OpenAI’s AI-First Smartphone: The Future of Phones is Coming in 2028
OpenAI is developing an AI-first smartphone with MediaTek, Qualcomm, and Luxshare. The device will replace apps with a smart assistant that handles tasks automatically.
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BofA Turns Bearish on Qualcomm: Underperform Rating & $145 Target Amid Apple Exit Risks
Bank of America downgrades Qualcomm to Underperform with a $145 price target, highlighting the looming loss of Apple business and slow future growth in this mature chip market.
Record Smartphone Slump Ahead: Shipments Hit Lowest Since 2013 Amid Chip Chaos
Global smartphone shipments plunge 12-13% in 2026—the worst drop ever—due to AI-driven memory chip shortages pushing prices sky-high, per IDC & Counterpoint.
Wells Fargo Boosts Qualcomm Stock Outlook on AI Data Center Potential
Wells Fargo upgrades Qualcomm to Equal Weight with a $150 price target, highlighting big untapped opportunities in AI data centers and inference market growth starting 2027.
Morgan Stanley Restarts Qualcomm Coverage With Cautious Outlook
Morgan Stanley resumes coverage of Qualcomm with an Underweight rating, citing optimized earnings and memory shortages that could pressure Android phone demand in 2026.
Qualcomm Beats Q1 Earnings But Memory Chip Shortage Clouds Outlook
Qualcomm reports strong Q1 2026 results with record $12.3B revenue, but forecasts weak Q2 due to global memory chip shortage impacting smartphone production and pricing.