Qualcomm Technologies announced a multi generation collaboration with Amazon to supply customized AI inference silicon and high speed optical connectivity, including up to 1.6T links, for large scale data centers, while also deepening its own use of Amazon AI tools to reduce chip design cycles. The arrangement ties potential AI chip purchases of up to US$60b to Amazon receiving purchase linked warrants worth about US$4b in Qualcomm equity, aligning both companies around scaling Qualcomm's...

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Qualcomm (QCOM) throws off free cash worth 5.2% of its market value each year, against 4.4% for the median S&P 500 company. A yield above the median means one of two things: a bargain or a business the market expects to shrink. Here it is mostly the second: the cash comes from smartphone chips, and Apple is leaving.

Purchase-linked warrants align incentives, but the enormous ceiling is neither an order nor recognized revenue.

Qualcomm shares have rallied 30% since August but still carry a low valuation, as analysts weigh growth in AI data centers and automotive against Apple

Qualcomm shares have rallied 30% since August but still carry a low valuation, as analysts weigh growth in AI data centers and automotive against Apple

Qualcomm could be preparing to use Samsung alongside TSMC to make its next flagship Snapdragon chip, according to a new report.

Qualcomm shares climbed to a two-month high as investors focused on the chipmaker’s growing push into AI data centres. The company is looking to expand beyond smartphones, with its data-centre business emerging as an important new growth driver. Qualcomm is targeting more than $15 billion in data-centre revenue by FY2029. (Sources: GuruFocus, TradingView) Qualcomm’s AI data-centre bet gains momentum

At the close on September 15, 2026, Qualcomm stock finished at USD 187.80 on the Nasdaq, up 4.2% for

Qualcomm’s diversification beyond smartphones is gaining traction as investors assess its potential role in hyperscaler AI infrastructure.

Amazon’s retreat from $287 to below $250 highlights growing concerns that enormous infrastructure spending, regulatory pressure and elevated expectations could make its next phase of growth increasingly difficult to sustain.

Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 4.6% in the morning session after StoneX reiterated its Buy rating and a $270.00 price target on the stock, pointing to encouraging leverage in the company

Qualcomm (QCOM) stock rose 40% between mid-March and mid-September 2026, from near the bottom of its 52-week range, while the S&P 500 gained 15.5%. The market was paying for a data center business moving from talks to purchase orders.