Oktober 12, 2026

custom silicon

Qualcomm Stock Jumps on Amazon AI Deal: Is This the Moment QCOM Finally Escapes the Smartphone Cycle?

Qualcomm’s Amazon deal could involve up to $60 billion of purchases and gives Amazon warrants for up to 25 million QCOM shares. The real question is whether custom AI silicon.

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Marvell’s Google AI Chip Deal Is Huge. The Dilution Is the Price of Admission.

Google’s custom-AI-chip agreement could generate enormous revenue for Marvell, but the warrant can also dilute shareholders. I examine what the deal is really worth.

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