QUALCOMM Incorporated

Qualcomm (QCOM): Can Its AI Strategy Overcome Skepticism Around Its Current Market Position?

Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”. The letter can be downloaded here. The fund delivered a strong second quarter of 2026, returning 23.8% net compared with the MSCI World ex-Australia Index’s 12.6% return, as global equity markets rebounded following geopolitical volatility […]

Yahoo Finance · 01/10/2026 · lire l'article ↗

Qualcomm boss says tech will turn us into ‘walking cameras’ with AI systems on our face

New regulation could be required to ensure that breakthroughs including smart glasses are safe, chip boss tells David Phelan

Yahoo Finance · 01/10/2026 · lire l'article ↗

What Is The Case For Waiting On Qualcomm Stock?

Qualcomm (QCOM) stock is up 46% over six months. It still trades about 26% below its high of the past year. At 21 times earnings, about the market's level, the price appears to assume Qualcomm keeps growing as Apple sales shrink. Qualcomm plans to fill that gap with car and data center chips, and is raising prices as memory costs climb. Both plans are under way. So is there a case for waiting before you buy Qualcomm.

Yahoo Finance · 30/09/2026 · lire l'article ↗

QUALCOMM (QCOM) Is Down 6.7% After Renewing Apple Patent Deal And Deepening AI, Cloud Push

In September 2026, Qualcomm announced it had renewed its global patent license agreement with Apple effective April 1, 2027, while also advancing efforts such as presenting at the Humanoids Summit in Seoul and expanding into data center and robotics solutions. The renewed Apple license and the multi‑year custom chip partnership with Amazon’s AWS together highlight Qualcomm’s push to pair stable licensing income with new AI and cloud computing revenue streams. Next, we’ll examine how the...

Yahoo Finance · 30/09/2026 · lire l'article ↗

QUALCOMM (QCOM) Renewed A Global Patent License Effective April 2027

Qualcomm (NasdaqGS:QCOM) said it has renewed its global patent license agreement with Apple, effective April 1, 2027. The updated deal covers Apple's continued access to Qualcomm's cellular technologies under a multi year global patent license framework. Management indicated that the renewed agreement is structured to support ongoing collaboration between the two smartphone heavyweights. The Qualcomm Apple patent license renewal matters, but investors should weigh it alongside other business...

Yahoo Finance · 30/09/2026 · lire l'article ↗

Here’s What The Apple Patent Renewal Really Does for Qualcomm and Why I’m Buying

Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm's real power sits and why one investor keeps pressing the buy button.

Yahoo Finance · 30/09/2026 · lire l'article ↗