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Qualcomm Inc (QCOM): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| Can Qualcomm's PickNik Acquisition Strengthen Its Robotics Edge? | Qualcomm is acquiring PickNik Robotics to enhance its robotics software capabilities and expand into physical AI markets. The deal integrates MoveIt, an open-source robotics framework, with Qualcomm's Dragonwing platforms and Arduino boards. While the acquisition supports long-term diversification beyond smartphones, integration challenges and competition from major chipmakers present near-term risks. | View source ↗ | Zacks Investment Research | Oct 20, 2026 | bullish | 0.25 | 1 |
| Trailer Telematics Market to Grow from USD 0.77 billion in 2024 to USD 1.41 billion by 2030, at a CAGR of 10.5% — MarketsandMarkets™ | The global trailer telematics market is projected to grow at a CAGR of 10.5% from 2024 to 2030, driven by demand for efficient fleet management, regulatory compliance, and cold-chain logistics. The Americas region leads the market, while Asia Pacific shows the fastest growth at 11.8% CAGR. Key players include CalAmp, Descartes Systems Group, Qualcomm, Omnitracs, and others offering GPS tracking, temperature monitoring, and predictive maintenance solutions. | View source ↗ | GlobeNewswire Inc. | Oct 19, 2026 | bullish | 1 | 1 |
| Can BlackBerry's QNX Launchpad Drive Growth in Embedded Markets? | BlackBerry Limited has introduced QNX Launchpad, a program offering startups and SMBs with up to $10M in annual revenue access to production-ready QNX software at affordable costs. The initiative supports development of commercial products in robotics, medical devices, and industrial automation, complementing BlackBerry's strategy to expand QNX beyond automotive into broader embedded markets. | View source ↗ | Zacks Investment Research | Oct 19, 2026 | bullish | 0.25 | 1 |
| Not Nvidia. Not Cisco. This Is the AI Networking Stock Quietly Wiring Every Data Center | Arista Networks is emerging as a critical AI infrastructure player by providing high-speed Ethernet switches that solve data center bottlenecks. As AI models grow more demanding, faster networking becomes essential to keep expensive GPUs operating at full capacity. Arista's stock has outperformed both Nvidia and Cisco this year, rising 54%, with strong Q2 results showing 37.7% revenue growth and guidance for continued expansion. | View source ↗ | The Motley Fool | Oct 15, 2026 | neutral | 0.125 | 1 |
| Not Nvidia. Not Cisco. This Is the AI Networking Stock Quietly Wiring Every Data Center | Arista Networks is emerging as a critical AI infrastructure player by providing high-speed Ethernet switches that solve data center bottlenecks. As AI models grow more demanding, faster networking becomes essential to keep expensive GPUs operating at full capacity. Arista's stock has outperformed both Nvidia and Cisco this year, rising 54%, with strong Q2 results showing 37.7% revenue growth and guidance for continued expansion. | View source ↗ | The Motley Fool | Oct 15, 2026 | neutral | 0.125 | 1 |
| Corning vs. Honeywell International: Which Stock Is a Better Buy in 2026? | Corning and Honeywell International represent two different industrial investment approaches. Corning, a specialty materials leader, is undergoing rapid transformation with 30%+ optical communications growth driven by AI data centers and ambitious plans to reach $40 billion revenue by 2030. Honeywell, a diversified conglomerate, offers steady execution post-aerospace spinoff with strong free cash flow. The article recommends Corning for long-term investors seeking exposure to a company mid-transformation before its full potential is reflected in stock price. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.2 | 1 |
| Corning vs. Honeywell International: Which Stock Is a Better Buy in 2026? | Corning and Honeywell International represent two different industrial investment approaches. Corning, a specialty materials leader, is undergoing rapid transformation with 30%+ optical communications growth driven by AI data centers and ambitious plans to reach $40 billion revenue by 2030. Honeywell, a diversified conglomerate, offers steady execution post-aerospace spinoff with strong free cash flow. The article recommends Corning for long-term investors seeking exposure to a company mid-transformation before its full potential is reflected in stock price. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.2 | 1 |
| Can ARM's 13% Contract Value Growth Sustain Momentum in Q2? | ARM Holdings reported a 13% year-over-year increase in annualized contract value to $1.73 billion in fiscal Q1 2027, with licensing revenues up 23% and royalty revenues climbing 22%. The company's strong performance in AI, cloud computing, and connected devices positions it well for upcoming Q2 results, though concerns remain around licensing agreement timing and customer concentration. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.667 | 1 |
| Can ARM's 13% Contract Value Growth Sustain Momentum in Q2? | ARM Holdings reported a 13% year-over-year increase in annualized contract value to $1.73 billion in fiscal Q1 2027, with licensing revenues up 23% and royalty revenues climbing 22%. The company's strong performance in AI, cloud computing, and connected devices positions it well for upcoming Q2 results, though concerns remain around licensing agreement timing and customer concentration. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 0.667 | 1 |
| Intel vs. Qualcomm: Which Tech Stock Is a Better Buy in 2026? | Intel is undergoing a massive foundry business transformation to compete in AI chip manufacturing, but faces significant losses, negative free cash flow, and suspended dividends. Qualcomm maintains strong profitability with 12.5% net margins and robust free cash flow of $12.8 billion, while expanding in 5G, automotive, and computing markets. Despite Intel's higher 5-year performance, the author recommends Qualcomm as the better buy due to superior financial metrics and lower valuation, though suggests an S&P 500 ETF as the optimal choice. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.2 | 1 |
| Intel vs. Qualcomm: Which Tech Stock Is a Better Buy in 2026? | Intel is undergoing a massive foundry business transformation to compete in AI chip manufacturing, but faces significant losses, negative free cash flow, and suspended dividends. Qualcomm maintains strong profitability with 12.5% net margins and robust free cash flow of $12.8 billion, while expanding in 5G, automotive, and computing markets. Despite Intel's higher 5-year performance, the author recommends Qualcomm as the better buy due to superior financial metrics and lower valuation, though suggests an S&P 500 ETF as the optimal choice. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.2 | 1 |
| Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026? | AMD and Arm represent two distinct semiconductor business models: AMD designs and sells high-performance chips with 34% revenue growth, while Arm licenses chip architectures with 23% growth. Despite AMD's faster growth and lower valuation multiples, the author favors Arm due to its exceptional 93.88% gross margins, dominant smartphone market presence, and potential for long-term value despite higher stock valuations. | View source ↗ | The Motley Fool | Oct 15, 2026 | neutral | -0.125 | 1 |
| Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026? | AMD and Arm represent two distinct semiconductor business models: AMD designs and sells high-performance chips with 34% revenue growth, while Arm licenses chip architectures with 23% growth. Despite AMD's faster growth and lower valuation multiples, the author favors Arm due to its exceptional 93.88% gross margins, dominant smartphone market presence, and potential for long-term value despite higher stock valuations. | View source ↗ | The Motley Fool | Oct 15, 2026 | neutral | -0.125 | 1 |
| Micron Gets Musk Boost: Buy the Stock on a Dip With ETFs? | Elon Musk praised Micron Technology for reasonable memory chip pricing amid rising AI infrastructure demand. However, global chip stocks tumbled after China's CXMT announced plans to launch advanced server memory ahead of competitors, threatening high-margin AI chip profits. Micron reported strong quarterly results with record DRAM and NAND revenues, signed 26 strategic customer agreements through 2030, and increased its buyback authorization to $35.16 billion. Despite strong fundamentals, rising rate concerns and competitive pressures weighed on the sector. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bearish | -0.182 | 1 |
| Micron Gets Musk Boost: Buy the Stock on a Dip With ETFs? | Elon Musk praised Micron Technology for reasonable memory chip pricing amid rising AI infrastructure demand. However, global chip stocks tumbled after China's CXMT announced plans to launch advanced server memory ahead of competitors, threatening high-margin AI chip profits. Micron reported strong quarterly results with record DRAM and NAND revenues, signed 26 strategic customer agreements through 2030, and increased its buyback authorization to $35.16 billion. Despite strong fundamentals, rising rate concerns and competitive pressures weighed on the sector. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bearish | -0.182 | 1 |
| Most New Investors Pick the Wrong Stocks First. Here's What I'd Buy Instead. | New investors often chase hyper-speculative stocks driven by market hype rather than fundamentals. The article recommends a diversified approach starting with S&P 500 ETFs, then adding established companies with clear business models and proven staying power: Qualcomm, BlackRock, Roku, Walmart, and Brookfield Infrastructure. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.545 | 1 |
| Most New Investors Pick the Wrong Stocks First. Here's What I'd Buy Instead. | New investors often chase hyper-speculative stocks driven by market hype rather than fundamentals. The article recommends a diversified approach starting with S&P 500 ETFs, then adding established companies with clear business models and proven staying power: Qualcomm, BlackRock, Roku, Walmart, and Brookfield Infrastructure. | View source ↗ | The Motley Fool | Oct 15, 2026 | bullish | 0.545 | 1 |
| Global Microprocessor Market Size, Share, Growth Trends, and Forecast 2026-2035 | AI, High-Performance Computing, Automotive, and IoT Drive 8.7% CAGR Toward USD 191 Billion | The global microprocessor market is projected to grow from USD 85.4 billion in 2025 to USD 191 billion by 2035, expanding at an 8.7% CAGR. Growth is driven by rising demand for AI, high-performance computing, automotive electronics, IoT, and industrial automation. ARM architecture processors and mobile/laptop segments are key growth areas, with North America accounting for 22.9% of the market. Leading companies are investing in AI-optimized designs, energy-efficient chips, and strategic partnerships to strengthen their positions. | View source ↗ | GlobeNewswire Inc. | Oct 15, 2026 | bullish | 1 | 1 |
| Global Microprocessor Market Size, Share, Growth Trends, and Forecast 2026-2035 | AI, High-Performance Computing, Automotive, and IoT Drive 8.7% CAGR Toward USD 191 Billion | The global microprocessor market is projected to grow from USD 85.4 billion in 2025 to USD 191 billion by 2035, expanding at an 8.7% CAGR. Growth is driven by rising demand for AI, high-performance computing, automotive electronics, IoT, and industrial automation. ARM architecture processors and mobile/laptop segments are key growth areas, with North America accounting for 22.9% of the market. Leading companies are investing in AI-optimized designs, energy-efficient chips, and strategic partnerships to strengthen their positions. | View source ↗ | GlobeNewswire Inc. | Oct 15, 2026 | bullish | 1 | 1 |
| QCOM Stock Climbs To 2-Month High As AI Data Center Push Gains Momentum - Stocktwits | QCOM Stock Climbs To 2-Month High As AI Data Center Push Gains Momentum Stocktwits | View source ↗ | Stocktwits | Oct 14, 2026 | neutral | 0 | 0.6 |
| Qualcomm (NASDAQ:QCOM) Stock Price Down 2.4% - Here's Why - MarketBeat | Qualcomm (NASDAQ:QCOM) Stock Price Down 2.4% - Here's Why MarketBeat | View source ↗ | MarketBeat | Oct 14, 2026 | neutral | 0 | 0.6 |
| QCOM Stock Drops 2% — Qualcomm Reportedly Plans Chip Price Hikes Amid Rising Supply Costs - Stocktwits | QCOM Stock Drops 2% — Qualcomm Reportedly Plans Chip Price Hikes Amid Rising Supply Costs Stocktwits | View source ↗ | Stocktwits | Oct 14, 2026 | neutral | 0 | 0.6 |
| Marvell's New $18 Billion Revenue Target Could be a Game-Changer | Marvell Technology has set an ambitious $18 billion fiscal 2028 revenue target, leveraging custom AI chip wins, hyperscaler partnerships, and optical connectivity opportunities. The key question for investors is whether the company's growth can accelerate fast enough to justify its current valuation. | View source ↗ | The Motley Fool | Oct 14, 2026 | bullish | 0.25 | 1 |
| Marvell's New $18 Billion Revenue Target Could be a Game-Changer | Marvell Technology has set an ambitious $18 billion fiscal 2028 revenue target, leveraging custom AI chip wins, hyperscaler partnerships, and optical connectivity opportunities. The key question for investors is whether the company's growth can accelerate fast enough to justify its current valuation. | View source ↗ | The Motley Fool | Oct 14, 2026 | bullish | 0.25 | 1 |
| Qualcomm (QCOM) Rises As Market Takes a Dip: Key Facts | Qualcomm (QCOM) closed at $176.86, outperforming the S&P 500 on the day but down 3.18% over the past month. The chipmaker faces headwinds with projected EPS declining 27% and revenue down 9.83% for the upcoming quarter. However, the stock trades at a Forward P/E of 17.41, below the industry average of 37.57, suggesting a valuation discount. Qualcomm holds a Zacks Rank of #4 (Sell). | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bearish | -1 | 1 |
| What's Going On With Qualcomm Stock Tuesday? - Benzinga | What's Going On With Qualcomm Stock Tuesday? Benzinga | View source ↗ | Benzinga | Oct 13, 2026 | neutral | 0 | 0.6 |
| Can Intel's New GPU and Xeon Technologies Enhance its AI Capabilities? | Intel is expanding its AI infrastructure portfolio with new Crescent Island GPUs offering up to 480GB memory and 1.3 petaflops of FP8 performance, alongside Xeon-based rack designs delivering over 46,000 cores per rack to support agentic AI workloads. The company is combining CPUs, GPUs, and open software to simplify AI deployment at scale. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 0.333 | 1 |
| Can Intel's New GPU and Xeon Technologies Enhance its AI Capabilities? | Intel is expanding its AI infrastructure portfolio with new Crescent Island GPUs offering up to 480GB memory and 1.3 petaflops of FP8 performance, alongside Xeon-based rack designs delivering over 46,000 cores per rack to support agentic AI workloads. The company is combining CPUs, GPUs, and open software to simplify AI deployment at scale. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bullish | 0.333 | 1 |
| QUALCOMM Incorporated (QCOM) Is a Trending Stock: Facts to Know Before Betting on It | Qualcomm (QCOM) is receiving significant investor attention, but the analysis suggests caution. The chipmaker has underperformed the S&P 500 by 5.3% over the past month, with earnings expected to decline 27% in the current quarter and 12.3% for the fiscal year. The stock carries a Zacks Rank #4 (Sell) rating, indicating potential underperformance relative to the broader market in the near term. Additionally, the stock is trading at a premium valuation compared to peers. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bearish | -1 | 1 |
| QUALCOMM Incorporated (QCOM) Is a Trending Stock: Facts to Know Before Betting on It | Qualcomm (QCOM) is receiving significant investor attention, but the analysis suggests caution. The chipmaker has underperformed the S&P 500 by 5.3% over the past month, with earnings expected to decline 27% in the current quarter and 12.3% for the fiscal year. The stock carries a Zacks Rank #4 (Sell) rating, indicating potential underperformance relative to the broader market in the near term. Additionally, the stock is trading at a premium valuation compared to peers. | View source ↗ | Zacks Investment Research | Oct 13, 2026 | bearish | -1 | 1 |
| QUALCOMM INC/DE SEC Filing (Oct 13, 2026) - Stock Titan | QUALCOMM INC/DE SEC Filing (Oct 13, 2026) Stock Titan | View source ↗ | Stock Titan | Oct 13, 2026 | neutral | 0 | 0.6 |
| Qualcomm Incorporated (NASDAQ:QCOM) Stock Has Average Target Price of $204.10 - MarketBeat | Qualcomm Incorporated (NASDAQ:QCOM) Stock Has Average Target Price of $204.10 MarketBeat | View source ↗ | MarketBeat | Oct 13, 2026 | neutral | 0 | 0.6 |
| Broadcom vs. Qualcomm: Which Chip Stock Is a Better Buy in 2026? | Broadcom and Qualcomm represent different semiconductor strategies: Broadcom combines hardware with high-margin software and benefits from AI infrastructure demand, while Qualcomm dominates mobile but faces headwinds from weak Chinese demand and competition from in-house chip development. Despite Qualcomm's lower valuation multiples, Broadcom's superior growth prospects and AI exposure make it the better buy for 2026. | View source ↗ | The Motley Fool | Oct 12, 2026 | neutral | 0.111 | 1 |
| Can Qualcomm's Advanced 6G Research Boost Its Future Growth Prospects? | Qualcomm is advancing 6G wireless technology through next-generation antennas, AI-based network solutions, and Giga-MIMO technology to improve network capacity. The company is collaborating with T-Mobile, Nokia, Samsung, Google, and Ericsson on 6G development. However, Qualcomm's stock has underperformed the industry over the past year and carries a Zacks Rank #4 (Sell) rating, with declining earnings estimates. | View source ↗ | Zacks Investment Research | Oct 12, 2026 | bullish | 0.667 | 1 |
| Qualcomm (QCOM) Has Amazon Now. Why Is It Still Priced Like a Phone Stock? - Yahoo Finance | Qualcomm (QCOM) Has Amazon Now. Why Is It Still Priced Like a Phone Stock? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 12, 2026 | neutral | 0 | 0.6 |
| Qualcomm and Arm Trial Ends in Hung Jury Over Licensing Breach Allegations - TIKR.com | Qualcomm and Arm Trial Ends in Hung Jury Over Licensing Breach Allegations TIKR.com | View source ↗ | TIKR.com | Oct 12, 2026 | neutral | 0 | 0.6 |
| Qualcomm (QCOM) Stock Looks Fully Priced After A New Patent Deal - Simply Wall Street | Qualcomm (QCOM) Stock Looks Fully Priced After A New Patent Deal Simply Wall Street | View source ↗ | Simply Wall Street | Oct 11, 2026 | neutral | 0 | 0.6 |
| Navigating the AI Boom: Bubble is NOT a Four-Letter Word | The article argues that while AI is being labeled a bubble by prominent investors like Ray Dalio and Michael Burry, five key data points suggest the market may be entering its explosive growth phase rather than nearing a peak. Current valuations remain reasonable compared to the dot-com era, retail sentiment is bearish (historically bullish for markets), and IPO activity is lower than during previous manias, suggesting the AI boom has significant room to run. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.6 | 1 |
| Navigating the AI Boom: Bubble is NOT a Four-Letter Word | The article argues that while AI is being labeled a bubble by prominent investors like Ray Dalio and Michael Burry, five key data points suggest the market may be entering its explosive growth phase rather than nearing a peak. Current valuations remain reasonable compared to the dot-com era, retail sentiment is bearish (historically bullish for markets), and IPO activity is lower than during previous manias, suggesting the AI boom has significant room to run. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.6 | 1 |
| BlackBerry's Alloy Kore Win Adds Over $100 Million to QNX Backlog | BlackBerry has secured its first Alloy Kore design win with Coretura, a commercial-vehicle software joint venture between Volvo Group and Daimler Truck. The deal adds over $100 million in future royalties to QNX's $950M backlog, validating BlackBerry's strategy to capture more software value per vehicle. However, most royalties will be realized after vehicles enter production, limiting near-term revenue impact on fiscal 2027. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.25 | 1 |
| BlackBerry's Alloy Kore Win Adds Over $100 Million to QNX Backlog | BlackBerry has secured its first Alloy Kore design win with Coretura, a commercial-vehicle software joint venture between Volvo Group and Daimler Truck. The deal adds over $100 million in future royalties to QNX's $950M backlog, validating BlackBerry's strategy to capture more software value per vehicle. However, most royalties will be realized after vehicles enter production, limiting near-term revenue impact on fiscal 2027. | View source ↗ | Zacks Investment Research | Oct 9, 2026 | bullish | 0.25 | 1 |
| Why Qualcomm Stock Now Looks Poised to Surge Over the Longer Term - Barchart.com | Why Qualcomm Stock Now Looks Poised to Surge Over the Longer Term Barchart.com | View source ↗ | Barchart.com | Oct 8, 2026 | neutral | 0 | 0.6 |
| Applied Materials vs. Qualcomm: What Revenue Trends Tell Investors About These Artificial Intelligence Companies | Applied Materials has nearly closed a significant revenue gap with Qualcomm, posting consecutive quarterly gains driven by AI infrastructure demand for semiconductor manufacturing equipment. Meanwhile, Qualcomm faces sequential revenue declines as the mobile handset market matures, though the company is attempting to pivot toward AI data center opportunities. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| Applied Materials vs. Qualcomm: What Revenue Trends Tell Investors About These Artificial Intelligence Companies | Applied Materials has nearly closed a significant revenue gap with Qualcomm, posting consecutive quarterly gains driven by AI infrastructure demand for semiconductor manufacturing equipment. Meanwhile, Qualcomm faces sequential revenue declines as the mobile handset market matures, though the company is attempting to pivot toward AI data center opportunities. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| Applied Materials vs. Qualcomm: What Revenue Trends Tell Investors About These Artificial Intelligence Companies | Applied Materials has nearly closed a significant revenue gap with Qualcomm, posting consecutive quarterly gains driven by AI infrastructure demand for semiconductor manufacturing equipment. Meanwhile, Qualcomm faces sequential revenue declines as the mobile handset market matures, though the company is attempting to pivot toward AI data center opportunities. | View source ↗ | The Motley Fool | Oct 8, 2026 | neutral | 0 | 1 |
| Why Did QUALCOMM (QCOM) Stock Drop After Its Latest Update? - Yahoo Finance | Why Did QUALCOMM (QCOM) Stock Drop After Its Latest Update? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 8, 2026 | neutral | 0 | 0.6 |
| Qualcomm (NASDAQ:QCOM) Stock Price Down 2.2% - Time to Sell? - MarketBeat | Qualcomm (NASDAQ:QCOM) Stock Price Down 2.2% - Time to Sell? MarketBeat | View source ↗ | MarketBeat | Oct 7, 2026 | neutral | 0 | 0.6 |
| QCOM Stock Eyes Worst Month In 7 Years: Analyst Says MSFT, GOOG May Be Behind Qualcomm’s AI Momentum - Stocktwits | QCOM Stock Eyes Worst Month In 7 Years: Analyst Says MSFT, GOOG May Be Behind Qualcomm’s AI Momentum Stocktwits | View source ↗ | Stocktwits | Oct 7, 2026 | neutral | 0 | 0.6 |
| QCOM Stock Jumps 15% After-Hours — Massive AI Revenue Targets And Meta Deal Power Qualcomm Rally - Stocktwits | QCOM Stock Jumps 15% After-Hours — Massive AI Revenue Targets And Meta Deal Power Qualcomm Rally Stocktwits | View source ↗ | Stocktwits | Oct 7, 2026 | neutral | 0 | 0.6 |
| Qualcomm Just Opened a New AI Growth Engine. Here's Why It Matters. | Qualcomm is transitioning its power-efficient computing expertise into a data-center AI business. The company has secured hyperscaler customers, providing proof of concept for its strategy. Future success depends on repeat customer wins, next-generation chip performance, and maintaining attractive profit margins. | View source ↗ | The Motley Fool | Oct 7, 2026 | bullish | 1 | 1 |
| Qualcomm Just Opened a New AI Growth Engine. Here's Why It Matters. | Qualcomm is transitioning its power-efficient computing expertise into a data-center AI business. The company has secured hyperscaler customers, providing proof of concept for its strategy. Future success depends on repeat customer wins, next-generation chip performance, and maintaining attractive profit margins. | View source ↗ | The Motley Fool | Oct 7, 2026 | bullish | 1 | 1 |
| Qualcomm vs. Taiwan Semiconductor Manufacturing: Which Technology Stock Is a Better Buy in 2026? | The article compares Qualcomm and Taiwan Semiconductor Manufacturing as semiconductor investment options for 2026. TSM demonstrates superior growth (24% YoY average) and profitability (45.1% net margin) driven by AI demand, while Qualcomm trades at a lower valuation (P/E 18.2x vs 28.0x) but faces margin pressures from rising manufacturing costs. Growth-oriented investors may prefer TSM, while cost-conscious investors might favor Qualcomm. | View source ↗ | The Motley Fool | Oct 7, 2026 | bullish | 0.2 | 1 |
| Qualcomm vs. Taiwan Semiconductor Manufacturing: Which Technology Stock Is a Better Buy in 2026? | The article compares Qualcomm and Taiwan Semiconductor Manufacturing as semiconductor investment options for 2026. TSM demonstrates superior growth (24% YoY average) and profitability (45.1% net margin) driven by AI demand, while Qualcomm trades at a lower valuation (P/E 18.2x vs 28.0x) but faces margin pressures from rising manufacturing costs. Growth-oriented investors may prefer TSM, while cost-conscious investors might favor Qualcomm. | View source ↗ | The Motley Fool | Oct 7, 2026 | bullish | 0.2 | 1 |
| QCOM Lags Industry Year to Date: What's the Next Move for Investors? | Qualcomm has significantly underperformed the semiconductor industry, rising only 5.9% year-to-date compared to peers' 39.4% gains. The company faces headwinds from declining handset revenues (down 20% in Q3), reduced Apple exposure, and rising input costs that are compressing margins. While data-center expansion offers long-term potential, near-term execution risks and competitive pressures from AMD and Intel remain concerns. Zacks rates the stock as a Sell. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.333 | 1 |
| QCOM Lags Industry Year to Date: What's the Next Move for Investors? | Qualcomm has significantly underperformed the semiconductor industry, rising only 5.9% year-to-date compared to peers' 39.4% gains. The company faces headwinds from declining handset revenues (down 20% in Q3), reduced Apple exposure, and rising input costs that are compressing margins. While data-center expansion offers long-term potential, near-term execution risks and competitive pressures from AMD and Intel remain concerns. Zacks rates the stock as a Sell. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 0.333 | 1 |
| A wearable computer system starts at $1,279. Only paid reservation holders can preorder now. - Stock Titan | A wearable computer system starts at $1,279. Only paid reservation holders can preorder now. Stock Titan | View source ↗ | Stock Titan | Oct 7, 2026 | neutral | 0 | 0.6 |
| Qualcomm's AI Infrastructure Pivot Is Underappreciated | Qualcomm is positioning itself for significant growth in 2027 through its pivot into AI infrastructure, with deals secured from Amazon and Meta Platforms. The company expects non-handset revenue to grow over 60% in fiscal 2027 and projects a $200 billion CPU market opportunity by fiscal 2029, yet trades at a modest 23 P/E ratio that undervalues its growth potential. | View source ↗ | The Motley Fool | Oct 6, 2026 | bullish | 0.25 | 1 |
| Qualcomm's AI Infrastructure Pivot Is Underappreciated | Qualcomm is positioning itself for significant growth in 2027 through its pivot into AI infrastructure, with deals secured from Amazon and Meta Platforms. The company expects non-handset revenue to grow over 60% in fiscal 2027 and projects a $200 billion CPU market opportunity by fiscal 2029, yet trades at a modest 23 P/E ratio that undervalues its growth potential. | View source ↗ | The Motley Fool | Oct 6, 2026 | bullish | 0.25 | 1 |
| Why It’s Time to Load Up on Qualcomm Stock - Barchart.com | Why It’s Time to Load Up on Qualcomm Stock Barchart.com | View source ↗ | Barchart.com | Oct 6, 2026 | neutral | 0 | 0.6 |
| TXN Surges 67% Over the Past Year: Is the Stock Still Worth Buying? | Texas Instruments (TXN) has surged 66.6% over the past year, outperforming peers like Broadcom, QUALCOMM, and NVIDIA. Despite premium valuation (P/E of 30.99), the company's strong Q2'26 results (23% revenue growth, 52% EPS growth), doubling data center revenues, and $7.5-9.5B in government manufacturing incentives support further upside potential. Analysts maintain a Buy rating citing expanding AI infrastructure exposure and robust cash generation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| TXN Surges 67% Over the Past Year: Is the Stock Still Worth Buying? | Texas Instruments (TXN) has surged 66.6% over the past year, outperforming peers like Broadcom, QUALCOMM, and NVIDIA. Despite premium valuation (P/E of 30.99), the company's strong Q2'26 results (23% revenue growth, 52% EPS growth), doubling data center revenues, and $7.5-9.5B in government manufacturing incentives support further upside potential. Analysts maintain a Buy rating citing expanding AI infrastructure exposure and robust cash generation. | View source ↗ | Zacks Investment Research | Oct 6, 2026 | bullish | 0.25 | 1 |
| Qualcomm (NASDAQ:QCOM) Stock Price Down 2.2% - Here's Why - MarketBeat | Qualcomm (NASDAQ:QCOM) Stock Price Down 2.2% - Here's Why MarketBeat | View source ↗ | MarketBeat | Oct 5, 2026 | neutral | 0 | 0.6 |
| Qualcomm Signs Huawei to Its First 5G Patent Deal as Licensing Revenue Slips - Yahoo Finance | Qualcomm Signs Huawei to Its First 5G Patent Deal as Licensing Revenue Slips Yahoo Finance | View source ↗ | Yahoo Finance | Oct 5, 2026 | neutral | 0 | 0.6 |
| How Much Could You Lose In Qualcomm Stock? - Trefis | How Much Could You Lose In Qualcomm Stock? Trefis | View source ↗ | Trefis | Oct 5, 2026 | neutral | 0 | 0.6 |
| Prediction: Qualcomm Could Be on the Verge of a Major Transformation - 24/7 Wall St. | Prediction: Qualcomm Could Be on the Verge of a Major Transformation 24/7 Wall St. | View source ↗ | 24/7 Wall St. | Oct 5, 2026 | neutral | 0 | 0.6 |
| Qualcomm Stock in Focus After Lands Major Huawei Patent Deal - TradingView | Qualcomm Stock in Focus After Lands Major Huawei Patent Deal TradingView | View source ↗ | TradingView | Oct 5, 2026 | neutral | 0 | 0.6 |
| Should Apple License Renewal Require Action From Qualcomm Stock Investors? - Simply Wall Street | Should Apple License Renewal Require Action From Qualcomm Stock Investors? Simply Wall Street | View source ↗ | Simply Wall Street | Oct 5, 2026 | neutral | 0 | 0.6 |
| Micron Technology vs. Qualcomm: What Revenue Trends Tell Investors About These Tech Companies | Micron Technology's revenue surged 432% over two years, reaching $41.5 billion in Q2 2026, driven by AI boom demand for memory chips. Meanwhile, Qualcomm's revenue declined in 2026 due to rising component prices compressing margins and reducing smartphone demand. Qualcomm is pivoting toward AI data centers to offset mobile business headwinds. | View source ↗ | The Motley Fool | Oct 4, 2026 | neutral | 0 | 1 |
| Why Qualcomm (QCOM) Outpaced the Stock Market Today | Qualcomm (QCOM) closed at $184.87, up 1.53%, outperforming the S&P 500. However, the chipmaker faces headwinds with projected EPS declining 27% and revenue falling 9.83% for the upcoming quarter. The stock carries a Zacks Rank #4 (Sell) rating, though it trades at a Forward P/E of 18.17, below its industry average of 39.71. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bearish | -1 | 1 |
| Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know | Qualcomm has been heavily searched on Zacks.com and gained 8% over the past month, outperforming the S&P 500. However, the company faces headwinds with earnings expected to decline 27% year-over-year for the current quarter and 12.3% for the fiscal year. The stock has been assigned a Zacks Rank #4 (Sell) rating, suggesting it may underperform the broader market in the near term. Qualcomm's valuation is rated as fairly valued relative to peers. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bearish | -1 | 1 |
| Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know | Qualcomm has been heavily searched on Zacks.com and gained 8% over the past month, outperforming the S&P 500. However, the company faces headwinds with earnings expected to decline 27% year-over-year for the current quarter and 12.3% for the fiscal year. The stock has been assigned a Zacks Rank #4 (Sell) rating, suggesting it may underperform the broader market in the near term. Qualcomm's valuation is rated as fairly valued relative to peers. | View source ↗ | Zacks Investment Research | Oct 2, 2026 | bearish | -1 | 1 |
| 4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026) | The article highlights four undervalued semiconductor stocks worth considering in October 2026, as AI remains a hot investing trend. While the full list isn't detailed in the provided excerpt, the article compares several major semiconductor players as potential investment opportunities. | View source ↗ | The Motley Fool | Oct 2, 2026 | bullish | 0.5 | 1 |
| 4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026) | The article highlights four undervalued semiconductor stocks worth considering in October 2026, as AI remains a hot investing trend. While the full list isn't detailed in the provided excerpt, the article compares several major semiconductor players as potential investment opportunities. | View source ↗ | The Motley Fool | Oct 2, 2026 | bullish | 0.5 | 1 |
| Is Broadcom a Millionaire-Maker Stock? | Broadcom has surged 330% over three years, becoming the world's ninth-most valuable company at $1.68 trillion market cap, primarily driven by its AI chip and networking equipment business. The article analyzes whether the stock can still create millionaires, concluding that investors with a 20-year horizon and monthly investments of $750-$1,500 have a realistic path to $1 million. While trading at an expensive 30x forward earnings, Broadcom's diversified business across smartphones, broadband, and data center infrastructure provides stability beyond current AI hype. | View source ↗ | The Motley Fool | Oct 1, 2026 | bullish | 0.333 | 1 |
| Is Broadcom a Millionaire-Maker Stock? | Broadcom has surged 330% over three years, becoming the world's ninth-most valuable company at $1.68 trillion market cap, primarily driven by its AI chip and networking equipment business. The article analyzes whether the stock can still create millionaires, concluding that investors with a 20-year horizon and monthly investments of $750-$1,500 have a realistic path to $1 million. While trading at an expensive 30x forward earnings, Broadcom's diversified business across smartphones, broadband, and data center infrastructure provides stability beyond current AI hype. | View source ↗ | The Motley Fool | Oct 1, 2026 | bullish | 0.333 | 1 |
| From Overseas Range Records to Zero-Carbon Factories: Chery Auto to Showcase Green Technology at 2026 Chery International User Summit | Chery Auto will present its technological capabilities in AI, intelligent vehicles, and new energy at its 2026 International User Summit in October. The company increased R&D spending by 28.3% year-on-year to RMB 6.672 billion, achieved Guinness World Records for vehicle range performance, and operates zero-carbon factories with 52.77% renewable energy usage across manufacturing facilities. | View source ↗ | GlobeNewswire Inc. | Oct 1, 2026 | bullish | 1 | 1 |
| Why Qualcomm (QCOM) Stock Is Down Today - Yahoo Finance | Why Qualcomm (QCOM) Stock Is Down Today Yahoo Finance | View source ↗ | Yahoo Finance | Sep 28, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.