Semiconductor News & Analysis Feed
236 articles
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap
Ghazal Ahmed
June 30, 2026 2 min read
QCOM
-1.88%
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Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More.
While Qualcomm's expanding data-center revenue opportunity makes it difficult to remain bearish, one investment f
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
www.foreignpolicyjournal.com
2026-06-29
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) has announced a sweeping AI data center strategy that includes new partnerships with Meta and Microsoft, signaling a major expansion beyond its smartphone processor roots.
The company introduced the Dragonfly C1000 CPU alongside a new High Bandwidth Compute architecture specifically designed to handle demanding AI workloads at scale.
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Qu
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Is QUALCOMM Incorporated (QCOM) Set to Acquire a Startup?
Fatima Gulzar
June 28, 2026 1 min read
QCOM
+5.80%
NVDA
+0.37%
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Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
Reuters reported on June 24 that QUALCOMM Incorporated (NASDAQ:QCOM) is set to acquire AI startup Modular in an all-st
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
Published on June 27, 2026 at 11:29 pm by VARDAH GILL in News
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QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Dividend Stocks to Buy for Passive Income.
On June 26, DZ Bank upgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Buy from Hold. It also assigned the stock a price target of
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
Vardah Gill
June 27, 2026 2 min read
QCOM
+5.80%
Trade QCOM on Coinbase
Trading disclosure
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Dividend Stocks to Buy for Passive Income.
DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
On June 26, DZ Bank
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
BofA Lifts PT on QUALCOMM (QCOM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
QCOM
+5.80%
BAC
+1.99%
Explore stocks on Coinbase
Trading disclosure
QUALCOMM, Inc. (NASDAQ:QCOM) is one of the best trending AI stocks to watch in 2026. BofA lifted the price target on QUALCOMM, Inc. (NASDAQ:QCOM) to $195 from $165 on May 23 and maintained an Underperform rating on the shares. The rating up
2026-06-28
ca.finance.yahoo.com
2026-06-28
Yahoo! Finance Canada
BofA Lifts PT on QUALCOMM (QCOM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
QCOM
+5.80%
BAC
+1.99%
QUALCOMM, Inc. (NASDAQ:QCOM) is one of the best trending AI stocks to watch in 2026. BofA lifted the price target on QUALCOMM, Inc. (NASDAQ:QCOM) to $195 from $165 on May 23 and maintained an Underperform rating on the shares. The rating update came ahead of the company's investor day
2026-06-28
seekingalpha.com
2026-06-28
Seeking Alpha
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2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Is Down 16.2% After Modular Deal And AI CPU Push - Has The Bull Case Changed?
June 27, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this week, Qualcomm Technologies announced an expanded collaboration with Hugging Face, launched its Dragonfly C1000 data center CPU and High Bandwidth Compute architecture, and conf
2026-06-27
www.tradingkey.com
2026-06-27
TradingKey
Qualcomm Inc (QCOM) moved down by 5.12%. The Technology Equipment sector is down by 2.75%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 5.76%; SanDisk Corporation (SNDK) down 9.55%; NVIDIA Corp (NVDA) down 1.07%.
Qualcomm's stock experienced significant downward volatility on Friday, reflecting a "sell-the-news" reaction followin
2026-06-27
www.foreignpolicyjournal.com
2026-06-27
foreignpolicyjournal.com
Zacks Research Daily has highlighted 16 major stocks in its latest research output, with JPMorgan Chase & Co. (NYSE: JPM), Novartis AG (NYSE: NVS), and Qualcomm Inc. (NASDAQ: QCOM) among the featured names.
JPMorgan shares have gained 2.7% over the past six months, trailing the Zacks Financial – Investment Bank industry’s gain of 5.8% over the same period.
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The
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips
Qualcomm Reportedly Eyes Data-Center Chip Tech For Smartphones And Cars — But QCOM Stock Slips · Stocktwits
Aveek Bhowmik
June 26, 2026 3 min read
QCOM
-3.12%
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Trading disclosure
Qualcomm is reportedly discussing its new data center chip platform with smartphone, PC and automotive
2026-06-27
stocktwits.com
2026-06-27
Stocktwits
stocktwits.com
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-26
news.google.com
2026-06-26
Benzinga
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
stocktwits.com
2026-06-26
Stocktwits
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