Qualcomm's AI Ambitions Run Into a Smartphone Reality Check

With shares down about 5% year to date (YTD), Qualcomm Inc. NASDAQ: QCOM is hardly the most glamorous name in AI. The company neither builds the agents that capture headlines nor operates cloud platforms that draw institutional business.

MarketBeat • Sep 1, 2026

Can Qualcomm's Tie-Up With HUMAIN for AI PC Lift Its Shares?

QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.

Zacks Investment Research • Sep 1, 2026

Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields: Intel Drops 3%, NVIDIA and AMD Slip

Semiconductor stocks are falling at Tuesday's open as a global bond selloff drives long-term yields higher and forces a rethink of the market's highest-multiple corners.

24/7 Wall Street • Sep 1, 2026

Qualcomm Just Gained 15% in a Month: Take Profits, or Buy More?

Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) has staged the standout comeback in chips this past month, and the rally deserves a closer look before anyone acts on it.

24/7 Wall Street • Aug 31, 2026

Qualcomm Outperforms Broader Market Slump: Analysts Eye Data Center Growth Ahead of Q4

Qualcomm Inc (NASDAQ:QCOM) stock climbed more than 2% Monday, outperforming a weaker broader market as investors weighed the chipmaker's data center opportunity against margin and fiscal 2027 earnings risks.

Benzinga • Aug 31, 2026

Qualcomm vs. Sandisk: Comparing Gradual Revenue Contraction Against Rapid Revenue Acceleration

When evaluating the latest financial performance data, Sandisk currently demonstrates a stronger overall revenue trend, steadily closing the historical absolute size difference with Qualcomm throughout the most recent reporting periods. Qualcomm exhibited flat to slightly declining quarter-over-quarter revenue patterns over the entirety of the past eight quarters, while Sandisk recorded consistent sequential top-line expansions over that same two-year timeframe.

The Motley Fool • Aug 31, 2026

Qualcomm (QCOM) Up 8.7% Since Last Earnings Report: Can It Continue?

Qualcomm (QCOM) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Aug 28, 2026

QUALCOMM Incorporated (QCOM) Presents at Deutsche Bank 2026 Technology Conference Transcript

QUALCOMM Incorporated (QCOM) Presents at Deutsche Bank 2026 Technology Conference Transcript

Seeking Alpha • Aug 27, 2026

Vietnam urges Qualcomm, Samsung to deepen AI, chip investment as it seeks tech upgrade

Vietnamese leaders have urged U.S. chip designer Qualcomm and South Korea's Samsung Electronics to expand their investment in artificial intelligence, semiconductors ​and research and development as the country seeks to become ‌a regional innovation hub.

Reuters • Aug 28, 2026

Qualcomm: Handset Pains Persist - Data Center Inflection In FY 2027

AAPL attrition and the memory/storage supply crunch underscore QCOM's headwinds, with FQ4'26 and FY2027 likely to deliver mixed handset metrics. These may be balanced by the accelerating data center/automotive monetization opportunities, based on the $40B QCT non-handset revenue guidance by FY2029. QCOM's diversification strategy is materializing, with the upcoming FY2027 data center inflection underscoring the successful M&A efforts.

Seeking Alpha • Aug 27, 2026