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Amazon Deal Supports AI Growth Outlook, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666315695","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666315695?lang=en_us&edition=fundamental","pubTime":"2026-09-09 23:27","pubTimestamp":1788967660,"startTime":"0","endTime":"0","summary":"Qualcomm  could gain a stronger position in the data center AI segment through Amazon's  agreement to buy the company's server chip products, RBC Capital Markets said in a note emailed Wednesday.Still, the pace of future orders remains uncertain because Amazon works with several chip suppliers, RBC cautioned.The strategic collaboration includes Amazon buying server chips, technology, systems and manufacturing services under programs covering custom chips and optical connectivity, RBC said.The investment firm said the deal could eventually represent about $6 billion in additional annual revenue over 10 years if all conditions are met, compared with Qualcomm's prior data center revenue targets of about $300 million for fiscal 2026 and $5 billion for fiscal 2027, which have not moved.Qualcomm's unchanged forecasts suggest much of the Amazon agreement may already have been included in Qualcomm's earlier plans, but identifying Amazon as one of its two large cloud customers still gives RBC 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Among its components, $Marvell Technology(MRVL)$ and $Astera Labs, Inc.(ALAB)$ surged over 7%, while $Qualcomm(QCOM)$, $ARM Holdings(ARM)$, $Micron Technology(MU)$, and AMD each rose more than 3%.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["QCML","MRVL","ALAB","MVLL","MUD","MULL","ARMG","MIC","MUYY","LABX","QCMU","MUU","MUG","ALA","ARMA","MU","ARMW","QCMD","ARMU","QCOM","MUZ","MRVX","ARM","MRVU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666536115","title":"Qualcomm is Maintained at Sector Perform by RBC Capital","url":"https://stock-news.laohu8.com/highlight/detail?id=2666536115","media":"Dow 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Semiconductors N.V. Stock Underperforms Tuesday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2666377047","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666377047?lang=en_us&edition=fundamental","pubTime":"2026-09-09 04:49","pubTimestamp":1788900540,"startTime":"0","endTime":"0","summary":"DJ NXP Semiconductors N.V. Stock Underperforms Tuesday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of NXP Semiconductors N.V.  slipped 1.74% to $223.87 Tuesday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index  falling 0.58% to 7,673.52 and Dow Jones Industrial Average  falling 1.18% to 52,786.07.NXP Semiconductors N.V. closed 34.15% short of its 52-week high of $339.95, which the company reached on May 27th.The stock underperformed when compared to some of its competitors Tuesday, as Qualcomm Inc.  rose 3.17% to $174.09, Texas Instruments Inc.  rose 0.19% to $258.92, and Analog Devices Inc.  rose 0.26% to $363.20.Trading volume  eclipsed its 50-day average volume of 3.9 M.Data source: Dow Jones Market Data, FactSet. 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Investor attention may turn to 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