Qualcomm Inc/De (QCOM) stock price, news and key stats

Price

Last close as of Sep 16, 2026. Delayed data; not a live quote.

Previous close

$187.80

Open

$189.29

Day range

$183.37 – $191.28

Volume

9.5M

About Qualcomm Inc/De

Latest QCOM news

• These 4 stocks could benefit most from a $3.2 trillion semiconductor opportunity
  MarketWatch · Sep 15, 2026

  A recent analysis from Bank of America projects that the semiconductor market is poised to expand significantly, potentially reaching a staggering $3.2 trillion by the end of the decade. This optimistic outlook comes despite prevailing concerns about a slowdown in artificial intelligence (AI) investments, suggesting that the semiconductor sector remains resilient and essential to various technological advancements. The anticipated growth is expected to be driven by increasing demand across multiple industries, including automotive, consumer electronics, and cloud computing. Among the companies identified as likely beneficiaries of this semiconductor boom are four key players whose technologies and market positions align well with the projected growth. These firms are expected to capitalize on the rising demand for chips, particularly as industries continue to integrate more advanced technologies into their operations. The implications for the stock market could be significant, as investors may look to these companies as strong candidates for growth, potentially driving their stock prices higher as the market expands. The semiconductor sector's resilience in the face of economic uncertainties could also attract more investment, leading to increased competition and innovation. As companies ramp up production capabilities and invest in research and development, the overall market dynamics may shift, creating new opportunities and challenges for existing players. This evolving landscape underscores the importance of closely monitoring developments in the semiconductor industry, as it remains a critical driver of technological progress and economic growth.

• Qualcomm’s Datacenter Pivot Is Real, but The Market Already Knows This
  Yahoo Finance · Sep 15, 2026

  Qualcomm Incorporated (NASDAQ: QCOM) is making significant strides in its pivot towards the data center market, aiming to reduce its reliance on the declining smartphone sector. The company has set ambitious projections, forecasting $5 billion in AI data center sales by fiscal 2027. This move aligns Qualcomm with the growing demand for AI infrastructure, a sector that has garnered substantial interest from investors, particularly following Amazon's recent announcements regarding its own AI initiatives. Despite the positive reception from analysts, including upgrades from firms like Rosenblatt, the market appears to have already priced in Qualcomm's potential in this space. Morgan Stanley analyst Joseph Moore noted that Qualcomm's entry into the AI data center market positions it as a key beneficiary of the ongoing AI boom. However, the challenge remains for Qualcomm to differentiate itself in a competitive landscape dominated by established players. As the company continues to develop its data center strategy, market participants will be closely monitoring its execution and the impact on overall revenue growth.

• Chip stocks were a safe AI play. Now they’ve turned into the market’s pain trade.
  MarketWatch · Sep 14, 2026

  Chip stocks, once viewed as a safe bet in the burgeoning artificial intelligence (AI) sector, have recently transformed into a source of significant market volatility. After a period of robust growth driven by soaring demand for AI-related technologies, many semiconductor companies are now facing headwinds, leading to a sharp decline in their stock prices. Investors who flocked to these stocks in search of stability are now grappling with unexpected losses, as the sector's performance has become increasingly correlated with broader market fluctuations. The shift in sentiment can be attributed to several factors, including rising interest rates and supply chain challenges that have hindered production capabilities. Additionally, concerns over a potential slowdown in AI adoption have prompted analysts to reassess the growth projections for chip manufacturers. As a result, many investors are reevaluating their positions, leading to heightened selling pressure and exacerbating the downturn in chip stocks. Market implications are significant, as the decline in semiconductor shares could dampen overall investor sentiment, particularly in tech-heavy indices like the Nasdaq. The volatility in chip stocks may also impact related sectors, including software and hardware companies that rely on semiconductors for their products. As the market navigates these challenges, investors will need to remain vigilant, weighing the long-term potential of AI against the immediate pressures facing the semiconductor industry.

• Nasdaq, Dow, S&P 500 Futures Mixed As Oil Hits $100 Again: QCOM, ORCL, AAPL, AMD, TSLA, RKLB, HOOD, GME In Focus
  Futures Trading · Sep 12, 2026

  Futures for the Nasdaq, Dow, and S&P 500 exhibited mixed signals as oil prices surged back to $100 per barrel, raising concerns about inflation and its potential impact on consumer spending. The rise in oil prices comes amid ongoing geopolitical tensions and supply chain disruptions, which could further strain the U.S. economy. Investors are closely monitoring the energy sector as it could influence broader market trends, particularly in sectors sensitive to oil prices. In the tech sector, stocks such as Qualcomm (QCOM), Oracle (ORCL), Apple (AAPL), AMD, and Tesla (TSLA) are in focus as retail sentiment on platforms like Stocktwits remains bullish for major ETFs like SPY and QQQ. This optimism may reflect a belief that tech companies can weather inflationary pressures better than other sectors. Additionally, the upcoming remarks from Federal Reserve Chairman Kevin Warsh at the Jackson Hole symposium are expected to provide insights into future monetary policy, which could further sway market sentiment. As Treasury yields declined following reports that the U.S. Treasury might tap its cash reserves, investors are weighing the implications for interest rates and economic growth. The mixed futures indicate a cautious approach among traders as they navigate the complexities of rising oil prices, potential Fed policy shifts, and the performance of key tech stocks.

• Qualcomm’s AWS Deal Takes Aim at Nvidia, But Comes With Fine Print
  Yahoo Finance · Sep 11, 2026

  Qualcomm has announced a significant partnership with Amazon Web Services (AWS), marking a pivotal step in its strategy to penetrate the data center market and compete with established players like Nvidia, Intel, and AMD. This multi-generational silicon collaboration aims to enhance AWS's AI infrastructure, positioning Qualcomm as a key player in the rapidly evolving landscape of artificial intelligence and cloud computing. The deal is seen as a validation of Qualcomm's capabilities in producing advanced chips tailored for data center applications. However, the partnership comes with caveats. While Qualcomm's technology may bolster AWS's offerings, analysts caution that the company faces a steep uphill battle to gain substantial market share against entrenched competitors like Nvidia, which currently dominates the AI chip market. The transition to becoming a formidable contender will require not only technological advancements but also strategic marketing and customer acquisition efforts. As a result, investors are advised to monitor Qualcomm's progress closely, as the immediate market implications of this deal may take time to materialize, potentially impacting stock performance in the near term.

• Qualcomm’s AI Ambitions Get a Boost From Amazon Partnership
  Yahoo Finance · Sep 11, 2026

  Qualcomm Incorporated has entered a significant long-term partnership with Amazon.com, Inc., potentially worth up to $60 billion, aimed at enhancing its position in the artificial intelligence (AI) data-center market. This collaboration will see Amazon Web Services (AWS) utilize Qualcomm's custom AI inference processors and high-speed optical connectivity solutions, marking a strategic move for both companies. Following the announcement, Qualcomm's stock surged by 9.5%, reflecting investor optimism about the partnership's potential to drive substantial revenue growth. Industry experts, including Patrick Moorhead, CEO of MoorInsightsStrategy, have labeled the agreement a "net-net huge win" for Qualcomm, as it positions the company to compete more effectively against dominant players like Nvidia in the rapidly expanding AI sector. The deal not only underscores Qualcomm's commitment to AI technology but also highlights the increasing demand for advanced data-center capabilities as businesses seek to leverage AI for operational efficiencies. With the added incentive of a $4 billion stock warrant included in the agreement, Qualcomm is poised to strengthen its financial standing while expanding its technological footprint in the competitive landscape of AI and cloud computing.

• Arizona’s lifeline for chip manufacturing is drying up
  The Verge · Sep 11, 2026

  Arizona, a key player in the U.S. semiconductor manufacturing landscape, is facing a significant challenge as it prepares to lose over 25% of its annual water allocation from the Colorado River. This reduction comes amid ongoing drought conditions that have pushed the river's reservoirs to historic lows, raising concerns about the sustainability of water resources in a region heavily reliant on them for both agriculture and industry. The Colorado River supplies more than a third of Arizona's water, making this federal decision particularly impactful for the state's economy and its ambitions to bolster domestic chip production. The implications for Arizona's burgeoning semiconductor sector are profound. As the state has positioned itself as a hub for chip manufacturing, the increasing demand for water from both semiconductor facilities and a growing number of data centers has sparked fears of over-extraction from the already strained water supply. While tech companies remain largely secretive about their water consumption, the rapid expansion of data centers—now numbering over 150 in the state—could exacerbate the situation, potentially leading to conflicts over water rights and usage priorities. As Arizona grapples with these challenges, the future of its chip manufacturing industry hangs in the balance. The state's ability to attract further investment in semiconductor production may be hindered by concerns over water availability, prompting a reevaluation of growth strategies and resource management. Without a sustainable solution to its water crisis, Arizona risks undermining its role as a critical player in the U.S. technology sector, which is increasingly seen as vital for national security and economic resilience.

• China extends legal reach abroad to fight US sanctions
  Geopolitics · Sep 11, 2026

  China is taking significant steps to extend its legal authority beyond its borders, aiming to counteract the impact of U.S. sanctions and reinforce its global governance influence. The Chinese government has introduced a series of legal mechanisms that empower it to pursue actions against foreign individuals and organizations deemed to threaten its national interests, particularly regarding issues of ethnic unity. This move is part of a broader strategy under President Xi Jinping to assert China's position on the international stage. The proposed draft law, currently under review by China's top legislature, would enable authorities to tackle cross-border corruption cases, further expanding the scope of China's extraterritorial jurisdiction. This development signals a shift in how China intends to navigate international relations, particularly in light of increasing tensions with the United States. By establishing a framework for legal recourse against foreign entities, China aims to deter actions that it perceives as undermining its sovereignty and stability. Market implications of this legal expansion could be significant, particularly for foreign businesses operating in or with ties to China. Companies may face heightened scrutiny and potential legal repercussions if their activities are interpreted as conflicting with Chinese interests. This could lead to a more cautious approach to investment and operations in China, as firms reassess their risk exposure in light of the evolving legal landscape. Additionally, the move may exacerbate existing geopolitical tensions, potentially impacting global trade dynamics and investor sentiment.

• Guidance Upside Drives Advanced Micro Devices (AMD) Higher, Hurting Non Owners
  Yahoo Finance · Sep 9, 2026

  Advanced Micro Devices (AMD) shares surged following the company's optimistic guidance for the upcoming quarter, reflecting strong demand for its semiconductor products. The company projected revenue growth that exceeded analysts' expectations, driven by robust sales in its data center and gaming segments. This positive outlook has led to a notable increase in AMD's stock price, which climbed over 10% in after-hours trading, signaling strong investor confidence. The upward revision in AMD's guidance has significant implications for the broader semiconductor market, as it underscores the ongoing recovery in demand for chips amid a global supply chain stabilization. Investors who do not currently hold AMD shares may find themselves at a disadvantage, as the stock's rapid ascent could lead to a widening gap in performance compared to competitors. Additionally, this development may prompt analysts to reassess their forecasts for other semiconductor companies, potentially leading to upward revisions across the sector as optimism builds around technology spending and innovation.

• Qualcomm issues warrants to Amazon to acquire $4 billion worth of chipmaker's stock as part of AI infrastructure deal
  CNBC Tech · Sep 8, 2026

  Qualcomm's stock surged nearly 9.5% on Tuesday following the announcement of a strategic partnership with Amazon to develop custom chips for artificial intelligence data centers. This collaboration aims to enhance Amazon Web Services' (AWS) infrastructure, particularly focusing on inference workloads, which are critical for AI applications. The deal marks a significant step for Qualcomm as it seeks to establish a foothold in the competitive data center market, traditionally dominated by Nvidia. The partnership is expected to leverage Qualcomm's expertise in custom silicon and optical networking, potentially positioning the company as a key player in the rapidly growing AI sector. As demand for AI capabilities continues to rise, this collaboration could provide Qualcomm with a substantial revenue stream and bolster its market presence against established competitors. Investors are optimistic about the implications of this deal, as it not only enhances Qualcomm's product offerings but also aligns with the broader trend of increased investment in AI infrastructure.

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