Qualcomm’s Handset Business Slumps 20% While Non-Phone Growth Accelerates
Qualcomm Q3 revenue hits $9.9B at high end of guide. Auto & IoT grow 28%, but rising costs and Apple supply issues pressure outlook.
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Qualcomm Unveils Dragonfly C1000 and Lands Multi-Generation Meta AI Deal
At Investor Day 2026, Qualcomm announced Dragonfly C1000 for AI workloads, major Meta partnership, Microsoft collaboration, and sharply raised long-term targets.
Qualcomm to Acquire Modular for ~$4 Billion to Challenge NVIDIA in AI Software
The deal strengthens Qualcomm’s push into data centers and challenges NVIDIA’s CUDA dominance.
Qualcomm Nears $4 Billion Acquisition of AI Startup Modular
The deal would boost Qualcomm’s AI software capabilities and challenge NVIDIA’s dominance in AI inference.
Qualcomm in Talks to Acquire Jim Keller’s AI Chip Startup Tenstorrent
Qualcomm is in early talks to buy Jim Keller’s Tenstorrent to expand its AI chip capabilities and challenge Nvidia in data center and edge AI. Intel is also interested.
Intel, AMD, and Qualcomm Face Nvidia’s Bold Assault on the PC Market
Nvidia launched RTX Spark, a new AI chip for PCs, challenging Intel, AMD and Qualcomm. Stocks moved after the news.