What top creators are saying about QUALCOMM Incorporated(QCOM)

In talks to acquire AI startup Modular for $4B.

Supplying dual chips for Snap's new AR hardware, showing integration in high-end standalone wearables.

Author intends to short the stock if the acquisition of Tenstorrent proceeds due to the high premium being discussed.

Seeing strong retail interest as part of the broadening AI infrastructure trade.

Received endorsement for Edge AI but faced selling pressure, down 7%.

Received strong endorsement from NVIDIA CEO; positioned as the leader in the Edge AI smartphone cycle.

Bullish recommendation attributed to Jensen Huang with an explicit advice to buy the stock.

Received an explicit buy recommendation from NVIDIA's CEO due to its strong mobile software stack.

Challenged by NVIDIA's entry into the PC processor market.

Partnered with Microsoft as a chip provider for the new Android-based Project Solara AI operating system.

Partnering with Microsoft on Project Solara to develop Android-based OS and thin client hardware for AI agents.

Identified as a 'picks and shovels' play in the AI supply chain bottleneck.

Key player in 'Client-Side AI' as investment shifts from data centers to on-device inference.

Reportedly secured an AI chip deal with ByteDance.

Expanding into AI ASICs for data centers through a deal with ByteDance, signaling a pivot beyond mobile handsets.

Included as a smaller position within the diversified tech portfolio.

Benefiting from potential physical device collaboration with OpenAI.

Described as being 'on fire' as capital rotates into AI infrastructure and high-performance semiconductors.

Remains a bellwether for U.S. tech integration in the Chinese smartphone market; CEO present at the summit.

Involved in tech envoy to China, indicating mobile chips may be prioritized in trade discussions over AI restrictions.

Significant weekly gains of 26% driven by AI sector momentum.

Recovering from a major drop; must hold $206-$208 to maintain recovery.

Experiencing high volatility and upward price swings similar to crypto assets due to AI demand.

Mentioned as a relevant ticker in the current market discussion.

Identified as a competitor in the NPU and AI-capable chip market for mobile and enterprise computing.

Posted 15% gains following strong earnings

Experienced a monster move following an OpenAI announcement, positioning it as a primary beneficiary of AI hardware expansion.

Stock ripped up 15-16% on OpenAI phone news and agentic AI hardware cycle potential.

Primary beneficiary if rumored OpenAI hardware partnership moves forward.

Collaborating with OpenAI on specialized AI chips for new hardware, benefiting from the shift toward AI-first edge computing.

Potential catalyst from OpenAI partnership for high-growth acceleration, though market is waiting for concrete details.

A primary play on 'Edge AI' as intelligence moves to phones and localized devices.

Identified as a laggard play with compelling valuation and relevant CPU architecture for Edge AI.

Identified as a 'sleeper' play; viewed as a call option on their new Neural Processing Units.

Identified as a specialized component supplier likely to benefit from the triple-digit growth in the wearable AI sector.

High revenue exposure to China creates significant geopolitical risk and vulnerability to Beijing's policy shifts.

Stock rose 3% following the announcement of a $20 billion share buyback program.

Developing specific chips to enable direct-to-cell connectivity, positioning the company as a key hardware enabler for the satellite shift.

The shift toward Edge AI reinforces long-term demand for mobile processors capable of AI acceleration through Neural Processing Units (NPUs).

Shares declined after the company warned that the ongoing memory chip shortage could limit its smartphone production.

Stock fell after providing weak guidance, blaming a global memory chip shortage caused by AI data centers consuming capacity needed for smartphones.

The stock was identified as one of the significant drags on the market during a recent sell-off, contributing to the Nasdaq's decline.

Projected to open with a 'double-digit' percentage drop due to a disappointing sales forecast from the company.

Stock fell about 7% after hours due to a weak forecast for the next quarter, which was blamed on a memory market bottleneck, despite a recent earnings beat.

Investing in Qualcomm carries significant geopolitical risk due to its heavy reliance on the Chinese market, which accounts for over 50% of its revenue.

Faces significant geopolitical risk due to heavy reliance on the Chinese market, which accounts for over 50% of its revenue.

Identified as a critical component supplier whose Snapdragon chips power many AR/VR headsets, representing an investment opportunity in the sector's underlying technology.

Qualcomm is positioned as a potential 'picks and shovels' investment for the AI hardware trend, as it can gain exposure to the sector's growth by supplying processors to various device makers without betting on a single high-risk consumer product.

Bullish, highlighted as a company poised to benefit from the AI theme shifting to the physical world, specifically in edge devices and new chips with NPUs.

Listed as one of the challengers to NVIDIA in the growing AI chip market, alongside AMD, Broadcom, and others.