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Can a company still known for smartphone chips really become a force in the data center?

Beyond the AI-fueled sales boom everyone is watching, one quietly expanding number reveals a more durable profit engine at work.

Check out the companies making headlines this week:

Tech stocks declined late Friday afternoon, with the State Street Technology Select Sector SPDR ETF

The sticker shock on AMD shares fades when you look a few years out, but the real question is whether the company can deliver the growth that makes today’s price a bargain.

At $195.74, NVIDIA (NVDA) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

Qualcomm is looking to extend its next-generation architecture beyond servers as it expands its AI hardware ambitions across multiple devices.

The chipmaker just unveiled a new business model that locks in remarkable profits for years, but the real question is what it might be giving up in return.

Cristiano Amon walked into Qualcomm’s (NASDAQ:QCOM) Investor Day on June 24, 2026 with a number designed to be repeated. 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% ... Qualcomm Just Promised $15 Billion in AI Chip Sales, but There’s a Catch: The Chips Don’t Exist Yet

Investing.com -- Qualcomm said it plans to use new chip technology developed for data centers in smartphones, which would improve how artificial intelligence runs on mobile devices. Executive Vice President Durga Malladi shared the information in an interview with Semafor.

Micron sees growth ahead for smartphones and PCs.

The semiconductor sector declined on Friday as high memory and storage costs weighed on stocks.

The benchmark US stock measures were tracking in the red before the open Friday as bearish sentiment

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

Micron soared after crushing Q3 estimates, forecasting stronger Q4 sales and highlighting AI-driven memory demand. See ETFs with significant MU exposure.

Micron surged after strong Q3 results, robust AI-driven memory demand and a bullish Q4 outlook. See which ETFs have notable exposure.

Investing.com -- U.S. semiconductor stocks slipped in premarket trading on Friday, extending a global technology selloff after Apple raised prices on several of its products, fanning concerns that surging memory chip costs could dampen consumer electronics demand and cloud the outlook for the broader AI trade.

Stocktwits data showed retail sentiment around SPY sunk to ‘extremely bearish’ territory, while QQQ sentiment remained ‘bullish.’

The company’s CEO highlighted opportunities in AI, embedded software, and secure communications.

Meta’s server CPU deal may not be included yet, with the ramp expected in the second half of 2028.

Shares plunged Friday in Asia, led by heavy losses in Japan and South Korea as traders sold to lock in gains from recent rallies in stocks related to artificial intelligence. U.S. futures also declined, while oil prices fell. Tokyo’s Nikkei 225 index shed 4.5% to 69,127.10 and the Kospi in Seoul plunged 6.8% to 8,323.52.

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.

For years, since its inception 40 years ago, Qualcomm (QCOM) has been the dominant name in smartphone chips, and little else, at least in the minds of investors who had grown comfortable with that narrative. I have seen the stock trade at a discount to its semiconductor peers precisely ...

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 its 2026 Investor Day.

Investors applauded the semiconductor leader's new AI-focused growth strategy.

Qualcomm's Investor Day gave investors more than an AI data-center pitch. With Meta, Microsoft, two hyperscaler customers, and a $15 billion revenue target in view, the smartphone chipmaker now has a clearer roadmap to prove it can grow beyond smartphones.

icron stock soared 16% on strong Q3 earnings, while Apple slipped after increasing prices of Macs and iPads.

The Dow Jones Industrial Average rose 0.14%, while the Nasdaq Composite fell 0.46%. The S&P 500 also edged down slightly.

JPMorgan, Novartis and Qualcomm headline today's top stock reports, highlighting growth drivers, competitive pressures and key catalysts ahead.

Qualcomm is looking to move past the smartphone era.