Notícias

Wall Street expects Qualcomm to report $9.6 billion in revenue and earnings per share of $2.22 for the fiscal third quarter.

While the world focuses on its GPU dominance, the company is mounting a surprise attack on an entirely new market. It is now targeting the CPU space, a category it has never addressed before. This move opens a brand new addressable market, altering the company's growth profile.

Qualcomm said on Wednesday it has signed a long-term deal to supply ‌chips for German luxury automaker BMW's future ‌digital cockpit and advanced driver-assistance systems through the next decade. The ​agreement comes as competition intensifies in the automated driving market, with Nvidia and Mobileye Global also aiming to supply chips and software platforms to automakers. • The ‌deal includes Qualcomm's ⁠Snapdragon Digital Chassis solutions, including cockpit processors, automated driving chips and AI accelerators, which ⁠the companies said would establish the hardware basis for BMW's AI-led platforms.

The main US stock measures were mostly trending higher in Wednesday's premarket activity as traders

Retail sentiment remains ‘bearish’ on SPY and QQQ. Further weakness in QQQ will put it on track for the longest losing streak since August 2025.

Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.

Qualcomm will report its fiscal third-quarter results on Wednesday afternoon as it seeks to diversify away from mobile phones.

Here's a closer look at Qualcomm headed into its earnings report on Wednesday.

Qualcomm notified customers on July 24, 2026 of double-digit chip price increases taking effect September 1, citing an inability to absorb further supplier cost increases.

A stock that historically falls harder than the market during market-wide shocks is trading well below its own high, and its own shock record says how deep and how long a real drawdown could run.

Qualcomm stock in focus ahead of Q2 earnings on July 29. Barchart data recommends caution in playing QCOM shares heading into the quarterly print.

Qualcomm Incorporated (NASDAQ:QCOM) is entering a new phase of growth as two major catalysts—the expansion of its Samsung partnership and its push into AI infrastructure— begin reshaping the company’s long-term outlook. Samsung Partnership Strengthens Premium Smartphone Leadership Its expanded collaboration with Samsung paves the way for Snapdragon platforms to power Samsung’s latest Galaxy smartphones, smart […]

Qualcomm heads into its July 29 earnings report facing lowered expectations, but investors will be watching closely for updates on AI, data center expansion, and smartphone demand.

The 41-year-old company has given back the stock gain it made in the first half of the year and is sitting 35% below its peak. And it's heading into an earnings report that needs to answer some hard questions. Qualcomm (QCOM) closed July 27 at $170.04, up 1.84% on the session but a long way from ...

A quarter that nearly doubled expected profit still could not outweigh a rising capital bill, a softer profit guide, and a foundry deep in the red.

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Wireless chipmaker Qualcomm (NASDAQ:QCOM) will be reporting earnings this Wednesday after the bell. Here’s what to expect.

INTC teams up with Lens Technology to advance glass substrate packaging, improving chip performance and power efficiency for AI and next-gen computing.

Qualcomm (QCOM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]

The chipmaker looks expensive on today's numbers, but a steep discount emerges once you account for the growth analysts see coming.

Earlier this month, Qualcomm Incorporated declared a quarterly cash dividend of US$0.92 per common share, payable on September 24, 2026, to shareholders of record as of September 3, 2026. Separately, Qualcomm’s participation in Micron’s new long-term automotive supply agreements highlights its push to secure a role in AI-enabled vehicle platforms and reduce reliance on smartphones. Against this backdrop, we’ll examine how Qualcomm’s reinforced dividend and role in Micron’s automotive supply...

A sell-off in semiconductor stocks deepened on Tuesday.

A sell-off in semiconductor stocks deepened on Tuesday.

Qualcomm Earnings Loom as Wall Street Braces for AI Reality Check

US equity futures were mostly tracking in the red on Tuesday amid a selloff in chip stocks over conc

At $196.51, NVIDIA (NVDA) looks set up for roughly 56% upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

The memory chip maker is securing its future with significant new contracts, but a recent price decline raises questions about its current valuation.

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

Navitas Semiconductor (NVTS) delivered earnings and revenue surprises of 0.00% and +5.82%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?