Semiconductor News & Analysis Feed
876 articles
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Price Prediction: The Forecast Is Far More Bullish Than Analysts
Vandita Jadeja
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
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Quick Read
QCOM trades at $205, but our model targets $257, implying 26% upside while Wall Street's consensus of $187 implies downside.
CEO Cristiano Amon doubled Qualcomm's 2029 non-handset revenue target to $40 b
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
Qualcomm Is Remaking Itself Into an AI Company. Its Shares Look Dirt Cheap.
Chris Neiger, The Motley Fool
June 29, 2026 4 min read
QCOM
+5.80%
NVDA
+0.37%
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Many technology companies were off to the races when the AI boom first started, but Qualcomm (NASDAQ: QCOM) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward
2026-06-29
www.fool.com
2026-06-29
The Motley Fool
Many technology companies were off to the races when the AI boom first started, but Qualcomm (
QCOM
+5.80%
) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward artificial intelligence processors, applying its existing knowledge of edge computing to AI. It recently made a nearly $4 billion acquisition of an AI company to expand its reach for data center tech.
2026-06-29
www.benzinga.com
2026-06-29
Benzinga
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2026-06-29
news.google.com
2026-06-29
TechHQ
2026-06-29
news.google.com
2026-06-29
AI News
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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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.barrons.com
2026-06-28
Barron's
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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%
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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%
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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
247wallst.com
2026-06-27
24/7 Wall St.
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Artificial intelligence is rapidly shifting from the cloud to the devices we use every day. The first wave of generative AI relied on massive data centers packed with expensive graphics processors. The next phase is about making AI faster, cheaper, and more private by moving more of that computing directly onto smartphones, laptops, and vehicles.
That transition has become a battleg
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Qualcomm Technologies announced a new data center roadmap and product portfolio designed for the agentic AI era. The company introduced new data center solutions, including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute technology, the Qualcomm Dragonfly AI300 inference accelerator, connectivity products, and custom silicon solutions.
Qualcomm said the new platforms are enginee
2026-06-27
fortune.com
2026-06-27
Fortune
Qualcomm has long been known primarily as the maker of smartphone chips, but since taking the reins five years ago, CEO Cristiano Amon has worked to change that and equip the company for the tough but lucrative AI chip wars. Since 2021, Qualcomm has reinvented itself to become a major player in newer areas such as tech for cars—including driver-assistance and connected-vehicle systems±—and chips t
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Qualcomm Just Nearly Doubled Its Most Important Growth Target, Confirming Its Place as a Key AI Stock
Daniel Sparks, The Motley Fool
June 26, 2026 5 min read
QCOM
-3.12%
NVDA
-1.39%
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Trading disclosure
Qualcomm (NASDAQ: QCOM) has spent years trying to convince investors it can be more than a smartphone-chip company. At its investor day on Wednesday, it made its boldest c