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29,773 signal articles · 71 in last 24h · 148,348 total before filter · latest 1h ago
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How Far Can NVIDIA Stock Fall In A Demand Scare?
Trefis2d agobearish
How Far Can NVIDIA Stock Fall In A Demand Scare?

NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.

Qualcomm’s 35% Drop Offers AI Upside Backed By Strong Legacy Cash Flows
Trefis32d agobearish
Qualcomm’s 35% Drop Offers AI Upside Backed By Strong Legacy Cash Flows

Qualcomm (QCOM) has fallen 35% from its May 2026 highs, and the market is pricing it like a company in decline following tough quarterly results and weakness in smartphones. Look a little further out, though, and the setup looks compelling. The near-term weakness is concentrated in Qualcomm's handset business, while the company's decades of experience building low-power, high-efficiency chips could position it for a very different opportunity: AI infrastructure.

Is Qualcomm’s New EMEA Leadership the Missing Link in Its Diversification Story for QCOM?
Simply Wall St.38d agobearish
Is Qualcomm’s New EMEA Leadership the Missing Link in Its Diversification Story for QCOM?

In early August 2026, Qualcomm appointed Wassim Chourbaji as senior vice president and president of Qualcomm EMEA, while long-time regional leader Enrico Salvatori moved to chairman and will continue overseeing the EMEA Automotive business until his planned retirement in June 2027. This leadership transition places a veteran of Qualcomm’s government affairs and MEA operations at the center of its EMEA strategy, potentially sharpening execution across both regulatory engagement and...

Qualcomm shares slip as profit outlook falls short of expectations
Proactive51d agobearish
Qualcomm shares slip as profit outlook falls short of expectations

Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) shares fell about 3% on Thursday after the chipmaker reported third quarter earnings that narrowly missed expectations and issued a weaker-than-expected profit outlook for the upcoming quarter. For the fiscal third quarter ended June 28, Qualcomm reported...