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QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler
Simply Wall St.99d agoneutral
QUALCOMM (QCOM) Is Up 11.4% After Launching Custom AI Data Center Silicon With a Hyperscaler

In recent weeks, Qualcomm has moved beyond its smartphone roots by launching a custom AI data center silicon program with a leading hyperscaler, expanding collaborations in XR, edge AI, and AI infrastructure across partners like Nuvoton, SLB, ByteDance, and Primax Tymphany. This broad push into custom data center chips and over 40 new AI-powered device designs signals a meaningful reshaping of Qualcomm’s role across cloud, personal devices, and industrial applications. We’ll now examine...

Qualcomm (QCOM) Is Reportedly Eyeing Tenstorrent In A $10 Billion AI Chip Deal
Simply Wall St.99d agoneutral
Qualcomm (QCOM) Is Reportedly Eyeing Tenstorrent In A $10 Billion AI Chip Deal

Qualcomm, ticker NasdaqGS:QCOM, is reportedly in advanced talks to acquire AI chip startup Tenstorrent. The potential deal is valued at around US$8b to US$10b. The transaction, if completed, would extend Qualcomm’s reach beyond smartphones into AI and data center hardware. Qualcomm is widely known for its smartphone processors, but the reported move for Tenstorrent points to a broader ambition around AI computing and data center hardware. For you as an investor, this brings the discussion...

Qualcomm eyes $10 billion AI shortcut as smartphone growth slows
TheStreet100d agoneutral
Qualcomm eyes $10 billion AI shortcut as smartphone growth slows

Qualcomm (QCOM) helped define the smartphone era. Now the chip giant is striving to prove it can play a far bigger role in the artificial intelligence boom. That may take a lot. Qualcomm is in talks to buy AI chip firm Tenstorrent in a transaction valued at $8 billion to $10 billion, according to ...

Applied Materials (AMAT) Shares Skyrocket, What You Need To Know
StockStory100d agoneutral
Applied Materials (AMAT) Shares Skyrocket, What You Need To Know

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of a new technology platform and major partnerships.

Bloomberg100d agoneutral
The Trump Phone Is More Novelty Than Serious Smartphone Contender

(Bloomberg) -- The Trump phone is finally here — sort of — and it bears little resemblance to the original pitch.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealFirst introduced a year ago at Trump Tower by President Donald Trump’s eldest s

1 Unpopular Stock That Deserves Some Love and 2 We Ignore
StockStory100d agoneutral
1 Unpopular Stock That Deserves Some Love and 2 We Ignore

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Qualcomm (QCOM) Launches New AI Data Center Program With A Major Hyperscaler
Simply Wall St.100d agoneutral
Qualcomm (QCOM) Launches New AI Data Center Program With A Major Hyperscaler

Qualcomm has launched a new AI data center program with a major hyperscaler focused on custom silicon. The initiative marks an expansion for NasdaqGS:QCOM beyond smartphones and PCs into AI infrastructure. Initial shipments under this program are planned for the December quarter. QUALCOMM, traded as NasdaqGS:QCOM, is moving further into AI infrastructure with this new data center program, while its stock trades around $214.07. The company has delivered returns of 4.2% over the past week,...

Qualcomm CEO plans to kill app store with AI
TheStreet101d agoneutral
Qualcomm CEO plans to kill app store with AI

Qualcomm (QCOM) CEO Cristiano Amon told CNBC this week that AI agents will displace apps as the primary way consumers interact with their devices. That is not a modest claim. It puts Qualcomm in direct opposition to the app store model that has defined mobile computing for nearly two decades. Amon ...

Investing.com101d agoneutral
Bernstein weighs in on potential Qualcomm-Tenstorrent deal

Bernstein maintained its Market-Perform rating on Qualcomm following the report, making no changes to its financial model. Rasgon wrote: "We make no changes to our model at this time, and await any further newsflow that might be forthcoming into the company's analyst day in a couple of weeks. We rate Qualcomm Market-Perform."

Microsoft reveals new Surface laptops starting at $1,499
Yahoo Finance Video101d agobullishVIDEO
Microsoft reveals new Surface laptops starting at $1,499

Microsoft (MSFT) is unveiling its latest generation of Surface and Surface Pro laptops, with price tags starting at $1,499. Yahoo Finance Tech Editor Dan Howley joins the Market Domination team to dive into the specs of these new PCs, which come amid the lengthy shortage in memory chip supply.