MarketBeat
Positive
6/23 9:35 PM
Qualcomm Goes All-In: The $10B Bet to Crush NVIDIA
The semiconductor market is experiencing a tectonic shift, and legacy hardware designers are scrambling to secure a seat at the artificial intelligence table.
Benzinga
Negative
6/23 5:31 PM
Qualcomm AI, Data Center Opportunity Fails To Win Over Analyst: Late Entrant In 'Hyper-Competitive AI Market'
An analyst is cautious on Qualcomm Inc (NASDAQ:QCOM) stock ahead of the company's Investor Day on June 24.
Market Watch
Neutral
6/23 3:21 PM
These stocks are falling the most on Tuesday as the tech sector comes under pressure
Most of the day's biggest losers are still up tremendously for 2026.
Invezz
Negative
6/23 2:34 PM
Qualcomm eyes modular AI deal as stock falls on tech selloff pressure
Qualcomm Inc. shares moved lower on Tuesday, falling about 6% in trading as a broader technology selloff weighed on sentiment, even as fresh reports pointed to an expansion of its artificial intelligence ambitions. The decline came despite Bloomberg reporting that Qualcomm is in advanced talks to acquire AI infrastructure software company Modular Inc. in a deal valued at around $4 billion.
Schaeffers Research
Positive
6/23 1:26 PM
Semiconductor Stock Sees More Records on Analyst Backing
Shares of semiconductor name Credo Technology Group Holding Ltd (NASDAQ:CRDO) are surging 10.3% at $299.88 this morning, enjoying the fruits of several bull notes.
Schaeffers Research
Negative
6/23 1:06 PM
Qualcomm Stock Slides Amid Modular Acquisition Talks
Qualcomm Inc (NASDAQ:QCOM) is down 6.9% in premarket trading at $206.63, after Bloomberg reported the semiconductor giant is in advanced talks to acquire AI software infrastructure company Modular in a deal valued at roughly $4 billion.
Seeking Alpha
Positive
6/23 12:59 PM
Qualcomm: The Coiled Spring Of The AI Semiconductor Market
Qualcomm (QCOM) is rated Strong Buy, presenting a rare undervalued anomaly in an overheated semiconductor market fixated on AI hype. QCOM trades at a forward P/E of ~21x, yet is poised for multiple expansion as data center and Edge AI revenues materialize. The company's energy-efficient 'cold silicon' architecture positions it to capture inference workloads and autonomous device markets, offering superior operational leverage.
Barrons
Positive
6/23 8:04 AM
Qualcomm Stock Drops but the Chip Maker Has a Plan to Save AI Rally
Qualcomm stock has surged in recent months and the prospective acquisition of an AI infrastructure software company could help keep the rally going.
CNBC
Neutral
6/23 4:49 AM
Global M&A deal value on track to reach $4 trillion this year: PwC
M&A transactions above $5 billion contributed almost half of total global deal value so far in 2026. AI is intensifying the K-shaped M&A market and forcing dealmakers to radically rethink how deals get done.
Zacks Investment Research
Negative
6/22 10:46 PM
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
The latest trading day saw Qualcomm (QCOM) settling at $221.49, representing a -2.05% change from its previous close.
52W Range
$121.99 - $259.92
QUALCOMM Incorporated is a company dedicated to developing and bringing to market fundamental technologies crucial for the global wireless communication industry. Its operations are structured into three primary segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT division specializes in creating and supplying integrated circuits and system software, leveraging 3G, 4G, 5G, and other advanced wireless technologies. These components are essential for a range of products, including those used for wireless voice and data communication, networking, application processing, multimedia, and global positioning. The QTL segment generates revenue by licensing its extensive intellectual property portfolio, which encompasses various patent rights vital for the manufacture and sale of wireless devices, particularly those adhering to standards like CDMA2000, WCDMA, LTE, and OFDMA-based 5G. Through its QSI segment, Qualcomm invests in early-stage companies across diverse sectors such as 5G, artificial intelligence, automotive, consumer electronics, enterprise solutions, cloud computing, and the Internet of Things, aiming to support the introduction of new products and services for both existing and emerging communication applications. Furthermore, the company provides development services and related products to United States government agencies and their contractors. Founded in 1985, QUALCOMM Incorporated maintains its headquarters in San Diego, California.
