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: 133.050
Low
165.00
Averages
197.14
High
225.00
Current: 133.050
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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- Chip Sector Boost: Taiwan Semiconductor Manufacturing Co raised its 2026 revenue forecast, highlighting strong AI demand, which propelled chipmakers' stock prices, particularly benefiting major suppliers to Nvidia and Apple, further enhancing market optimism.
- Oil Price Impact: Despite the stock market gains, crude oil prices surged over 3%, raising concerns about the Middle East situation and limiting the market's upward momentum, illustrating the potential impact of energy prices on the overall economy.
- Mixed Economic Data: Initial jobless claims fell to 207,000, exceeding expectations and indicating labor market strength, but unexpected declines in manufacturing production reflect economic uncertainty, which could influence future monetary policy.
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- Market Dominance: With a market capitalization exceeding $1.6 trillion, TSMC stands as a leading semiconductor manufacturer, with extensive applications across smartphones, consumer electronics, and AI data centers, positioning it for even larger growth in the coming years.
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- Price Target Adjustment: The firm lowered Qualcomm's price target from $185 to $140 and placed the stock on its 'Negative Catalyst Watch' list, indicating a cautious outlook on the company's short-term profitability.
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See More
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- Market Recovery: On Thursday, the S&P 500 rose by 0.26% and the Nasdaq 100 by 0.49%, reaching new highs, indicating a strong rebound after early losses and reflecting investor confidence in economic recovery.
- Chip Sector Boost: Taiwan Semiconductor Manufacturing Co raised its 2026 revenue forecast, highlighting strong AI demand, which propelled chipmakers' stock prices, particularly benefiting major suppliers to Nvidia and Apple, further enhancing market optimism.
- Oil Price Impact: Despite the stock market gains, crude oil prices surged over 3%, raising concerns about the Middle East situation and limiting the market's upward momentum, illustrating the potential impact of energy prices on the overall economy.
- Mixed Economic Data: Initial jobless claims fell to 207,000, exceeding expectations and indicating labor market strength, but unexpected declines in manufacturing production reflect economic uncertainty, which could influence future monetary policy.
See More
Taiwan Semiconductor: A Lucrative Investment in the AI Revolution
- Partnerships with AI Leaders: Taiwan Semiconductor Manufacturing Company (TSMC) collaborates closely with AI giants like Nvidia and AMD, producing 12,682 products using 305 technologies, which secures its competitive edge in high-performance computing and IoT markets, thereby driving sustained growth.
- Surge in AI Hardware Sales: In Q1 2023, TSMC's revenue surged 35% year-over-year to $36 billion, with net income soaring 58% to $18 billion, primarily fueled by robust demand for AI chips, and management anticipates over 30% revenue growth for the full year 2026.
- Consistent Performance: Since its IPO in 1994, TSMC has achieved over 18% annual sales and profit growth, demonstrating strong operational and financial stability, and has never cut dividends since 2004, with cash payouts to shareholders more than doubling in the last five years, enhancing investor confidence.
- Market Dominance: With a market capitalization exceeding $1.6 trillion, TSMC stands as a leading semiconductor manufacturer, with extensive applications across smartphones, consumer electronics, and AI data centers, positioning it for even larger growth in the coming years.
See More
US Stocks Rise Slightly, Chipmakers Rebound
- Chipmaker Rebound: Taiwan Semiconductor Manufacturing Co raised its 2026 revenue forecast, reflecting strong AI demand, which led to a rebound in chipmakers, with ON Semiconductor up over 10% and AMD up over 5%, indicating renewed market confidence in tech stocks.
- Mixed Economic Data: Initial jobless claims fell to 207,000, below the expected 213,000, suggesting a strong labor market; however, manufacturing production unexpectedly declined by 0.1%, highlighting the unevenness of economic recovery, which could influence future policy decisions.
- Oil Price Surge Impact: WTI crude oil prices rose over 2% due to escalating tensions between Iran and the US, potentially exacerbating global oil and fuel shortages, which negatively affects airline and cruise line profitability, leading to declines in related stocks.
- Earnings Season Begins: Q1 earnings for the S&P 500 are projected to rise by 12% year-over-year, but excluding the tech sector, growth is only expected at 3%, raising concerns about the profitability of non-tech stocks and potentially impacting investor confidence.
See More
Qualcomm Downgraded to Neutral by J.P. Morgan Amid Rising Competition
- Rating Downgrade: J.P. Morgan downgraded Qualcomm from Overweight to Neutral primarily due to rising competition in the data center space and downside risks to near-term estimates, reflecting market concerns about Qualcomm's future performance.
- Price Target Adjustment: The firm lowered Qualcomm's price target from $185 to $140 and placed the stock on its 'Negative Catalyst Watch' list, indicating a cautious outlook on the company's short-term profitability.
- Market Pressures: Qualcomm faces dual pressures in the smartphone market from memory supply shortages and loss of two major customers, Apple and Samsung, which are expected to negatively impact its near-term performance.
- Revenue Forecast Reduction: J.P. Morgan reduced its fiscal year 2026 Technology Licensing (QTL) revenue forecast from $5.5 billion to $5.3 billion, while also projecting a 22% decline in Qualcomm's wireless chipset technology (QCT) business in 2026, significantly higher than the 17% consensus estimate.
See More
U.S. Stocks Edge Up as PepsiCo and TSMC Shine
- PepsiCo's Quarter Performance: PepsiCo achieved its first volume growth in North American food business in two years, with CEO Ramon Laguarta addressing the industry's threat from GLP-1 weight-loss drugs, leading to a 1% rise in shares, demonstrating the company's resilience and adaptability in a competitive consumer goods market.
- TSMC Profit Surge: TSMC reported a 58% year-over-year profit increase, despite facing challenges with shortages of industrial gases; management noted a 'little bit softer' memory pricing, indicating ongoing demand and competitive pressures in advanced chip manufacturing that could impact future profitability.
- J.B. Hunt Transport Services: J.B. Hunt indicated the start of a new cycle with positive demand signals, reporting a first-quarter earnings beat and a 1% premarket share increase, reflecting potential growth opportunities in the transportation sector.
- Analyst Rating Changes: JPMorgan downgraded Corning to hold and cut its price target from $175 to $115, citing the need for greater earnings visibility to support stock upside, indicating a cautious market outlook on the company's future performance.
See More
Latest Rating Changes on Wall Street
- ResMed Upgrade: JPMorgan upgrades ResMed to overweight, highlighting its position as a global leader in the obstructive sleep apnea market, primarily generating revenue from CPAP devices and masks, along with a portfolio of respiratory health solutions, indicating strong market competitiveness.
- Nvidia Reiteration: Evercore ISI reiterates Nvidia as outperform, noting that despite recent underperformance, its potential in AI demand and compute cycles remains robust, underscoring its significance and investment value in future markets.
- Okta Upgrade: Raymond James upgrades Okta to outperform, suggesting that the shift of AI into enterprise applications will significantly enhance Okta's market opportunities, particularly in identity security, indicating potential market expansion.
- PayPal Downgrade: Mizuho downgrades PayPal to neutral, citing competitive and fundamental pressures, reflecting market concerns about its future growth, which may impact investor confidence.
See More
