The Motley Fool·1d ago·James BrumleyQualcomm Stock Plunges 28% Amid Chip Shortage: Bargain or Value Trap?$QCOM tumbles 28% from January highs due to weak Q2 guidance and memory chip shortage, but analysts see buying opportunity in edge computing tailwinds. QCOMAI chipssemiconductor
The Motley Fool·Mar 5·Geoffrey SeilerChip Giants Micron and TSMC Emerge as Top Plays in AI Infrastructure BoomMicron and TSMC attract investor attention amid surging AI chip demand, with compelling valuations despite massive year-to-date gains. MUTSMvaluationAI infrastructure
The Motley Fool·Mar 4·Danny Vena, CpaApple Holds iPhone 17e at $599 Despite Doubled Storage, Signals Market Share OffensiveApple maintains $599 entry-level pricing for iPhone 17e with doubled storage, leveraging supply chain strength to compete in price-sensitive markets, particularly China. AAPLXIACFsupply chainChina market
The Motley Fool·Feb 19·James BrumleyTwo Semiconductor Plays Positioned to Capitalize on AI-Driven Memory and Chip DemandTwo semiconductor companies—SanDisk (NAND memory) and ASML (chip equipment)—positioned to capitalize on AI-driven demand for memory and advanced chip production capacity. SNDKMUTSMINTCASMLgrowth stocksAI demand