Semiconductor News & Analysis Feed
20 articles
2026-07-30
stocktwits.com
2026-07-30
2026-07-30
stocktwits.com
2026-07-30
2026-07-30
news.google.com
2026-07-30
2026-07-29
stocktwits.com
2026-07-29
2026-07-29
www.barchart.com
2026-07-29
As Qualcomm prepares to release its Q2 earnings on July 29, market sentiment is cautious amid declining prospects for its core smartphone business. Barchart forecasts revenue of $9.67 billion and EPS of $1.54, representing a 32.75% YoY decline. The stock has dropped about 35% since June, with techni
2026-07-25
stocktwits.com
2026-07-25
Qualcomm Inc. announced plans to raise chip prices by double-digit percentages starting late this summer, citing unavoidable cost pressures across its global supply network. The move highlights the broader semiconductor industry's struggle with rising production costs and supply chain bottlenecks. A
2026-07-22
2026-07-02
finance.yahoo.com
2026-07-02
Qualcomm (QCOM) stock declined for the fourth consecutive day after Elon Musk publicly dismissed reports that SpaceX was developing an AI-powered smartphone using Qualcomm chips. According to The Wall Street Journal, SpaceX had pitched a concept AI device to investors, featuring a custom operating s
2026-06-27
finance.yahoo.com
2026-06-27
Qualcomm is reportedly planning to leverage its newly developed data-center chip technology for smartphones, personal computers, and automotive applications to enhance on-device artificial intelligence capabilities. The company is in discussions with manufacturers to integrate this technology into f
2026-06-27
stocktwits.com
2026-06-27
Qualcomm is actively pursuing data-center chip technology for smartphone and automotive applications, demonstrating the company's ambition to expand its business boundaries. However, despite this promising technological strategy, QCOM stock has experienced a decline, reflecting market caution and in
2026-06-26
stocktwits.com
2026-06-26
Qualcomm's stock is facing its worst month in seven years, with analysts suggesting that Microsoft and Google may be driving the company's AI momentum. This analysis stems from Qualcomm's strategic positioning in the AI chip market and its growing partnerships with major technology companies. As art
2026-06-25
stocktwits.com
2026-06-25
Qualcomm's stock experienced a significant surge as Wall Street embraced the company's AI data center strategic pivot. Morgan Stanley acknowledged that previous skepticism toward Qualcomm's AI initiatives was misplaced. This shift reflects the semiconductor industry's growing recognition of artifici
2026-06-24
www.weex.com
2026-06-24
In 2026, Qualcomm (QCOM) has demonstrated unprecedented market performance by trading above Wall Street's consensus expectations. As of June 23, 2026, QCOM's stock price approached $222, significantly exceeding the average analyst target price of approximately $184. This price inversion reflects a f
2026-06-22
news.google.com
2026-06-22
2026-06-16
stocktwits.com
2026-06-16
Qualcomm's stock surged over 4% following reports that the company is considering acquiring startup Tenstorrent to strengthen its AI chip capabilities. This potential acquisition reflects Qualcomm's strategic focus on artificial intelligence chip development and demonstrates the semiconductor indust
2026-06-15
www.barchart.com
2026-06-15
Qualcomm, primarily known for smartphone processors, is expanding into three new markets: data centers, automotive, and IoT. Analyst Samik Chatterjee from J.P. Morgan sees this as a positive catalyst, projecting Qualcomm to reach $3 billion in data center revenue by 2027 and $35 billion by 2031. By
2026-06-01
www.tradingview.com
2026-06-01
2026-06-01
finance.yahoo.com
2026-06-01
2026-05-26
www.foreignpolicyjournal.com
2026-05-26
2026-05-21