Qualcomm said Oct. 5 that it had signed a patent licensing agreement with Huawei.​The comp

As the tech company's AI data center product sales start to heat up, it looks like a candidate to outperform the S&P 500.

Qualcomm (NASDAQ:QCOM) draws focus on a reported Huawei patent license and the Arm court fight. See how diversification shapes the story.

Qualcomm’s contract trial against Arm began in Delaware on October 5, 2026. The case covers testing tools, alleged harm…

The thermal tax from Huawei's LogicFolding is in many ways similar to the one from BSPDN, reducing its attractiveness for Qualcomm and Apple.

Qualcomm (QCOM) stock has returned 45% over the past six months, against 18.2% for the S&P 500. If you own it after a run like that, your worry is what could interrupt it. Sales fell 4.0% from a year earlier in the latest quarter. On top of that, management has warned that one large customer is buying less.

Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could define its shareholder relationship for a decade.

Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could define its shareholder relationship for a decade.

Two chip makers faced the same brutal quarter of weak handset demand and squeezed margins, then made opposite bets on how to keep investors happy. The choice one of them made could define its shareholder relationship for a decade.

One commands mobile connectivity and licensing; the other dominates AI memory chips with a 44% net margin. Their risk profiles and valuations diverge sharply.

Qualcomm signed a multiyear patent licensing deal with Huawei covering 5G, compute, and AI, facing FTC review while supporting its data center and robotics diversification strategy.

Qualcomm firmó un acuerdo de licencia de patentes de varios años con Huawei que cubre 5G, computación e inteligencia artificial, enfrentando la revisión de la FTC y al mismo tiempo respaldando su estrategia de diversificación de robótica y centros de datos.

Qualcomm takes Arm to trial over chip-licensing contracts, with Paul Weiss and Kirkland & Ellis acting in the high-stakes Delaware dispute.