QuantAbundanciaAbundance, Quantified.

News

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

23,622 signal articles · 310 in last 24h · 112,499 total before filter · latest 1h ago
310last 24h
2112last 7d
371● bullish (7d)
179● bearish (7d)
204publishers
AllMacro300Earnings1191M&A91Regulatory23Product13Analyst20
✕ clear all filtersticker: QCOMSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Daiwa Upgrades QUALCOMM (QCOM) to Outperform
Insider Monkey93d agobullish
Daiwa Upgrades QUALCOMM (QCOM) to Outperform

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 8, 2026, Daiwa analyst Louis Miscioscia upgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Outperform from Neutral and raised the firm’s price target to $225 from $140. The analyst said Qualcomm’s fiscal Q2 results were mixed, with strong growth […]

Today Is All About Chip Stocks—Again
The Wall Street Journal93d agoneutral
Today Is All About Chip Stocks—Again

Look at the most actively traded stocks on the S&P 500 this morning and you'll find some of the past few days' usual suspects: After powering the index to a fresh record Friday, chipmakers are the stocks changing hands the most this morning, extending their breakneck run-up.

Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase
24/7 Wall St.93d agobullish
Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase

Shares of Qualcomm (NASDAQ:QCOM) are up roughly 8% to around $237 in early Monday trading, extending one of the most aggressive multi-week runs in large-cap semis. Micron Technology (NASDAQ:MU) is climbing alongside it, up about 4% to around $774. The moves follow a blistering Friday session, when QCOM closed up 8% at $219.09 and MU ... Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase

Qualcomm’s 70% Rally May Be Just the Start
Trefis93d agobullish
Qualcomm’s 70% Rally May Be Just the Start

While Qualcomm (QCOM) stock has largely been left behind in the AI-driven semiconductor rally over the last few years, the tide appears to have turned for the company, with the stock up by close to 70% over the past month as Qualcomm is positioning for the next phase of AI, one that moves beyond centralized compute and into billions of connected devices. In our previous analysis, we outlined how Qualcomm stock could surge 2x led by edge AI. Here, we outline the specifics of the shift and how Qua

Qualcomm’s AI Device Push Tests Shift Beyond Smartphones For Investors
Simply Wall St.94d agoneutral
Qualcomm’s AI Device Push Tests Shift Beyond Smartphones For Investors

Qualcomm (NasdaqGS:QCOM) CEO says the company is developing next-generation AI devices in partnership with nearly all major AI players. The plan focuses on AI-native consumer hardware such as glasses, wearables and ambient devices that sit beyond traditional smartphones. This shift points to a broader role for Qualcomm chips across emerging AI agent and wearable use cases. For investors who know Qualcomm mainly for smartphone processors and connectivity, this push into AI wearables and...

Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
24/7 Wall St.95d agobullish
Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Intel (INTC) Is Up 16.0% After Securing Preliminary Apple Chip Manufacturing Pact - What's Changed
Simply Wall St.96d agoneutral
Intel (INTC) Is Up 16.0% After Securing Preliminary Apple Chip Manufacturing Pact - What's Changed

In recent weeks, Intel and Apple reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, while Intel also named former Qualcomm executive Alex Katouzian to lead its Client Computing and Physical AI Group and confirmed Pushkar Ranade as chief technology officer. Together with Intel’s new AI-focused leadership structure and an expanded push into factory optimization and advanced computing, the Apple deal signals a broad attempt to reposition the...

Argus Boosts Qualcomm (QCOM) PT on Strength beyond Handset Business
Insider Monkey96d agoneutral
Argus Boosts Qualcomm (QCOM) PT on Strength beyond Handset Business

With a YTD Return of 15.76% as of May 7, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Stocks to Buy to Beat the S&P 500. On May 1, Argus raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $180. It reiterated a Buy rating following the company’s earnings report. The firm said Qualcomm […]

Arm Is Quietly Becoming The CPU Backbone Of AI
24/7 Wall St.96d agoneutral
Arm Is Quietly Becoming The CPU Backbone Of AI

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI

Investing.com96d agoneutral
Investing.com’s stocks of the week

Investing.com -- Wall Street has risen to new record highs on Friday, bouncing back from losses in the prior session, boosted by a jump in chip stocks and a stronger-than-expected April U.S. jobs report.

Qualcomm Just Ripped 70% in a Month. Is It Time to Sell in May and Go Away?
24/7 Wall St.96d agobearish
Qualcomm Just Ripped 70% in a Month. Is It Time to Sell in May and Go Away?

Shares of Qualcomm (NASDAQ:QCOM) are heading higher Friday, trading at around $215 intraday and up roughly 6% on the session. The move caps a parabolic stretch that has put QCOM stock up 70% over the past month. That kind of vertical move on a $200 billion-plus mega-cap is rare. It’s also forcing investors to ask ... Qualcomm Just Ripped 70% in a Month. Is It Time to Sell in May and Go Away?

Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot
24/7 Wall St.96d agobullish
Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot

Here Are Friday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, Epam Systems, HubSpot, Nike, Shake Shack, Tapestry, Qualcomm, and More
24/7 Wall St.97d agoneutral
Here Are Friday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, Epam Systems, HubSpot, Nike, Shake Shack, Tapestry, Qualcomm, and More

Pre-Market Stock Futures: Futures are trading higher as we get set to end what has been one of the wildest weeks on Wall Street in some time. After blowing through all-time highs for the umpteenth time on Wednesday, stocks started higher again on Thursday but started to sell off after the noon hour. While most ... Here Are Friday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, Epam Systems, HubSpot, Nike, Shake Shack, Tapestry, Qualcomm, and More

It’s Looking an Awful Lot Like the Tech Bubble
The Wall Street Journal97d agoneutral
It’s Looking an Awful Lot Like the Tech Bubble

​📈 Follow our live markets data and coverage. Hold on a minute, didn’t they change their name to “Strategy?” Sorry, we were looking at a table of stock performance ending in March 2000, not today. As Jonathan Krinsky and his team at BTIG point out, many of today’s marquee companies also were top performers back then.

Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough
Bloomberg97d agobullish
Intel CEO Who Won Over Trump and Musk Now Needs a Breakthrough

(Bloomberg) -- After Lip-Bu Tan became chief executive officer of Intel Corp. in March of last year, the struggling company’s shares went nowhere for seven months while the chipmaker was getting trounced in the market for artificial intelligence.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump