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QUALCOMM Incorporated (QCOM)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
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151.29+3.46 (+2.34%)
At close: 04:00PM EDT
151.20 -0.09 (-0.06%)
After hours: 07:59PM EDT

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  • B
    Bozo
    Vangard owns 9.5% of qcom bought 1.3 mil shares last quarter, an increase of 1%.
  • B
    Bozo
    Soros fund increased qcom shares 10x. From 21k to 239k shares currently. This is encouraging.
  • K
    Kingspellchecker
    I see these all as options for what will happen with Apple - followed by what I think is most likely of these to actually happen. They are all under the assumption that Apple has given up hope of using their own modem for 2023.

    1) QCOM is negotiating with Apple for a long contact and Apple wants a short one as they still have hope of doing their own modem.
    2) Apple goes to Mediatek for their modem and uses it as leverage against QCOM (which is why QCOM talking points are that they have the most superior modem on the market)
    3) QCOM and Apple are in talks about a larger partnership involving multiple products (watch, VR, AR, Car, etc.) as Apple has finally realized that all things connected have to go through QCOM.

    This is a tough one, but I lean towards #3 as I think if anything like #1 or #2 were going on, then this would be done by now one way or the other. I do think #2 is very difficult since QCOM clearly has the mmwave and best modem...would Apple really want to put MediaTek in their phones and go up against a far superior Samsung in 2023 with this phone? So I think #2 is out. Only between #1 and #3...and I lean to #3.
  • L
    LittleFish
    Both Vanguard and Blackrock increased their number of shares according to their recent 13F filings. What a surprise! They got these shares from "wise" investors that listen to @GOD, @ArQ and @Rich. Big applause for their contribution!
  • h
    hehe
    Few potential catalysts for Qualcomm include 1. Apple extension contract, 2. Automotive investor day, 3. Cooperate investors day. Qualcomm stocks trigger based on events. Hopefully it grows by investors sentiment. I feel it will be positive in the near term.
  • B
    Bruce
    On call today (Benzinger Youtube interview Akash was asked about Apple modem situation going into next year. He basically said we have nothing to announce yet but are extremely confident we have the best modem solution out there.
  • K
    Kingspellchecker
    Chris Danely Citi Chip Analyst. Ranked 1,372 of Analysts on Tip Ranks based on success. Need we say more? He is a shill for the trading desk. There are several Analysts ranked in the top 100 on Tip Ranks and they all have QCOM at 190 or higher targets.
  • A
    Ara
    I like NVDA and AMD but I have a feeling QCOM will have a much higher share price than either of these two by next year. The valuations are too out of whack.
  • K
    Kingspellchecker
    Global Foundries delivered great results and increased guidance -see CEO comments below. Yet due to NVIDIA and MU, their stock drops. When is WS going to see the chip demand landscape has changed?? They are riding the wrong horses...

    ""GlobalFoundries CEO Thomas Caulfield said in a statement that “despite global supply chain challenges,” the company continues to carry out its expansion plans. “We remain on track to deliver a strong year of growth and profitability.”""
  • m
    mike
    Should be 160 plus. Soon. Very soon. The Global foundries. Announcement was huge.
  • J
    Joseph
    As I’ve been posting, inflation has peaked, market has bottomed, and Tom Lee says 4,600 to 5,100 sp500 by year end. Q to $200 year end .
  • G
    Greg
    Snapdragon 8+ Gen 1 Powers Samsung Galaxy Z Series Devices Globally

    Snapdragon® 8+ Gen 1 powers Samsung’s newest flagship foldable device lineup, Galaxy Z Flip4 and Z Fold4, globally.
    The Company’s newest premium-tier powerhouse—Snapdragon 8+ Gen 1—delivers power and performance enhancements for the ultimate boost across all on-device experiences.
  • B
    Bozo
    Oh so now nvda is outperforming qcom. 2 days after preannounce miss?
  • K
    Kingspellchecker
    While some company's are threating macro headwinds (NVIDIA) and reducing forecasts - QCOM is actually increasing their spending and locking in long term contracts. Read the tea leaves.

    Qualcomm agreed to buy an additional $4.2 billion in semiconductor chips from GlobalFoundries's New York factory, bringing its total commitment to $7.4 billion in purchases through 2028, according to a filing released Monday.
  • S
    Slim
    up 4 % inevitable
  • s
    stefanos
    down on 2/3rds of the average volume. Really nothing to see here, except how hedge funds fleece people from their money. 12 PE for a company that is growing and one of the few in the space that didn't miss earnings, but beat. It is really incredible but I guess we live in incredible times where our president can't even put his own jacket on.
  • B
    Bruce
    TWSE: 2330, NYSE: TSM) today announced its net revenue for July 2022: On a consolidated basis, revenue for July 2022 was approximately NT$186.76 billion, an increase of 6.2 percent from June 2022 and an increase of 49.9 percent from July 2021. Revenue for January through July 2022 totaled NT$1,211.98 billion, an increase of 41.1 percent compared to the same period in 2021.
  • J
    Joseph
    Nice close for the week. If it remains sub $160’s next week I will be picking up more….. bottom has been put in without a doubt now. QQQ’s look too heavy though. My sense is that SMH will outperform QQQ for the remainder of this year.
  • M
    Marc
    Gaming crypto what u expect
    with nvda.

    QCOM connecting the world, one device at a time