Qualcomm reported Q2 revenue and earnings guidance below analyst expectations, citing risks including unresolved Apple modem issues. Despite the downgrade, the stock was upgraded to a cautious buy due to its attractive valuation and potential growth from AI-related products like AI200 and AI250 systems. The market is optimistic about new customer additions beyond the HUMAIN partnership, which could drive future gains. Investors should watch upcoming earnings for clearer signals on Qualcomm's recovery and AI momentum.
Qualcomm has been upgraded to a buy rating due to its strategic shift towards data centers and a growing automotive segment, which are expected to drive future revenue growth. The company aims to double its non-handset revenue to $40 billion by fisca...
A simple tap on a smartphone triggers a complex AI-driven process that spans from touch sensors to cloud computing, cybersecurity, automated warehouses, and last-mile delivery technologies. Key companies like Nvidia, Qualcomm, and Ambarella provide t...
The global industrial semiconductor market, valued at $98.35 billion in 2025, is projected to grow to $329.73 billion by 2035, with a CAGR of 12.86%. Growth is fueled by increasing adoption of AI-powered industrial automation, electric vehicles, smar...
