Semiconductor News & Analysis Feed
877 articles
2026-06-25
www.foreignpolicyjournal.com
2026-06-25
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is making an aggressive push into the AI data center market, unveiling a broad range of new products including AI accelerators, CPUs, memory technology, and software.
The company has already secured deals with major customers, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), with Meta signing a multigeneration agreement to deploy Qualcomm’s new Dragonfly C1000 C
2026-06-25
stocktwits.com
2026-06-25
Stocktwits
stocktwits.com
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2026-06-25
qz.com
2026-06-25
qz.com
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 11%, Then Pulls Back Amid Meta Platforms Data Center Deal and Wave of Analyst Target Hikes
David Moadel
Thu, June 25, 2026 at 7:13 AM PDT 4 min read
QCOM
+4.04%
META
-0.59%
NVDA
-1.63%
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Trading disclosure
Quick Read
Qualcomm (QCOM) stock jumped 11% but then fell back after the company landed Meta Platforms (META) as its first-ever data center customer with
2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) surged as much as 11% to $219 in early Thursday trading before retreating to $207, up 5% on the session. This volatile price action occurred after the chipmaker landed a marquee data center customer and watched price targets ratchet higher across the Street. The apparently fragile QCOM stock rally comes as analysts reassess Qualcomm’s divers
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm Jumps 12% After Unveiling $15 Billion AI Data Center Target
Khac Phu Nguyen
Thu, June 25, 2026 at 6:51 AM PDT 1 min read
QCOM
+3.78%
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Trading disclosure
This article first appeared on GuruFocus.
Qualcomm (NASDAQ:QCOM) shares jumped about 12% in premarket trading after the chipmaker gave investors a much bigger AI data center target, forecasting more than $15 billio
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Morgan Stanley upgrades Qualcomm after $5B data center forecast
Sam Boughedda
Thu, June 25, 2026 at 5:54 AM PDT 1 min read
QCOM
+2.45%
MS
+1.67%
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Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed
2026-06-25
tomshardware.com
2026-06-25
Luke James
Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.cnbc.com
2026-06-25
CNBC
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© 2026 Versant Media, LLC. All Rights Reserved. A Versant Media Company.
Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis.
This site is now part of
2026-06-25
www.tomshardware.com
2026-06-25
Tom's Hardware
Tech Industry Artificial Intelligence
Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM
News
By Anton Shilov published 22 hours ago
More efficient than HBM, denser than SRAM.
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall. (Image credi
2026-06-25
tomshardware.com
2026-06-25
Anton Shilov
Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall.
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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2026-06-25
news.google.com
2026-06-25
U.S. News - Money
2026-06-25
eetimes.com
2026-06-25
Qualcomm takes the data center by storm with networking, AI accelerators, and both custom and standard CPUs.
2026-06-25
www.reuters.com
2026-06-25
Reuters
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Nasdaq futures jump 2% as Micron, Qualcomm forecasts ease AI concerns; PCE data awaited
By Johann M Cherian and Twesha Dikshit
Thu, June 25, 2026 at 2:16 AM PDT 3 min read
MU
-0.31%
QCOM
-3.29%
^IXIC
-0.43%
SNDK
-2.50%
WDC
-4.01%
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By Johann M Cherian and Twesha Dikshit
June 25 (Reuters) - Nasdaq futures led gains on Thursday, advancing over 2% as inve
2026-06-25
www.ft.com
2026-06-25
Financial Times
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