The Zacks Analyst Blog highlights Qualcomm, Broadcom, and Intel, focusing on Qualcomm's upcoming Q3 earnings report, its strategic moves in AI and 5G, and stock performance compared to competitors. Qualcomm is expected to exceed earnings estimates, while Broadcom and Intel face competitive challenges in their respective markets.

The article highlights three undervalued stocks (XPeng, Intel, and Albemarle) that trade at significant discounts to their 52-week highs, with analysts and institutional investors viewing them as attractive opportunities. The piece argues that these stocks are undervalued relative to their earnings growth potential and strategic positioning in key markets, despite broader market optimism.

The U.S. and EU trade agreement exempts semiconductor production equipment from 15% tariffs, preventing increased costs for American chipmakers like Intel and TSMC. This exemption preserves the cost-effectiveness of U.S. semiconductor manufacturing.

Intel's latest 10-Q filing with the US SEC reveals that its external foundry business has struggled to attract significant customers, with only $50 million in revenue from external customers in the first half of 2025. The company's foundry, which aims to compete with Samsung's foundry services, faces challenges due to reliance on TSMC for its processors and a lack of interest from major chip designers.

Fortinet announced that its Fabric-Ready Technology Alliance Partner Program has surpassed 3,000 integrations across 400 technology partners, reinforcing its open ecosystem for cybersecurity solutions. The program enables seamless security integration across complex environments, with benefits including broad visibility, simplified operations, and enhanced incident response.