QuantAbundanciaAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

23,125 signal articles · 334 in last 24h · 110,652 total before filter · latest 1h ago
334last 24h
2346last 7d
425● bullish (7d)
219● bearish (7d)
202publishers
AllMacro256Earnings1416M&A100Regulatory17Product16Analyst22
✕ clear all filtersticker: QCOMSentiment:bullishneutralbearishshow all (incl. clickbait)
Bloomberg18d agoneutral
Qualcomm Tells Customers That Prices Are Going Up by Double Digits

(Bloomberg) -- Qualcomm Inc., the biggest maker of smartphone processors, told customers that rising costs are forcing it to increase prices by a percentage in the double digits. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Major Bet on Starsh

Qualcomm deepens ties with major Apple rival
TheStreet19d agoneutral
Qualcomm deepens ties with major Apple rival

Qualcomm and Samsung expanded their chip partnership this week, putting Snapdragon silicon inside nearly every new device in the Galaxy lineup. For over a decade, Samsung ran a split system, selling some flagship phones with its own Exynos processor and others with a Snapdragon chip depending on ...

AMD, Cerebras Strike AI Chip Deals
Investor's Business Daily20d agoneutral
AMD, Cerebras Strike AI Chip Deals

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

Asian shares sink, with Tokyo down nearly 5% as slumping AI stocks drag world markets lower
Associated Press25d agoneutral
Asian shares sink, with Tokyo down nearly 5% as slumping AI stocks drag world markets lower

Asian shares skidded Friday, with Tokyo’s Nikkei 225 down 5% as heavy selling of computer chipmakers and other AI-related shares dragged markets lower. Stocks related to artificial intelligence have been under pressure for weeks because of worries that their prices have shot too high and that voracious demand for computer memory and processors may not be sustainable if AI ends up not producing as much profit and productivity as promised. Oil prices surged as fighting in the Middle East intensified, while U.S. futures slipped.

Micron signs deals with Qualcomm, others for AI-powered automobile chip components
Reuters26d agoneutral
Micron signs deals with Qualcomm, others for AI-powered automobile chip components

Micron Technology on Thursday signed long-term agreements with automotive suppliers, including chip designer ‌Qualcomm and audio products maker Harman, to secure ‌memory and storage components that powers AI-enabled vehicles. The agreements come as ​the industry races to expand manufacturing capacity to meet the booming demand for memory chips due to the rapid adoption of AI tools. These chips are used in data ‌centers, consumer electronics ⁠and vehicles, where they support AI-enabled features such as ADAS and digital cockpits.

TYLSemi raises $43 million to create building blocks of custom AI chips
Reuters28d agoneutral
TYLSemi raises $43 million to create building blocks of custom AI chips

TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on ‌Tuesday said it has raised $43 million in early ‌funding to help companies build their own AI chips. The market for such AI ​chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips ‌talk to each ⁠other at high speed, and the only way to access that technology is to work with ⁠them to develop a custom chip.

Qualcomm's datacenter ambitions win over Goldman Sachs
TheStreet31d agoneutral
Qualcomm's datacenter ambitions win over Goldman Sachs

Qualcomm’s push into artificial intelligence data centers has convinced Goldman Sachs to raise its price target by nearly a quarter. The bank kept its rating at Neutral anyway, a sign that even a bullish estimate revision isn’t the same as a buy call. Shares have already sailed past Goldman’s new ...

Taiwanese chipmaker Nanya plans $6 billion in spending in 2027, riding AI boom
Reuters32d agoneutral
Taiwanese chipmaker Nanya plans $6 billion in spending in 2027, riding AI boom

Taiwanese memory chipmaker Nanya Technology said on Friday it plans capital spending of more than ‌T$200 billion ($6.2 billion) next year, roughly four times this year's figure, ‌amid soaring demand for memory chips as it rides an AI boom. President Pei-Ing Lee told ​an online press briefing that the preliminary expenditure plan aims to help ramp up spending on a new plant, although the budget has yet to receive board approval. Lee was speaking after Nanya reported unaudited second-quarter revenue of ‌T$82.55 billion, up 684% from ⁠a year earlier.

Investing.com41d agoneutral
SpaceX teases AI device post-IPO; QCOM gains, Apple unfazed

Investing.com -- Fresh off its historic debut on the public markets, Elon Musk’s SpaceX is keeping the momentum going. The newly public aerospace and tech giant has reportedly showcased a prototype AI-interaction device to investors. The hardware, described as sleeker and thinner than an Apple iPhone, marks an ambitious consumer tech play for the company. SpaceX presented the prototype to key stakeholders and institutional investors in a series of private meetings, according to a report from the