Qualcomm (QCOM) stock is up about 37% over the past six months, even after falling 21% over the past three. The case for the next leg rests outside phones, where management expects growth fast enough to cover a shrinking Apple business.

Qualcomm Latest AI Play Sends Optical Networking Stocks Higher

Lumentum, Qualcomm & Corning unveil an ECOC 2026 optical die-to-die interconnect demo for AI scale-up and CPO/NPO.

MALAGA, Spain, September 21, 2026--Lumentum Holdings Inc. ("Lumentum") today announced plans for a joint demonstration together with Qualcomm Technologies, Inc. and Corning Incorporated (NYSE: GLW) of a high-density die-to-die (D2D) optical interconnect showcase for AI scale-up architectures at ECOC 2026. The board-level demonstration will combine a D2D interface IP subsystem from Qualcomm Technologies with Lumentum’s VCSEL-based optical interconnect platform and Corning multimode fiber connecti

A teardown of the iPhone 18 Pro Max sold in the United States found it uses Qualcomm's Snapdragon X80 modem rather than Apple's in-house cellular modem, 9to5Mac reported, citing TechInsights. Apple says the iPhone 18 Pro uses its C2 modem, and the iPhone 18 Pro Max sold outside the United States also uses C2. Apple has not said why the U.S. model keeps a Qualcomm modem. TechInsights also identified Apple’s N1 wireless module and a new mmWave antenna module.

South Korea's MDS Tech has joined a consortium for "AI-in-Glasses Technology Development for Personal AI Agents," a project supported by South Korea's…

One company is riding explosive AI connectivity demand with triple-digit growth. The other is navigating smartphone headwinds while building promising new businesses in automotive and data centers.

Detailed price information for Marvell Technology Inc (MRVL-Q) from The Globe and Mail including charting and trades.