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...
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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...
With a free cash flow yield of 5.54%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 12 Stocks From Companies Generating High Cash Flow. On June 15, Reuters reported that QUALCOMM Incorporated (NASDAQ:QCOM) is in talks to acquire AI chip startup Tenstorrent. The deal would be valued between $8 billion and $10 billion, according to a report […]
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 $10 billion, according to ...
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 6.7% in the afternoon session after multiple analysts raised their price targets on the stock following the company's unveiling of a new technology platform and major partnerships.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...
Micron's narrative has shifted entirely to AI and cloud memory, but the silence on its once-touted data center SSD business reveals just how much the company's growth now depends on one explosive segment.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.23%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.74%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...
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MaxLinear's data center momentum, rising revenue outlook and surging EPS estimates help it edge past Qualcomm in this wireless chip stock matchup.
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.
Advanced Micro Devices, NVIDIA and other chip giants are targeting the fast-growing AI server CPU market as demand expands beyond generative AI.
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 (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 ...
Qualcomm (QCOM) closed at $214.07 in the latest trading session, marking a -3.05% move from the prior day.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...
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."
Snap Inc. has officially opened preorders for Specs, a pair of standalone augmented reality glasses that blend digital content with the real world without requiring a smartphone.

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.
AI Wearables Boom Sends Qualcomm Stock Higher
Options on SpaceX will be available starting today.

Yahoo Finance's Julie Hyman takes a closer look at some of Tuesday's trending tickers and stories, including Yum Brands' (YUM) sale of Pizza Hut, Qualcomm's (QCOM) reported interest in acquiring an AI chip company, Robinhood (HOOD) cutting 10% of its workforce, and Rackspace's (RXT) job cuts.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.11%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are up +0.09%, and June E-mini Nasdaq futures...

Microsoft has debuted its new Surface Laptop and Surface Pro systems.
AMD, INTC, ARM, NVDA and QCOM are ramping AI server CPU efforts as agentic AI fuels a market projected to exceed $170 billion by 2030.