Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.

Qualcomm stock is trading close to the $160 mark as investors weigh the new Dragonfly AI data center

/PRNewswire/ -- Advantech announced its latest edge AI solutions powered by the Qualcomm® Dragonwing™ IQ-9075 processor, including the AOM-6741 SMARC module,...

Qualcomm Incorporated announced the appointment of Sergio Buniac as executive vice president and group general manager of Mobile, Compute and Personal AI, Qualcomm Technologies, Inc., effective September 2.  In this role, Buniac will oversee the smartphone, personal computing, smart wearables a...

EarFun has announced the Wave Pro X, the company’s new flagship over-ear, dual-driver Qualcomm ANC headphones with Auracast support. Built around the QCC3095 platform, the Bluetooth 6.0 design features adaptive hybrid ANC, in a coaxial dual-driver acoustic system with an 8-microphone array. The company promotes it as a premium-but-accessible launch, which will also appeal to music enthusiasts with lossless playback and wide codec support, and a claimed 90-hour battery life.

Shadowfax shares ended at Rs 255.40 on the National Stock Exchange on Friday, down 1.01 percent amid high trading volumes. Overall, however, the stock has been on an upward trajectory since mid-March, despite intermittent corrections.

Qualcomm stock trades in a tight range while Samsung highlights internal tests suggesting its upcomi

Qualcomm's stock has been upgraded back to Buy after a sharp correction brought its valuation to a more reasonable 17 times forward earnings. Despite near-term challenges such as weak Chinese smartphone demand, rising component costs, and Apple's shift away from Qualcomm modems, management's risk mitigation efforts are seen as credible. The handset revenue cycle appears to be bottoming out, while longer-term growth opportunities in AI data centers and advanced driver-assistance systems (ADAS) provide significant upside potential. Qualcomm's diverse product strategy and potential $5–15 billion data center revenue make it an attractive, lower-risk investment as the stock forms a credible bottom and optionalities begin to emerge.

Earlier this year, Qualcomm announced the appointment of Sergio Buniac as executive vice president and group general manager of Mobile, Compute and Personal AI, placing him in charge of its smartphone, personal computing, smart wearables and XR businesses, including next-generation AI devices. Buniac’s move after more than three decades at Motorola brings broad product, operations and supply chain leadership that could shape how Qualcomm executes its ambitions in mobile and personal AI...

Nvidia (NASDAQ: NVDA) continues to assert itself as the premier semiconductor stock for investors seeking long-term exposure to the artificial intelligence

Samsung's Exynos 2700 outperformed Qualcomm's Snapdragon 8 Elite Gen 6 in in-house tests on CPU, GPU, AI and power efficiency, sources say.

Samsung Electronics' next-generation mobile application processor, the Exynos 2700, has outperformed Qualcomm's Snapdragon 8 Elite Gen 6 in internal…