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Qualcomm
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Qualcomm announced double-digit price increases across its entire product line to offset memory costs, and expects Apple orders to be cut in half quarter-over-quarter next quarter.
During its earnings conference call for the third fiscal quarter of fiscal year 2026, Qualcomm announced that it would implement double-digit price increases across its entire product line to address
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Qualcomm announced it will raise chip prices and issued quarterly earnings guidance that fell short of expectations.
Qualcomm CEO Cristiano Amon said the company will implement across-the-board price increases for its chips starting September 1, citing rising costs due to ongoing supply shortages of computer compone
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Qualcomm's Q3 Earnings Report Will Reveal the Impact of AI on the Smartphone Market and Its Data Center Plans
Chipmaker Qualcomm (QCOM) is set to report its third-quarter earnings on Wednesday, with the focus expected to be on the impact of artificial intelligence (AI) on the smartphone market and the company
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Qualcomm Plans to Raise Product Prices by a Double-Digit Percentage Due to Rising Costs
Svmuu News: According to market reports, Qualcomm plans to notify its customers of a double-digit percentage increase in product prices. The reports indicate that, due to rising costs, Qualcomm can no
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Micron Signed strategic customer agreements with seven companies, including Qualcomm, to ensure the supply of automotive memory and storage
Svmuu News Micron announced that it has signed strategic customer agreements with Qualcomm, Visteon, Harman, Junlian Zhixing, Denso, Anstemo, and Hyundai Mobis. These agreements are designed to enhanc
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Serenity: Micron Technology Signs Long-Term Memory Agreement with Qualcomm; AI Storage Stocks’ Decline May Be Largely Due to Deleveraging Pressure
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted that Micron ($MU) announced today that it had signed a long-term memory supply agreement with Qualcomm ($QCOM), but the market reac
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MGBX will launch spot trading for GOOGLB (Alphabet), NBISB (Nebius), QCOMB (Qualcomm), and SOXLB (Semicon Bull 3X ETF)
Svmuu News: According to official reports, MGBX will launch spot trading for GOOGLB (Alphabet), NBISB (Nebius), QCOMB (Qualcomm), and SOXLB (Semicon Bull 3X ETF) on July 9, 2026, at 6:00 p.m. (SGT) De
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ByteDance’s in-house next-generation CPU is set to be designed by early next year, with mass production and deployment scheduled for the second half of 2027.
Svmuu News: According to three sources familiar with the matter, ByteDance has established a clear timeline for its in-house next-generation server CPU project. The overall design is set to be complet
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Morgan Stanley Qualcomm's Target Price Raised to $231; Business Diversification Progressing Faster Than Expected
Svmuu News: Morgan Stanley released a research report stating that the outlook for Qualcomm’s data center business, as announced at its Investor Day, was more optimistic than expected, Management expl
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Qualcomm rose more than 14% in after-hours trading on U.S. markets, with its CFO stating that the company aims to achieve $5 billion in AI data center revenue by fiscal year 2027.
Svmuu News: According to MSX data, Qualcomm (QCOM.O) rose more than 14% in after-hours trading on the U.S. stock market. Qualcomm’s CFO said the company aims to achieve $5 billion in revenue from its
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Sources: Qualcomm Is in Talks with ByteDance to Provide Custom Chip Design Services
Svmuu News: According to sources, Qualcomm (QCOM.O) is in talks with ByteDance to provide custom chip design services. (Jin Shi)
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Qualcomm (QCOM.O) rose 3.3% in premarket trading on reports that the company is in talks to acquire Tenstorrent
Svmuu News: According to MSX data, Qualcomm (QCOM.O) rose 3.3% in premarket trading on reports that the company is in talks to acquire Tenstorrent.
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Exynos 2700 mobile processor scored nearly 20% higher than Qualcomm's top-tier Snapdragon chip
Samsung Electronics' next-generation Exynos 2700 mobile processor scored nearly 20% higher than Qualcomm's top-tier Snapdragon chip in internal multi-core CPU tests, industry sources revealed on Sunda
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QUALCOMM to cut jobs globally in 'performance-focused reduction' after annual reviews, internal memo shows
QUALCOMM to cut jobs globally in 'performance-focused reduction' after annual reviews, internal memo shows
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The parameter scale of on-device models is rapidly expanding, with Qualcomm, vivo, and ModelBest successively launching or researching 30B-level MoE models.
Here is the English translation: According to Wall Street CN, the parameter scale of on-device mobile models is rapidly expanding. On September 22, Qualcomm, together with StepFun and others, fully de
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Huawei and Qualcomm Reach Multi-Year Patent Licensing Agreement Covering 5G, AI
US chip giant Qualcomm has agreed to a multi-year, broad patent licence agreement with China's Huawei Technologies, covering 5G, computing, and artificial intelligence. Huawei stated on Monday that th
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PrismML brings its tiny LLMs to Qualcomm-powered smart glasses, but no products announced yet
The AI lab PrismML has created a version of its tiny language models for smart glasses running on Qualcomm’s Snapdragon chips. Qualcomm showcased PrismML’s 1-bit Bonsai LLM, a 2-billion-parameter mode
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Qualcomm has launched two new smartphone chips emphasizing AI capabilities, with the high-end version capable of running 30-billion-parameter AI models locally.
Qualcomm unveiled two flagship smartphone processors, the Snapdragon 8 Elite Gen 6 and Snapdragon 8 Elite Extreme Gen 6, at its annual Snapdragon Summit. The high-end Extreme version can natively run
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Altimeter Capital founder Brad Gerstner called the "negative sentiment" surrounding AI a "political agenda," and disclosed new purchases of Qualcomm and Micron Technology in the second quarter.
Brad Gerstner, founder and CEO of Altimeter Capital, stated on CNBC that he supports AI safety measures but believes some concerns are exaggerated and aim to advance political agendas. He questioned w
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Skyworks rose 11%, Qorvo rose 7%, and Qualcomm rose 4%, with smartphone chip stocks bucking the trend to rise.
Skyworks Solutions (SWKS) surged 11%, Qorvo (QRVO) rose 7%, and Qualcomm (QCOM) climbed 4%, even as major tech stocks broadly declined. This rally was primarily driven by factors related to mobile rad
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Piper Sandler Initiates Qualcomm (QCOM) with Neutral Rating, $190 Price Target; Firm Sees $15B+ Datacenter Revenue by FY2029
Piper Sandler analyst David O'Connor initiated coverage on Qualcomm (NASDAQ: QCOM) on September 9, stating the company has an attractive multi-year AI opportunity in datacenters, but its valuation alr
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24/7 Wall St. gives Qualcomm (QCOM) a "Buy" rating with a price target of $240, implying a potential upside of 35%, based on growth in its automotive business and an AI infrastructure agreement with Amazon.
24/7 Wall St. gives Qualcomm (QCOM) a "buy" rating with a price target of $240, representing a potential upside of 35%, based on growth in its automotive business and an AI infrastructure agreement wi
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Qualcomm and Amazon have reached a long-term cooperation agreement, with Amazon potentially purchasing up to $60 billion worth of Qualcomm AI data center chips.
Qualcomm has entered into a long-term cooperation agreement with Amazon, under which Amazon may purchase up to $60 billion worth of Qualcomm AI data center chips and related products. As part of the a
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Yahoo Finance Analysis: Despite Qualcomm's Transformation, Advanced Micro Devices (AMD) Remains the Better Tech Stock Buy for 2026
Yahoo Finance analysis suggests that despite Qualcomm's transformation in automotive and on-device AI, Advanced Micro Devices (AMD) is a better tech stock buy in 2026, given AMD's strong momentum in d
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CFRA Upgrades Qualcomm (QCOM) to "Strong Buy"
CFRA Upgrades Qualcomm (QCOM) to "Strong Buy"
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Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue up to 25 million shares of stock warrants to Amazon, targeting next-generation AI data centers.
Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue u
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Marvell Technology (MRVL) shares rose 6%, while Qualcomm (QCOM) shares were little changed.
Marvell Technology shares rose 6% to $220.54 on Friday, rebounding from a 4% decline over the past month, a move seen as the unwinding of defensive positions in the AI chip sector. During the same per
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Baird analysts raised Qualcomm's (QCOM) price target to $400, projecting a 137% upside, significantly exceeding market consensus.
After Qualcomm's stock price fell 30% in the past three months, Baird analyst Tristan Gerra believes its diversification into automotive chips and AI data center computing will drive growth, setting a
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SanDisk's latest quarterly revenue surged 371% year-over-year to $9 billion, driven by AI demand and business transformation; Qualcomm's revenue slowed due to increased competition in the mobile phone market.
SanDisk reported a revenue of $9 billion for the quarter ending July 3, 2026, a significant year-over-year increase of 371%, primarily driven by artificial intelligence (AI) demand. This growth was al
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Binance Will Support the Qualcomm (QCOM), PayPal (PYPL) and Alphabet (GOOGL) Cash Dividend Distribution via bStocks
Binance Will Support the Qualcomm (QCOM), PayPal (PYPL) and Alphabet (GOOGL) Cash Dividend Distribution via bStocks
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Aristotle Value Equity Fund: Qualcomm (QCOM) Q2 Performance Outstanding, Automotive Revenue Reaches Record High
In its Q2 investor letter, the fund noted that Qualcomm was the largest contributor during the quarter, with its stock price rebounding. Management indicated that inventory adjustments and production
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Qualcomm CEO expects non-handset revenue growth to exceed 60% in fiscal year 2027, and reaches a long-term data center CPU agreement with Meta.
Qualcomm CEO Cristiano Amon told investors that the company expects non-handset revenue growth to accelerate from 24% in fiscal year 2026 to over 60% in fiscal year 2027, primarily driven by AI chips.
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24/7 Wall St. analysts raised their price target for Qualcomm (QCOM) to $226.05, predicting a 41.14% upside over the next 12 months.
The analysis suggests that Wall Street has underestimated Qualcomm's growth potential in non-handset businesses, particularly the automotive sector, which saw revenue grow by 61% year-over-year. Furth
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Jim Cramer to Host Semiconductor-Themed Conference Call on Thursday; Article Lists Performance of Five Key Companies Including NVIDIA, AMD
CNBC host Jim Cramer will host a semiconductor-themed CNBC Investing Club conference call on Thursday at noon. The article notes that the AI capital expenditure cycle is in its hottest phase in two ye
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24/7 Wall St. Predicts Qualcomm (QCOM) Upside to $226.08, Citing Underestimated Non-Handset Growth and 38.97% Potential Gain
24/7 Wall St. has issued a "buy" recommendation for Qualcomm (QCOM), setting a price target of $226.08, which implies a 38.97% upside over the next 12 months from its August 11 closing price of $162.6
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BMW has selected Qualcomm as the primary chip supplier for its next-generation platform
BMW Group has signed a long-term agreement with Qualcomm Technologies, under which Qualcomm will supply the primary computing chips for BMW’s digital cockpits, advanced driver-assistance systems, and
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Qualcomm
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