Nvidia has clearly been the poster child among chip makers when it comes to the frenzy surrounding AI. (Its Nvidia's shares have climbed 167% year-to-date.) Conversely, Qualcomm's stock is down ...

After logging its best rally in more than a year, with a 35% run from April through July, Qualcomm Inc. (NASDAQ: QCOM) looked ...

Yet, unlike NVIDIA, Qualcomm hasn’t seen a wave of recent analyst upgrades. The last major update came in February when Benchmark reiterated its Buy rating with a $240 price target.

Until last month, Qualcomm was also the world's biggest fabless chip company. Now Nvidia has taken the title, following its revenue doubling in its most recent earnings report.

Five years ago, Qualcomm was larger than Nvidia. However, in the last several years Nvidia rode the AI growth wave, becoming the third-largest corporation in the U.S. by market capitalization.

If Qualcomm wants to do in the consumer and device AI space what Nvidia has done for the data center, it will take a significant effort in the form of software.

As spotted by Windows Report, Qualcomm is prepping a seriously beefed up chip for next year, in the form of the Elite X. With a new 12-core CPU and an updated Adreno GPU, the chip definitely has ...

Qualcomm is reportedly trying to convince antitrust regulators in the U.S., U.K., Europe, and China to block NVIDIA's purchase of Arm, but it's unclear if they'll halt the deal -- especially since ...

Nvidia (NVDA 3.56%) and Qualcomm (QCOM -0.46%) investors have benefited big time from the rally in semiconductor stocks. While shares of Nvidia are up 17% since July 1, Qualcomm stock has ...

However, NVIDIA investors must also pay a higher premium to buy the stock. At a forward P/E ratio of more than 50, its stock price comes in far ahead of the 21 forward multiple of Qualcomm.