QCOM
QCOM fell 7.2 percent today, but the stock's own story didn't actually change — this was a sector flush. Inflation fears hit chip names hard across the board: Arm dropped 9 percent, Marvell slid 5 percent, and QCOM got pulled under with them. Here's the wrinkle in the Arm move specifically: SoftBank borrowed roughly 25 billion dollars against its Arm stake, so when Arm falls, SoftBank faces margin calls — which forces more selling, which drives the price lower. Classic collateral spiral. Meanwhile, Qualcomm quietly locked in a multi-year patent deal with Apple, and one analyst is sitting at a price target of 229 dollars, implying 16 percent upside from here. The fundamentals didn't deteriorate today. If you own QCOM, you're not really waiting on Qualcomm — you're waiting on the macro to turn.
-2.2% — Broadcom vs. Qualcomm: Rapid Growth vs. Flat Revenue
-2.2% — Qualcomm Can Grow Even as U.S. EV Sales Fall
+1.5% — Why Qualcomm (QCOM) Outpaced the Stock Market Today
-1.8% — Qualcomm Stock Moves Higher as Mobile AI Moves From Answers to Action
-7.2% — Why Qualcomm (QCOM) Stock Is Down Today
+4.0% — Qualcomm's CMO reveals the secret behind Snapdragon's rise
-1.5% — Qualcomm (QCOM) Registers a Bigger Fall Than the Market: Important Facts to Note
+2.1% — Qualcomm CFO on agentic AI and the race to the edge
+9.3% — Qualcomm Surges 7% as Amazon Validates Its Data-Center Pivot
-5.8% — Qualcomm Drops 6% as Past Month’s Rally Unwinds; Skyworks and Qorvo Slip
+2.1% — Trump-Xi Dinner Next Week Brings AI Titans To The Table — OpenAI, NVDA, and QCOM CEOs To Attend, Says Report
-1.6% — Qualcomm now faces rival with bigger market cap
+4.2% — Qualcomm Stock Jumps. Amazon AI Chip Deal Opens New Growth Avenue
+2.9% — Should Qualcomm Stockholders Worry About Its Shrinking Revenue?
+3.2% — Qualcomm and Amazon ink deal for custom data center chips
+2.0% — Moved with the tape — no single reported reason that day.
-2.3% — Can Qualcomm's Tie-Up With HUMAIN for AI PC Lift Its Shares?
+3.8% — Qualcomm Just Gained 15% in a Month: Take Profits, or Buy More? ▶ we covered it
+2.0% — Qualcomm's Costs Are Inside The Guidance And Its Replacement Growth Is Not
-2.2% — Moved with the tape — no single reported reason that day.
-3.4% — Qualcomm's Android Growth Number Has Left The Front Of The Story
+4.7% — Qualcomm (QCOM) Stock Fair Value Moves Lower As Margin Pressure Offsets AI Ambitions
+1.8% — Qualcomm's Largest Revenue Line Is Shrinking From Both Sides
-3.2% — This Week In AI Chips - AI Efficiency Boost Through Multiverse And Qualcomm Collaboration
+7.3% — Should You Reconsider QCOM Stock Amid Downward Estimate Revisions?
+2.7% — Qualcomm (QCOM) Is Shaping 6G Around AI Native Networks
-2.6% — Qualcomm’s Next Growth Engine Could Send Shares Much Higher
-2.6% — Qualcomm's Data Center Bet Meets Harsh Reality
-4.2% — Qualcomm’s (QCOM) Samsung Expansion and AI Deals Could Reshape Its Growth Story
+1.8% — Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
-2.4% — Qualcomm (QCOM) Raises Product Prices And Deepens Samsung Snapdragon Ties
-2.6% — Qualcomm (QCOM) Stock Gets Fair Value Boost After Investor Day Reset
+1.9% — The $43 Billion Consolation Prize For QCOM Shareholders
-4.1% — Moved with the tape — no single reported reason that day.
-2.7% — TD Cowen Maintains Buy on Qualcomm, Raises Price Target to $225
+2.4% — How Investors Are Reacting To QUALCOMM (QCOM) Index Removal And New On-Device AI Deepfake Partnership
+2.0% — Qualcomm AI Factory Bet Comes as the Semiconductor Pendulum Swings
-1.9% — QUALCOMM (QCOM) Leaves Russell Growth Indexes, Is The Stock Cheap Or Pricey?
+5.8% — Moved with the tape — no single reported reason that day.
-3.1% — QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
-1.6% — QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualco
-2.1% — Qualcomm Is the Most Underrated AI Chipmaker to Buy
-7.6% — Stocks making big moves this week: Qualcomm, Accenture, 10x Genomics, Seagate, and Lattice Semiconductor ▶ we covered it
+3.8% — Top Stock Reports for JPMorgan, Novartis & Qualcomm
-3.3% — Qualcomm and Hugging Face Expand Relationship to Advance Open, Developer-Driven AI from Device to Cloud ▶ we covered it
-8.0% — Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
-1.9% — Moved with the tape — no single reported reason that day.
+6.2% — Moved with the tape — no single reported reason that day.
-3.1% — Moved with the tape — no single reported reason that day.
+4.3% — Moved with the tape — no single reported reason that day.
+4.3% — Moved with the tape — no single reported reason that day.
+6.2% — Moved with the tape — no single reported reason that day.
-6.9% — Moved with the tape — no single reported reason that day.
-5.7% — Moved with the tape — no single reported reason that day.
-11.0% — Moved with the tape — no single reported reason that day.
-3.0% — Moved with the tape — no single reported reason that day.
+3.8% — Moved with the tape — no single reported reason that day.
+5.2% — Moved with the tape — no single reported reason that day.
-8.8% — Moved with the tape — no single reported reason that day.
+3.2% — Moved with the tape — no single reported reason that day.
+4.2% — Moved with the tape — no single reported reason that day.
-6.2% — Qualcomm makes eye-catching move with TikTok parent deal
+4.5% — Qualcomm ByteDance AI Chip Deal Highlights Expanding Data Center Ambitions
+11.6% — Moved with the tape — no single reported reason that day.
+5.4% — Moved with the tape — no single reported reason that day.
+3.5% — QUALCOMM (QCOM) Is Down 7.0% After New Hyperscaler Deal Highlights AI Ambitions Over Handset Risks
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