YieldMax's New ETF Taps Into Semiconductor Power With Weekly Income Promise
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 09 2025
0mins
Should l Buy QCOM?
Source: Benzinga
New ETF Launch: YieldMax has launched the YieldMax Semiconductor Portfolio Option Income ETF (CHPY), which focuses on generating income from semiconductor stocks through various options strategies, with an expense ratio of 0.99%.
Income Generation Strategy: CHPY aims to provide weekly income distributions from option premiums, dividends, and interest on U.S. Treasuries, targeting income-seeking investors in a volatile semiconductor market without relying solely on capital appreciation.
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Analyst Views on QCOM
Wall Street analysts forecast QCOM stock price to rise
16 Analyst Rating
10 Buy
5 Hold
1 Sell
Moderate Buy
Current: 137.520
Low
165.00
Averages
197.14
High
225.00
Current: 137.520
Low
165.00
Averages
197.14
High
225.00
About QCOM
Qualcomm Incorporated is engaged in the development and commercialization of foundational technologies for the wireless industry, including third generation (3G), fourth generation (4G) and fifth generation (5G) wireless connectivity, and high-performance and low-power computing, including on-device artificial intelligence. Its segments include Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) and Qualcomm Strategic Initiatives. QCT develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies, including radio frequency front-end, digital cockpit and advanced driver assistance and automated driving, Internet of things including consumer electronic devices, industrial devices and edge networking products. QTL grants licenses or otherwise provides rights to use portions of its intellectual property portfolio that includes certain patent rights essential to and/or useful in the manufacture and sale of certain wireless products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Executive Transition: Apple has announced that hardware chief John Ternus will take over as CEO on September 1, succeeding Tim Cook, indicating a significant leadership change that may impact the company's strategic direction.
- Chip Strategy Enhancement: Johny Srouji has been appointed as Chief Hardware Engineer, overseeing the development of Apple's in-house chips, signaling the company's commitment to reducing reliance on external suppliers and strengthening its autonomy in chip design.
- AI Capability Boost: Apple's chip team has scaled to thousands of engineers focused on enhancing AI performance on devices, which is expected to further solidify its competitive edge in the smart device market.
- Supply Chain Localization: Apple has committed to a $600 billion investment in the U.S. to establish an end-to-end silicon supply chain, reflecting its emphasis on American manufacturing while potentially enhancing supply chain stability in the global market.
See More
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- Executive Appointments: Apple has appointed Johny Srouji as Chief Hardware Officer while naming John Ternus as the new CEO, marking a significant step in the company's push towards in-house chip development, which is expected to enhance its competitive edge in the market.
- Chip Autonomy Strategy: Srouji's new role underscores Apple's commitment to in-house chip design, reducing reliance on external suppliers, particularly in the AI sector, which is anticipated to improve product performance and user experience.
- Global Engineering Team Expansion: Apple's chip team has scaled to thousands of engineers across multiple countries, including Israel, Germany, and the U.S., demonstrating its capability and resource integration in global R&D efforts.
- Future Development Direction: Apple plans to continue investing in domestic chip production over the next few years, which is expected to drive innovation in AI and other high-tech fields, further solidifying its market position.
See More
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- Rating Downgrade: J.P. Morgan downgraded Qualcomm from Overweight to Neutral, cutting the price target from $185 to $140, citing increased competition in data centers and near-term downside risks, reflecting a decline in market confidence.
- Automotive Segment Growth: Despite challenges, Qualcomm's automotive segment generated $1.1 billion in revenue in Q1 FY26, supported by design wins with Volkswagen and Toyota, showcasing success in its diversification strategy.
- Cautious Market Sentiment: While some analysts maintain a Buy rating for Qualcomm, overall market sentiment remains cautious, with Seeking Alpha assigning a Hold rating, indicating concerns about its profitability and growth potential.
See More
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- Stock Price Surge: Marvell Technology closed at $147.84 on Monday, up 5.83%, primarily driven by news of talks with Google for co-developing custom AI chips, reflecting market optimism about its future growth potential.
- Volume Spike: The company's trading volume reached 38.7 million shares, approximately 87% above its three-month average of 20.7 million shares, indicating strong investor interest in potential AI data center design wins.
- Strategic Partnership Outlook: The collaboration with Google includes developing a memory processing unit and a new TPU architecture aimed at improving AI model efficiency, which could translate into multi-year, high-margin revenue streams, enhancing Marvell's position in the custom silicon supply chain.
- Cautious Market Reaction: Despite rapidly building expectations around potential design wins, firms like JPMorgan have expressed skepticism about whether Marvell has secured TPU-related business, suggesting investors should monitor future developments for confirmed production commitments.
See More
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- Stock Price Surge: Marvell Technology's stock rose by 5.63% to close at $147.84, primarily driven by news of potential collaboration with Google on custom AI chips, reflecting optimistic market expectations for the company's future growth.
- Volume Spike: The trading volume reached 38.7 million shares, approximately 87% higher than the three-month average of 20.7 million shares, indicating strong investor interest and engagement regarding the company's prospects.
- AI Chip Collaboration Potential: The partnership with Google involves designing a memory processing unit and a new TPU architecture, which could translate into multi-year, high-margin revenue streams for Marvell, further solidifying its position in the custom silicon supply chain for large-scale AI workloads.
- Market Reaction: Despite cautious views from firms like JPMorgan regarding whether Marvell has secured TPU-related business, the stock continues to rise on expectations of future design wins, with investors closely monitoring subsequent developments.
See More
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- Earnings Risk Elevated: JPMorgan downgraded Qualcomm from Overweight to Neutral and cut its price target from $185 to $140, indicating rising pressures in its core handset business ahead of the earnings report, with QCT revenue expected to decline by 22% in 2026, significantly impacting profitability.
- Market Reaction Weak: Qualcomm's stock has fallen 22% year-to-date in 2026 and nearly 40% from its October peak, currently trading around $136, reflecting market concerns over its future earnings potential, particularly amid weakening smartphone demand.
- Core Business Challenges: Qualcomm's CDMA Technology unit remains its main profit driver, but risks from memory supply constraints and high customer concentration with Apple and Samsung threaten profitability, with QCT EBT margins expected to drop from 31% to 26%-28%.
- Limited Diversification Progress: Although Qualcomm has made strides in automotive and data center sectors, with automotive revenue growing 15% year-over-year to $1.1 billion in Q1 2026, these segments are still too small to offset declines in handset earnings, leaving investor confidence in future profitability fragile.
See More
