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We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. QUALCOMM Inc. (NASDAQ:QCOM) is one of the long-term stock picks. Appaloosa Management has held QUALCOMM Inc. (NASDAQ:QCOM)’s shares since the first quarter of 2021. From Q1 2012 to Q1 2014, the fund continuously held the shares. It then briefly held them in 2016 before […]
Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into the fast-growing, but highly competitive, market for AI data center chips. Analysts expect the San Diego-based company to name new customers for its AI chips as it tries to gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.
The companies inside this popular semiconductor fund are signaling a clear direction for their earnings, and it's worth paying attention.
Qualcomm will acquire Modular in stock to expand AI software capabilities for its data center push.
Investing.com -- BlackBerry received a bullish endorsement from Stifel, which initiated coverage of the software company with a Buy rating and a $12 price target, arguing that investors continue to undervalue its position as a key infrastructure provider for the emerging physical AI market.
Qualcomm (NASDAQ:QCOM) shares have whipsawed into the chipmaker’s Investor Day, and our model says the post-selloff setup looks compelling on the data. With the stock at $204.13 after a 8.01% single-day drop, our 24/7 Wall St. price target for Qualcomm is $278.13, implying 36.25% upside over the next 12 months. Our model frames this as ... Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing
Qualcomm Gains as ByteDance Emerges as Potential Customer for New Chip Business
The deal gives Qualcomm access to Modular's AI-native software stack and engineering talent, including a team that helped build key components of the current AI infrastructure.
The chipmaker will issue up to 19.2 million shares to Modular's equity holders as it pushes deeper into data center AI
Qualcomm agreed to acquire the AI software company Modular for about $3.9 billion, in a bid to make artificial intelligence faster and cheaper for its customers.
Qualcomm has agreed to buy artificial-intelligence infrastructure software company Modular for an undisclosed price.
Microsoft Corporation (NASDAQ:MSFT) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 2 that Microsoft Corporation (NASDAQ:MSFT) announced a “sweeping slate” of AI initiatives to go beyond apps, ranging from Nvidia-powered PCs and a new in-house reasoning model to autonomous workplace assistants and gadgets. The company aims […]
Qualcomm said on Wednesday it would buy AI startup Modular for an undisclosed sum, as the chipmaker looks to diversify beyond its core smartphone business. The company was in advanced discussions to acquire Modular in a deal valuing it at about $4 billion, Bloomberg News reported on Monday. Buying Modular pits Qualcomm against CUDA, the software platform that has helped underpin Nvidia's AI dominance by tying millions of developers to the $5 trillion company's chips.
Investing.com -- Robotics and space stocks could be among the most vulnerable in any market downturn, KB Securities has warned, drawing parallels between today's thematic investment frenzy and the final stages of the U.S. dot-com bubble.
Qualcomm (NASDAQ:QCOM) is in discussions with China’s ByteDance about providing custom chip-design services, according to people familiar with the matter, as the U. S.
The chipmaker is reportedly in talks with ByteDance about a deal for its chip design services.
Retail sentiment remained cautious, with Stocktwits data showing SPY sentiment stuck in bearish territory while QQQ sentiment improved to bullish.
Investors are looking forward to another week of chip-stock reveals. Qualcomm has its investor conference, and Micron reports earnings a day after a sharp decline in its stock. The Federal Reserve meanwhile will get another data point on the inflation picture, with the PCE (price consumption expenditures) index.
Qualcomm is in talks to provide chip-design services to China's ByteDance, four people familiar with the matter said, as the U.S. company seeks to reduce dependence on the smartphone market, its biggest revenue source. If successful, the negotiations would make ByteDance, the parent of short-video platform TikTok, an early customer of Qualcomm's chip-design services operation. Qualcomm is the world's largest supplier of smartphone modem chips, which manage cellular communications.
Qualcomm (NasdaqGS:QCOM) is reported to be in advanced talks to acquire AI chip startup Modular Inc. in a multi billion dollar deal. The potential transaction would mark a push by Qualcomm to build out its AI infrastructure and data center offerings beyond its core smartphone chip business. The negotiations are ongoing and the deal, if completed, would represent a major move into markets currently led by larger AI chip competitors. For investors watching Qualcomm, this prospective...
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The reported acquisition would value Modular at 2.5x its September funding round valuation
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