Semiconductor News & Analysis Feed
877 articles
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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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
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
Qualcomm (
QCOM
3.04%
) 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 case yet. The company nearly doubled its target for non-handset revenue in fiscal 2029, raising the goal to about $40 billion from $22 billion. And for the first time, it put hard numbers behind its data center ambitions, calling
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
finance.yahoo.com
2026-06-27
Yahoo Finance
Stocks making big moves this week: Qualcomm, Accenture, 10x Genomics, Seagate, and Lattice Semiconductor
Petr Huřťák
June 26, 2026 2 min read
ACN
+4.74%
TXG
-0.10%
QCOM
-3.12%
STX
-10.38%
LSCC
-6.68%
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Trading disclosure
Check out the companies making headlines this week:
Qualcomm (NASDAQ:QCOM): Wireless chipmaker Qualcomm (NASDAQ:QCOM) fell by 4.7% on Wednesday after a
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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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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2026-06-27
www.gsmarena.com
2026-06-27
GSMArena.com
We've heard rumors that Qualcomm will launch two 2nm chips under the Snapdragon 8 Elite series this year, called the Snapdragon 8 Elite Gen 6 (SM8950) and Snapdragon 8 Elite Gen 6 Pro (SM8975). But now we learn that Qualcomm has two more Snapdragon 8-series chips on its roadmap.
The word comes from reliable tipster Digital Chat Station, who claimed that Qualcomm is working on the Snapdragon 8 Eli
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated.
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Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year.
Qualcomm shares rose 13.3% to 15% in after-hours tr
2026-06-27
www.investing.com
2026-06-27
Investing.com
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2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro
2026-06-27
www.semafor.com
2026-06-27
Semafor
Qualcomm, the chipmaker supplying smartphones and wearable devices, said it plans to use the new chip technology it created for data centers in smartphones — ultimately allowing AI to run better on mobile devices, said Executive Vice President Durga Malladi in an interview.
When Qualcomm announced its data-center chips this week, it launched itself into the highly competitive data-center chip ind
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
AAPL
+2.70%
INTC
+6.01%
AMD
+7.68%
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Trading disclosure
Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
www.pcmag.com
2026-06-26
PCMag
The company behind the processors in many of the smallest computers people use is making a bid to enter some of the largest computers in operation today.
Qualcomm used its investor day event in New York this week to unwrap a new family of components for data centers. “We have a comprehensive portfolio to enter the next phase of the data center market," CEO Cristiano Amon said near the start of th
2026-06-26
stockstory.org
2026-06-26
StockStory
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
Qualcomm CEO and President Cristiano Amon discusses the company's diversification beyond mobile chips, its entry into data centers, the demand for AI spending, outlook on agentic AI and more on 'Mornings with Maria.'
Cristiano Amon, Qualcomm CEO Cristiano Amon joins 'Mornings with Maria' to detail the company's ambitious strategy to diversify into new markets like data centers, automotive, and ro
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,