One of Qualcomm’s fastest-growing sectors is the Internet of Things, where the company integrates intelligence into buildings, cameras and robots.

Price talks between Qualcomm and Samsung are delaying a 2nm chip deal, even though the technical hurdles appear to be resolved for now.

In the latest trading session, Qualcomm (QCOM) closed at $181.97, marking a +2.88% move from the previous day.

Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%. That turn to shrinking quarterly sales is the risk to weigh.

Qualcomm (QCOM) grew revenue just 1.9% over the last twelve months, against a compound pace of about 6.2% a year over five years and 4.5% over three. The quarterly path is worse. Across the last four quarters, year-over-year growth slid from 10.0% to 5.0%, then to declines of 3.5% and 4.0%.

Qualcomm's handset business is shrinking while its automotive and data center ambitions are scaling fast, and the tension between those two forces will determine whether the stock revisits its highs or stalls out entirely.

AMD's data center momentum clashes with Qualcomm's valuation discount, but customer concentration and geopolitical risks complicate both bets.

QUALCOMM Incorporated (NASDAQ:QCOM) has secured one of its strongest data center validations yet through a multi-generational silicon partnership with AWS, one of the world’s biggest AI infrastructure spenders. The announcement pushed shares higher, adding to the evidence that large cloud providers are backing Qualcomm’s push into custom compute. However, the structure of the deal makes […]

QUALCOMM Incorporated (NASDAQ:QCOM) has struck a long-term partnership with Amazon.com, Inc. (NASDAQ:AMZN) under which Amazon could purchase as much as $60 billion of Qualcomm’s AI data-center chips and related products. As part of the agreement, Qualcomm has granted Amazon warrants worth roughly $4 billion, allowing Amazon to purchase Qualcomm shares at $161.26 per share, with […]

Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

Skyworks CEO Phil Brace just went on the record at an investor conference with a statement that sent both SWKS and QRVO surging, and it shifts the entire risk calculus on one of the biggest chip deals of the decade.

Qualcomm Deal Slips Into Trouble as Samsung Resists 2nm Price Cuts