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Investors remain skeptical as Intel shows AI revenue growth while Qualcomm bets on future AI plans.

Company Fundamentals
14 Oct 2026
24/7 Wall Street
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Neutral
Investors remain skeptical as Intel shows AI revenue growth while Qualcomm bets on future AI plans.

Intel and Qualcomm both rebranded around AI in their recent earnings, but investor reactions diverged. Intel reported strong revenue growth driven by AI-related Xeon server CPUs and data center demand, with supply constraints noted. Qualcomm, meanwhile, saw a revenue decline in handsets but growth in automotive, and is investing heavily in future AI data center chips that have yet to generate revenue. Intel's AI business is currently more tangible, while Qualcomm's success depends on future product launches and margin recovery. Investors are watching upcoming product milestones to decide which company will lead in AI chip markets.

As of Oct 14, 2026 22:03 WIB, Intel shares on Pluang are priced at USD 100.26, down 2.48% for the day, with a market cap of $543.46 billion and a dividend yield of 2.24%. Qualcomm shares trade at USD 173.40, down 2.01%, with a market cap of $188.86 billion and a dividend yield of 2.08%. Notably, Pluang order activity shows a strong buy interest in Intel at 70%, contrasting with 71% sell activity for Qualcomm, highlighting differing investor sentiment toward their AI strategies.

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