Qualcomm is viewed as a promising AI-driven investment, especially with potential collaboration with OpenAI on an AI agent phone. The stock currently trades at a 50% discount to sector peers due to concerns about growth after 2026 and recent negative sentiment following the loss of Apple as a customer. Despite these challenges, Qualcomm reported record revenues of $12.3 billion and a non-GAAP EPS of $3.50, while expanding in automotive, AI, and data center markets. The analyst maintains a Buy rating, holding a modest position with plans to increase if the stock price falls, expecting positive catalysts like the OpenAI deal to boost the stock.
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...
