Semiconductor News & Analysis Feed
888 articles
2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM | QCOM Price Prediction) Investor Day on June 24, 2026 with a number designed to be repeated.
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Over $15 billion in annual data center AI chip sales by fiscal 2029, up from $5 billion in 2027, alongside a $40 billion non-handset revenue target and adjusted EPS above $18 by that year.
Qualcomm shares rose 13.3% to 15% in after-hours tr
2026-06-27
www.investing.com
2026-06-27
Investing.com
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2026-06-27
www.foxbusiness.com
2026-06-27
Fox Business
Qualcomm CEO and President Cristiano Amon discusses Qualcomm's expansion into data centers, robotics, and automotive, emphasizing their unique technology roadmap and execution track record against competitors on 'Mornings with Maria.'
Qualcomm CEO Cristiano Amon addresses analyst concerns about entering the competitive AI data center market. He highlights Qualcomm's successful diversification fro
2026-06-27
www.semafor.com
2026-06-27
Semafor
Qualcomm, the chipmaker supplying smartphones and wearable devices, said it plans to use the new chip technology it created for data centers in smartphones — ultimately allowing AI to run better on mobile devices, said Executive Vice President Durga Malladi in an interview.
When Qualcomm announced its data-center chips this week, it launched itself into the highly competitive data-center chip ind
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
+0.79%
NVDA
+2.63%
AAPL
+2.70%
INTC
+6.01%
AMD
+7.68%
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Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-
2026-06-26
www.pcmag.com
2026-06-26
PCMag
The company behind the processors in many of the smallest computers people use is making a bid to enter some of the largest computers in operation today.
Qualcomm used its investor day event in New York this week to unwrap a new family of components for data centers. “We have a comprehensive portfolio to enter the next phase of the data center market," CEO Cristiano Amon said near the start of th
2026-06-26
stockstory.org
2026-06-26
StockStory
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2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
Qualcomm CEO and President Cristiano Amon discusses the company's diversification beyond mobile chips, its entry into data centers, the demand for AI spending, outlook on agentic AI and more on 'Mornings with Maria.'
Cristiano Amon, Qualcomm CEO Cristiano Amon joins 'Mornings with Maria' to detail the company's ambitious strategy to diversify into new markets like data centers, automotive, and ro
2026-06-26
www.foreignpolicyjournal.com
2026-06-26
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) stock climbed 54.0% between March 24 and June 24, 2026, dramatically outpacing the broader market over that three-month stretch.
The catalyst, in hindsight, appeared obvious: a major investor day where the company laid out an aggressive push into data center artificial intelligence infrastructure.
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What made the move remarkable, however,
2026-06-26
news.google.com
2026-06-26
Benzinga
2026-06-26
stocktwits.com
2026-06-26
Stocktwits
stocktwits.com
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2026-06-26
www.digitimes.com
2026-06-26
digitimes
Qualcomm has unveiled its latest AI data center platform, Dragonfly, at its annual investor day, highlighting a new technology it calls High Bandwidth Compute, or HBC, as a key weapon in its challenge to Nvidia, AMD and AI chip startups.
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2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
Trefis Team
Thu, June 25, 2026 at 7:55 PM PDT 3 min read
QCOM
+3.84%
NVDA
-1.59%
INTC
+0.73%
AMD
+2.60%
AVGO
-0.83%
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Image from Pixabay
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind o
2026-06-26
www.trefis.com
2026-06-26
Trefis
What Qualcomm Stock Was Saying About Its Multibillion-Dollar Data Center Plan
June 25th, 2026 by Trefis Team
-11.24%
Downside
205
Market
182
Trefis
QCOM
Qualcomm
Before the stock surged, management was methodically laying out a future beyond handsets, but you had to be listening for a different kind of story.
It’s the kind of move that makes you check your screen twice. From Mar 24, 2026, to Jun
2026-06-26
digitimes.com
2026-06-26
Qualcomm used its Investor Day to formally launch Dragonfly, a new data center product line aimed at cloud AI, and set out an ambitious revenue path that would shrink its dependence on handset sales. The company said the plan could reshape its business mix by 2029, but it still faces questions over timing, product performance, and execution.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Why Qualcomm (QCOM) Stock Is Up Today
Petr Huřťák
Thu, June 25, 2026 at 4:21 PM PDT 2 min read
QCOM
+3.84%
META
-2.68%
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What Happened?
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.3% in the morning session after the company announced an aggressive expansion into the AI data center market with ambitious long-term revenue targets during i
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Shares of Qualcomm (
QCOM
+3.65%
) rose on Thursday after the chipmaker unveiled its new artificial intelligence (AI)-fueled growth targets.
Image source: The Motley Fool.
Entering the data center arena
Qualcomm has long been a dominant supplier of processors for smartphones. It's a large and lucrative market, but its pace of expansion pales in comparison to explosive growth markets like AI dat