What happened: Semiconductor stocks rose on Thursday. Qualcomm (QCOM) rose 9% in pre-market trading, while peers Broadcom (AVGO), Intel (INTC), and AMD (AMD) also rose higher. What’s behind the measure: Big tech earnings from companies like Meta Platforms (META) and Microsoft (MSFT) showed that hyperscalers plan to increase their capital expenditures on AI infrastructure. Wall…
Fresh off a report that it is working on a smartphone chip with OpenAI, Qualcomm (QCOM) will report its second-quarter earnings on Wednesday. According to TF International Securities analyst Ming-Chi Kuo, Qualcomm’s OpenAI chip will enter mass production in 2028, as the AI ​​Lab seeks to do something that Amazon (AMZN), Meta (META) and Microsoft…
In a market where protecting capital is as important as chasing profits, dividends feel like a steady paycheck. They offer investors a tangible return, even when price action becomes volatile. And when a company continues to increase that payout, it usually means that management feels confident about the visibility of earnings and the strength of…
Qualcomm logo Qualcomm (NASDAQ:QCOM) held its 2026 annual shareholder meeting on Thursday, and Chairman Mark McLaughlin opened the session by introducing board candidates and members of the executive team, including Chairman and CEO Cristiano Amon and Chief Financial Officer and Chief Operating Officer Akash Palkhiwala. McLaughlin also recognized two outgoing directors: Neil Smit, who is…
Dividend investors have had a lot to cheer about so far in 2026. Even as the broader S&P 500 ($SPX) has remained in negative territory to start the year, dividend-focused funds like the iShares Core Dividend Growth ETF (DGRO) have quietly outperformed the market, returning more than 2% year-to-date (YTD) in early March as investors…
Tech stocks have quietly returned to bargain territory, and if Wedbush stock Daniel Ives is right about a possible 25% rise for the sector this year, some well-known names may be preparing for a revaluation rather than a relief rally. Looking at the low forward P/E technology names within the NASDAQ-100, a small but telling…
Bank of America is betting on Qualcomm’s momentum by raising its price target from $200 to $215 and maintaining its buy rating. The analyst stated that Qualcomm posted a “solid quarter with revenue increasing 10% versus the Street’s 5.1%, driven by QCT growth of 13.2% versus the Street’s 7.7%.” The analyst note said that: QCT’s…
Qualcomm (QCOM) is entering the field of artificial intelligence (AI), a space dominated by Nvidia (NVDA) and Advanced Micro Devices (AMD). Qualcomm, long known as a dominant player in smartphone chips, launched two new AI-focused accelerators aimed at the data center market. The company’s announcement of its AI200 and AI250 accelerators sent its shares soaring…
Qualcomm is attacking Nvidia by introducing new AI data center chips built from its mobile roots. The company says its first customer, Saudi Arabia’s Humain, will deploy massive computing power starting in 2026. Bloomberg’s Ed Ludlow joins “Bloomberg Open Interest” to discuss how Qualcomm plans to enter the hottest tech market. Source link
