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Qualcomm (QCOM) is Diversifying Beyond Handsets
Insider Monkey18d agoneutral
Qualcomm (QCOM) is Diversifying Beyond Handsets

O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]

What QUALCOMM (QCOM)'s Dividend Payout and Automotive AI Push Means For Shareholders
Simply Wall St.18d agoneutral
What QUALCOMM (QCOM)'s Dividend Payout and Automotive AI Push Means For Shareholders

Earlier this month, Qualcomm Incorporated declared a quarterly cash dividend of US$0.92 per common share, payable on September 24, 2026, to shareholders of record as of September 3, 2026. Separately, Qualcomm’s participation in Micron’s new long-term automotive supply agreements highlights its push to secure a role in AI-enabled vehicle platforms and reduce reliance on smartphones. Against this backdrop, we’ll examine how Qualcomm’s reinforced dividend and role in Micron’s automotive supply...

How Much Upside Can NVDA Stock's Growth Deliver?
Trefis18d agoneutral
How Much Upside Can NVDA Stock's Growth Deliver?

At $196.51, NVIDIA (NVDA) looks set up for roughly 56% 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.

Tech Earnings, Fed Rate Decision: What to Watch This Week
The Wall Street Journal18d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This Week

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
24/7 Wall St.19d agobullish
Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?

Qualcomm (NASDAQ:QCOM) heads into Wednesday’s Q3 earnings report on July 29 at just 15x forward earnings, despite returning billions of dollars to shareholders and expanding beyond smartphones. Qualcomm also offers investors a dividend yield above 2% alongside exposure to growing automotive, IoT, and hyperscaler chip businesses. Qualcomm’s 15x Forward P/E Leaves Room for Upside QCOM trades ... Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?

Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
Insider Monkey19d agobullish
Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins

On July 21, the Financial Times reported that China’s Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) and QUALCOMM Incorporated (NASDAQ:QCOM) from manufacturing chips based on designs from Huawei, Alibaba, and ByteDance. Such headlines are likely to hit a foundry stock hard. In the case of […]

QUALCOMM (QCOM) Could Be 25% Below Fair Value As Auto And Data Center Hopes Build
Simply Wall St.19d agoneutral
QUALCOMM (QCOM) Could Be 25% Below Fair Value As Auto And Data Center Hopes Build

QUALCOMM (QCOM) is in focus as investors weigh its projection to more than double revenue by 2029, supported by automotive and data center growth, against ongoing handset headwinds in China. See our latest analysis for QUALCOMM. QUALCOMM's share price has pulled back recently, with a 1 month share price return of down 11.84% and year to date share price return of down 3.47%. Meanwhile, the 1 year total shareholder return of 5.86% and 3 year total shareholder return of 34.83% point to stronger...