Qualcomm (QCOM) is making waves in the market, securing a major 200MW AI deal and edging towards becoming an AI-focused company. Analysts predict a
stock surge and potential supercharging of QCOM stock following earnings on November 5. The valuation of Qualcomm has grown significantly with its recent AI expansion and a big deal with Saudi AI Systems.
Investors are excited as the company pushes into the data center market offering new products. The stock has been performing well despite some market gains, with the strength expected to last.
Wells Fargo maintains underweight on Qualcomm amidst their AI expansion plans. Successes like the unveiling of new AI chips and landing Humain as its first AI data center customer have sent the stock price up. However, there are concerns as Qualcomm takes on Nvidia and AMD in the AI chip race, an area where these companies have established strongholds. Various investment groups have been actively trading in Qualcomm stock, demonstrating enhanced investor interest. QCOM has entered the AI race strong, potentially positioning itself as the next big 'AI Play', according to a top Bernstein analyst.
Qualcomm QCOM News Analytics from Wed, 24 Sep 2025 07:00:00 GMT to Sat, 01 Nov 2025 11:11:09 GMT -
Rating 7
- Innovation 8
- Information 8
- Rumor -5
