Latest Articles
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Company Of The Day: Qualcomm
What? Qualcomm (NASDAQ:QCOM) posted a stronger than expected set of Q4 FY’21 results last week, as the company’s smartphone chip sales jumped 56% year-over-year, despite the ongoing chip shortage. Why? Demand for the company’...
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After A Stellar Weekly Performance, What’s Next For Qualcomm Stock?
Qualcomm stock (NASDAQ: QCOM) is up 23% in just one week (five trading days), completely outperforming the S&P 500 which was up around 2%. If you look at the change over the last ten and twenty-one days, the stock has returned 26% and 31%, ...
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Apple Supplier Stocks Are Underperforming Due To Chip Shortage. Should You Buy?
Our theme on Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for iPhones and other iDevices, has underperformed this year, rising by just about 12% year-to-date, compared to the broader S&...
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Apple Supplier Stocks See Headwinds On iPhone 13 Supply News
Our theme on Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for iPhones and other iDevices – has declined a bit since our last update in late September. The theme remains up by just abo...
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Will Apple Pressure Its Supplier Stocks With iPhone 13?
Apple launched its much anticipated iPhone 13 lineup last week, with the new devices featuring upgrades to cameras, displays, and battery capacity. So what does the launch mean for Apple Component Supplier Stocks ? Apple has kept pricing unchan...
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What’s Next For Qualcomm Stock After 6% Fall Last Week?
The stock price of Qualcomm Inc. (NASDAQ:QCOM) reached its 52-week high of $168 in early-2021, but has since dropped from that level. Further, the stock fell more than 6% in the past week, to levels of around $133 currently. However, Qualcomm r...
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Apple Is Poised For An Eventful September. Will Apple Suppliers Stocks Benefit Too?
Our indicative theme on Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for iPhones and other iDevices – is up by about 13% year-to-date, roughly in line with the returns for Apple stock...
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Synopsys Stock To Continue Rising After An Earnings Boost?
Synopsys (NASDAQ: SNPS), a company that focuses on silicon design and verification, silicon intellectual property, and software security and quality, saw its stock rise by 13% to $317 in the last twenty-one trading days. In comparison, the bro...
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Jabil, Qualcomm: Apple Supplier Stocks To Buy Ahead Of iPhone 13 Launch
Our indicative theme on Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for iPhones and other iDevices – is up by about 15% year-to-date, outperforming Apple (NASDAQ:AAPL) stock, which i...
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Forecast Of The Day: Qualcomm’s Mobile Chipset Shipments
What? Trefis expects Qualcomm (NASDAQ:QCOM) Mobile Chipset shipments to rise from around 575 million units in FY’20 to 690 million units in FY’21 and to over 800 million in FY’22. Why? Qualcomm is likely to see higher demand ...
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Why iPhone Component Suppliers Will Continue To Outperform Apple Stock
Our indicative theme on Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for iPhones and other iDevices – is up by about 11% year-to-date, outperforming Apple (NASDAQ:AAPL) stock, which r...
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Qualcomm Stock: Buy For 30% Gains
Despite jumping 2x from its low in March 2020, at the current price of $131 per share, we believe Qualcomm stock (NASDAQ: QCOM) has strong upside potential. Qualcomm stock has risen from $61 to $131 off its March 2020 low, more than the S&P...
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Strong Demand Revival Could Help Qualcomm Stock Regain Recent Highs
Despite rising more than 2x from its low in March 2020, at the current price of $133 per share, we believe Qualcomm stock (NASDAQ: QCOM) has significant upside potential. Qualcomm stock has increased from $61 to $133 off its March 2020 bottom, ...
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How Is The Semiconductor Shortage Impacting 5G Stocks?
Our indicative theme of 5G Stocks – which includes U.S.-based companies that stand to benefit from the ongoing transition of the wireless industry to 5G – is up by about 8% year-to-date, compared to the S&P 500 which is up by about 9%...
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Synopsys Stock To Grow 20%?
[Updated 04/06/2021] Synopsys Update After growing 190% since the end of FY2018 (ended October 2018), Synopsys’ stock (NASDAQ: SNPS) still has upside potential of nearly 20% as per consensus estimates. Synopsys, a company that focuses ...
