the tape · 2026-08-21COIN▲ +8.2%FCX▲ +7.6%MRVL▼ -5.6%TSLA▲ +5.1%GS▲ +3.7%PLTR▲ +3.4%MS▲ +3.3%ORCL▲ +3.1%NEM▲ +3.1%ARM▼ -3.0%MRK▲ +2.4%INTC▼ -2.2%SPCX▲ +2.2%ABT▲ +2.2%SMCI▲ +2.0%VST▼ -2.0%DLR▼ -1.9%CRM▲ +1.8%PM▼ -1.7%DELL▲ +1.7%
QCOM
Qualcomm ·
49 big moves · 3 videos · since May 2026
From the desk · Jul 16, 2026
QCOM dropped 4.1 percent today, and there's no single press release to blame — this is what sector rotation looks like when AI money gets selective. Q2 chip sales data out today showed AI has essentially captured the growth narrative in semiconductors, and the winner there is data center silicon, not mobile. Qualcomm makes excellent chips — Snapdragon dominates premium smartphones — but Snapdragon isn't training large language models. Here's the mechanic: when AI revenue concentration data resets how fund managers rank the sector, the edge and mobile names sell off on relative valuation, not fundamental deterioration. The number to watch: how much of Qualcomm's next earnings call is spent winning the on-device AI argument. That case needs to land.
Every move of 1.5% or more
2026-08-17 · no single source
-2.2% — Moved with the tape — no single reported reason that day.
T+1 -1.2%T+5 — pendingT+20 — pending
2026-08-10 · Yahoo
-3.4% — Qualcomm's Android Growth Number Has Left The Front Of The Story
T+1 +0.3%T+5 +0.0%T+20 — pending
2026-08-07 · Yahoo
+4.7% — Qualcomm (QCOM) Stock Fair Value Moves Lower As Margin Pressure Offsets AI Ambitions
T+1 -3.4%T+5 -1.2%T+20 — pending
2026-08-06 · Yahoo
+1.8% — Qualcomm's Largest Revenue Line Is Shrinking From Both Sides
T+1 +4.7%T+5 +2.7%T+20 — pending
2026-08-05 · Yahoo
-3.2% — This Week In AI Chips - AI Efficiency Boost Through Multiverse And Qualcomm Collaboration
T+1 +1.8%T+5 +3.5%T+20 — pending
2026-08-04 · Yahoo
+7.3% — Should You Reconsider QCOM Stock Amid Downward Estimate Revisions?
T+1 -3.2%T+5 +0.0%T+20 — pending
2026-08-03 · Yahoo
+2.7% — Qualcomm (QCOM) Is Shaping 6G Around AI Native Networks
T+1 +7.3%T+5 +7.0%T+20 — pending
2026-07-31 · Yahoo
-2.6% — Qualcomm’s Next Growth Engine Could Send Shares Much Higher
T+1 +2.7%T+5 +13.7%T+20 — pending
2026-07-30 · Yahoo
-2.6% — Qualcomm's Data Center Bet Meets Harsh Reality
T+1 -2.6%T+5 +5.8%T+20 — pending
2026-07-29 · Yahoo
-4.4% — Qualcomm’s Shares Fall After Earnings Miss
T+1 -2.6%T+5 +1.2%T+20 — pending
2026-07-28 · Yahoo
-4.2% — Qualcomm’s (QCOM) Samsung Expansion and AI Deals Could Reshape Its Growth Story
T+1 -4.4%T+5 -0.1%T+20 — pending
2026-07-27 · Yahoo
+1.8% — Is Qualcomm Stock a Buy Ahead of July 29 Q3 Earnings?
T+1 -4.2%T+5 -10.9%T+20 — pending
2026-07-24 · Yahoo
-2.4% — Qualcomm (QCOM) Raises Product Prices And Deepens Samsung Snapdragon Ties
T+1 +1.8%T+5 -11.6%T+20 -3.7%
2026-07-23 · Yahoo
-2.6% — Qualcomm (QCOM) Stock Gets Fair Value Boost After Investor Day Reset
T+1 -2.4%T+5 -11.4%T+20 -6.1%
2026-07-21 · Yahoo
+1.9% — The $43 Billion Consolation Prize For QCOM Shareholders
T+1 +1.2%T+5 -6.1%T+20 -7.7%
2026-07-16 · no single source
-4.1% — Moved with the tape — no single reported reason that day.
T+1 +0.7%T+5 +0.3%T+20 -3.4%
2026-07-13 · Benzinga
-2.7% — TD Cowen Maintains Buy on Qualcomm, Raises Price Target to $225
T+1 -3.2%T+5 -7.4%T+20 -11.9%
2026-07-09 · Yahoo
+2.4% — How Investors Are Reacting To QUALCOMM (QCOM) Index Removal And New On-Device AI Deepfake Partnership
T+1 -1.0%T+5 -10.7%T+20 -16.1%
2026-07-08 · Yahoo
+2.0% — Qualcomm AI Factory Bet Comes as the Semiconductor Pendulum Swings
T+1 +2.4%T+5 -4.6%T+20 -15.6%
2026-07-07 · Yahoo
-1.9% — QUALCOMM (QCOM) Leaves Russell Growth Indexes, Is The Stock Cheap Or Pricey?
T+1 +2.0%T+5 -2.7%T+20 -11.1%
2026-07-06 · no single source
+5.8% — Moved with the tape — no single reported reason that day.
T+1 -1.9%T+5 -1.3%T+20 -18.7%
2026-07-02 · Yahoo
-3.1% — QUALCOMM (QCOM) Stock Just Lost Its Place In Several Russell Indices
T+1 +5.8%T+5 +7.3%T+20 -16.2%
2026-07-01 · Yahoo
-1.6% — QCOM Stock Slips Toward Fourth Straight Loss After Elon Musk Dismisses Reports Of SpaceX AI Phone Using Qualco
T+1 -3.1%T+5 +5.1%T+20 -16.7%
2026-06-30 · Yahoo
-2.1% — Qualcomm Is the Most Underrated AI Chipmaker to Buy
T+1 -1.6%T+5 +1.0%T+20 -15.8%
2026-06-26 · Yahoo
-7.6% — Stocks making big moves this week: Qualcomm, Accenture, 10x Genomics, Seagate, and Lattice Semiconductor ▶ we covered it
T+1 -0.4%T+5 -1.5%T+20 -10.2%
2026-06-25 · Yahoo
+3.8% — Top Stock Reports for JPMorgan, Novartis & Qualcomm
T+1 -7.6%T+5 -14.0%T+20 -18.5%
2026-06-24 · Yahoo
-3.3% — Qualcomm and Hugging Face Expand Relationship to Advance Open, Developer-Driven AI from Device to Cloud ▶ we covered it
T+1 +3.8%T+5 -7.8%T+20 -13.3%
2026-06-23 · Yahoo
-8.0% — Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
T+1 -3.3%T+5 -9.5%T+20 -14.0%
2026-06-22 · no single source
-1.9% — Moved with the tape — no single reported reason that day.
T+1 -8.0%T+5 -15.0%T+20 -21.8%
2026-06-18 · no single source
+6.2% — Moved with the tape — no single reported reason that day.
T+1 -1.9%T+5 -16.2%T+20 -24.7%
2026-06-16 · no single source
-3.1% — Moved with the tape — no single reported reason that day.
T+1 -0.5%T+5 -7.8%T+20 -20.3%
2026-06-15 · no single source
+4.3% — Moved with the tape — no single reported reason that day.
T+1 -3.1%T+5 -7.6%T+20 -19.4%
2026-06-12 · no single source
+4.3% — Moved with the tape — no single reported reason that day.
T+1 +4.3%T+5 +4.8%T+20 -15.9%
2026-06-11 · no single source
+6.2% — Moved with the tape — no single reported reason that day.
T+1 +4.3%T+5 +11.4%T+20 -9.4%
2026-06-10 · no single source
-6.9% — Moved with the tape — no single reported reason that day.
T+1 +6.2%T+5 +11.4%T+20 -1.1%
2026-06-09 · no single source
-5.7% — Moved with the tape — no single reported reason that day.
T+1 -6.9%T+5 +4.2%T+20 -7.0%
2026-06-05 · no single source
-11.0% — Moved with the tape — no single reported reason that day.
T+1 +0.8%T+5 -2.0%T+20 -15.3%
2026-06-04 · no single source
-3.0% — Moved with the tape — no single reported reason that day.
T+1 -11.0%T+5 -16.3%T+20 -23.1%
2026-06-03 · no single source
+3.8% — Moved with the tape — no single reported reason that day.
T+1 -3.0%T+5 -23.5%T+20 -29.5%
2026-06-02 · no single source
+5.2% — Moved with the tape — no single reported reason that day.
T+1 +3.8%T+5 -14.7%T+20 -24.5%
2026-06-01 · no single source
-8.8% — Moved with the tape — no single reported reason that day.
T+1 +5.2%T+5 -4.9%T+20 -19.3%
2026-05-29 · no single source
+3.2% — Moved with the tape — no single reported reason that day.
T+1 -8.8%T+5 -14.0%T+20 -24.8%
2026-05-28 · no single source
+4.2% — Moved with the tape — no single reported reason that day.
T+1 +3.2%T+5 -0.3%T+20 -22.2%
2026-05-27 · Yahoo
-6.2% — Qualcomm makes eye-catching move with TikTok parent deal
T+1 +4.2%T+5 +7.1%T+20 -12.2%
2026-05-26 · Yahoo
+4.5% — Qualcomm ByteDance AI Chip Deal Highlights Expanding Data Center Ambitions
T+1 -6.2%T+5 -3.2%T+20 -20.7%
2026-05-22 · no single source
+11.6% — Moved with the tape — no single reported reason that day.
T+1 +4.5%T+5 -3.9%T+20 -14.3%
2026-05-21 · no single source
+5.4% — Moved with the tape — no single reported reason that day.
T+1 +11.6%T+5 +17.6%T+20 +4.0%
2026-05-20 · Simply Wall St.
+3.5% — QUALCOMM (QCOM) Is Down 7.0% After New Hyperscaler Deal Highlights AI Ambitions Over Handset Risks
T+1 +5.4%T+5 +20.1%T+20 +11.7%
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