Qualcomm
AI Intelligence Briefcase
Synthesize all available public data, government contracts, patent filings, and funding rounds for Qualcomm into a comprehensive strategic report.
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Market Intelligence & News
Qualcomm inks deal for AI startup Modular to bolster software stack, data center buildout
Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.
Qualcomm in talks to provide custom chip-design services to ByteDance, sources say
Qualcomm is in talks to provide chip-design services to China's ByteDance, four people familiar with the matter said, as the U.S. company seeks to reduce dependence on the smartphone market, its biggest revenue source. If successful, the negotiations would make ByteDance, the parent of short-video platform TikTok, an early customer of Qualcomm's chip-design services operation. Qualcomm is the world's largest supplier of smartphone modem chips, which manage cellular communications.
Qualcomm (QCOM) Is In Talks To Buy Modular And Push Further Into AI Chips
Qualcomm (NasdaqGS:QCOM) is reported to be in advanced talks to acquire AI chip startup Modular Inc. in a multi billion dollar deal. The potential transaction would mark a push by Qualcomm to build out its AI infrastructure and data center offerings beyond its core smartphone chip business. The negotiations are ongoing and the deal, if completed, would represent a major move into markets currently led by larger AI chip competitors. For investors watching Qualcomm, this prospective...
Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
Qualcomm investor day to detail data center plans Wednesday
Investing.com -- Bank of America has raised its price target on Qualcomm (QCOM) from $165 to $195, though the firm is maintaining its "Underperform" rating ahead of the company’s Investor Day on Wednesday, June 24. The revised target is the result of BofA rolling its valuation forward to calendar year (CY) 2028 estimates, applying a 15x price-to-earnings (P/E) multiple. The bank’s underlying financial estimates remain unchanged, which includes projecting roughly $2.5 billion in CY 2028 AI revenu
Qualcomm's $4 Billion AI Deal Talks Put Nvidia Rivalry in Focus
Qualcomm is reportedly in advanced talks to acquire Modular as chipmakers race for AI infrastructure talent.
Qualcomm Nears Deal for AI Chip Startup Modular
(Bloomberg) -- Qualcomm Inc. is in advanced talks to acquire Modular Inc. in a transaction valuing the artificial intelligence chip startup at about $4 billion, according to people familiar with the matter.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenSpaceX Falls for Third Day, Erases $600 Billion in Market ValueStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Taps New WhatsApp B
Intel vs Qualcomm: Which AI Stock Is The Better Buy
Intel (NASDAQ: INTC) and Qualcomm (NASDAQ: QCOM) both just delivered earnings that tell very different stories about how to win in AI silicon. Intel posted a sixth straight revenue beat while absorbing a $4.07 billion Mobileye charge. Qualcomm landed its fourth consecutive EPS beat with handset weakness offset by record auto. Foundry Momentum Carries Intel. ... Intel vs Qualcomm: Which AI Stock Is The Better Buy
Qualcomm (QCOM) Stock Is Up, What You Need To Know
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 3.4% in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips with Intel in the United States, a foundry validation the market had been waiting on for over a year.
Intel vs. Qualcomm: Which Technology Stock Is a Better Buy in 2026?
Intel is trying to rebuild its chipmaking edge, while Qualcomm is leaning on profits, cash flow, and expansion beyond mobile. Investors comparing the two stocks have to decide which chip strategy offers the clearer path to returns in 2026.
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