Trade Qualcomm ^QCOM

Preliminary findings: the EU says Azure and AWS are "the largest and second largest" cloud services in the EU, as the bloc weighs up tougher DMA oversight (Samuel Stolton/Bloomberg)

Morning Bid: Microneconomics

Qualcomm jumps as data center sales seen at $15 billion by 2029

Qualcomm (QCOM) Stock Rockets 12% on $40B Revenue Goal and Meta Partnership

Micron (MU) Blowout Results Spark Tech Rally as Nasdaq Futures Surge Over 2%

Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry (Cheng Ting-Fang/Nikkei Asia)

Live Oak Private Wealth LLC Buys 7,205 Shares of Qualcomm Incorporated $QCOM

European Shares Edge Higher Led By Tech Stocks

Oak Family Advisors LLC Sells 17,516 Shares of Qualcomm Incorporated $QCOM

Micron, Qualcomm spark chip rally; PCE awaited - What's moving markets

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Qualcomm to buy startup Modular for $4 billion in AI software push

Morgan Stanley upgrades Qualcomm to Equalweight, raises price target to $231

Can Qualcomm Inc. (QCOM) Take on the Hyper-Competitive AI Market?

Micron and Qualcomm forecasts drive $400B AI chip stock rally

Qualcomm Projects $15 Billion in Data Center Chip Sales by 2029, Boosting AI Chip Market Competition, ETTelecom

Qualcomm AI Strategy: $15 bn Data Center Goal Powers Next Phase of AI Expansion

AI capex, tech, micron earnings, chips, ai demand supply, Qualcomm

Qualcomm Eyes ByteDance Deal to Expand Chip-Design Business, Reuters Reports

Qualcomm forecasts US$15 billion data center chip sales by 2029, shares soar

Qualcomm forecasts $15 billion data center chip sales by 2029

Chip stocks rebound after bullish outlooks from Micron, Qualcomm

The new NVIDIA RTX Spark laptops could be the jolt that Windows PCs need

Asian stocks surge as Micron earnings ease AI fears

Qualcomm Partners with Microsoft and Meta to Launch New AI Chips, ETTelecom

Qualcomm Is on Track to Secure Meaningful Data Center Chip Revenue in the Years Ahead | Morningstar

Why Qualcomm (QCOM) Shares Are Falling Today

Qualcomm Lays Out New Data Center Roadmap For AI; Meta Buys It

Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron, Qualcomm ease AI jitters

Paris-based digital health insurance startup Alan raised €480M led by Prosus at a €5.5B valuation, and is set for €1B+ in annual recurring revenue by year's end (Tim Bradshaw/Financial Times)

Qualcomm Stock Puts AI Data Center Plays Like Datadog And Coherent In Focus

Qualcomm stock soars as Wall Street reacts to strong numbers

Qualcomm's stock is soaring as these big numbers excite Wall Street | Morningstar

Qualcomm CFO sees opportunity to scale annual revenue to $100B

Qualcomm CEO: We're very confident in the forecast we are providing

Qualcomm expects $15B in data center chip sales by 2029, raises its non-handset chip revenue forecast to $40B by 2029, up from $22B; QCOM jumps 13%+ after hours (Reuters)

Qualcomm secures Meta as first Big Tech customer for data center chips

Mark Zuckerberg wants Qualcomm to help 'deliver personal superintelligence to everyone in the world'

Qualcomm targets $15B in data center revenue by 2029 as investor day maps life beyond mobile

Qualcomm expands strategic relationship with Hugging Face to onboard AI models across edge and cloud

Qualcomm (NASDAQ:QCOM) Trading Down 3.9% - Here's What Happened

Micron reports Q3 revenue up 346% YoY to $41.46B, vs. $35.84B est., gross margin above estimates, and forecasts Q4 revenue above est.; MU jumps 14%+ after hours (Kif Leswing/CNBC)

How a $4 Billion Acquisition Could Be Just What Qualcomm Stock Needs to Challenge Nvidia

Qualcomm unveils Dragonfly CPU, signs Meta as first data center customer

Meta CEO confirms multi-generation processor deal with Qualcomm

Qualcomm lands Meta as first named customer for its Dragonfly data centre chips

Qualcomm CEO on Modular acquisition: Helps build full stack solution for all new business lines

Watch CNBC's full interview with Qualcomm CEO Cristiano Amon

Qualcomm Says Data Center Chips to Produce 'Billions' in '27 (1)

Qualcomm unveils Dragonfly C1000, a new data center CPU built for agentic AI, and says Meta will use the chip when production starts in 2028 (Kif Leswing/CNBC)

Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia

Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs | Morningstar

Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio | Morningstar

Qualcomm secures Meta as customer for new AI data center processor

QUALCOMM Inc. (QCOM) Is One Of Billionaire David Tepper's Oldest AI Stocks

Qualcomm rolls out AI data center CPU, signs Meta as major customer

Sources: Google AI researchers Jonas Adler and Alexander Pritzel, both viewed internally as key contributors to Gemini, are planning to leave for Anthropic (Bloomberg)

Qualcomm says Microsoft, Meta will use its new AI chips

Binance says it will make a fresh push for permission to operate in the EU after its MiCA license application in Greece failed ahead of the June 30 deadline (Reuters)

Qualcomm Strikes $3.9 Billion AI Software Deal

Qualcomm's Acquisition of Modular Will Support Growth Acceleration. What That Means for QCOM Stock.

Qualcomm Acquires AI Startup Modular in $3.9 bn Bet to Challenge Nvidia's Software Dominance

Dow Jones Top Company Headlines at 1 PM ET: Qualcomm to Acquire AI Software Firm Modular in $3.9 Billion Stock Deal | OpenAI, ... | Morningstar

10 Best AI Chip Stocks to Buy for the Long Term

Qualcomm Strikes $3.9 Billion Deal for AI Software Company Modular

Dow Jones Top Company Headlines at 11 AM ET: Qualcomm to Acquire AI Software Firm Modular in $3.9 Billion Stock Deal | Memory-Chip ... | Morningstar

Qualcomm acquires AI startup Modular in $4 billion deal to challenge Nvidia's CUDA dominance

Qualcomm to acquire AI software player Modular for nearly USD4 billion

Qualcomm Stock Price Prediction: 36% Upside the Analysts Are Missing

Qualcomm (QCOM) Acquires AI Software Developer Modular in $4 Billion Deal

Qualcomm to buy modular for $3.9 billion to help AI push

Qualcomm inks deal for AI startup Modular to bolster software stack

OpenAI and Broadcom unveil Jalapeño, an LLM-optimized inference chip developed from design to manufacturing tape-out in nine months, aided by OpenAI's models (OpenAI)

Dow Jones Top Company Headlines at 9 AM ET: Qualcomm to Acquire AI Software Firm Modular in $3.9 Billion Stock Deal | Memory-Chip ... | Morningstar

Qualcomm to Acquire AI Software Firm Modular in $3.9 Billion Stock Deal - Update | Morningstar

Qualcomm to Acquire AI Software Firm Modular | Morningstar

Qualcomm in talks to design custom chips for ByteDance

Qualcomm to buy AI startup Modular in $4 billion deal

Wednesday's Stock Movers: Micron, Qualcomm Rally While Cerebras and FedEx Decline - Blockonomi

Rockstar says physical GTA 6 copies will contain a download code, not a disc; physical copies will be available from November 12, before the November 19 launch (Tom Phillips/IGN)

QUALCOMM (QCOM) Faces An Overvalued Narrative, Is The Upside Already Priced In?

How Chicago is betting on quantum computing, including turning the site of the former US Steel mill into a campus, after largely missing the digital revolution (Jeanne Whalen/Wall Street Journal)

Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race

Signal Advisors Wealth LLC Acquires 5,750 Shares of Qualcomm Incorporated $QCOM

Signal Advisors Wealth LLC Grows Stock Holdings in Qualcomm Incorporated $QCOM

Qualcomm (QCOM) Stock Drops 8% Amid ByteDance Chip Partnership Negotiations

Cache Advisors LLC Acquires 8,405 Shares of Qualcomm Incorporated $QCOM

Qualcomm eyes TikTok parent ByteDance for custom chip-design push beyond smartphones

Qualcomm in talks to provide custom chip-design services to ByteDance, sources say

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