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Qualcomm Actually Compete with Nvidia? 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Instruments Inc. Stock Outperforms Competitors on Strong Trading Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2646863593","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646863593?lang=en_us&edition=fundamental","pubTime":"2026-06-26 04:33","pubTimestamp":1782419580,"startTime":"0","endTime":"0","summary":"DJ Texas Instruments Inc. Stock Outperforms Competitors On Strong Trading DayThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Texas Instruments Inc.  advanced 2.87% to $311.81 Thursday, on what proved to be an all-around mixed trading session for the stock market, with the Dow Jones Industrial Average  rising 0.14% to 51,920.62 and the S&P 500 Index  falling 0.01% to 7,357.49.The stock's rise snapped a two-day losing streak.Texas Instruments Inc. closed 6.65% short of its 52-week high of $334.03, which the company achieved on June 22nd.The stock demonstrated a mixed performance when compared to some of its competitors Thursday, as NVIDIA Corp.  fell 1.64% to $195.74, Broadcom Inc.  fell 0.83% to $378.91, and Qualcomm Inc.  rose 3.79% to $204.90.Trading volume  remained 257,864 below its 50-day average volume of 8.7 M.Data source: Dow Jones Market Data, FactSet. 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is the New Nvidia, it Just Changed the AI Game","url":"https://stock-news.laohu8.com/highlight/detail?id=2646871976","media":"Dow Jones","labels":["analysis"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646871976?lang=en_us&edition=fundamental","pubTime":"2026-06-25 23:07","pubTimestamp":1782400075,"startTime":"0","endTime":"0","summary":"Micron is taking pre-emptive action by locking in long-term supply deals with fixed price ranges, hoping to keep its big customers on side. But companies such as Microsoft and Google-parent Alphabet are under stock market pressure to show they can control their AI spending, which means at the very least they will be investigating ways to reduce the amount they are paying to Micron.Micron has taken the AI stock crown. But as Nvidia has found, being on top makes you a target.-- Adam ClarkGet more of the journalism you love. Choose Barron's as a preferred source in Google.Micron Smashes Expectations. The Chip Shortage Continues.Micron Technology revenue quadrupled in the second quarter, and the chip maker said the demand-driven chip shortage will last beyond 2027, a year after previous guidance that the shortage would end early next year. Micron has 16 long-term deals to supply chips.-- The stock surged more than 15% in after-hours trading after the company. beat Wall Street's 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Calls on Wall Street: Micron, Apple, Tesla, Intel, Qualcomm, Netflix, SanDisk, CoreWeave & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1154613037","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1154613037?lang=en_us&edition=fundamental","pubTime":"2026-06-25 22:39","pubTimestamp":1782398390,"startTime":"0","endTime":"0","summary":"Here are Thursday’s biggest calls on Wall Street:Bank of America reiterates Micron as buyThe firm says it sees “stronger for longer pricing” following Micron’s earnings report on Wednesday.“MU...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSLR","AAPW","MUU","TESL","NFLU","PLYY","TSLI","TSYY","MU","QCOM","NFLP","CORD","NFXS","INTW","TSII","AAPY","MUD","TSLS","WDAY","CWVX","AAPL","AAPD","TSDD","CRSH","LINT","PLTU","NFLW","SNXX","APLY","PLTW","SNDK","PLTG","INTC","TSLT","AAPU","TSLG","NFXL","PLTZ","07366","PLOO","TSLA","TSLP","TSLZ","AAPB","CRWU","TSLL","PLTI","CRWV","TSL","MULL","09766","CRWG","AAPX","NFLX","07766","PTIR","QCML","PLTY","TEST","TSLW","TLA","NFLY","PLTA","TSLQ","PLTD","SNDU","QCMU","CWII","TSLO","TSLY","09366","QCMD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646809641","title":"Qualcomm's AI Guidance Shifts Narrative, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2646809641","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2646809641?lang=en_us&edition=fundamental","pubTime":"2026-06-25 22:30","pubTimestamp":1782397822,"startTime":"0","endTime":"0","summary":"Qualcomm  has shifted the narrative with its $5 billion guidance for AI data center business in fiscal 2027 during its investor day event, Morgan Stanley said in a Thursday note.\"We have been wrong to be skeptical,\" the report said. \"While Qualcomm is a late entrant, a newly emerging trillion dollar data center market creates significant opportunities,\" it added.The $5 billion forecast is at least 2 times higher than expected, and puts the firm into the winners category, while its $15 billion guidance in 3 years feels more aspirational, the note said.The report said not every question on the product roadmap was answered but revenue strength seems credible, especially given the current narrative driven market.\"We remain a bit skeptical, but not enough to forecast underperformance given the overall strength in AI,\" it said.Morgan Stanley upgraded the stock to equal weight from underweight and raised its price target to $231 from $146.Price: 204.88, Change: +7.55, Percent Change: 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