In the latest trading session, Qualcomm (QCOM) closed at $154.80, marking a +1.44% move from the previous day. The stock outpaced the S&P 500's daily loss of 0.01%. Elsewhere, the Dow lost 0.32%, while the tech-heavy Nasdaq added 0.05%. Prior to today's trading, shares of the chipmaker had lost 0.66% lagged the Computer and Technology sector's gain of 7.44% and the S&P 500's gain of 5.37%.The upcoming earnings release of Qualcomm will be of great interest to investors. The company's earnings report is expec ...

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As we start into the back half of July, tech giant Qualcomm Inc. NASDAQ: QCOM continues to build on an uptrend that began quietly in April. It's not flashy, but this sustained rally matters for a stock that's spent much of the past couple of years frustrating investors with choppy, sideways action. QUALCOMM TodayQCOMQUALCOMM$152.70 -1.37 (-0.89%) 52-Week Range$120.80▼$200.00Dividend Yield2.33%P/E Ratio15.55Price Target$185.77Add to WatchlistThey haven't yet reclaimed their highs from February 2025, but sha ...

This monthly article series provides a top-down analysis of the information technology sector based on subsector metrics focusing on value, quality, and momentum. It may also help analyze sector ETFs such as the Technology Select Sector SPDRFred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income s ...

【环球网科技报道 记者 心月】7月16日，第三届中国国际供应链促进博览会在北京开幕，同期举办的"贸促智库交流活动暨全球供应链报告发布会"上，高通 公司全球副总裁侯明娟受邀致辞。她结合高通成立40周年、植根中国30年的发展历程，阐述了企业在全球产业链开放合作中的实践与愿景。 侯明娟提到，2025年是高通扎根中国30年的重要节点。三十年来，高通作为全球连接与计算领域的领先企业，始终与移动通信产业同频共振。通过提供调制 解调器、处理器、射频前端模组等关键芯片解决方案及平台，高通不仅助力生态伙伴打造创新产品，更推动智能终端、汽车、物联网等领域实现创新发展与 产业升级。 当前，高通正与伙伴加速将AI能力部署于各类终端。其去年发布的骁龙8至尊版，不到一年已有超100款产品设计，支持丰富的终端侧AI应用，推动AI成为 新的用户界面，拓展人机交互模式。 在新兴领域，技术与市场的融合同样显著。以智能汽车为例，高通通过骁龙数字底盘技术，已与多家中国主流车企合 作，推出超210款相关车型，加速智能化体验落地。 展望未来，共创智能互联新生态 "全球产业链开放合作带来的机遇，为高通的业务发展提供了坚实支撑。"侯明娟强调，这一理念推动高 ...

Group 1 - Qualcomm showcased its cutting-edge technologies in various fields including 5G Advanced, AI, smartphones, PCs, automotive, XR, and IoT at the third China International Supply Chain Promotion Expo [1][3] - The company aims to deepen collaboration with Chinese partners, leveraging 5G-A and AI technologies to promote cross-industry and cross-regional ecosystem synergy [3][11] - Qualcomm's "Wireless Care" initiative provided 5G-A network services at the expo, utilizing 26GHz high-frequency spectrum to support high-bandwidth applications and seamless Wi-Fi coverage [3][6] Group 2 - In the PC sector, ASUS and Lenovo's AI PCs highlighted the capabilities of the Snapdragon X Elite platform, with over 85 AI PC devices launched and expectations to exceed 100 by next year [6] - The XR field featured products from Xiaomi, Thunderbird, Yingmu, and PICO, showcasing immersive experiences powered by Snapdragon platforms [6][7] - In the automotive sector, the Ideal MEGA vehicle, equipped with the fourth-generation Snapdragon cockpit platform, demonstrated advanced graphics processing and AI capabilities for enhanced user interaction [7][9] Group 3 - Qualcomm's new enterprise brand "Qualcomm Leap" was introduced, showcasing applications in robotics, industrial, agricultural, and retail sectors, highlighting the company's strengths in edge AI and low-power computing [9] - The company emphasizes the importance of open collaboration in the global supply chain and aims to continue deepening partnerships to achieve technological innovation and industry application integration [11]

2025 年 7 月 16 日 公司研究 全球无线通信芯片领导者，引领端侧生成式 AI 革命 ——高通（QCOM.O）投资价值分析报告 要点 高通（Qualcomm）是全球领先的无线通信技术公司，手机芯片是其核心业 务支柱。公司成立于 1985 年， 1991 年在美国纳斯达克上市。公司目前以 手机、IoT、汽车为核心业务（QCT），手机业务成为公司收入核心支柱，FY2024 公司手机业务收入 248.63 亿美元，占总营收 63.81%。根据 Canalys 统计， 2024Q1-Q3 高通智能手机 SoC 芯片出货量达 2.22 亿颗，位居全球第二。根 据 Counterpoint 统计，2024 年高端安卓手机芯片市场，公司以 59%的市场 份额（销售收入口径）位列第一。 技术自研+对外收购，构筑通信专利壁垒护城河，并高效转化为利润。公司通 过技术自研与技术收购相结合，通过收购 WIFI、蓝牙、射频、汽车、AI 等多 领域专利补足技术短板。公司于 1989 年推出 CDMA（码分多址）技术——日 后成为所有 3G 网络和移动宽带服务的基础，奠定了公司在无线通信领域的 领先地位。截至 2025 年初，公司 ...

Key Takeaways ARM's chip designs now power AI and IoT beyond mobile devices, expanding its global tech footprint. Apple, Qualcomm and Samsung increasingly depend on ARM for scalable, power-efficient AI integration. ARM shares are up 41% in three months but lag the industry; it trades at a steep forward P/S of 30.92.Arm Holdings (ARM) has long been recognized for its power-efficient chip architecture, a key factor behind its dominance in the mobile computing space. However, its influence now extends well b ...

Key Takeaways QCOM expects 2025 sales to rise 11.8% and EPS to grow 14.6%, while INTC sees a 4.3% drop in revenue. QCOM is expanding in EDGE networking and AI PCs, with strong demand in automotive and premium mobile chips. INTC is growing in AI PCs and 5G with Xeon, but faces revenue headwinds and tougher China-related challenges.Intel Corporation (INTC) and Qualcomm Incorporated (QCOM) are two premier semiconductor firms investing heavily in connectivity and edge computing, with both focusing on AI (arti ...

Core Insights - The article provides a snapshot of the market capitalization changes of major global technology and internet companies as of July 14, 2025, highlighting both increases and decreases in value across various firms [1]. Market Capitalization Changes - Tesla's market cap increased by 1.17%, reaching $100.98 billion [3]. - Alibaba saw a slight increase of 0.08%, with a market cap of $255.2 billion [3]. - AMD experienced a rise of 1.57%, bringing its market cap to $23.74 billion [3]. - Companies like Oracle and SAP reported declines of 1.89% and 1.75%, respectively, with market caps of $64.76 billion and $35.31 billion [3]. - Notable declines included Adobe, which fell by 2.18%, with a market cap of $15.41 billion [4]. Noteworthy Performers - PayPal showed a significant increase of 5.73%, with a market cap of $6.3 billion [6]. - SMIC reported a rise of 2.07%, reaching a market cap of $607 million [6]. - Circle Internet PNG Group had a notable increase of 7.67%, with a market cap of $463 million [7]. Overall Trends - The overall trend indicates mixed performance among technology companies, with some experiencing growth while others face declines in market capitalization [1][3].