Qualcomm Incorporated (NASDAQ:QCOM) is entering a new phase of growth as two major catalysts—the expansion of its Samsung partnership and its push into AI infrastructure— begin reshaping the company's long-term outlook.
Its expanded collaboration with Samsung paves the way for Snapdragon platforms to power Samsung's latest Galaxy smartphones, smart watches, and future AI-powered smart glasses. The collaboration reinforces Qualcomm's dominance in premium Android smartphones, validates its leadership in on-device AI, and creates opportunities to expand Snapdragon into new categories such as AI PCs, XR devices, and connected technologies.
Securing Snapdragon chips for more Galaxy flagship models will provide Qualcomm with higher premium chipset shipments, stronger QCT segment revenue, and greater visibility into future earnings.
Kārlis Dambrāns/Flickr
While smartphones remain Qualcomm's largest business, management is increasingly focused on reducing its dependence on the cyclical handset market by expanding into AI infrastructure.

#Smartphones #qualcomm #infrastructure #premium

Every major AI chip story seems to lead back to Arm Holdings (ARM) as the industry's biggest players rely on the company's architecture to build their processors. As ARM gears up for its fiscal Q1 earnings on July 29, investors are eager to see if the company can continue to translate strong demand into sustained growth needed to justify its premium valuation.
Valued at $277.7 billion, Arm Holdings develops the processor technology that powers billions of chips globally, licenses that technology to semiconductor firms, and gets royalties on each chip shipped. The company earns money through licensing revenue and royalty revenue. While historically, Arm's business was dominated by smartphones, today its processors power PCs and laptops, cloud servers, AI data centers, automotive chips, smart TVs, IoT devices, and much more. Thanks to AI, the company now has new growth opportunities in Cloud AI, Edge AI, and Physical AI.
Dear **** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions

#Stock #chip #processors

SINGAPORE, July 24 (Reuters) - For months, Chinese chip manufacturer ChangXin Memory Technologies (CXMT) had been hiking prices on Huawei, one of the country's biggest technology companies. The chipmaker held firm when Huawei demanded relief from the escalating costs, according to two people familiar with the matter.
The standoff came to a head on CXMT's factory floor in June. A group of engineers from a chipmaking-equipment vendor with deep strategic ties to Huawei had been working in the cleanrooms at CXMT's core research and development zone in Hefei, Anhui province. Without warning, CXMT ordered the engineers, who had been helping with equipment maintenance, to pack their tools and ‌leave the factory floor immediately, the two sources said.
Executives at the Huawei-connected equipment vendor, SiCarrier, concluded the confrontation was the result of the power struggle between CXMT and Huawei, the people told Reuters. The companies still do business but the engineers haven't been allowed back into the R&D zone, the two people said.
CXMT, Huawei and SiCarrier didn't ‌respond to questions about the incident.
The clash illustrates the changing dynamics of China's semiconductor industry. CXMT has risen to become the world's fourth-biggest maker of memory, including the DRAM variety used in smartphones, laptops and servers. Now, the company is powerful enough to charge prices even Huawei can't stomach.

#engineers #memory

Two of the biggest heavyweights in the chip sector are Taiwan Semiconductor Manufacturing (NYSE: TSM) and Nvidia (NASDAQ: NVDA). They have a great working relationship in the real world, as Nvidia designs its logic chips and then sends them to TSMC to be fabricated. So, as one succeeds, so does the other. However, TSMC has plenty of other clients for which it does foundry work.
For those investors who may be curious about which of these behemoths is the better buy right now, let's compare them across a few key categories.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Taiwan Semiconductor has a large client list that includes Nvidia's primary competitors. It also has exposure to other industrial markets, and chips for everything from automobiles to smartphones. Nvidia, on the other hand, is at this point nearly a pure-play investment in artificial intelligence. While Nvidia has other products, the reality is that the vast majority of its revenue now comes from data center-related items. This focus is making Nvidia a boatload of money and has propelled it to the position of the world's largest company by market cap. So clearly, its bet on data center processors is paying off.
However, while that kind of business concentration can be incredible during boom times, it can be a disaster when spending in that focus area slows. There are no signs that will occur in the data center ****** e anytime soon, but when it does, it will hammer Nvidia.

#data #however

Any concerns about a slowdown in artificial intelligence (AI) infrastructure spending were put to rest by one of the most important semiconductor companies in the world -- ASML Holding (NASDAQ: ASML) -- when it released its second-quarter results on July 15.
ASML's revenue and earnings blew past Wall Street's expectations. It also raised its full-year guidance. This terrific performance shouldn't come as a surprise considering the Dutch company's critical role in the global semiconductor market. ASML stock, which has already jumped nearly 50% in 2026, is now poised for stronger gains.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Let's take a look at a simple reason why investors should consider buying this semiconductor stock following its solid Q2 report.
ASML reported Q2 revenue of 9.3 billion euros and net income of 2.92 billion euros. ******* ysts would have settled for net income of 2.62 billion euros on revenue of 8.8 billion euros. However, the booming demand for advanced chipmaking equipment to serve the growing appetite for AI chips deployed in data centers, smartphones, and personal computers (PCs) helped ASML easily crush expectations.

#NVIDIA

The chipmaker sent shareholders a fortune in cash, yet the stock itself went nowhere fast. Here's what owners actually got for their patience and what the trade-off really cost them.
Qualcomm (QCOM)'s stock has seen better days, trading around $170.32 a share after a recent 25% pullback from its one-month high. But behind the stock chart's noise is a much simpler story: the company has been a quiet, large cash-return machine. Over the last five years, Qualcomm handed back $43 billion to its owners through dividends and buybacks, an amount equal to 24% of its entire current market value. The question for any investor is whether that cash was a reward for a great business or a consolation prize for a stock that dramatically lagged the market.
The company's cash machine is built on two very different engines.
That $43 billion gusher, which dwarfs the $5.7 billion returned by the median S&P 500 company over the same period, comes from a business with formidable profitability. Qualcomm's operating margin over the last twelve months was 26%, well above the index median of 18.4%. The cash is generated by its two core segments: QCT, which designs the Snapdragon chipsets that power countless smartphones and, increasingly, cars and other connected devices; and QTL, its high-margin technology licensing arm.
Of the total returned to shareholders, $26 billion came from share repurchases, and another $17 billion was paid out as dividends. This is the financial brute force that underpins the investment case: a mature, highly profitable business dedicated to rewarding its owners.

#cash

Fred Alger Management, an investment management company, released its "Alger Weatherbie Specialized Growth Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. U.S. equities experienced a strong recovery in Q2 2026, with the S&P 500 Index gaining 15.2%, marking its best quarter since 2020. A ceasefire between the United States and Iran and accelerated investment in artificial intelligence (AI) regained market optimism in the quarter, leading the Information Technology and Industrials sectors upward, and Energy and Utilities lagged because of falling oil and gas prices. In June, the Federal Reserve maintained steady interest rates, but the meeting had a hawkish tone. As AI transitions into its agentic phase, opportunities are identified within sectors adopting the technology. The Weatherbie Specialized Growth Fund's Class A shares outperformed the Russell 2500 Growth Index in the quarter. The Industrials and Information Technology sectors contributed to the relative performance, whereas Financials and Consumer Discretionary sectors detracted. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Alger Weatherbie Specialized Growth Fund highlighted Silicon Motion Technology Corporation (NASDAQ:SIMO) as a notable contributor. Silicon Motion Technology Corporation (NASDAQ:SIMO) is a leading provider of NAND flash controllers for solid-state drivers and related devices. On July 20, 2026, Silicon Motion Technology Corporation (NASDAQ:SIMO) closed at $252.61 per share, reflecting a market capitalization of $8.57 billion. Silicon Motion Technology Corporation (NASDAQ:SIMO) posted a one-month return of -15.48%, while its shares gained 251.53% over the past 52 weeks.
Alger Weatherbie Specialized Growth Fund stated the following regarding Silicon Motion Technology Corporation (NASDAQ:SIMO) in its Q2 2026 investor update:
"Silicon Motion Technology Corporation (NASDAQ:SIMO) develops and supplies semiconductor products used across the electronics market, including flash controllers and storage solutions for solid-state drives, smartphones, data center applications, and other connected devices. The company holds a strong position in NAND flash controllers and continues to benefit from demand for higher performance storage as devices and infrastructure require faster, more efficient data management. We believe the company's share gains across end markets, including data center applications tied to AI-related workloads, reflect continued demand for its storage solutions and a strengthening competitive position. During the quarter, shares contributed positively to performance after the company delivered strong operating results that exceeded expectations, supported by accelerating revenue growth, solid profitability, and disciplined expense management. Investor sentiment was further supported by an improved management outlook, reinforcing confidence in the compa

AST ****** eMobile (ASTS) is a Midland, Texas-based ****** e technology company founded in 2017 by CEO Abel Avellan. Its mission to eliminate the global mobile connectivity gap by building the world's first and only ****** e-based cellular broadband network capable of operating directly with standard, unmodified smartphones. The company's BlueBird satellite constellation operates in low Earth orbit, delivering direct-to-device broadband coverage for users on land, at sea, and in flight without requiring any hardware modifications.
AST ****** eMobile has nearly 60 mobile network operator partners covering over three billion subscribers globally, including AT&T (T), Verizon (VZ), Vodafone (VOD), and Rakuten (RKUNF), as well as FCC authorization, to provide Supplemental Coverage from ****** e across a network of up to 248 satellites. AST represents one of the most ambitious and potentially transformative bets in the global telecommunications infrastructure ****** e.
Mark Cuban Says If You've Got $100,000, You'll Get The 'Best Guaranteed' ROI Buying Bulk Toothpaste & Soup — Put the Rest in the Bank, 'Let It Earn Nothing'
Micron Is Signing Deals in the Automotive ****** e. What That Means for MU Stock Here.
5% Bond Returns Are a Gift for Retirement Investors. My Favorite Way to Invest in Treasurys Lets You Earn a Paycheck No Matter What the Market Does.

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor's 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 Value Index. The firm is optimistic about the long-term growth of hyperscalers and has increased its investments in this sector, citing their significant earnings potential and crucial role in AI adoption. Capital has also been redirected towards technology hardware stocks, especially semiconductors, which now make up a larger share of the S&P 500 Index. Semiconductor stocks have benefited from hyperscalers' spending, but the firm expresses caution about cyclical risk and volatility. However, the momentum-driven market negatively affected the Wedgewood fund's high-quality stocks, leading to a 25% return over the past 15 months, significantly underperforming the 90% gain of the S&P 500 Momentum ETF (SPMO). In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Wedgewood Partners highlighted Apple Inc. (NASDAQ:AAPL). Apple Inc. (NASDAQ:AAPL) is a leading multinational technology company that manufactures and markets smartphones, personal computers, tablets, wearables, and accessories. On July 16, 2026, Apple Inc. (NASDAQ:AAPL) closed at $333.26 per share. One-month return of Apple Inc. (NASDAQ:AAPL) was 11.83%, and its shares gained 57.81% over the past 52 weeks. Apple Inc. (NASDAQ:AAPL) has a market capitalization of $4.89 trillion.
Wedgewood Partners stated the following regarding Apple Inc. (NASDAQ:AAPL) in its Q2 2026 investor update:
"Top performance contributors for the second quarter include Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple Inc. (NASDAQ:AAPL), and Visa.
Apple was also a top contributor to performance during the quarter. Revenues grew 17%, driven by 22% growth in iPhone and 16% growth in services. The iPhone 17 family has catalyzed a solid upgrade cycle ahead of what we expect to be another strong launch later this year, featuring a new foldable form factor. Because input prices for DRAM have risen at a parabolic rate, the Company recently raised prices on some of its devices to pass these costs through. As one of the largest single purchasers of DRAM, the Company has strong negotiating leverage, but it can also implement hardware and software innovations to reduce its dependence on memory."

Nokia (NYSE: NOK) used to make smartphones, but the stock's 130% rally over the past year has nothing to do with those consumer products. The company has become a major part of the AI build-out thanks to a new technology that most people don't know about: artificial intelligence radio access networks (AI-RAN).
AI-RAN helps tech giants break through the latency limitations of AI data centers and enables the creation of micro-data centers that scale real-time AI inference. This technology may soon become a hot topic with investors, just as memory chips have recently.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nokia isn't posting impressive overall growth rates right now. It delivered only 4% year-over-year revenue growth in Q1, but its small AI and cloud segment grew by 49%. Demand for optical networking hardware to go into AI data centers has contributed to the stock's rally, but AI-RAN may be the golden opportunity moving forward.
In its most recent report, management highlighted that AI inference demand is growing faster than AI model training demand, and those workloads will require AI-RAN to operate more effectively in real-time scenarios.

T-Mobile (TMUS) stock has tumbled 22% over the past 52 weeks and fallen 11% since the beginning of 2026. One of the reasons for this struggle is concern over the competition that T-Mobile could face from satellite companies. Specifically, the satellites of these firms enable them to provide direct-to-device (D2D) voice and data services to unmodified smartphones.
However, many of these D2D providers are actually looking to partner with carriers rather than replace them — and for important logistical reasons, that strategy is unlikely to change for the foreseeable future. Meanwhile, T-Mobile aims to have 18 million to 19 million customers for its broadband services by 2030. That said, the company had more than 130 million total customers in the U.S. in mid-2025, meaning mobile services revenue likely makes up the vast majority of its total sales.
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.
SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.

Snap Inc. (NYSE:SNAP) is one of the Best Penny Stocks to Invest In According to Billionaires. Last month, on June 16, Snap Inc. (NYSE:SNAP) released SPECS, which are the company's augmented reality glasses. The company priced the glasses at $2,195 for pre-order and noted that shipping will start in the US, UK, and France in fall 2026.
CEO Evan Spiegel noted SPECS to be a shift beyond smartphones and highlighted that the glasses aim to solve a tradeoff other devices face, which is that AI glasses are wearable but limited, while AR headsets are powerful but bulky and isolating. SPECS claims to offer both capability and comfort in a standalone device with no external puck.
Following the announcement, Benchmark reiterated Snap Inc. (NYSE:SNAP) with a Hold rating, without disclosing any price targets. ***** yst Mark Zgutowicz noted the $2,195 price came in below Benchmark's prior $2,500 estimate. Moreover, he noted that the company has not yet disclosed key performance details including resolution, pixels per degree, brightness, and refresh rate. This makes it hard to fully evaluate display quality versus competitors.
Snap Inc. (NYSE:SNAP) is an American technology and social media company that develops and maintains technological products and services. The company's core products include Snapchat, Lens Studio, and Spectacles.
While we acknowledge the potential of SNAP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

ASML Holding (NASDAQ: ASML) is one of the most important companies in the global semiconductor ecosystem. The Dutch bellwether makes advanced chipmaking equipment used by leading foundries, memory manufacturers, and integrated device manufacturers (IDMs) to print chips that power a range of applications.
These advanced chips are made using ASML's extreme ultraviolet lithography (EUV) machines, which allow its customers to print billions of transistors onto a silicon wafer using light patterns. ASML is the only company that makes these EUV machines, which are used to fabricate advanced chips that go into artificial intelligence (AI) data centers, smartphones, personal computers (PCs), and other applications.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Not surprisingly, ASML stock has jumped by an impressive 50% so far in 2026. The company is going to release its second-quarter results on July 15, and there is a good chance it will report better-than-expected results and guidance.
Let's see why that may be the case.

Stocks with high dividend yields can look very rewarding. Who doesn't like getting 4%, 5%, even 6% or more back on their investment each year, before factoring in capital gains? But these stocks can just as easily woo investors, only for major problems to surface. Next thing you know, a company cuts the dividend, and investors are sitting on steep losses.
It doesn't have to be that way. Some stocks have high dividend yields and strong business fundamentals. These stocks can be game changers for investors looking to boost their portfolios with dividend income.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Here are two top high-yield dividend stocks to buy and hold. They can easily afford their huge dividends, and their compelling price tags make them strong buys for 2026.
Verizon Communications (NYSE: VZ) is a wireless carrier and one of only three companies that dominate the U.S. communications market. Verizon has approximately 146.8 million wireless retail connections and 16.8 million broadband connections. Connectivity is practically as essential to modern life in America as gas and electric utility service. People depend on their smartphones and devices to communicate, socialize, and work.

QUALCOMM Incorporated (QCOM) is a leading global semiconductor and wireless technology company headquartered in San Diego. The company develops advanced chipsets, connectivity solutions, and intellectual property that power smartphones, automotive systems, Internet of Things (IoT) devices, PCs, networking equipment, and artificial intelligence (AI) applications. Through its Snapdragon platforms and extensive portfolio of wireless patents, Qualcomm plays a pivotal role in enabling 5G connectivity and next-generation edge computing. The company has a market cap of around $192.8 billion, making it one of the world's largest semiconductor companies.
The semiconductor and equipment giant is scheduled to release its fiscal Q3 2026 earnings results on Wednesday, July 29, 2026. Ahead of the event, **** ysts expect QCOM to report a profit of $1.53 per share, down 33.2% from $2.29 per share in the year-ago quarter. The company has surpassed or met Wall Street's EPS estimates in its last four quarters.
Broadcom's Largest AI Customer Is Fleeing to MediaTek. AVGO Stock Is Still a Buy.
Nasdaq Futures Plunge as Samsung Sparks Chip Selloff
Mark Cuban Asks What If You Didn't Need Health Insurance — And Hospitals Just Treated You, Then Took 10% of Your Pay?

AST ***** eMobile, Inc. (NASDAQ:ASTS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. A caller inquired what one should do if they do not have a position in the stock. Here's what Cramer had to say:
I think it's a great speculative stock. I really do… I think it can make money in two years. I would go for it. I really would, especially because it's just taking that break.
Photo by Artem Podrez on Pexels
AST ***** eMobile, Inc. (NASDAQ:ASTS) builds and operates the BlueBird satellite network. The company delivers ***** e-based cellular broadband that connects directly to standard smartphones. An Investing Club member inquired about the stock during the June 18 episode, and Cramer responded:
Alright, now, we looked at all these satellite and rocket stocks and came back with a very mixed view of them because they're so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them. When they hit… hit cycle, I don't. This is low enough that I think you ought to take, it's a flier, remember, you're allowed to have, every five stocks, you can have one that is speculative. For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it's speculation versus pure investment. I don't mind people having one of each and one of each.

Apple Inc. (NASDAQ:AAPL) is one of the Best AI and Technology Stocks to Buy Now. On June 25, Evercore ISI maintained an "Outperform" rating on the company's stock with a price objective of $365. This comes after the company announced price increases throughout select Mac, iPad, and home devices. Apple Inc. (NASDAQ:AAPL) increased the prices across the product lineup, with these increases ranging between 17% to 25% on base-model Mac as well as iPad configurations.
The decision comes after the recent comments from its CEO regarding the memory supply constraints. It seems that the price hikes are due to the increased memory costs as DRAM and NAND pricing are now multiples higher compared to the previous year and significantly above levels at the beginning of the year when the company refreshed the product lines.
Furthermore, the firm stated that the intra-cycle price hike demonstrates that the magnitude and pace of cost pressure surpassed Apple Inc. (NASDAQ:AAPL)'s capability to absorb it. Even though the price increases are expected to support gross margins, intra-cycle hikes might lead to demand friction throughout Macs and iPads.
Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and home accessories.
While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Apple Inc. (NASDAQ:AAPL) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted the effect of rising cost of components on the company's stock, as he remarked:
Fourth, Apple was down over 7% in June thanks to the skyrocketing cost of components, especially memory chips. I think it's vital that the US government allows Apple to buy low-end memory from China. Oh, and your phone is going up in price because the data center companies are bidding up the price for many of the chips that go into smartphones. But Apple has the best AI at a very cheap price thanks to its deal with Google… Higher prices mean lower sales. That's what people think. We need to see the quarter and hear what they say in their forecast.
Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company's app ecosystem, AppleCare, and cloud tools. Cramer addressed the selling in the stock during the June 10 episode. He commented:
Whatever you do, don't take the selling in the stocks of Apple or NVIDIA personally. I bet most of that selling is from people who think they might get some ****** eX, so they need to be able to pay for it. These two stocks have become huge sources of funds for all the new deals. People feel better about taking gains than losses. For now, they're simply donors to the ****** eX cause. Understand, I'm not speaking ill of either stock. The opposite, I'm in explain mode here. I love Apple and NVIDIA, own them, don't trade them.
I'm simply saying that this is what happens in the run-up to a gigantic IPO. And you know, I've been telling you to beware of this oversupply problem for months now. Apple and NVIDIA are readily available for sale, and they're too juicy for some of these sellers to pass up, even as a lot of the money raised by ****** eX or Anthropic or OpenAI will probably end up buying NVIDIA equipment. Meanwhile, Apple's spending next to nothing on AI because they have a deal with Alphabet, and it's a great deal. The same deal that makes Google your default search engine now extends to Gemini.

AST ******* eMobile, Inc. (NASDAQ:ASTS) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday's market rotation. A caller inquired what one should do if they do not have a position in the stock. Here's what Cramer had to say:
I think it's a great speculative stock. I really do… I think it can make money in two years. I would go for it. I really would, especially because it's just taking that break.
Photo by Artem Podrez on Pexels
AST ******* eMobile, Inc. (NASDAQ:ASTS) builds and operates the BlueBird satellite network. The company delivers ******* e-based cellular broadband that connects directly to standard smartphones. An Investing Club member inquired about the stock during the June 18 episode, and Cramer responded:
Alright, now, we looked at all these satellite and rocket stocks and came back with a very mixed view of them because they're so hit or miss. This one right now is on the miss cycle. Now, strangely, when in the miss cycle, I like them. When they hit… hit cycle, I don't. This is low enough that I think you ought to take, it's a flier, remember, you're allowed to have, every five stocks, you can have one that is speculative. For every five stocks… of that I want rigor, you can have one that is just about your heart. How about that? And anyway, it is passion versus rigor, and it's speculation versus pure investment. I don't mind people having one of each and one of each.

We just covered Avoid ****** eX and Buy These 11 Stocks Instead. AST ****** eMobile (NASDAQ:ASTS) ranks #11 (see Avoid ****** eX and Buy These 5 Stocks Instead).
Number of Hedge Fund Investors: 39
Redditors say that for those interested in ****** e, consider AST ****** eMobile (NASDAQ:ASTS) instead of chasing ****** eX hype. AST ****** eMobile is developing the world's first ****** e cellular broadband network in Low Earth Orbit. It sells this service directly to standard smartphones without hardware upgrades. It's a leading satellite operator building actual infrastructure, not just pursuing venture dreams. The company has made BlueBird satellites, which are the largest commercial satellites in orbit. AST has received Federal Communications Commission approval to deploy and operate a 248-satellite constellation and perform direct-to-cell operations.
It's enabling carriers to expand coverage into areas where building cell tower infrastructure is economically unfeasible. These areas include remote highways, national parks, mining sites, offshore energy ****** ets, disaster zones, and rural farms. AST has agreements with 60 mobile network operators that collectively cover more than 3 billion subscribers globally. Major carriers like AT&T, Verizon, and Vodafone are already on board.
Crossroads Capital stated the following regarding AST ****** eMobile, Inc. (NASDAQ:ASTS) in its Q1 2026 investor letter:

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 10, Bloomberg reported that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) posted a 30% jump in May sales because of sustained demand tied to global artificial intelligence infrastructure buildouts. The company had May revenue of NT$416.98 billion ($13.2 billion). Bloomberg calculations showed combined April and May sales rising about 24% YoY.
Analysts expect second-quarter sales to jump roughly by 35%, Bloomberg reported. The report said TSMC has become a critical supplier for AI chips. It is producing semiconductors for companies including Nvidia and Advanced Micro Devices as major tech firms ramp up spending.
Chief Executive Officer C.C. Wei told shareholders earlier this month that global chip supply will remain limited for years, similar to Nvidia CEO Jensen Huang, who said supply remains tight.
Bloomberg noted that TSMC raised its whole-year outlook in April. The firm expects capital spending to be toward the upper end of its forecast of up to $56 billion in 2026. It also pointed out exposure to weaker smartphones and consumer demand.

Apple Inc. (NASDAQ:AAPL) is one of the best trending AI stocks to watch in 2026. Apple Inc. (NASDAQ:AAPL) was downgraded by KGI Securities to Hold from Outperform on June 22, with the firm setting a price target of $315. In a separate development, Reuters reported on June 17 that CEO Tim Cook told the Wall Street Journal in an interview that Apple Inc. (NASDAQ:AAPL) plans to increase prices on its products due to the increasing memory and storage chip costs.
It further reported that an increase in AI-driven demand for data centers has led to fierce competition between consumer electronics companies for the decreasing supplies of the key components, which is resulting in sharp price hikes. Cook told WSJ that price increases are unfortunately "unavoidable" and that the company is doing its best to "mitigate the huge increases that are being passed to us, and we've been trying to shield our customers from the increases, but the situation has become unsustainable." He, however, did not disclose how much prices could hike, when they may occur, or which products could be impacted.
Apple Inc. (NASDAQ:AAPL) designs, manufactures, and sells smartphones, personal computers, wearables, accessories, and related products and services worldwide.
While we acknowledge the potential of AAPL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

QUALCOMM, Inc. (NASDAQ:QCOM) is one of the best trending AI stocks to watch in 2026. BofA lifted the price target on QUALCOMM, Inc. (NASDAQ:QCOM) to $195 from $165 on May 23 and maintained an Underperform rating on the shares. The rating update came ahead of the company's investor day on Wednesday, June 24, with the firm stating that it is rolling forward in its valuation to calendar year 2028 estimates. However, it maintained an Underperform rating on the shares as it believes the company is re-entering a fast-growing but hyper-competitive AI market that is full of large incumbents as the company works to diversify away from handsets toward a broader AI compute platform spanning edge, auto/IoT, and data center.
In another development, Bloomberg reported on June 22 that according to people familiar with the matter, QUALCOMM, Inc. (NASDAQ:QCOM) is in advanced talks to acquire Modular Inc, the AI infrastructure software company, in a transaction valued at around $4 billion. It further reported that a transaction may be announced as soon as the upcoming week. Bloomberg added that the people asked not to be identified since the information is private.
QUALCOMM Incorporated (NASDAQ:QCOM) develops and commercializes foundational technologies for the wireless industry, including 3G, 4G, and 5G wireless connectivity and high-performance and low-power computing, including on-device AI. The company operates across various high-growth markets, including autonomous vehicles and smartphones. QUALCOMM's Snapdragon augmented reality technology is the next generation of mobile computing.
While we acknowledge the potential of QCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

QUALCOMM, Inc. (NASDAQ:QCOM) is one of the safe stocks for beginners to buy in 2026. Reuters reported on June 24 that QUALCOMM Incorporated (NASDAQ:QCOM) expects to generate $15 billion in sales from its data center business by 2029, moving beyond its core smartphone chips. Chief Financial Officer Akash Palkhiwala stated in an investor presentation that the data center business will bring in $5 billion for fiscal 2027, with $1 billion coming from the new custom-chip customers. QUALCOMM Incorporated (NASDAQ:QCOM) also stated that it anticipates $40 billion in revenue from chips outside its smartphone stronghold by 2029, which is up from previous estimates of $22 billion. By then, handsets would only make up a third of its chip revenue.
In another development, Bloomberg reported on June 22 that according to people familiar with the matter, QUALCOMM, Inc. (NASDAQ:QCOM) is in advanced talks to acquire Modular Inc, the AI infrastructure software company, in a transaction valued at around $4 billion. It further reported that a transaction may be announced as soon as the upcoming week. Bloomberg added that the people asked not to be identified since the information is private.
QUALCOMM Incorporated (NASDAQ:QCOM) develops and commercializes foundational technologies for the wireless industry, including 3G, 4G, and 5G wireless connectivity and high-performance and low-power computing, including on-device AI. The company operates across various high-growth markets, including autonomous vehicles and smartphones. QUALCOMM's Snapdragon augmented reality technology is the next generation of mobile computing.
While we acknowledge the potential of QCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

Lauren Silverman says she keeps smartphones out of the bedroom when her son Eric Cowell has friends over for sleepovers.
Silverman, who shares 12-year-old Eric with Simon Cowell, explained the rule in a social media post about children, phones and overnight visits. Page Six reported that Silverman said the rule has "made a real difference" in their home.
Silverman said devices are kept out of the bedroom when Eric's friends stay over, but phones remain accessible if needed for emergencies.
The Sun reported that Silverman joked the rule could make her the "least popular mum" in Eric's friendship group.
Silverman wrote that children are more likely to talk, laugh, sleep and connect when phones are not part of the room, according to Page Six.

QUALCOMM, Inc. (NASDAQ:QCOM) is one of the best trending AI stocks to watch in 2026. BofA lifted the price target on QUALCOMM, Inc. (NASDAQ:QCOM) to $195 from $165 on May 23 and maintained an Underperform rating on the shares. The rating update came ahead of the company's investor day on Wednesday, June 24, with the firm stating that it is rolling forward in its valuation to calendar year 2028 estimates. However, it maintained an Underperform rating on the shares as it believes the company is re-entering a fast-growing but hyper-competitive AI market that is full of large incumbents as the company works to diversify away from handsets toward a broader AI compute platform spanning edge, auto/IoT, and data center.
In another development, Bloomberg reported on June 22 that according to people familiar with the matter, QUALCOMM, Inc. (NASDAQ:QCOM) is in advanced talks to acquire Modular Inc, the AI infrastructure software company, in a transaction valued at around $4 billion. It further reported that a transaction may be announced as soon as the upcoming week. Bloomberg added that the people asked not to be identified since the information is private.
QUALCOMM Incorporated (NASDAQ:QCOM) develops and commercializes foundational technologies for the wireless industry, including 3G, 4G, and 5G wireless connectivity and high-performance and low-power computing, including on-device AI. The company operates across various high-growth markets, including autonomous vehicles and smartphones. QUALCOMM's Snapdragon augmented reality technology is the next generation of mobile computing.
While we acknowledge the potential of QCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

Tech stocks 8 on Thursday as blowout Micron (MU) earnings helped boost sagging confidence in the AI trade and offset a fresh inflation report that showed prices rising again in May.
The tech-heavy Nasdaq Composite (^IXIC) shot up 0.9%, while the S&P 500 (^GSPC) rose 0.8%, following several tough days for Wall Street stocks. The Dow Jones Industrial Average (^DJI), which includes fewer tech names, climbed 0.7%.
Micron's record-setting quarterly results relieved Wall Street jitters over lofty AI valuations and spending. Its shares rocketed more than 17% after the company's sizeable earnings beat and stronger-than-expected outlook signaled healthy demand for its memory chips.
Meanwhile, Qualcomm (QCOM) announced a move beyond smartphones into data center products such as chips and servers, in a bid to cash in on the AI boom. Its stock rose about 10% after it set a target of $15 billion in related new revenue.
In another lift to spirits, oil prices fell back to levels not seen since the Iran war as supply flooded back through the Strait of Hormuz. Brent crude futures (BZ=F) dropped slightly below $74 a barrel, while West Texas Intermediate futures (CL=F) were at around $70.

Tech stocks jumped before the bell on Thursday as blowout Micron (MU) earnings helped boost sagging confidence in the AI trade and a fresh inflation report showed prices rising again in May.
Nasdaq 100 futures (NQ=F) shot up 2.4%, while those on the S&P 500 (ES=F) rose 0.8%, following several tough days for Wall Street stocks. Contracts on the Dow Jones Industrial Average (YM=F), which includes fewer tech names, edged up 0.3%.
Micron's record-setting quarterly results relieved Wall Street jitters over lofty AI valuations and spending. Its shares rocketed more than 18% in premarket after the company's sizeable earnings beat and stronger-than-expected outlook signaled healthy demand for its memory chips.
Meanwhile, Qualcomm (QCOM) announced a move beyond smartphones into data center products such as chips and servers, in a bid to cash in on the AI boom. Its stock rose over 12% after it set a target of $15 billion in related new revenue.
In another lift to spirits, oil prices fell back to levels not seen since the Iran war, down over 1% as supply flooded back through the Strait of Hormuz. Brent crude futures (BZ=F) dropped to less than $73 a barrel, while West Texas Intermediate futures (CL=F) broke below $70.

Samsung Electronics Co., Ltd. (OTC:SSNLF) is one of the fastest-growing high-bandwidth memory stocks to buy. The company gave a direct HBM hook on May 29, 2026, when it began shipping 12-layer HBM4E samples to major global customers. Samsung said the product delivers a stable pin speed of 14Gbps, scalable up to 16Gbps, with memory bandwidth of up to 3.6TB/s per stack for large language models and next-generation AI systems.
The company also said the 48GB version offers more than 30% higher capacity than the previous generation, while energy efficiency and thermal resistance improved 16% and more than 14%, respectively. The update is especially relevant because Samsung combines memory, foundry, logic design, and advanced packaging, using its 1c DRAM process and 4nm logic base die for HBM4E. Its latest reported quarter also showed 69% year-over-year revenue growth, supported by AI memory demand, high-value semiconductor products, and tighter supply.
Samsung Electronics Co., Ltd. (OTC:SSNLF) is a South Korea-based technology company that manufactures memory chips, foundry products, system semiconductors, smartphones, displays, home appliances, network equipment, and consumer electronics.
While we acknowledge the potential of SSNLF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.

AST ****** eMobile, Inc. (NASDAQ:ASTS) is one of the fastest-growing ****** e stocks to buy now. On June 17, AST ****** eMobile announced the successful orbital launch of BlueBirds 8, 9, and 10 from Cape Canaveral aboard a Falcon 9 rocket. The launch is directly relevant to the growth story because the satellites expand the company's direct-to-device broadband constellation, which is designed to connect standard smartphones without extra hardware. AST said the satellites measure about 2,400 square feet and are designed to deliver nearly double the peak data speeds of its first Block 1 BlueBird satellites.
The launch progress also gives context to AST ****** eMobile's first-quarter growth. On May 11, the company reported Q1 2026 revenue of $14.7 million, up from $718,000 a year earlier, driven by gateway deliveries and milestone achievements. The revenue base remains early, but the latest launch keeps AST's commercialization path tied to actual satellite deployment rather than only future network targets.
Copyright: lexaarts / 123RF Stock Photo
AST ****** eMobile, Inc. (NASDAQ:ASTS) is building a ****** e-based cellular broadband network designed to connect standard mobile phones directly to satellites.
While we acknowledge the potential of ASTS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.