Longtime personal computer market leaders Intel $INTC and AMD $AMD face a new challenge. UK chipmaker Arm $ARM is coming up with ambitious plans to make a push in this market, especially through Qualcomm $QCOM and their Snapdragon X Elite and X Plus chips , which will soon appear in laptops from manufacturers ASUS, Acer, Dell, HP and Lenovo.
Qualcomm: A cheap alternative with huge potential in AI
- Recommendation from CFRA Research: Angelo Zino, vice president and principal equity analyst at CFRA Research, named Qualcomm Incorporated $QCOM as one of the cheapest alternatives to Nvidia. He recently upgraded this stock from a "hold" rating to a "buy" rating.
- Growing market opportunities: according to Zin, this... Read more
🔍🖥️ Microsoft unveils new computers powered by Qualcomm's AI chips!
Microsoft $MSFT on Monday announced a new line of Surface laptops and Surface Pro tablets that feature advanced chips from Qualcomm. These chips allow you to run AI functions directly on the device, saving battery and boosting performance. 🔋
📈 Qualcomm presented its quarterly results yesterday! 💼
Qualcomm $QCOM is a global leader in mobile technology, known for its innovative chips and technologies for smartphones and other devices. Their cutting-edge products not only deliver superior performance, but also set new standards in artificial intelligence and connectivity.
Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.
Monday: I'll only be watching company results.
📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFIand ON Semiconductor $ON. After the close, just the results of Paramount $PARA and Logit... Read more
Qualcomm $QCOM has revealed its latest Snapdragon 8s Gen 3 mobile platform , targeting flagship Android smartphones ! 💡 This breakthrough chip offers revolutionary capabilities by integrating generative AI directly into the device and advanced photography features.
Leading manufacturers such as Realme, Honor, iQOO, Redmi a Xiaomi will... Read more
I bought the company around $100, I regret selling around $125, I just took it as speculation, profit. That's fine, but the price is different today. Well what do you expect, now maybe anything with AI or chip in the name goes that way. 😂 ...but otherwise opinion, I didn't research more now, but according to what you write, it is important for the Androuid world and it is huge. So the potential is obviously there. 😊
Today we have a nice green market, helped mainly by macroeconomic data from the US, but also the results of some companies like $SBUX$PYPL$QCOM$PLTR and many others.
What do you think, will this mood in the markets last us until the end of the year? Or will there still be a hard blow and the markets will lose x%?
In my opinion, the markets could stay in a sideways trend and by... Read more
Earnings season continues today, what companies will you be watching for the rest of the week?
I'll be watching the results of $PYPL$QCOM after the market closes today.
Unlike other chipmakers, $QCOM is not riding the AI wave and for the full year the stock is only up 1.6%. With the expanding 5G network, demand for their chips is growing, so I'm interested in their results.
I've been watching that $QCOM lately too. It may not be riding the AI wave but as you write, it makes chips that other companies need and that may be its plus. So we'll see. I don't have it in my portfolio though. Otherwise what I'm holding is $PYPL and although it's having a tough time I'm hoping for some hint of a better tomorrow. 👍
We use cookies to improve your experience on our site.
I haven't heard of the company, but the growth there is solid and from what you write it looks like the company has quite a bit of growth potential.