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.
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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.
Qualcomm Beats Forecasts with Strong Smartphone Demand and AI Expansion
Qualcomm reports stronger-than-expected Q4 results and forecasts higher Q1 sales, driven by smartphone upgrades, AI chips, and growth in automotive and data center segments.
Qualcomm Launches AI Chips to Challenge Nvidia's Dominance in Data Centers
Qualcomm unveils AI200 and AI250 chips for data centers, entering the booming AI infrastructure market with competitive alternatives to Nvidia's dominant processors arriving in 2026-2027.
China Launches Antitrust Probe Into Qualcomm Acquisition Ahead of US-China Trade Talks
China investigates Qualcomm's Autotalks acquisition as tensions rise before Trump-Xi meeting. US tech firms face increased scrutiny amid trade negotiations.