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Is QUALCOMM Incorporated (QCOM) Among the 7 Cheapest AI Data Center Stocks to Buy Now?
Yahoo Finance· 2026-03-31 15:45
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 7 Cheapest AI Data Center Stocks to Buy Now. On March 6, 2026, QUALCOMM Incorporated (NASDAQ:QCOM) CEO Cristiano Amon spoke on the future of mobile in The Wall Street Journal’s Bold Names podcast. He said that artificial intelligence will transform computing from app-based interfaces to AI agents, replacing traditional software interactions between devices. He noted that AI agents will grasp user intent and carry out functions such as payments, reservation ...
Qualcomm Initiated at Neutral by Goldman Sachs on Balanced Outlook
Financial Modeling Prep· 2026-03-30 20:06
Goldman Sachs initiated coverage of Qualcomm (NASDAQ: QCOM) with a Neutral rating and a $135 price target, reflecting a balanced risk-reward profile. The firm described Qualcomm as a leading fabless semiconductor designer, widely recognized for its Snapdragon processors used in smartphones. It noted that the company is actively pursuing diversification by leveraging its intellectual property to expand into adjacent markets such as automotive, personal computers, and data centers. However, Goldman Sachs said ...
Goldman Sachs Initiates Qualcomm at Neutral With a $135 Price Target
247Wallst· 2026-03-30 14:35
Goldman Sachs Initiates Qualcomm at Neutral With a $135 Price Target - 24/7 Wall St. S&P 5006,393.40 +0.49% Dow Jones45,481.20 +0.83% Nasdaq 10023,182.60 +0.34% Russell 20002,441.11 -0.10% FTSE 10010,105.20 +1.94% Nikkei 22551,587.30 +0.16% Live Nasdaq Composite: Markets Adjust to New Normal as Mideast Tensions Escalate Investing Goldman Sachs Initiates Qualcomm at Neutral With a $135 Price Target By Joel SouthPublished Mar 30, 10:35AM EDT Quick Read Qualcomm (QCOM) posted automotive revenue of $1.101B i ...
国产手机,为什么越卖越贵?
创业邦· 2026-03-30 04:15
以下文章来源于首席商业评论 ,作者卫明 首席商业评论 . 拒绝快餐式解读,还原本质与经典!聚焦消费、科技、投资,帮您前瞻和探路。 来源丨首席商业评论(ID: CHReview ) 作者丨 卫明 图源丨Midjourney 深圳南山科技园及后海片区,是这座城市最密集的手机产业带:OPPO全球总部(在建)、小米区域 总部、华为与荣耀的核心研发中心,在几平方公里范围内犬牙交错。 过去十年,这里是全球手机价格的"屠夫工厂",799元的红米、1999元的小米数字系列、2000元起 的OPPO reno系列,从这里走向世界各地。 但现在,价格屠夫们正在集体转身,也包括其他一些中国手机品牌。 vivo X300系列发布会。 当"4399元起"的大字出现在PPT上,直播间弹幕停滞了半秒,随即被"???"淹没。弹幕里飘过一句 精准的吐槽:"以前没钱买国产,现在没钱买国产。" 图源:网络 这不是vivo一家的剧本。 小米17系列的起售价摸上4499元,OPPO Find X9 Pro的顶配版突破6699元,而还未发布的荣耀 Magic9系列的至臻版更可能是直奔6999元而去。国产手机的涨价潮,正从高端机的"试探性上移", 演变成 ...
【招商电子】MemoryS 2026闪存大会跟踪报告:行业缺货或将延续至27年,关注未来存储技术创新重构
招商电子· 2026-03-29 14:16
点击招商研究小程序查看PDF报告原文 招商电子团队近日参加了在深圳举办的MemoryS 2026闪存大会,三星电子、铠侠、闪迪、 Solidigm、江波龙、群联电子、大普微等国内外存储公司出席了大会并对AI推理对NAND需求变化、 eSSD技术演进、端侧AI存储发展等做了非常详细的主题演讲,我们整理了本次大会演讲的核心观点, 供投资者参考。 需求端:AI正快速吞噬存储半导体产能,eSSD为2026年NAND最大应用市场。 AI服务器存储用量是通 用服务器的4-5倍,2026年AI需求中SOCAMM、服务器NAND、服务器DRAM、HBM预计同比增长 150%、63%、44%、35%。DRAM的下游中,服务器2026年占比将超过50%。AI推理驱动eSSD成 为2026年NAND最大应用市场,预计KV Cahce的占用提升叠加HDD短缺带来的QLC增长将会导致服 务器2026年占NAND应用的37%。上下文的增长带来KV cache呈现指数级增长,据估算,单次提示推 理上下文128k tokens会产生约61GB KV cache,如果100k用户每次对话64k tokens,均进行15次对 话,则会产生45P ...
Bernstein Says Qualcomm Isn’t an AI Winner. Try Top-Rated Nvidia or Amazon Stock Instead.
Yahoo Finance· 2026-03-27 20:10
Artificial Intelligence (AI) stocks have been some of the market’s biggest winners over the past few years, but not every chipmaker is benefiting equally from the AI boom. Some names are still facing pressure from higher component costs, softer end markets, and shifting customer demand. That is now putting Qualcomm (QCOM) in the spotlight after Bernstein downgraded the stock and cut its price target, saying investors may be better off owning actual AI winners instead. While Qualcomm still trades at a rela ...
Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High”
Yahoo Finance· 2026-03-27 00:57
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the Dividend Stock Portfolio for Income: 15 Stocks to Invest In. Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High” Kārlis Dambrāns/Flickr On March 26, Bernstein Research downgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Market Perform from Outperform. It cut its price target to $140 from $175. The firm pointed to memory-related headwinds, noting that higher prices are having a “deleterious effect” on overall smartphone ...
高通、地平线、黑芝麻激战舱驾一体,谁会胜出?
虎嗅APP· 2026-03-26 14:24
舱驾一体,绝地求"生" 出品|虎嗅汽车组 作者|邢书博 头图|比亚迪官方 L3 Ready 的第一步,不是算法,而是芯片架构。 2024年初,一条视频在外网引发热议:一位印度创业者用一台二手红米Note 9 Pro手机,装上开源自动驾驶 系统openpilot,连接一辆老款玛鲁蒂Alto K10,竟然跑通了L2级辅助驾驶——车道居中、自适应巡航。本 质上,这是一种极简的"舱驾一体":用手机的摄像头作为感知,用手机芯片完成算法推理,再通过OBD接 口控制车辆。 当然,这套方案没有车规级认证,没有功能安全的硬隔离,在极端工况下随时可能掉线。但它揭示了一个 趋势:智驾和座舱的硬件边界,正在被人为打破。 这背后,是一场关于下一代智能汽车定义权的生死之战。而即将到来的2026北京国际车展,将成为这场战 役的第一次正面交锋。 过去两年,智能汽车的高速发展带来一个尴尬的局面:为了处理日益膨胀的智驾数据,车上得塞一颗昂贵 的英伟达Orin X;为了支撑流畅的3D交互和车载应用,还得再塞一颗高通的8155或8295。两颗芯片,两套 系统,两种散热,两倍的线束成本。 但随着电子电气架构从分布式向中央计算演进,一个朴素的问题浮出水 ...
Thursday's Morning Movers: Travel Stocks Plunge, ARM Upgrade, QCOM Downgrade
Youtube· 2026-03-26 14:01
All right, we continue to follow the stocks and the stories. Diane King Hall is with us and we're looking at the travel stocks. This as look, you may see more escalation with this Iran war.Oil's a little bit higher today. >> Yeah. Yeah.Certainly pressuring the travel stocks as a result of that. Looking across the airlines, the cruise line uh you have pressure on American Airlines down 1.4% right now. Delta Airlines also under some pressure this morning, down by just uh about a percent there.United down by 1 ...
Qualcomm Stock Downgraded on Industry Headwinds
Schaeffers Investment Research· 2026-03-26 13:52
Qualcomm Inc (NASDAQ:QCOM) stock was last seen 1.1% lower to trade at $128.88, after receiving a downgrade at Bernstein to "market perform" from "outperform," in addition to a price-target cut to $140 from $175. The firm noted memory industry headwinds, with Alphabet (GOOGL) revealing a new AI model that may need less memory to run big language models.The brokerage bunch was already bearish toward QCOM coming into today, with 20 of the 32 in coverage carrying "hold" or worse ratings. There's room for price- ...