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Our Qualcomm (NASDAQ:QCOM) 24/7 Wall St. price target points to $258.16 over the next 12 months, implying 41.1% upside from the $182.97 close on July 7, 2026. Our recommendation is buy, with a model confidence level of 90%. After a sharp June pullback, Qualcomm’s data center pivot and automotive strength look under-priced. Metric Value Current ... Qualcomm’s Next Rally May Be Closer Than Investors Think
Qualcomm is expanding beyond mobile chips with an AI infrastructure strategy spanning data centers, connectivity and custom silicon despite a sector pullback.
Qualcomm just announced a major foray into the AI industry, but the broader semiconductor space is under pressure.
NVDA, AVGO and QCOM slid in 1H 2026 as AI focus broadened, but product roadmaps, diversification and estimates point to potential 2H strength.
QUALCOMM’s share price has climbed over the past few years, yet the valuation picture is more balanced, with the Discounted Cash Flow (DCF) estimate suggesting the stock is roughly in line with its intrinsic value while earnings-based multiples screen it as undervalued. QUALCOMM has returned 67.1% over the last 3 years, which puts recent weakness into context for investors looking at the longer trend. Excitement around QUALCOMM’s push into AI related chips and partnerships can support...
Qualcomm (QCOM) closed at $182.97 in the latest trading session, marking a -1.88% move from the prior day.
QUALCOMM (QCOM) has just been removed from several Russell growth and defensive indices, a mechanical shift that can affect passive fund flows and how the stock is grouped alongside other semiconductor and AI companies. See our latest analysis for QUALCOMM. QUALCOMM’s latest index removals come after a strong run, with the stock posting a 50.30% 90 day share price return but giving back some ground with a 13.64% 30 day share price decline, while the 1 year total shareholder return stands at...
The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet segment, Steve Grasso, Warren Pies, and Doug Boneparth all zeroed in on the same signal. Samsung posted blowout earnings yet its stock fell ... Chip Stocks Just Flashed a Warning Even Wall Street’s Bulls Can’t Ignore
Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea’s KOSPI index. During CNBC’s Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for ... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors
The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) has ripped higher in 2026, gaining 58.48% year to date through July 6, and it does not own a single share of the world’s largest chipmaker. Taiwan Semiconductor Manufacturing (NYSE:TSM), the foundry that physically fabricates chips for nearly every marquee AI silicon designer, is absent by design. That absence ... This Semiconductor ETF Is Up 58% This Year and Doesn’t Own TSMC
The Pacer US Cash Cows 100 ETF (CBOE:COWZ) is having a solid 2026, up 6.4% year to date and 14.81% over the past year through July 6. Yet a fund built expressly to own America’s biggest cash machines holds zero shares of Apple, arguably the most famous cash generator on the planet. That contradiction is ... Up 14.81% in a Year, COWZ Proves You Don’t Need Apple
High flash-memory prices and tough competition could prevent QCOM stock from generating good returns for investors.
QUALCOMM is set to release its fiscal Q3 earnings this month, while analysts project a significant decline in EPS.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
Major indexes finished lower Tuesday, dragged by chip stocks, while oil prices surged after the U.S. revoked Iran’s license to sell its crude.
AI-driven momentum is keeping bulls in high spirits after the Dow’s record close, though investors are a bit cautious ahead of the Fed minutes and fresh corporate catalysts.
A semiconductor ETF has ripped higher in 2026 without owning one of the most recognizable chip names on the market. The VanEck Fabless Semiconductor ETF (NASDAQ:SMHX) is up 54.22% year to date through July 2, 2026, and it holds zero shares of Intel (NASDAQ:INTC). That absence is baked into the fund’s mandate. What SMHX Actually ... This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel
Billionaire investor Mark Cuban has spent decades building companies, investing in startups and helping entrepreneurs through the hit TV show “Shark Tank.” Yet when he’s asked what separates successful founders from everyone else, his answer is surprisingly straightforward: “Do the...
Qualcomm is reportedly in advanced talks to acquire AI infrastructure software company Modular Inc. in a transaction valued at about $4b. The potential deal would expand Qualcomm's capabilities in artificial intelligence software and infrastructure. The transaction, if completed, would mark a major move by Qualcomm to deepen its role in AI beyond its existing hardware footprint. QUALCOMM (NasdaqGS:QCOM) is drawing fresh attention as it considers a roughly $4b acquisition of Modular Inc., a...
Growth investors are increasingly rotating away from obvious names in the AI ecosystem in favor of under-the-radar opportunities.
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