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Showing 1 10 of 100 news items from 2026-09-15 to 2026-09-15
15-Sep-2026
12:20
Invezz
Qualcomm (QCOM) stock rose 3.9% in trading after StoneX reiterated a Buy rating and $270 price target, highlighting the chipmaker's expanding data center ambitions and growing exposure to hyperscale customers. The investment case comes as Qualcomm seeks to diversify beyond its core handset business, where demand remains uneven.
15-Sep-2026
12:17
Seeking Alpha
Vicor Corporation offers a unique, patented vertical power delivery solution critical for next-gen GPUs, positioning it as a potential industry standard. VICR's investment case is an asymmetric call option on its technology becoming indispensable as GPU power demands exceed 1.5–2 kW, with potential for manifold revenue growth. Patent protection forms a robust moat, but ongoing litigation and alternative chip architectures are existential risks to the hyper-growth scenario.
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