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Intel Turnaround Weighs AI Push Leadership Shift And Valuation Risks
17.02.2026 01:09
Intel (NasdaqGS:INTC) has appointed Lip-Bu Tan as CEO as part of a broad turnaround plan focused on AI and foundry expansion. The company has committed a US$100 million investment to SambaNova Systems to support its AI hardware and software roadmap. Intel has hired former Qualcomm executive Eric Demers as Chief GPU Architect to strengthen its AI and graphics portfolio. Regulators in India have imposed a fine on Intel related to earlier warranty practices, adding to existing operational and...
Qualcomm Hits Oversold Territory as Reddit Sentiment Crashes Below 30
16.02.2026 19:40
It hasn’t gone unnoticed by the broader market that Shares of Qualcomm (NASDAQ:QCOM) fell sharply in early February, coinciding with a noticeable shift in retail investor sentiment on platforms like Reddit and X from cautiously optimistic to decidedly bearish. The chipmaker reported Q1 revenue of $12.3 billion, a record for the quarter, yet the stock ... Qualcomm Hits Oversold Territory as Reddit Sentiment Crashes Below 30
A Look At The Fair Value Of QUALCOMM Incorporated (NASDAQ:QCOM)
16.02.2026 14:00
Key Insights QUALCOMM's estimated fair value is US$155 based on 2 Stage Free Cash Flow to Equity With US$141 share...
QUALCOMM INC (NASDAQ:QCOM): A Strong Candidate for Sustainable Dividend Income
14.02.2026 11:00
QUALCOMM (QCOM) offers a solid dividend yield backed by strong earnings power and a decade of payout growth, making it a candidate for sustainable passive income.
A Memory-Chip Shortage Is Squeezing Consumer Tech—and It’s Set to Get Worse
13.02.2026 03:00
Facing soaring prices, the world’s biggest electronics companies are staring at a list of unpalatable responses.
The Best Stocks to Buy With $1,000 Right Now
13.02.2026 01:42
There are bargains worth buying, if you're willing to take a step back and look at the bigger picture.
Intel AI Push Deepens With SambaNova Bet And New GPU Chief
12.02.2026 01:08
Intel (NasdaqGS:INTC) is committing at least US$100 million to AI chip startup SambaNova Systems. The company has also appointed former Qualcomm executive Eric Demers as its new Chief GPU Architect. Both moves reflect a shift in how Intel is approaching AI chips and GPU development. Intel, known for its x86 processors and data center products, is increasingly tied to demand for AI computing across cloud, enterprise, and edge use cases. The SambaNova investment adds capital to a specialist...
Bear of the Day: Qualcomm (QCOM)
11.02.2026 09:00
Until there is a resolution to the memory chip shortage, it wouldn't be surprising if there is more volatility ahead for Qualcomm stock.
5 Revealing Analyst Questions From Qualcomm’s Q4 Earnings Call
11.02.2026 05:43
Qualcomm’s fourth quarter results were met with a negative market reaction, despite the company meeting Wall Street’s revenue expectations and exceeding consensus for non-GAAP profit. Management attributed the quarter’s performance to robust demand in premium handsets, continued expansion in automotive and industrial IoT, and strong adoption of Snapdragon platforms across devices. CEO Cristiano Amon explained that flagship smartphone launches and broadening market traction for Snapdragon, partic
Sequans Communications SA (SQNS) (Q4 2025) Earnings Call Highlights: Navigating Challenges and ...
10.02.2026 19:01
Despite a significant net loss, Sequans Communications SA (SQNS) focuses on strategic growth initiatives and a robust design win pipeline to drive future revenue.
Memory Chip Prices Surge as DRAM Jumps 600%, Splitting Tech Stock Performance
10.02.2026 18:52
Rising memory costs are pressuring electronics makers while memory producers climb, as AI demand tightens supply beyond expected timelines.
Qualcomm Likely to Face Near-Term Pressure on Memory Shortage, Morgan Stanley Says
10.02.2026 16:26
Qualcomm (QCOM) is likely to face a challenging near-term outlook as earnings power appears largely
No Bottom in Sight: Wall Street Wants You to Sell QCOM Stock After Earnings
10.02.2026 16:14
Qualcomm’s post‑earnings drop back to 2020 price levels, a 2026 EPS decline, and handset‑heavy exposure have rekindled “no bottom in sight” doubts even as the stock screens cheap at 14× forward earnings and still carries a "Moderate Buy" rating with roughly 22% implied upside.
Qualcomm (QCOM) Beats Estimates as Piper Sandler Reiterates Overweight Rating
10.02.2026 15:41
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 10 AI Stocks Analysts Are Watching. On February 5, Piper Sandler analyst Harsh Kumar reiterated an Overweight rating on the stock with a $200.00 price target. The rating affirmation follows QCOM’s December 2026 quarter results. The company reported stronger-than-expected earnings for the first quarter of fiscal 2026, with EPS […]
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Booking Holdings, On Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and More
10.02.2026 13:10
Pre-Market Stock Futures: Futures are trading lower after a follow-through Monday in which all major indices continued the strength we saw last Friday. The Dow Jones Industrials hit a new record high before falling back some and closing at 50.135. The S&P 500 closed at 6,964, up 0.47%, while the Nasdaq continued its tech rebound, ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Booking Holdings, On Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and More
TSMC Shares Rise as Sales Jumps 37% on Strong Chip Demand
10.02.2026 11:20
Taiwan Semiconductor Rises Ahead of Heavy CapEx Spending Plans
Morgan Stanley Reinstates Underweight on Qualcomm, Announces $132 Price Target
10.02.2026 07:02
Morgan Stanley analyst Joseph Moore reinstates Qualcomm (NASDAQ:QCOM) with a Underweight and announces $132 price target.
Qualcomm Weighs Handset Setback Against AI And Automotive Opportunities
08.02.2026 09:06
Qualcomm, NasdaqGS:QCOM, is seeing near term disruption in its core smartphone business as an industry wide memory chip shortage constrains handset production. Multiple OEMs, particularly in China, are scaling back device output, leading Qualcomm to issue cautious guidance on handset chip demand. In response, the company is leaning into diversification with recent moves in data centers, RISC V CPUs, automotive partnerships, and new AI, IoT, and robotics products. Qualcomm shares last closed...
Street Calls of the Week
08.02.2026 09:05
Investing.com -- Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week.
Qualcomm price target lowered to $177 from $200 at Baird
07.02.2026 15:15
Baird analyst Tristan Gerra lowered the firm’s price target on Qualcomm (QCOM) to $177 from $200 and keeps an Outperform rating on the shares. The firm updated its model following results which suggest 2026 remains a transition year.Claim 50% Off TipRanks PremiumUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Published first on TheFly – the ultimate source f