QCOM — Recent News Coverage

Microsoft's strong Azure earnings performance lifted the broader technology sector, demonstrating sustained demand for cloud infrastructure and enterprise software solutions. The earnings beat signals continued corporat…

Qualcomm (QCOM) is executing a strategic pivot away from its traditional handset-centric business model, signaling recognition that smartphone market maturation requires revenue diversification. This shift reflects broa…

AT&T's partnership with D-Wave demonstrates a 240x computational acceleration in specific quantum computing applications, signaling meaningful progress in enterprise quantum adoption. While the headline invokes quantum …

O'Keefe Stevens Advisory disclosed Q2 portfolio adjustments amid a strong equity rally environment, with the S&P 500 advancing 15.2% and Nasdaq outperforming at 21.4%. The firm initiated a position in Sotera Health (SHC…

Qualcomm and Samsung have deepened their strategic partnership by expanding use of Snapdragon processors across a broader product portfolio. This collaboration now encompasses smartphones, wearables, and emerging catego…

Samsung's launch of its eighth-generation foldable lineup represents an incremental but meaningful advancement in the premium smartphone segment. The introduction of three distinct models—the Z Fold8 Ultra, Fold8, and F…

D-Wave Quantum represents a speculative play on emerging quantum computing infrastructure, where retail investor enthusiasm often outpaces fundamental valuation anchors. The headline framing as a "millionaire-maker" sig…

The Sound Shore Fund (SSHFX) delivered negative absolute returns of approximately 3.4% in Q1 2026 across both share classes, reflecting headwinds in the value-oriented equity market environment. While underperformance r…

Qualcomm (QCOM) is being positioned as undervalued following a June market correction, with analyst price targets implying substantial upside potential. The 41% upside projection reflects confidence that recent weakness…

The Wall Street Journal's report of a SpaceX smartphone prototype represents a potential competitive threat to Apple's dominant position in mobile devices. The alleged device features a proprietary operating system and …

Qualcomm received an upgrade from Morgan Stanley on June 25, moving from Underweight to Equal-weight, reflecting recognition that the company's expanding data-center revenue opportunity presents a compelling structural …

Bank of America's price-target elevation to $195 from $165 represents an 18% upside revision for QUALCOMM, reflecting institutional confidence in the chipmaker's AI positioning ahead of near-term catalysts. The timing—i…

QUALCOMM is positioning itself as a diversified semiconductor player with material upside beyond its traditional smartphone chipset business. The company's $15 billion data center revenue target by 2029 represents meani…

This listicle-style article draws on commentary from Fundstrat Global Advisors leadership to frame equity selection for novice investors entering 2026. The piece emphasizes that recent semiconductor weakness—particularl…

JPM, NVS, and QCOM are featured in aggregate analyst coverage reports that synthesize sector-specific growth trajectories and forward catalysts. This type of multi-ticker roundup typically reflects scheduled earnings cy…

QCOM held an Analyst/Investor Day on June 24, 2026, providing management commentary through CEO Cristiano Amon and other company participants. Such events typically serve to communicate strategic direction, financial gu…

Qualcomm (QCOM) faces a bearish thesis centered on near-term handset weakness and delayed AI/data center monetization. The article's framing suggests that while semiconductor peers like Micron may benefit from data cent…

This article aggregates analyst research calls across a diversified set of equities, signaling broad institutional interest in fundamental reassessment across multiple sectors. The tech and semiconductor sell-off contex…

This listicle endorses semiconductor stocks positioned to benefit from accelerating AI adoption, with MRVL, QCOM, and implied leaders like NVDA and AMD highlighted as long-term plays. The article reflects prevailing mar…

Qualcomm's acquisition of Modular represents a strategic consolidation play in the increasingly competitive AI infrastructure landscape. Rather than building software capabilities organically, the company is acquiring s…

A selloff in South Korean memory chip stocks has created contagion spillover into U.S.-listed semiconductor equities, particularly those with exposure to DRAM and NAND flash production. WDC and other storage-focused man…

Quantum Computing has completed its acquisition of NHanced Semiconductors, marking a consolidation move within the specialized semiconductor space. This transaction reflects ongoing industry consolidation as players see…

High-bandwidth memory (HBM) has evolved into a critical constraint within AI semiconductor architecture, particularly as data center accelerators demand higher throughput and density. The article identifies MRVL and pee…

QCOM has attracted significant retail attention on Zacks.com, reflecting elevated investor interest in the semiconductor and mobile chipset space. The article frames this as a fundamental valuation inquiry rather than r…

Qualcomm CEO Cristiano Amon's podcast appearance on CNBC's Tech Download addresses the evolving landscape of AI agents and their implications for chip architecture and demand. The commentary reflects industry dialogue a…