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Qualcomm — stock news & what’s moving it

15 recent stories tracked by Excalium

Qualcomm enters AI data center market with new CPUs, ASICs, and acceleratorsJun 28, 2026 · Qualcomm's expansion into the AI data center market intensifies competition for established players like Nvidia and Inte
Qualcomm challenges Nvidia in AI data centers with Meta, Microsoft partnershipsJun 28, 2026 · Qualcomm's strategic partnerships with Meta and Microsoft signal a direct challenge to Nvidia's dominance in the AI data
Qualcomm challenges Nvidia's AI chip dominanceJun 27, 2026 · Qualcomm's strategic move into AI chips signals a direct challenge to Nvidia's market leadership, potentially diversifyi
Qualcomm's data-center gamble: Can it compete with Nvidia?Jun 26, 2026 · This opinion piece signals Qualcomm's strategic intent to challenge Nvidia in the data center market, a move that could
Qualcomm targets HBM costs in AI data centersJun 26, 2026 · Qualcomm's focus on reducing High Bandwidth Memory (HBM) costs could impact the profitability and design of future AI da
QCOM surges 5% on Meta, Microsoft partnership revealJun 25, 2026 · This partnership signals Qualcomm's strengthening position in the extended reality (XR) and metaverse hardware space, po
Qualcomm launches AI data center chips, systemsJun 25, 2026 · Qualcomm's entry into the AI data center market directly challenges Nvidia's dominance, signaling increased competition
Qualcomm vs Nvidia: Drones vs DogsJun 25, 2026 · This headline signals a competitive dynamic between two major semiconductor players, Qualcomm and Nvidia, likely in emer
Qualcomm unveils aggressive growth targets, challenges NvidiaJun 25, 2026 · Qualcomm's move to set aggressive growth targets and directly challenge Nvidia signals a strategic shift to expand its m
Qualcomm expands Hugging Face AI partnership with Dragonfly integrationJun 25, 2026 · This expanded partnership signals Qualcomm's deepening commitment to AI infrastructure, potentially increasing its relev
Qualcomm targets data center chips with Dragonfly, Meta dealJun 25, 2026 · Qualcomm's move into data center chips, particularly with a Meta deal, signals increased competition for Nvidia in a hig
Qualcomm stock jumps 15% on Meta AI chip dealJun 24, 2026 · This partnership signals Qualcomm's expansion beyond mobile into the data center AI chip market, intensifying competitio
Qualcomm debuts AI data center chips, increasing Nvidia competitionJun 24, 2026 · Qualcomm's entry into the AI data center chip market signals intensifying competition for Nvidia, potentially diversifyi
Qualcomm, ByteDance talks signal China AI chip diversificationJun 24, 2026 · This signals a strategic shift in China's AI chip procurement, potentially reducing reliance on dominant players and ope
Qualcomm to acquire Modular for $4 billionJun 22, 2026

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