Qualcomm Inc. (NASDAQ:QCOM) fell in Tuesday’s premarket trading. The broader market also weakened. Nasdaq futures slipped 0.20%. S&P 500 futures shed 0.30%. Export Rule Fears Drag Chip Stocks Lower Semiconductor stocks came under pressure last Friday. Reports emerged that the White House is planning stricter rules for foreign buyers purchasing large quantities of U.S. chips. The news triggered a b...
Qualcomm Inc. (NASDAQ:QCOM) fell in Tuesday’s premarket trading. The broader market also weakened. Nasdaq futures slipped 0.20%. S&P 500 futures shed 0.30%. Export Rule Fears Drag Chip Stocks Lower Semiconductor stocks came under pressure last Friday. Reports emerged that the White House is planning stricter rules for foreign buyers purchasing large quantities of U.S. chips. The news triggered a broad selloff across growth-oriented tech stocks, including chipmakers, according to Benzinga Pro. Qualcomm, as a major chip supplier with significant overseas revenue, sits squarely in the crosshairs of any tightening export policy. Memory Crunch Adds To Qualcomm Headwinds Negative sentiment around QCOM also stems from a supply warning the company flagged recently. Qualcomm warned that booming AI data center memory demand is diverting supply away from consumer electronics. That shift is intensifying an already tight memory market and deepening shortages for device-focused chipmakers like Qualcomm. Technical Analysis Over the past year, Qualcomm has seen a decline of 10.89% in its stock value. Currently, the stock is trading 4.7% below its 20-day simple moving average (SMA) and 17.7% below its 100-day SMA, indicating a bearish trend in the short to medium term. The stock’s position near its 52-week low of $120.80, compared to a high of $205.95, suggests that it is closer to its lower valuation range within the past year. The Relative Strength Index (RSI) for Qualcomm stands at 39.01, which is considered neutral, indicating that the stock is neither overbought nor oversold. Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the Apr. 29, earnings report. EPS Estimate : $2.30 (Down from $2.85 YoY) : $2.30 (Down from $2.85 YoY) Revenue Estimate : $10.57 Billion (Down from $10.84 Billion YoY) : $10.57 Billion (Down from $10.84 Billion YoY) Valuation: P/E of 27.8x (Indicates premium valuation) The stock carries a Buy Rating with an a...
Adobe announced on Tuesday that its AI assistant for Photoshop is becoming available to users in beta on the web and in the mobile apps. The company is also adding new AI-powered image editing capabilities to Firefly, its tool for media generation and editing. The creative tooling company first announced an AI assistant for Photoshop during its MAX event in October. The feature, now rolling out to...
Adobe announced on Tuesday that its AI assistant for Photoshop is becoming available to users in beta on the web and in the mobile apps. The company is also adding new AI-powered image editing capabilities to Firefly, its tool for media generation and editing. The creative tooling company first announced an AI assistant for Photoshop during its MAX event in October. The feature, now rolling out to users, can help them remove objects or people from images, change colors, or adjust lighting through prompts. Users can also use natural language to instruct the AI assistant to add soft glow, crop in a specific format, enhance shadows, or transform the background to give a different look to your image. Adobe said that paid users of Photoshop will be able to create unlimited generations with the AI assistant through April 9, and free users will get 20 generations to start with. In addition, the company is adding a new feature called AI markup in public beta, which lets people draw markers on the screen and use the AI assistant to transform those objects. For instance, you can draw a flower or mark an object to remove to modify the background. Image Credit: Adobe What’s more, Adobe is adding new image editing tools to its Firefly media creation tool. Firefly is getting Generative Fill, which has been present in Photoshop for a few years now, for replacing or adding objects and modifying the background accordingly. Firefly is also gaining a generative remove feature for object removal, generative expand for increasing an image size using AI, and generative upscale features. What’s more, the company is adding a one-click tool to remove the background from images. Loading the player… The company said in February that it is allowing unlimited generations for Firefly subscribers to encourage increased usage. Over time, it has also added more than 25 third-party video and image generation models, including Google’s Nano Banana 2, OpenAI’s Image Generation, Runway’s Gen-4.5, and B...
Big Tree Cloud Holdings Limited ( DSY ) on Tuesday said it has received a written compliance notification from Nasdaq, informing the company that it has regained compliance with the minimum bid requirement price of $1.00 per share. On November 18, 2025, the company was notified by Nasdaq that it was not in compliance with the Minimum Bid Price Requirement, as the closing bid price of the company's...
Big Tree Cloud Holdings Limited ( DSY ) on Tuesday said it has received a written compliance notification from Nasdaq, informing the company that it has regained compliance with the minimum bid requirement price of $1.00 per share. On November 18, 2025, the company was notified by Nasdaq that it was not in compliance with the Minimum Bid Price Requirement, as the closing bid price of the company's ordinary shares was below $1.00 per share for 30 consecutive business days. The company was provided with a compliance period of 180 calendar days, or until May 18, 2026, to regain compliance. Nasdaq has determined that the closing bid price of the company's ordinary shares has been at or above $1.00 per share for the last 10 consecutive business days, from February 23, 2026 to March 6, 2026. Accordingly, Nasdaq has confirmed that the company has regained compliance with the Minimum Bid Price Requirement. Source: Press Release More on Big Tree Cloud Holdings Limited Seeking Alpha’s Quant Rating on Big Tree Cloud Holdings Limited Financial information for Big Tree Cloud Holdings Limited
Equinix ( EQIX ) Tuesday named Olivier Leonetti as CFO, succeeding Keith Taylor, effective March 16. Leonetti most recently served as CFO of Eaton ( ETN ). Before Eaton, he was CFO of Johnson Controls. Equinix ( EQIX ) announced last year Taylor is retiring in 2026 following a distinguished 27-year career with the company. More on Equinix Equinix, Inc. (EQIX) Presents at Morgan Stanley Technology,...
Equinix ( EQIX ) Tuesday named Olivier Leonetti as CFO, succeeding Keith Taylor, effective March 16. Leonetti most recently served as CFO of Eaton ( ETN ). Before Eaton, he was CFO of Johnson Controls. Equinix ( EQIX ) announced last year Taylor is retiring in 2026 following a distinguished 27-year career with the company. More on Equinix Equinix, Inc. (EQIX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Equinix, Inc. (EQIX) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Equinix, Inc. (EQIX) Presents at Citi's Miami Global Property CEO Conference 2026 - Slideshow Key deals this week: KORE, TopBuild, Equinix, PayPal and more Equinix, CPP Investments to buy atNorth for $4B
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of ...
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of other major semiconductor players, including STMicroelectronics STM, Intel Corporation INTC and Texas Instruments, Inc. TXN. In the trailing three months, shares of STMicroelectronics, Intel and Texas Instruments have risen 27.8%, 15.3% and 7.8%, respectively. Micron Technology Three-Month Price Return Performance Zacks Investment Research Image Source: Zacks Investment Research Micron Technology has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its memory chips. As the demand for memory solutions supporting AI and high-performance computing (HPC) is likely to remain strong, MU is well-positioned to capitalize on this opportunity. This makes the stock a more attractive investment option at present. Micron’s Strong Financial Performance Despite ongoing macroeconomic challenges, geopolitical issues, and trade and tariff wars, Micron Technology’s financials remain rock solid. The memory chip maker kicked off fiscal 2026 on a strong note by reporting overwhelming first-quarter results. In the first quarter, revenues jumped 57% year over year to $13.64 billion, while non-GAAP earnings per share (EPS) rose 167% to $4.78. The top and bottom lines surpassed the Zacks Consensus Estimate by 7.26% and 22.25%, respectively. Micron Technology reported a non-GAAP gross margin of 56.8%, a robust improvement from 39.5% in the year-ago quarter. Non-GAAP operating income increased to $6.42 billion from $2.39 billion in the year-ago quarter. Non-GAAP operating margin expanded to 47% from 27.5%, reflecting the company’s ability to convert s...
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of ...
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of other major semiconductor players, including STMicroelectronics STM, Intel Corporation INTC and Texas Instruments, Inc. TXN. In the trailing three months, shares of STMicroelectronics, Intel and Texas Instruments have risen 27.8%, 15.3% and 7.8%, respectively. Micron Technology Three-Month Price Return Performance Zacks Investment Research Image Source: Zacks Investment Research Micron Technology has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its memory chips. As the demand for memory solutions supporting AI and high-performance computing (HPC) is likely to remain strong, MU is well-positioned to capitalize on this opportunity. This makes the stock a more attractive investment option at present. Micron’s Strong Financial Performance Despite ongoing macroeconomic challenges, geopolitical issues, and trade and tariff wars, Micron Technology’s financials remain rock solid. The memory chip maker kicked off fiscal 2026 on a strong note by reporting overwhelming first-quarter results. In the first quarter, revenues jumped 57% year over year to $13.64 billion, while non-GAAP earnings per share (EPS) rose 167% to $4.78. The top and bottom lines surpassed the Zacks Consensus Estimate by 7.26% and 22.25%, respectively. Micron Technology reported a non-GAAP gross margin of 56.8%, a robust improvement from 39.5% in the year-ago quarter. Non-GAAP operating income increased to $6.42 billion from $2.39 billion in the year-ago quarter. Non-GAAP operating margin expanded to 47% from 27.5%, reflecting the company’s ability to convert s...
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of ...
Micron Technology, Inc. MU is among the best-performing technology stocks in the broader equity market amid ongoing macroeconomic challenges and geopolitical tensions. MU stock has delivered a robust 50.6% gain over the past three months. This performance easily beats the broader Zacks Computer and Technology sector, which declined 6.1% in the same period. The stock has also outpaced the gains of other major semiconductor players, including STMicroelectronics STM, Intel Corporation INTC and Texas Instruments, Inc. TXN. In the trailing three months, shares of STMicroelectronics, Intel and Texas Instruments have risen 27.8%, 15.3% and 7.8%, respectively. Micron Technology Three-Month Price Return Performance Micron Technology has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its memory chips. As the demand for memory solutions supporting AI and high-performance computing (HPC) is likely to remain strong, MU is well-positioned to capitalize on this opportunity. This makes the stock a more attractive investment option at present. Micron’s Strong Financial Performance Despite ongoing macroeconomic challenges, geopolitical issues, and trade and tariff wars, Micron Technology’s financials remain rock solid. The memory chip maker kicked off fiscal 2026 on a strong note by reporting overwhelming first-quarter results. In the first quarter, revenues jumped 57% year over year to $13.64 billion, while non-GAAP earnings per share (EPS) rose 167% to $4.78. The top and bottom lines surpassed the Zacks Consensus Estimate by 7.26% and 22.25%, respectively. Micron Technology reported a non-GAAP gross margin of 56.8%, a robust improvement from 39.5% in the year-ago quarter. Non-GAAP operating income increased to $6.42 billion from $2.39 billion in the year-ago quarter. Non-GAAP operating margin expanded to 47% from 27.5%, reflecting the company’s ability to convert strong revenue growth into bottom-line gains. Micron Technology, In...
March 10 (Reuters) - AI startup Thinking Machines Lab said on Tuesday it has struck a multi-year partnership with Nvidia that will see it receive a significant investment and procure at least one gigawatt of the chipmaker's next-generation processors. Financial terms of the deal were not disclosed. Under the agreement, Thinking Machines - founded last year by former OpenAI Chief Technology Offi...
March 10 (Reuters) - AI startup Thinking Machines Lab said on Tuesday it has struck a multi-year partnership with Nvidia that will see it receive a significant investment and procure at least one gigawatt of the chipmaker's next-generation processors. Financial terms of the deal were not disclosed. Under the agreement, Thinking Machines - founded last year by former OpenAI Chief Technology Officer Mira Murati - will deploy Nvidia's upcoming Vera Rubin systems starting early next year. The computing power will primarily be used to train the startup's artificial intelligence models. Industry executives have said 1 gigawatt of computing power, enough to power roughly 750,000 U.S. homes, can cost around $50 billion. The deal will help Thinking Machines compete with larger rivals in building powerful AI systems, and underscores the industry's eagerness to scale computing capacity. Thinking Machines quickly became one of Silicon Valley's most closely watched AI startups after raising about $2 billion in a seed funding round led by Andreessen Horowitz that valued the company at $12 billion. Nvidia was also an investor in the round. The startup has recently been seeking to raise more in a new funding round that could value it at tens of billions of dollars, sources told Reuters earlier. The company has recently seen several departures, including co-founder and former Chief Technology Officer Barret Zoph and co-founder Luke Metz, who both returned to their former employer OpenAI amid fierce competition for AI talent. The partnership also highlights Nvidia’s growing role as a financier of the startups that rely on its AI chips. It has made a recent $30 billion investment in OpenAI and invested $10 billion in Anthropic, while also supplying the graphics processing units (GPUs) used to train and run their models, a dynamic that some industry analysts say creates a circular flow of capital and computing resources. That in turn has given rise to comparisons wit...
March 10 (Reuters) - Qualcomm and British self-driving startup Wayve said on Tuesday they are collaborating on an integrated artificial intelligence system to help automakers rapidly deploy advanced driver-assistance and automated driving features. The tie-up combines Wayve's "AI Driver" software with Qualcomm's Snapdragon Ride automotive chips and active safety software, creating a platform fo...
March 10 (Reuters) - Qualcomm and British self-driving startup Wayve said on Tuesday they are collaborating on an integrated artificial intelligence system to help automakers rapidly deploy advanced driver-assistance and automated driving features. The tie-up combines Wayve's "AI Driver" software with Qualcomm's Snapdragon Ride automotive chips and active safety software, creating a platform for carmakers to use across models ranging from entry-level systems to advanced automated driving capabilities. Chipmakers and software developers are racing to supply the technology for future vehicles, as automakers seek systems to accelerate the rollout of increasingly automated driving features. The companies said the integrated system aims to reduce the complexity automakers face when stitching together chips, safety systems and AI software from multiple suppliers, and will support features from hands-off assistance to advanced "eyes-off" driving functions as regulations allow. The combined system is designed to scale across vehicle tiers and geographic markets, allowing carmakers to standardize underlying technology, the companies added. Nvidia-backed Wayve develops an AI model using real-world driving data, enabling vehicles to learn driving behavior and adapt to different road conditions and regions without extensive rule-based programming. Qualcomm, which has been expanding beyond smartphones, said its Snapdragon Ride platform provides the high-performance, energy-efficient processing for advanced AI systems in vehicles while meeting safety standards. Automakers have shown growing interest in systems that can shorten development cycles and allow software updates to expand capabilities over a vehicle's lifetime, the companies said. Wayve, founded in 2017, is part of a new wave of AI-focused autonomous driving developers pursuing software-centric approaches that rely on machine learning rather than heavily map-dependent systems. The startup raised $1.2 b...
Could your portfolio use some more exposure to the healthcare sector as well as more income? If so, why not solve both problems with one simple solution? Here's a rundown of three of the highest-yielding and high-quality dividend-paying stocks within the healthcare industry. In no particular order... Pfizer It's been a rough past few years for Pfizer (PFE 0.89%) shareholders. After soaring during ...
Could your portfolio use some more exposure to the healthcare sector as well as more income? If so, why not solve both problems with one simple solution? Here's a rundown of three of the highest-yielding and high-quality dividend-paying stocks within the healthcare industry. In no particular order... Pfizer It's been a rough past few years for Pfizer (PFE 0.89%) shareholders. After soaring during and because of the COVID-19 pandemic, the wind-down of the coronavirus contagion also undermined demand for its Comirnaty vaccine and its antiviral treatment Paxlovid. After peaking at just over $100 billion in 2022, the company has since struggled to keep its annual top line above $60 billion. Investors have simply priced in this sales decline, dragging Pfizer stock to less than half of its late-2021 peak. Expand NYSE : PFE Pfizer Today's Change ( -0.89 %) $ -0.24 Current Price $ 26.81 Key Data Points Market Cap $152B Day's Range $ 26.36 - $ 27.11 52wk Range $ 20.91 - $ 27.94 Volume 172K Avg Vol 47M Gross Margin 66.23 % Dividend Yield 6.42 % The sellers arguably overshot their target, ignoring the growth that's quietly been in the works for a while now. Pfizer's got a plausible goal of introducing several new blockbuster drugs by 2030, with cancer treatments featuring prominently among these products. The market's pricing mistake is your opportunity, of course. This prolonged pullback has not only made this stock dirt cheap but has pumped its forward-looking dividend yield up to 6.5%. Dentsply Sirona With a dividend yield of just over 5%, Dentsply Sirona (XRAY +0.59%) obviously isn't offering quite as much income production right out of the gate as Pfizer could. Where this income investment really shines, however, is on the dividend growth front. Despite not upping its annual per-share payout every year, Dentsply's dividend payment has more than doubled over the course of the past decade. Dentsply Sirona mostly sells dentistry supplies, by the way, a business that isn't go...
Key Points Pharmaceutical outfit Pfizer offers the highest dividend yield to newcomers. Dentsply Sirona, however, will likely produce the fastest dividend growth. In the meantime, Bristol Myers Squibb has the longest track record of uninterrupted dividend payment increases. 10 stocks we like better than Pfizer › Could your portfolio use some more exposure to the healthcare sector as well as more i...
Key Points Pharmaceutical outfit Pfizer offers the highest dividend yield to newcomers. Dentsply Sirona, however, will likely produce the fastest dividend growth. In the meantime, Bristol Myers Squibb has the longest track record of uninterrupted dividend payment increases. 10 stocks we like better than Pfizer › Could your portfolio use some more exposure to the healthcare sector as well as more income? If so, why not solve both problems with one simple solution? Here's a rundown of three of the highest-yielding and high-quality dividend-paying stocks within the healthcare industry. In no particular order... Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Pfizer It's been a rough past few years for Pfizer (NYSE: PFE) shareholders. After soaring during and because of the COVID-19 pandemic, the wind-down of the coronavirus contagion also undermined demand for its Comirnaty vaccine and its antiviral treatment Paxlovid. After peaking at just over $100 billion in 2022, the company has since struggled to keep its annual top line above $60 billion. Investors have simply priced in this sales decline, dragging Pfizer stock to less than half of its late-2021 peak. The sellers arguably overshot their target, ignoring the growth that's quietly been in the works for a while now. Pfizer's got a plausible goal of introducing several new blockbuster drugs by 2030, with cancer treatments featuring prominently among these products. The market's pricing mistake is your opportunity, of course. This prolonged pullback has not only made this stock dirt cheap but has pumped its forward-looking dividend yield up to 6.5%. Dentsply Sirona With a dividend yield of just over 5%, Dentsply Sirona (NASDAQ: XRAY) obviously isn't offering quite as much income production right out of the gate as Pfizer could. Where this income inv...
"They have met with the secretary of state on a number of occasions, and in the last meeting that I believe went on for several hours... he listened very carefully and came back to them and said 'actually this is the right decision'.
"They have met with the secretary of state on a number of occasions, and in the last meeting that I believe went on for several hours... he listened very carefully and came back to them and said 'actually this is the right decision'.
Victor Golmer/iStock Editorial via Getty Images Investment Rating Update - "Buy" I updated my Buy rating on Novo Nordisk A/S ( NVO ) stock back in January, publishing a preview for the firm's Q4 print with a core thesis that a likely beat should have led to a strong post-earnings surge driven by double-beating and strong guidance. Novo reported in early February, and they did beat the consensus es...
Victor Golmer/iStock Editorial via Getty Images Investment Rating Update - "Buy" I updated my Buy rating on Novo Nordisk A/S ( NVO ) stock back in January, publishing a preview for the firm's Q4 print with a core thesis that a likely beat should have led to a strong post-earnings surge driven by double-beating and strong guidance. Novo reported in early February, and they did beat the consensus estimates as I expected: Seeking Alpha However, instead of a strong post-earnings rise, NVO is going through another phase of its downward-sloping correction - since my update, NVO is down almost 40% despite the earnings beat: Seeking Alpha The guidance cut for FY2026 was a shock to the Street's projections, hence the stock's deep correction. The firm's gross margin is compressing amid D&A and integration cost growth, and it looks like there's no end in sight given the competitive escalation from Eli Lilly ( LLY ). Despite the mounting fears, I believe NVO has reached its floor in terms of its valuation. In addition to that, the management's updated strategic vision to cut prices where necessary will lead to massive volume growth and offset most of the negatives coming from the pricing compression. The previous upside potential has become too optimistic given the recent news and events, but when I adjust the inputs for the new reality, the updated price target suggests NVO is grossly undervalued at today's price levels. Based on this, I believe Novo deserves a "Buy" rating. Novo's Recent Results And New Strategy The Q4 results were quite robust when we assess the headlines with no look at the guidance (for now). The revenue and adjusted EPS figures beat the consensus estimates by 2.94% and 2.47%, respectively, all thanks to the obesity care segment's strength, where sales went up by 31% (in DKK) as the demand for Wegovy remained exceptional. Novo's IR materials The margin contraction looks ugly with NVO's GP decreasing from 84.7% in 2024 to ~81% in FY2025 because of D&A and i...
Stock photo and footage/iStock via Getty Images Core consumer inflation will likely see upward pressure this spring, along with headline, due to the oil shock, according to forecasts from Pantheon Macroeconomics. After that, though the path of the core CPI will be down, with it falling below the Federal Reserve's 2% target, economists said. The impact on core CPI inflation from the spike in oil pr...
Stock photo and footage/iStock via Getty Images Core consumer inflation will likely see upward pressure this spring, along with headline, due to the oil shock, according to forecasts from Pantheon Macroeconomics. After that, though the path of the core CPI will be down, with it falling below the Federal Reserve's 2% target, economists said. The impact on core CPI inflation from the spike in oil prices ( USO ) ( BNO ) is less certain than the headline impact "given that firms can choose whether to pass on higher costs," Chief U.S. Economist Samuel Tombs said. "For now, we assume businesses change their prices to offset the oil price hit, but they might smooth through the shock, if they think it will prove temporary, or alternatively they might hike prices and then maintain them, despite the expected drop in oil prices later this year." See Pantheon's core CPI forecasts below: Pantheon Macroeconomics More on United States 10-Year Bond Yield Gauging The Mideast Supply Shock Rates Spark: The Epic Fury Calms Tehran Defies U.S. As Conflict Escalates And Markets Reel 3 Things to look out for on Tuesday Oil shock delays global rate cuts – TS Lombard
US equity futures waver as oil dips after President Trump said the war with Iran could end "very soon." Former Israeli Prime Minister Naftali Bennett discusses the conflict in the Middle East. Wei Li of BlackRock discusses the market reaction to the war. (Source: Bloomberg)
US equity futures waver as oil dips after President Trump said the war with Iran could end "very soon." Former Israeli Prime Minister Naftali Bennett discusses the conflict in the Middle East. Wei Li of BlackRock discusses the market reaction to the war. (Source: Bloomberg)