Direxion Daily QCOM Bull 2X Shares

RiverFront Increases Qualcomm Stake by 48.1% to 8,038 Shares, Qualcomm Announces $20B Buyback Plan

Qualcomm Announces 2026 QITC Edge AI Contest Finalists, Focusing on 10 Taiwanese Startups

Qualcomm Secures a Major Data Center Customer

Qualcomm Reports Beat Earnings, Announces $20B Buyback, Receives Average Hold Rating

Commerce Minister Wang Wentao Meets Qualcomm CEO Anand, Discusses China-US Trade and Operations in China

CCPIT President Meets Qualcomm and Cargill Executives to Discuss China-US Economic Cooperation on May 15

FactSet: Qualcomm Target Price Raised, Stock Performance Outperforms Market

Qualcomm Opens New R&D Center in Hanoi, Vietnam

Qualcomm and MediaTek Leverage TSMC's N2P Process to Compete with Apple in Performance

Qualcomm CEO Predicts 2026 as the Year of AI Agents

Daiwa Securities Upgrades Qualcomm to 'Outperform'

CORDA Investment Management LLC Increases Qualcomm’s Shareholding

Qualcomm Launches Snapdragon 6 Gen 5 and Snapdragon 4 Gen 5 Mobile Platforms

Qualcomm CEO Cristiano Amon Sells 10,000 Shares

USITC Terminates Investigation of Qualcomm Technologies Based on Settlement

BofAS Raises Qualcomm's Target Price to $165

BofA Securities Predicts Qualcomm's QCT Smartphone Revenue to Recover in Next Quarter

Mutual Advisors LLC Reduces Holdings in Qualcomm

Qualcomm Reveals Q2 Earnings and Predicts Q3 Revenue in Earnings Call

Meiwu Tech

Amesite

InMed Pharmaceuticals

Generation Income Properties

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Co-Diagnostics

MetaVia

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RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 48.1% in Q4, owning 8,038 shares valued at $1.38 million. Other institutional investors also adjusted their positions. Qualcomm's stock opened at $203.64, with a market cap of $214.64 billion. The company reported $2.65 EPS, exceeding estimates, and announced a $20 billion share buyback program. A quarterly dividend of $0.92 will be paid on June 25, up from $0.89.

- RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated by 48.1% in Q4, owning 8,038 shares valued at $1,375,000.  
- Several institutional investors also modified their positions, with notable investments including Cloud Capital Management and Richardson Financial Services.  
- Qualcomm reported Q2 earnings with EPS of $2.65, surpassing estimates, and announced a dividend increase to $0.92 per share while planning a $20 billion share buyback.

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RiverFront Investment Group LLC Has $1.38 Million Stock Position in Qualcomm Incorporated $QCOM

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Coatue Management, led by Philippe Laffont, made significant changes to its portfolio between Q1 2025 and Q1 2026, increasing positions in TSM, GOOGL, and NFLX, while trimming holdings in PYPL, AMZN, and NVDA. New additions include QCOM and ASML. The fund exited positions in ORCL, SNOW, and ADBE. Quant ratings for top holdings range from 2.93 to 3.49, indicating a general 'Hold' recommendation across the board.

- Coatue Management, led by Philippe Laffont, made significant changes in its investment positions from Q1 2025 to Q1 2026.  
- The firm continues to focus heavily on the information technology, consumer discretionary, and communication sectors.  
- Additionally, Coatue notably increased its allocations in various companies within these sectors during this period.

Taiwan Semiconductor

Lam Research

Applied Materials

Netflix

GE Vernova

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Quant ratings on Coatue Management's top holdings: TSM, GEV, LRCX, AMAT, AVGO

Burford Brothers Inc. acquired 4,159 shares of Qualcomm Incorporated (NASDAQ:QCOM) valued at approximately $711,000 during the 4th quarter, as per its 13F filing. Other investors also adjusted their stakes in Qualcomm, with significant increases from Noesis Capital and DNB Asset Management. Qualcomm's stock opened at $201.49, with a market cap of $212.37 billion. The company recently announced a quarterly dividend increase to $0.92 per share and a $20 billion share buyback plan.

- Burford Brothers Inc. acquired 4,159 shares of Qualcomm during Q4, valued at approximately $711,000, according to a 13F filing.  
- Several other investors also modified their positions in Qualcomm, with institutional investors holding 74.35% of the stock.  
- Qualcomm reported Q2 earnings of $2.65 per share, exceeding expectations, and announced a $20 billion share buyback, alongside a dividend increase to $0.92 per share.

4,159 Shares in Qualcomm Incorporated $QCOM Bought by Burford Brothers Inc.

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IONQ INC C/WTS 30/09/2026 (TO PUR COM)

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MarketBeat Week in Review – 05/11 - 05/15

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Qualcomm Incorporated (NASDAQ:QCOM) has received an average recommendation of 'Hold' from 34 analysts. The stock has four sell ratings, 16 holds, and 14 buys. The average target price is $180.37. Recent upgrades include Loop Capital raising its rating to 'Buy' with a $185 target. Qualcomm's stock opened at $201.49, with a market cap of $212.37 billion. The company reported $2.65 EPS for the last quarter, exceeding estimates, and announced a $20 billion share repurchase plan and a dividend increase to $0.92 per share.

- Qualcomm has received an average recommendation of "Hold" from 34 ratings firms, with four sell ratings, sixteen holds, and fourteen buys.  
- The company reported strong quarterly results with earnings per share of $2.65, surpassing estimates, and has authorized a $20 billion share repurchase plan.  
- Analysts have recently upgraded their price targets, reflecting positive sentiment fueled by strong earnings and favorable market conditions.

Direxion Daily QCOM Bear 1X Shares

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HSBC Holdings Plc

HSBC HOLDINGS

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Intel

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HSBC 5xShortSG241213

Qualcomm Incorporated (NASDAQ:QCOM) Given Consensus Recommendation of "Hold" by Analysts

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Qualcomm's shift towards AI infrastructure and custom silicon has sparked renewed investor interest, pushing its stock to record levels. Analysts are split, with Daiwa and Tigress setting optimistic targets of up to $280, while some express caution, fearing the stock's rise may exceed its fundamentals. The overall semiconductor sector is benefiting from increased AI demand, positively impacting Qualcomm and competitors like Nvidia and AMD.

- Qualcomm's expansion into AI infrastructure and custom silicon has increased investor interest, resulting in a rise in its stock price.  
- Analysts have mixed opinions, with bullish targets reaching $280 from firms like Daiwa and Tigress, while others express concern over potential overvaluation.  
- The broader semiconductor market is experiencing upward momentum, driven by AI demand, benefiting Qualcomm and competitors such as Nvidia and AMD.

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Daiwa Securities Group Inc.

Analyst upgrades fuel Qualcomm's AI-driven stock surge

Strategic Family Wealth Counselors L.L.C. has acquired 2,359 shares of Qualcomm Incorporated (NASDAQ:QCOM) valued at approximately $404,000 during the fourth quarter. Other institutional investors, including Brighton Jones LLC and Revolve Wealth Partners LLC, have also increased their stakes in Qualcomm. The stock opened at $213.21, with a market cap of $224.72 billion. Qualcomm recently reported earnings of $2.65 EPS, exceeding estimates, and announced a $20 billion stock repurchase plan. The company declared a quarterly dividend of $0.92 per share, up from $0.89, with a yield of 1.7%.

- Strategic Family Wealth Counselors L.L.C. acquired a stake in Qualcomm Incorporated, purchasing 2,359 shares for approximately $404,000.  
- Qualcomm reported earnings of $2.65 per share, surpassing estimates, while its quarterly revenue was slightly below expectations at $10.60 billion.  
- The Board of Directors approved a $20 billion stock buyback plan, indicating confidence in the company’s value, following a quarterly dividend increase to $0.92 per share.

Strategic Family Wealth Counselors L.L.C. Purchases Shares of 2,359 Qualcomm Incorporated $QCOM

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INTC

U.S. semiconductor stocks experienced a significant decline amid market volatility, with AMD and Qualcomm dropping nearly 6%. Intel and Seagate Technology fell by over 4%, while other companies like ON Semiconductor, Western Digital, Micron Technology, SanDisk, and Broadcom also faced downturns. This market volatility has negatively affected investor sentiment across the sector.

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ON Semiconductor

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Sandisk - WI

Semiconductor Stocks Experience Significant Decline Amid Market Volatility

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Qualcomm (QCOM) has seen a nearly 70% stock increase recently as it shifts focus towards edge AI, moving away from centralized computing. The company is leveraging its Snapdragon and Dragonwing platforms to enhance power efficiency and connectivity for billions of devices. Qualcomm's customer base is evolving, with significant growth in the automotive and IoT sectors, while mobile device manufacturers still represent a large portion of revenue. The automotive design-win pipeline is valued at $45 billion, indicating strong future prospects as Qualcomm positions itself as a leader in AI-driven technology.

- Qualcomm (QCOM) shares have surged nearly 70% recently as the company pivots to edge AI, which processes data locally on devices rather than relying solely on centralized cloud computing.  
- The company's advancements in power-efficient AI hardware, integrated connectivity, and specific applications in industries like automotive and industrial automation enhance its competitive edge.  
- Qualcomm’s evolving customer base includes a diverse range of sectors, with significant growth in automotive and IoT, alongside continued dominance in mobile devices, driven by unique capabilities meeting rigorous performance standards.

Forbes

Global X Internet

Dell Tech

LENOVO GROUP

Lenovo Group

Volkswagen AG

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Bayerische Motoren Werke AG

BAYERISCHE MOTOREN WERKE AG ADR EACH REPR 0.33333 SHS SPONSORED

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Why Qualcomm’s AI Rally Is Just Starting

Top AI expert Jordi Visser warns that four heavily traded AI semiconductor stocks, including Qualcomm, AMD, Micron, and Intel, have reached 'extreme exhaustion' levels, indicating potential sharp reversals. These stocks scored above 87 on a technical model, suggesting they are statistically stretched. Visser has fully exited his Micron position, citing concerns over the pace of price increases compared to fundamentals. He notes that while AI semiconductor momentum remains, the market is becoming more selective and volatile.

- Four heavily traded AI semiconductor stocks—Qualcomm, AMD, Micron, and Intel—have reached "extreme exhaustion" levels, signaling potential for sharp reversals.  
- Visser's analysis indicates that while AI semiconductor momentum exists, the current prices may not be justified by underlying fundamentals, with the next phase likely to involve selective volatility.  
- He has scaled back his Micron position while maintaining a positive outlook on the broader AI trade, suggesting future accumulation of undervalued assets.

Direxion Daily QCOM Bull 2X Shares(QCMU.US)