Micron Technology (MU) has officially inaugurated its high-tech semiconductor assembly and test facility in Sanand, Gujarat, marking a watershed moment for India’s burgeoning electronics manufacturing sector. The ISO 9001:2015-certified site has transitioned from construction to active commercial production, signaling the arrival of large-scale semiconductor backend operations in the South Asian nation. Investment and Infrastructure Scale The project represents a massive collaborative financial commitment, totaling approximately $2.75 billion. This investment is a joint effort between Micron and its various government partners, supported by the Indian central government’s Modified Assembly, Testing, Marking, and Packaging (ATMP) scheme. The physical scale of the Sanand plant is equally impressive. Once the first phase reaches full operational capacity, the facility will boast over 500,000 square feet of cleanroom space. Remarkably, this makes it one of the largest single-floor assembly and test cleanrooms in the world. This infrastructure is designed to process advanced DRAM and NAND wafers—sourced from Micron’s extensive global manufacturing network—and transform them into finished, market-ready memory and storage solutions. Powering the AI Revolution The timing of the opening is strategic. As the global demand for memory and storage products continues to skyrocket, largely catalyzed by the rapid expansion of Artificial Intelligence (AI) and high-performance computing, the Sanand facility will serve as a critical node in Micron’s global supply chain. To mark the ceremonial start of operations, Micron delivered its first shipment of India-made memory modules to Dell Technologies (DELL). These components are destined for laptops manufactured within India, specifically for the domestic market, highlighting a localized “closed-loop” manufacturing success story. Production Roadmap and Economic Impact Micron has set ambitious scaling targets for the new site: 2026: Expec...
Justin Paget/DigitalVision via Getty Images Investment overview I wrote about Amrize AG ( AMRZ ) previously with a buy rating, as the underlying demand drivers remain intact and the developments (cost savings initiatives working and new capacity) make the story much more attractive. I believe the equity story has improved. Commercial demand is showing up more clearly, especially in data centers an...
Justin Paget/DigitalVision via Getty Images Investment overview I wrote about Amrize AG ( AMRZ ) previously with a buy rating, as the underlying demand drivers remain intact and the developments (cost savings initiatives working and new capacity) make the story much more attractive. I believe the equity story has improved. Commercial demand is showing up more clearly, especially in data centers and other project-driven work. At the same time, ASPIRE is already delivering savings, and new capacity is starting to come online. I reiterate a buy rating. 4Q25 earnings AMRZ reported Q4 2025 revenue of ~$2.84 billion, down 0.4% y/y. That may not look exciting on the surface, but the mix tells a different story. Building Materials revenue was $2.16 billion, up 3.9%, while Building Envelope revenue was $678 million, down 11.8%. Clearly, Building Materials did better. Cement volumes were up 3.6%, and aggregates volumes were also up 3%. Pricing-wise, aggregate pricing on a freight-adjusted constant-currency basis went up 3.8%, while cement pricing fell 0.8%. Building Envelope was the weaker segment here. Revenue fell 11.8%, and management said softer residential roofing demand was the main reason. That said, it was not weak across every line item. Commercial re-roofing revenue was up, and management said commercial new construction tied to data centers remained robust. It also pointed to early recovery in warehousing, distribution, and logistics. Margins and profits followed the same pattern. Building Materials adj. EBITDA was $705 million, up 4.9% y/y, and adj. EBITDA margin improved 60 bps to 32.6%. Building Envelope adj. EBITDA was $130 million, down 23.5%, with the decline driven by softer residential roofing demand and an $8 million increase in warranty provisions, partly offset by better commercial roofing margins from repair and refurbishment work. At the consolidated level, adj. EBITDA was $779 million, down 1.5% year over year. Commercial demand now showing up in the ...
Intel Corporation INTC has gained 100.6% over the past year compared with the industry’s growth of 51.6%. It has outperformed compared to the Zacks Computer & Technology sector and the S&P 500. Image Source: Zacks Investment Research The company has outperformed its peer, NVIDIA Corporation NVDA, but underperformed Advanced Micro Devices AMD. AMD has surged 103.8%, while NVIDIA has gained 55.3% du...
Intel Corporation INTC has gained 100.6% over the past year compared with the industry’s growth of 51.6%. It has outperformed compared to the Zacks Computer & Technology sector and the S&P 500. Image Source: Zacks Investment Research The company has outperformed its peer, NVIDIA Corporation NVDA, but underperformed Advanced Micro Devices AMD. AMD has surged 103.8%, while NVIDIA has gained 55.3% during this period. INTC Gains from AI-Related Demand, Product Innovation Intel is benefiting from solid demand in the Data Center and AI group. The company reported the fastest sequential growth in the data center business this quarter. It reported revenues of $4.7 billion, up 15% sequentially, with an operating margin of 26.4%. The growth is primarily driven by Xeon server CPUs, which are Granite Rapids, Emerald Rapids and Sapphire Rapids. Per a report from Grand View Research, the AI infrastructure market was valued at $223.45 billion in 2024 and is expected to witness a compound annual growth rate of 30.4% by 2030. Intel, with its robust portfolio, is expected to gain from this market trend. AI clusters require massive interconnect bandwidth. High networking demand in the AI buildouts is driving growth in the custom Application-Specific Integrated Circuit (ASIC) business. The company is gaining solid traction in the hyperscaler business. Its ASIC business grew more than 50% in 2025, 26% sequentially and reached an annualized revenue run rate greater than $1 billion in the fourth quarter. Diversification beyond the Xeon business is a positive. Its Client Computing Group is also benefiting from healthy traction in the AI pc market. AI PC shipments grew 16% year over year in the fourth quarter. Intel AI chips are now powering more than 200 notebook designs. The AI PC market is expected to grow substantially in the upcoming quarters, backed by rapid digital transformation initiatives across sectors. Intel’s leading-edge Core Ultra Series 3 processors are expected to gain from...
arlutz73/iStock Editorial via Getty Images Shares of Lincoln National ( LNC ) have been a poor performer over the past year, losing about 9% of their value. While the company has made tremendous progress in turning around results, optimism in its own turnaround has been overwhelmed by fears around private credit losses. I last covered Lincoln in November when I upgraded the stock to a “ B uy.” Whi...
arlutz73/iStock Editorial via Getty Images Shares of Lincoln National ( LNC ) have been a poor performer over the past year, losing about 9% of their value. While the company has made tremendous progress in turning around results, optimism in its own turnaround has been overwhelmed by fears around private credit losses. I last covered Lincoln in November when I upgraded the stock to a “ B uy.” While shares initially rallied, private credit fears have reversed this, leaving shares 16% lower, a very disappointing performance. With updated financials and growing credit fears, now is a good time to revisit LNC. I view the pullback as an opportunity. Seeking Alpha Private credit fears have dominated the landscape so far in 2026, so it is worth starting there when looking at Lincoln. First, last year, the company reached a deal to sell a 9.9% stake to Bain Capital, and as part of this agreement , Bain will manage a $20 billion portion of its investment account. This allocation is primarily focused on private credit and alternatives. Lincoln, in part, reached this agreement because its stand-alone private credit origination capacity was comparatively weak, and enhancing yields is essential to compete in the RILA (registered index-linked annuity) market against PE-backed firms. The fact there is now so much fear about potential losses in private asset classes should make the fact that LNC has less exposure a positive attribute. In fact, now may be an ideal time to grow exposure to the segment as lenders are positioned to demand much better terms than just 12 months ago, which should be a positive for its growing commitment to Bain. However, this sell-off on credit loss fears has been fairly indiscriminate, leaving LNC vulnerable to a downdraft. Beyond this, its portfolio is very high-quality, and 97% of its portfolio is investment grade. During the quarter, Lincoln deployed new funds at 5.3%, 65bps above its portfolio yield. I expect new investments to remain accretive to b...