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Qualcomm tells customers of double-digit price increases, Bloomberg News reports
Reuters26d agoneutral
Qualcomm tells customers of double-digit price increases, Bloomberg News reports

Smartphone chipmaker Qualcomm has told customers it would raise prices ‌by a percentage in the ‌double digits due to rising costs, Bloomberg News reported ​on Friday, citing a letter sent to clients. The San Diego, California-based company did not immediately respond to a Reuters request for ‌comment. • Qualcomm told customers that it could no longer absorb rising supplier costs and had sought alternative ‌components from new suppliers, ​the report said.

Bloomberg26d agoneutral
Qualcomm Tells Customers That Prices Are Going Up by Double Digits

(Bloomberg) -- Qualcomm Inc., the biggest maker of smartphone processors, told customers that rising costs are forcing it to increase prices by a percentage in the double digits. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Major Bet on Starsh

Qualcomm (QCOM) Stock Gets Fair Value Boost After Investor Day Reset
Simply Wall St.27d agoneutral
Qualcomm (QCOM) Stock Gets Fair Value Boost After Investor Day Reset

The updated analyst fair value estimate for Qualcomm has shifted from US$168.50 to US$221.23, signaling a reset in how the stock’s long term potential is being framed. This move lines up with fresh research after Qualcomm’s Investor Day, where opinions split between enthusiasm for its AI data center and non handset targets, and caution around competition, handset demand, and licensing risks. Read on to see what is driving this evolving story and how to track future twists in the Qualcomm...

Qualcomm deepens ties with major Apple rival
TheStreet27d agoneutral
Qualcomm deepens ties with major Apple rival

Qualcomm and Samsung expanded their chip partnership this week, putting Snapdragon silicon inside nearly every new device in the Galaxy lineup. For over a decade, Samsung ran a split system, selling some flagship phones with its own Exynos processor and others with a Snapdragon chip depending on ...

Wetour Robotics Joins Qualcomm Partner Network to Advance Orchestra Physical AI
InvestorsHub27d agoneutral
Wetour Robotics Joins Qualcomm Partner Network to Advance Orchestra Physical AI

The membership gives Wetour Robotics access to Qualcomm development resources as it evaluates Dragonwing technologies for potential industrial and embedded applications of its Orchestra edge AI platform. Key Investor TakeawaysWetour Robotics (NASDAQ:WETO) has joined the Qualcomm Partner Network’s Industrial and Embedded IoT Track.

MU Vs Its Peers: A Lead With A Price Tag
Trefis27d agoneutral
MU Vs Its Peers: A Lead With A Price Tag

After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.

Stocks Settle Lower as Crude Oil Prices Jump
Barchart27d agobullish
Stocks Settle Lower as Crude Oil Prices Jump

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

AMD, Cerebras Strike AI Chip Deals
Investor's Business Daily28d agoneutral
AMD, Cerebras Strike AI Chip Deals

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

QUALCOMM (QCOM) Stock Looks Below Fair Value On Earnings Yet Near Fair Value On Cash Flow
Simply Wall St.28d agoneutral
QUALCOMM (QCOM) Stock Looks Below Fair Value On Earnings Yet Near Fair Value On Cash Flow

QUALCOMM’s valuation is caught between a solid three year gain of 48.1% and a current picture where the stock screens as roughly in line with its Discounted Cash Flow (DCF) intrinsic value, while earnings based multiples still lean towards an undervalued read. After the recent pullback, the issue for investors is whether that mix adds up to enough margin of safety at around US$173.50 per share. QUALCOMM has returned 48.1% over three years, which suggests investors have already priced in a...