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Inflation Data, Micron Earnings: What to Watch This Week
The Wall Street Journal51d agoneutral
Inflation Data, Micron Earnings: What to Watch This Week

Investors are looking forward to another week of chip stock reveals. Qualcomm is expected to give more details about its contract with a major data-center customer at its investor conference. Micron, the latest trillion-dollar semiconductor company, reports earnings.

QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally
Simply Wall St.54d agobullish
QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally

QUALCOMM (QCOM) is back in focus after a recent stretch of strong share price performance, with the stock up over the past week, month and past 3 months. This has prompted fresh attention from momentum driven investors. See our latest analysis for QUALCOMM. Looking beyond this week, QUALCOMM’s recent strength includes an 11.65% 30 day share price return and a 74.06% 90 day share price return, while the 1 year total shareholder return sits at 52.57%. This indicates that momentum has been...

3 Semiconductor Stocks We Find Risky
StockStory54d agoneutral
3 Semiconductor Stocks We Find Risky

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 125% has outpaced the S&P 500’s 8.9% return.

Here is Why QUALCOMM (QCOM) is One of the Best Electric and Autonomous Driving Stocks to Buy
Insider Monkey54d agobullish
Here is Why QUALCOMM (QCOM) is One of the Best Electric and Autonomous Driving Stocks to Buy

QUALCOMM Inc. (NASDAQ:QCOM) is one of the 10 best electric and autonomous driving stocks to buy according to hedge funds. The optimism surrounding the stocks is backed by the company’s ongoing engagement with QCraft. On June 5, Qualcomm Inc. (NASDAQ:QCOM) and QCraft showcased their urban Navigate-on-Autopilot solution in SA8650P-equipped production vehicles during the 2026 Qualcomm […]

2 Reasons QCOM is Risky and 1 Stock to Buy Instead
StockStory54d agobullish
2 Reasons QCOM is Risky and 1 Stock to Buy Instead

Over the past six months, Qualcomm has been a great trade, beating the S&P 500 by 20.4%. Its stock price has climbed to $226.50, representing a healthy 29.2% increase. This run-up might have investors contemplating their next move.

Qualcomm (QCOM) Stock Is Up, What You Need To Know
StockStory55d agoneutral
Qualcomm (QCOM) Stock Is Up, What You Need To Know

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 3.4% in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips with Intel in the United States, a foundry validation the market had been waiting on for over a year.

Stocks Supported as Geopolitical Risks Recede
Barchart55d agoneutral
Stocks Supported as Geopolitical Risks Recede

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

Applied Materials (AMAT) Launches SENZ With Qualcomm And EssilorLuxottica For AI Eyewear
Simply Wall St.55d agoneutral
Applied Materials (AMAT) Launches SENZ With Qualcomm And EssilorLuxottica For AI Eyewear

Applied Materials has launched SENZ, an integrated ambient visual system for AI-powered smart eyewear. The platform was co-developed with EssilorLuxottica, GlobalFoundries, and Qualcomm to support next generation AR glasses. The announcement signals an expansion of Applied Materials' role beyond semiconductor equipment into consumer optical technologies. Applied Materials (NasdaqGS:AMAT) is drawing fresh attention as it moves into AI-powered smart eyewear with the SENZ platform, while its...

QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler
Simply Wall St.55d agoneutral
QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler

In recent weeks, Qualcomm has moved beyond its smartphone roots by launching a custom AI data center silicon program with a leading hyperscaler, expanding collaborations in XR, edge AI, and AI infrastructure across partners like Nuvoton, SLB, ByteDance, and Primax Tymphany. This broad push into custom data center chips and over 40 new AI-powered device designs signals a meaningful reshaping of Qualcomm’s role across cloud, personal devices, and industrial applications. We’ll now examine...

Qualcomm (QCOM) Is Reportedly Eyeing Tenstorrent In A $10 Billion AI Chip Deal
Simply Wall St.55d agoneutral
Qualcomm (QCOM) Is Reportedly Eyeing Tenstorrent In A $10 Billion AI Chip Deal

Qualcomm, ticker NasdaqGS:QCOM, is reportedly in advanced talks to acquire AI chip startup Tenstorrent. The potential deal is valued at around US$8b to US$10b. The transaction, if completed, would extend Qualcomm’s reach beyond smartphones into AI and data center hardware. Qualcomm is widely known for its smartphone processors, but the reported move for Tenstorrent points to a broader ambition around AI computing and data center hardware. For you as an investor, this brings the discussion...

Qualcomm eyes $10 billion AI shortcut as smartphone growth slows
TheStreet55d agoneutral
Qualcomm eyes $10 billion AI shortcut as smartphone growth slows

Qualcomm (QCOM) helped define the smartphone era. Now the chip giant is striving to prove it can play a far bigger role in the artificial intelligence boom. That may take a lot. Qualcomm is in talks to buy AI chip firm Tenstorrent in a transaction valued at $8 billion to $10 billion, according to ...

Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
StockStory55d agoneutral
Applied Materials (AMAT) Shares Skyrocket, What You Need To Know

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of a new technology platform and major partnerships.