Qualcomm has evolved from a mobile chipmaker reliant on smartphone royalties to a diversified tech company with growing automotive and data center businesses. After a tough period marked by a licensing battle with Apple and a failed acquisition, Qualcomm's recent focus on automotive revenue growth and custom silicon for data centers has driven a 36% stock surge in the past month. The company’s valuation remains reasonable, with potential risks including further handset revenue declines and competition from Apple's in-house modems. Investors see promise in Qualcomm's diversification and buyback plans, though caution is advised after recent strong gains.
Getac has expanded its ZX80 series with two new 8-inch rugged tablets, the ZX80W and ZX80W-EX, running Windows 11 on energy-efficient ARM architecture. These fanless devices offer long battery life and powerful AI edge computing capabilities, suitabl...
Qualcomm is shifting focus to AI inference, a growing segment of AI computing, by leveraging its expertise in energy-efficient chip design originally developed for smartphones. The company has introduced AI200 and AI250 server systems optimized for i...
In the first half of 2026, smart beta strategies showed mixed results, with momentum and low-volatility funds lagging, while dividend growth funds struggled due to rising yields. However, funds emphasizing companies with strong free cash flow and hig...
Qualcomm's stock experienced a sharp drop after NVIDIA's AI chip launch and Microsoft easing hardware exclusivity, but fundamentals remain strong with record automotive revenue and steady IoT growth. The company aims for a $300.25 price target within...
This week, investors are focused on the May U.S. nonfarm payrolls report expected to show 93,000 jobs added and steady unemployment at 4.3%. Key earnings from Broadcom, CrowdStrike, and others will provide insights into AI infrastructure spending. Ma...
