Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,525 signal articles · 131 in last 24h · 154,708 total before filter · latest 1h ago
131last 24h
828last 7d
145● bullish (7d)
85● bearish (7d)
214publishers
AllMacro185Earnings97M&A126Regulatory18Product21Analyst19
✕ clear all filtersticker: QCOMSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Qualcomm (QCOM) Stock Gets Fair Value Boost After Investor Day Reset
Simply Wall St.63d agoneutral
Qualcomm (QCOM) Stock Gets Fair Value Boost After Investor Day Reset

The updated analyst fair value estimate for Qualcomm has shifted from US$168.50 to US$221.23, signaling a reset in how the stock’s long term potential is being framed. This move lines up with fresh research after Qualcomm’s Investor Day, where opinions split between enthusiasm for its AI data center and non handset targets, and caution around competition, handset demand, and licensing risks. Read on to see what is driving this evolving story and how to track future twists in the Qualcomm...

Qualcomm deepens ties with major Apple rival
TheStreet63d agoneutral
Qualcomm deepens ties with major Apple rival

Qualcomm and Samsung expanded their chip partnership this week, putting Snapdragon silicon inside nearly every new device in the Galaxy lineup. For over a decade, Samsung ran a split system, selling some flagship phones with its own Exynos processor and others with a Snapdragon chip depending on ...

Wetour Robotics Joins Qualcomm Partner Network to Advance Orchestra Physical AI
InvestorsHub64d agoneutral
Wetour Robotics Joins Qualcomm Partner Network to Advance Orchestra Physical AI

The membership gives Wetour Robotics access to Qualcomm development resources as it evaluates Dragonwing technologies for potential industrial and embedded applications of its Orchestra edge AI platform. Key Investor TakeawaysWetour Robotics (NASDAQ:WETO) has joined the Qualcomm Partner Network’s Industrial and Embedded IoT Track.

MU Vs Its Peers: A Lead With A Price Tag
Trefis64d agoneutral
MU Vs Its Peers: A Lead With A Price Tag

After a stunning +749% run over the last twelve months, Micron Technology (MU) stock has recently pulled back, trading at about $959.48 a share. The company sits at the heart of the AI buildout, supplying the critical memory chips that power modern data centers. Yet for investors, its position within its competitive group presents a puzzle. Micron trades at a premium 44.8 times earnings, more expensive than rival NVIDIA's 32.3 multiple, but its operating margin of 48% doesn't reach NVIDIA's 64.

Stocks Settle Lower as Crude Oil Prices Jump
Barchart64d agobullish
Stocks Settle Lower as Crude Oil Prices Jump

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

AMD, Cerebras Strike AI Chip Deals
Investor's Business Daily65d agoneutral
AMD, Cerebras Strike AI Chip Deals

Advanced Micro Devices and Cerebras Systems on Wednesday separately announced partnerships related to their AI chips. AMD stock and Cerebras stock rose on the news as semiconductor stocks overall advanced.

QUALCOMM (QCOM) Stock Looks Below Fair Value On Earnings Yet Near Fair Value On Cash Flow
Simply Wall St.65d agoneutral
QUALCOMM (QCOM) Stock Looks Below Fair Value On Earnings Yet Near Fair Value On Cash Flow

QUALCOMM’s valuation is caught between a solid three year gain of 48.1% and a current picture where the stock screens as roughly in line with its Discounted Cash Flow (DCF) intrinsic value, while earnings based multiples still lean towards an undervalued read. After the recent pullback, the issue for investors is whether that mix adds up to enough margin of safety at around US$173.50 per share. QUALCOMM has returned 48.1% over three years, which suggests investors have already priced in a...