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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
24/7 Wall St.23d agobullish
Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?

Qualcomm (NASDAQ:QCOM) heads into Wednesday’s Q3 earnings report on July 29 at just 15x forward earnings, despite returning billions of dollars to shareholders and expanding beyond smartphones. Qualcomm also offers investors a dividend yield above 2% alongside exposure to growing automotive, IoT, and hyperscaler chip businesses. Qualcomm’s 15x Forward P/E Leaves Room for Upside QCOM trades ... Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?

Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
Insider Monkey23d agobullish
Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

QUALCOMM (QCOM) Could Be 25% Below Fair Value As Auto And Data Center Hopes Build
Simply Wall St.23d agoneutral
QUALCOMM (QCOM) Could Be 25% Below Fair Value As Auto And Data Center Hopes Build

QUALCOMM (QCOM) is in focus as investors weigh its projection to more than double revenue by 2029, supported by automotive and data center growth, against ongoing handset headwinds in China. See our latest analysis for QUALCOMM. QUALCOMM's share price has pulled back recently, with a 1 month share price return of down 11.84% and year to date share price return of down 3.47%. Meanwhile, the 1 year total shareholder return of 5.86% and 3 year total shareholder return of 34.83% point to stronger...

Morning Bid: China chip champ
Reuters23d agoneutral
Morning Bid: China chip champ

By Mike Dolan July 27 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets A pause in the Iran conflict and a sizeable retreat in crude oil

Qualcomm (QCOM) Raises Product Prices And Deepens Samsung Snapdragon Ties
Simply Wall St.25d agoneutral
Qualcomm (QCOM) Raises Product Prices And Deepens Samsung Snapdragon Ties

Qualcomm (NasdaqGS:QCOM) plans significant double digit price increases on select products, citing higher supplier costs and ongoing supply shortages. The company is also expanding its partnership with Samsung to use advanced Snapdragon platforms in Galaxy mobile devices, wearables, and AR products. Both developments highlight changes in Qualcomm's pricing approach and its role within the broader Galaxy device ecosystem. Qualcomm sits at the center of global connectivity and processing,...