2026-11-05 → 11-06 Company Bull
SpaceX Deal Advances; Qualcomm CEO Confirms Dragonfly C1000 On Track for Meta Deal specifics and chip delivery timeline bolster Qualcomm's non-mobile growth narrative
D1 -9.5% · since +10.7%
› 3 waves of this story2026-11-05 Multiyear deal for tens of thousands of sites, deployment from 2027, expanding beyond handsets2026-11-05 Multi-year agreement covers macro base station chips and software, entering ground network market, competing with carriers.2026-11-06 Deal specifics and chip delivery timeline bolster Qualcomm's non-mobile growth narrative2026-11-04 Earnings
Earnings report D1 +5.3% · since +0.2%
2026-10-20 → 10-31 Company Bear
Qualcomm performance layoff notices begin in November, scope undisclosed Layoffs proceed without disclosed numbers, teams, or locations; headcount already declining
D1 +1.3% · +5d +4.8%
› 4 waves of this story2026-10-20 Performance-focused layoffs worldwide, scale undisclosed2026-10-21 Quarterly dividend and institutional buying contrast with layoffs signaling transition pain2026-10-27 Layoff notices start in November; January severance and bonus payments may affect retiree Social Security limits2026-10-31 Layoffs proceed without disclosed numbers, teams, or locations; headcount already declining2026-10-22 → 10-31 Analyst Bear
Qualcomm shares fall 11.12% in pre-earnings selloff Weak Intel guidance triggers chip sector selloff, Qualcomm shares drop sharply
D1 -2.9% · +5d +7.3%
› 2 waves of this story2026-10-22 Analyst sees upside, keeps Neutral2026-10-31 Weak Intel guidance triggers chip sector selloff, Qualcomm shares drop sharply2026-10-27 → 10-28 Company Bull
Qualcomm-Anduril Bluechip Military Laptops Detailed, ~90% Components from US & Allies Uses TSMC Arizona-made US silicon, reinforcing onshoring supply chain narrative
D1 +2.5% · +5d -10.7%
› 2 waves of this story2026-10-27 Joint venture to build rugged, waterproof laptops in Ohio for military and first responders; orders open in 20272026-10-28 Uses TSMC Arizona-made US silicon, reinforcing onshoring supply chain narrative2026-10-14 → 10-16 Company Bull
Qualcomm wins jury verdict vs Arm, protecting Oryon CPU architecture Jury finds Arm breached license, safeguarding Oryon across next-gen products
D1 -2.4% · +5d +3.1%
› 3 waves of this story2026-10-14 Jury finds Arm breached license and intentionally disrupted business, potentially affecting future royalties2026-10-14 Jury finds breach but awards only $2, case moves to judge for remedies, affecting licensing dispute2026-10-16 Jury finds Arm breached license, safeguarding Oryon across next-gen products2026-10-13 Product
Qualcomm, Intel Raise CPU Prices; AMD May Follow Multiple sources confirm Qualcomm's ~10% price hike on multi-chip platforms, reflecting cost pass-through, impacting competitiveness and margins
D1 +1.4% · +5d -0.7%
2026-10-12 Company Bull
Qualcomm CEO: AI Firms Need 100B-Parameter On-Device Models by 2028 CEO reveals AI firms' demand for on-device compute far exceeds current, guiding Qualcomm's chip evolution
D1 -0.6% · +5d -0.5%
2026-10-07 Company
Qualcomm Secures Major Data Center AI Deals, Yet Faces Handset Weakness and Competition Multiple sources report Qualcomm's AI chip deals with Amazon and ByteDance, but handset weakness and competition persist.
D1 -2.2% · +5d -2.5%
2026-10-06 Regulation
Qualcomm and Arm Resume Trial Over Contract Dispute, Chip Tools and Royalties Outcome could affect Qualcomm's royalty payments for up to five years and impact Meta partnership talks.
D1 +0.1% · +5d -2.3%
2026-10-06 Company
Qualcomm and Huawei Reach Multi-Year Patent Cross-License, Qualcomm Pays Huawei for First Time Qualcomm pays Huawei for the first time, covering 5G, AI and networking, marking a reversal in their IP relationship
D1 +0.1% · +5d -2.3%
› 2 waves of this story2026-10-06 Covering 5G, AI, computing and networking, marks Qualcomm as net payer in some areas, impacting royalty revenue mix.2026-10-06 Qualcomm pays Huawei for the first time, covering 5G, AI and networking, marking a reversal in their IP relationship2026-10-03 Capital
Qualcomm files 25M share resale prospectus SEC filing shows resale by selling holders; Qualcomm receives no proceeds
D1 -2.2% · +5d -3.5%
2026-09-24 → 09-25 Company
Qualcomm and Apple Renew Global Patent License Agreement, Effective April 2027 Bernstein reiterates Market Perform with $165 PT, sees renewal as welcome with royalties already in estimates
D1 -1.5% · +5d -6.3%
› 2 waves of this story2026-09-24 Renewal secures key licensing revenue stream; financial terms undisclosed2026-09-25 Bernstein reiterates Market Perform with $165 PT, sees renewal as welcome with royalties already in estimates2026-09-22 → 09-24 Product Bull
Qualcomm Unveils 2nm Snapdragon Chips and AI Wearable Solutions, Bolstering On-Device AI Snapdragon Summit unveils AI glasses, hearables, and PC solutions, continuing on-device AI strategy
D1 +2.1% · +5d -7.1%
› 4 waves of this story2026-09-22 Partners with Lumentum and Corning for low-power high-bandwidth chip-to-chip links, ahead of Snapdragon Summit2026-09-23 New flagship chips enable local 30B+ parameter models, significantly advancing on-device AI2026-09-23 New chip supports 30B+ local models; same-day PickNik acquisition extends edge AI to robotics software stack2026-09-24 Snapdragon Summit unveils AI glasses, hearables, and PC solutions, continuing on-device AI strategy2026-09-15 → 09-18 Company
Qualcomm CEO Attends Trump-Xi State Dinner, New Progress in US-China Tech Engagement Executive diplomacy confirmed by multiple sources, markets watch Qualcomm's role in cross-border tech issues
D1 +4.2% · +5d +5.6%
› 4 waves of this story2026-09-15 AWS deal boosts data center outlook; StoneX reiterates Buy2026-09-16 Reuters-reported Amazon AI chip tie-up with equity sweetener bolsters QCOM's AI data center narrative2026-09-18 QCT margin pressure persists, but AI opportunities and geopolitical engagement draw attention2026-09-18 Executive diplomacy confirmed by multiple sources, markets watch Qualcomm's role in cross-border tech issues2026-09-16 Other
Chip Stocks Recover as Major Indexes Fall, 10-Yr Yield Tops 5% Chips rebound from AI selloff but high Treasury yields weigh on indexes, affecting QCOM sentiment
D1 -1.6% · +5d +6.7%
2026-09-10 → 09-15 Capital
BofA Cuts Qualcomm Stake by 5% in Q2, Institutional Adjustments Continue BofA's latest 13F shows stake reduction, yet AI demand underpins sector outlook
D1 +0.3% · +5d +6.7%
› 2 waves of this story2026-09-10 AlphaGrep and Baird trim stakes, but PC cycle and AI demand drive industry outperformance2026-09-15 BofA's latest 13F shows stake reduction, yet AI demand underpins sector outlook2026-09-09 → 09-14 Company Bull
Qualcomm Partners with Samsung Electro-Mechanics on 2.1D Packaging, Bolstering AI Data Center Push New packaging bypasses HBM/CoWoS bottlenecks, complements AWS deal, advancing AI order goals
D1 +1.3% · +5d +4.8%
› 7 waves of this story2026-09-09 Deal spans custom AI silicon and optical connectivity; Amazon gets warrant, deepening ties2026-09-10 RBC raises PT to $180, Bernstein holds at $165; deal viewed positively but volume ramp awaited2026-09-10 Piper Sandler initiates Neutral with $190 PT, noting datacenter wins are priced in2026-09-11 Historical caution and a $3M call trade collide; new deal adds up to $60B and binding orders, reigniting data center ambitions.2026-09-12 Multiple sources confirm Amazon partnership, boosting AI data center outlook as part of already-tracked event thread2026-09-13 Non-handset sales projected at $40B, adding new growth driver to AI narrative2026-09-14 New packaging bypasses HBM/CoWoS bottlenecks, complements AWS deal, advancing AI order goals2026-09-08 8-K filing
8-K: Item 3.02 D1 +3.2% · +5d +7.9%
2026-09-04 Analyst Bull
Qualcomm Down a Third in 3 Months; Analyst Sees 140% Upside A Wall Street pro's price target towers over peers, highlighting valuation debate
D1 +0.1% · +5d +6.8%
2026-08-27 → 09-03 Analyst
Qualcomm's Japan robotics outlay targets edge AI amid margin pressure New investment shows edge AI expansion, but analysts still cite margin and Apple modem shift concerns
D1 +0.6% · +5d +2.3%
› 2 waves of this story2026-08-27 Apple attrition and storage supply crunch weigh on handsets, but accelerating data center/auto monetization may offset2026-09-03 New investment shows edge AI expansion, but analysts still cite margin and Apple modem shift concerns2026-09-03 Capital
Qualcomm backs Ultrahuman in $70M round for smart ring push Qualcomm's venture arm joins funding round, expanding edge AI wearable footprint
D1 -0.8% · +5d +7.9%
2026-08-29 Company Bull
QCOM AI Chip Bullish, Vietnam Urges Deeper Investment Multiple sources flag AI chip prospects and Vietnam's investment push, raising attention
D1 +3.8% · +5d +2.1%
2026-08-27 Product Bull
Qualcomm Unveils HPC Roadmap Targeting AI Data Center Memory Bottlenecks Qualcomm positions its newly announced HPC tech to address memory-bandwidth constraints in AI data centers while expanding server presence
D1 +0.6% · +5d +2.3%
2026-08-24 Capital
AI Squared Management acquires new stake in Qualcomm in Q2 13F filing reveals new institutional position, indicating allocation interest
D1 -1.4% · +5d +7.5%
2026-08-01 Analyst Bear
UBS Cuts Qualcomm PT to $170 UBS lowers PT from $190 to $170, keeps Neutral; stock falls 2.6% on the day
D1 +2.7% · +5d +7.0%
› 2 waves of this story2026-08-01 UBS lowered its price target on Qualcomm from $190 to $170, keeping a neutral rating; shares fell 2.6% on the day.2026-08-01 UBS lowers PT from $190 to $170, keeps Neutral; stock falls 2.6% on the day2026-07-31 8-K filing
8-K: Item 8.01, Item 9.01 D1 -2.6% · +5d +13.7%
2026-07-31 Capital Bear
BofA Cuts Qualcomm Stake by 1.99M Shares, Down 16% BofA reduced its Qualcomm holdings by ~2M shares in Q2, now owning ~10.48M shares.
D1 -2.6% · +5d +13.7%
› 2 waves of this story2026-07-31 Bank of America reduced Qualcomm holdings by 1,994,386 shares, now owns 10,480,258, a 16% decrease.2026-07-31 BofA reduced its Qualcomm holdings by ~2M shares in Q2, now owning ~10.48M shares.
