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semiconductors

Everything tagged "semiconductors" across research, earnings, and macro.

134 articles

Qualcomm (QCOM): Forward Earnings Power vs. Handset Drag

Qualcomm posted record fiscal Q1 2026 results and is broadening beyond phones, but near-term handset revenue faces a memory-supply slowdown. The stock screens attractively on forward earnings and free cash flow, supporting a Buy view.

Apr 27, 2026·28 MIN

Technology Semiconductors Semiconductors

Research ReportTEL

TE Connectivity (TEL): AI, EV and Grid Growth Compounder

TE Connectivity is compounding on the back of AI infrastructure, vehicle electrification, and grid modernization. Record orders, expanding margins, and strong free cash flow support a Buy-on-pullbacks setup.

Apr 22, 2026·28 MIN

Technology Electronic Components AI

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