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Qualcomm struggles following steep declines and lost Apple modem share, yet Baird set a Street-high $400 target citing AI server and automotive expansion. In contrast, peers like Broadcom retain soli…
Qualcomm faces smartphone revenue pressure as Apple transitions to in-house modems by 2027. However, Qualcomm is pivoting to AI inference infrastructure and data center CPUs, securing multi-generatio…
O'Keeffe Stevens Advisory trimmed Qualcomm (QCOM) and Corning positions in Q2 after strong rallies. They are cautious on software volatility but positive on Qualcomm's AI diversification, specificall…
O'Keeffe Stevens Advisory trimmed its QCOM position after material gains but remains positive on the company's AI diversification strategy, including a deal with Meta for data center CPUs. While Appl…
Qualcomm beats Q4 expectations and forecasts strong Q1 sales amid premium smartphone demand recovery, but faces reduced modem share from Samsung and Apple’s shift to in-house chips.