$QCOM (퀄컴) — X 투자자 토론

Qualcomm CEO Attends Trump-Xi State Dinner, New Progress in US-China Tech Engagement영어 원문

Executive diplomacy confirmed by multiple sources, markets watch Qualcomm's role in cross-border tech issues

Chip Stocks Recover as Major Indexes Fall, 10-Yr Yield Tops 5%영어 원문

Chips rebound from AI selloff but high Treasury yields weigh on indexes, affecting QCOM sentiment

BofA Cuts Qualcomm Stake by 5% in Q2, Institutional Adjustments Continue영어 원문

BofA's latest 13F shows stake reduction, yet AI demand underpins sector outlook

Qualcomm Partners with Samsung Electro-Mechanics on 2.1D Packaging, Bolstering AI Data Center Push영어 원문

New packaging bypasses HBM/CoWoS bottlenecks, complements AWS deal, advancing AI order goals

8-K: 주식 발행

Qualcomm Down a Third in 3 Months; Analyst Sees 140% Upside영어 원문

A Wall Street pro's price target towers over peers, highlighting valuation debate

Qualcomm's Japan robotics outlay targets edge AI amid margin pressure영어 원문

New investment shows edge AI expansion, but analysts still cite margin and Apple modem shift concerns

Qualcomm backs Ultrahuman in $70M round for smart ring push영어 원문

Qualcomm's venture arm joins funding round, expanding edge AI wearable footprint

QCOM AI Chip Bullish, Vietnam Urges Deeper Investment영어 원문

Multiple sources flag AI chip prospects and Vietnam's investment push, raising attention

Qualcomm Unveils HPC Roadmap Targeting AI Data Center Memory Bottlenecks영어 원문

Qualcomm positions its newly announced HPC tech to address memory-bandwidth constraints in AI data centers while expanding server presence

AI Squared Management acquires new stake in Qualcomm in Q2영어 원문

13F filing reveals new institutional position, indicating allocation interest

UBS Cuts Qualcomm PT to $170영어 원문

UBS lowers PT from $190 to $170, keeps Neutral; stock falls 2.6% on the day

8-K: 기타 주요 사항

BofA Cuts Qualcomm Stake by 1.99M Shares, Down 16%영어 원문

BofA reduced its Qualcomm holdings by ~2M shares in Q2, now owning ~10.48M shares.

Qualcomm to Report Earnings After Close July 29, Market Awaits Results영어 원문

Revenue of $9.9B at high end, non-GAAP EPS $2.21 missed, record auto revenue offset handset weakness.

8-K: 실적 공시

실적 발표

Qualcomm completes Modular acquisition, boosts AI software영어 원문

Modular's AI-native software platform to accelerate gen/agentic AI from edge to cloud

Qualcomm Tells Customers of Double-Digit Price Hikes영어 원문

Supply chain cost increases drive price hikes, corroborating existing price increase event

Qualcomm among tech giants reporting earnings next week영어 원문

Multiple independent sources list Qualcomm's earnings date next week, raising market attention

B&D White Capital Opens New QCOM Position of 11,800 Shares in Q1영어 원문

13F filing shows institutional purchase in Q1, independent capital move signal

Qualcomm Expands AI Partnership with Samsung, Launches Snapdragon Smartwatch Platform영어 원문

Multiple sources confirm expanded AI collaboration across Galaxy devices and Android XR, including new smartwatch platform

Micron signs long-term AI auto memory supply deals with Qualcomm영어 원문

Micron finalized long-term memory supply agreements with Qualcomm and six other auto suppliers, extending the previously reported AI automotive memory partnership.

Qualcomm declares $0.92 quarterly cash dividend영어 원문

Qualcomm declared a quarterly cash dividend of $0.92 per share, payable Sept 24, 2026, record date pending.

QCOM Draws Bullish Views on Data Center, Auto Growth영어 원문

Seeking Alpha upgrades to Buy; Motley Fool highlights AI potential, both citing non-handset expansion.

QCOM DCF valued at $311, multiple sources cite영어 원문

GuruFocus DCF values at $311; Zacks and multiple X accounts mention, indicating rising attention.

QCOM Falls 3.2% to $178.1영어 원문

Decline noted by two independent sources, reflecting short-term market move

Morgan Stanley: 투자의견 상향 → Equal Weight