Qualcomm's stock has surged 68% in the past three months as investor excitement grows around its new artificial intelligence processor strategy. The chip maker is focusing on data-center technology and may be preparing for a significant acquisition to strengthen its position. This shift helps Qualcomm move beyond concerns about the smartphone and PC markets, signaling strong growth potential in AI-related sectors.
Qualcomm CEO Cristiano Amon revealed the company is working on over 40 new AI device designs, including wearables like jewelry, earbuds with cameras, pins, and watches. He highlighted that AI agents, which can perform complex tasks across apps, will ...
Chip stocks like Nvidia, Broadcom, and Intel rose over 2% amid optimism from a tentative peace deal with Iran and increased semiconductor demand fueled by geopolitical tensions over AI development. Qualcomm and Marvell Technology saw even larger gain...
A Reddit user shared a story of an investor who put $1 million into the leveraged semiconductor fund SOXL, endured a severe 80% loss during the 2025 tariff-driven selloff, but held on and cashed out near $7.5 million after a strong AI chip market rec...
An analyst rates Qualcomm as a buy with a $299 price target, implying 42% upside from current levels. Key growth drivers include handset market recovery, custom silicon for hyperscalers, automotive ADAS and cockpit computing, industrial IoT, physical...
Shares of Arm surged 11% and Qualcomm rose 5% following strong earnings and growth prospects in the chip-architecture sector. Arm reported a 20% revenue increase, driven by booming demand for its AI-focused data center chips, with over $2 billion in ...
