The market expects Qualcomm (QCOM) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 4, might help the stock move higher if these key numbers are better ...

1月28日，美股存储板块盘前大涨，希捷科技盘前涨超8%，西部数据涨超6%，闪迪涨超4%，美光科技涨近3%。 | | 371.760 +13.470 +3.76% | | | 希捷科技(SEAGATE) 立即 | | | | --- | --- | --- | --- | --- | --- | --- | | | | | | | | STX 交易 | | NASDAQ USD 20:00:00 | | | | | | 10 + | | 盘前价 | 402.950 涨幅额 | 8.39% | 交生 | 34.99% 120日 | | 146.42% | | 涨跌量 | 31.190 盘前量 | 12.66万 | 5日 | 14.04% 250日 | | 277.95% | | 三一 | 403.000 | 100 | 20日 | 29.89% 52周高 | | 370.47 | | 北一 | 401.340 | 1 | 60日 | 40.33% 52周低 | | 62.50 | | 总量 | 735.36万 换手 | 3.44% | | 2024 | 2025 | 2026H1 | | 现手 | 1124 量比 ...

随着无需向云端发送敏感数据、以隐私为先的企业级人工智能需求日益增长， SpotDraft 已从高通风险投资公司获得 800 万美元战略 B 轮扩展融资，以扩 展其面向受监管法律工作流程的端侧合同审评技术。 这家初创公司告诉 TechCrunch ，本轮追加投资使 SpotDraft 的估值达到约 3.8 亿美元，几乎是其去年 2 月完成 5400 万美元 B 轮融资后 1.9 亿美元投后估 值的一倍。 在受监管的行业中，各企业迅速开始试验生成式人工智能，但隐私、安全和数据治理方面的担忧仍在减缓敏感工作流程的采用速度 ——尤其是在法律领 域，因为合同可能包含特权信息、知识产权、定价和交易条款。行业研究持续指出 ，数据安全和隐私是专业服务领域更广泛部署生成式人工智能的关键障 碍，这促使像 SpotDraft 这样的供应商寻求将核心合同智能保留在用户设备而非通过云端处理的架构。 在高通的 2025 年 Snapdragon 峰会上， SpotDraft 展示了其 VerifAI 工作流全程在 Snapdragon X Elite 驱动的笔记本电脑上运行，无需网络连接即可执行合 同审评和编辑，同时将文档保留在本地设备 ...

加密货币全线上涨，比特币重回89000美元上方。 周二（1月27日），美国三大股指收盘涨跌不一，科技股表现强劲带动纳指和标普上涨。截至收盘，道指跌0.83%报49003.41点，标普500指数涨0.41%报 6978.6点，纳指涨0.91%报23817.1点。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 49003.41 | 23817.10 | 6978.60 | | -408.99 -0.83% +215.74 +0.91% +28.37 +0.41% | | | | 纳斯达克100 | 中国金龙 | 中概股100 | | 25939.74 | 7866.61 | 2926.65 | | +226.53 +0.88% +37.65 +0.48% +10.58 +0.36% | | | | 美国科技七巨头 中概科技龙头 CBOE波动率 | | | | 66893.16 | 4430.95 | 16.15 | | +737.38 +1.11% +33.04 +0.75% +0.06 +0.37% | | | 科技七巨头中六家上涨，英伟达、苹果涨超1%，微软 ...

Then, in 2023, the company made a major leap forward. The Snapdragon X Elite unveiled that year wasn't just built from the ground up to be capable of handling generative AI duties directly from the device in question. These processors were specifically meant for laptops, turning them into self-contained artificial intelligence tools themselves. To date, major PC names, including Microsoft , HP , and Dell , not only offer Snapdragon processors but also tout their energy-efficient, onboard-AI computing power. ...

Qualcomm logo on smartphone beside circuit board and wireless signal graphic, highlighting QCOM chips. Key Points Qualcomm has just exited extremely oversold territory, a technical setup that previously marked the start of a major recovery rally. The signal is appearing just ahead of earnings, when expectations are about as low as they can be. With much of the downside already priced in, the risk-reward balance is tilting toward the bulls. Interested in QUALCOMM Incorporated? Here are five stocks we l ...

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 15 Best S&P 500 Dividend Stocks to Buy in 2026. Qualcomm (QCOM) Valuation Looks Elevated After Recent Move, Citi Says Kārlis Dambrāns/Flickr On January 15, Citi kept its Neutral rating on QUALCOMM Incorporated (NASDAQ:QCOM) with a $180 price target after the stock moved under a new analyst’s coverage. The firm noted that Qualcomm shares are currently trading above their historical valuation levels. Separately, Reuters reported on January 7 that ...

Qualcomm Incorporated (NASDAQ: QCOM) is a leading player in the wireless technology sector, known for its innovations in mobile communication and semiconductor solutions. The company competes with other tech giants like Intel and Broadcom. On January 25, 2026, Vijay Rakesh from Mizuho Securities set a price target of $160 for QCOM, slightly above its current trading price of $155.82. The price target adjustment from $175 to $160, as reported by TheFly, suggests a more cautious outlook.Despite this, institut ...

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 12 Best 5G Stocks to Invest in According to Hedge Funds. On January 15, Citi reiterated its Neutral rating on QUALCOMM Incorporated (NASDAQ:QCOM) with a price target of $180 following a coverage reshuffle. Citi noted that the stock is currently trading above its historical valuation levels. Earlier, on January 14, RBC Capital analyst Srini Pajjuri initiated coverage of QUALCOMM Incorporated (NASDAQ:QCOM), assigning the stock a Sector Perform rating and se ...

Summary of Humanoid Sector Conference Call Industry Overview - The humanoid sector is entering 2026 with new players, products, and verified use cases, indicating a positive momentum for the industry [1][3] - The China humanoid volume forecast for 2026 has been raised significantly, reflecting rapid verification of new use cases across various industries such as battery, aviation, semiconductors, and logistics [7][8] Key Forecasts and Projections - The humanoid robot sales volume forecast for China in 2026 has been doubled from 14,000 units to 28,000 units, with business sales expected to lead this year [7][14] - A global humanoid component market model projects a revenue opportunity of US$780 billion by 2040, driven by significant internal production for training and verification [7][11] Major Developments and Trends - Major global companies are entering the humanoid market through acquisitions and new product launches, including: - Boston Dynamics launched its Atlas product at CES 2026, partnering with Google DeepMind [7][48] - Mobileye acquired Mentee Robotics for US$900 million, combining AI technology with humanoid robotics [7][42] - Qualcomm introduced the Dragonwing™ IQ10 robotics processor for humanoids [7][51] - The Optimus Gen 3 update from Tesla is anticipated to be a key catalyst for the sector, with significant implications for the China supply chain [7][8] Market Dynamics - The sector is experiencing fast cost deflation, with estimates indicating a 16% year-over-year decline in Bill of Materials (BoM) costs in China, despite rising specifications [8] - The first wave of consolidation is expected as integrators seek to find viable commercialization cases [8] Adoption and Use Cases - There is a strong willingness to adopt humanoid robots among organizations, with a significant percentage planning to launch pilot projects using wheel- or leg-based robots by 2026 [9][10] - The humanoid hype is evident, with numerous companies showcasing robots at CES 2026, particularly from China [8] Government and Policy Support - The Chinese government is actively promoting humanoid and embodied intelligence technologies, with policies aimed at accelerating their development and commercialization [62][66] - The Ministry of Industry and Information Technology (MIIT) is set to release guidelines to support the humanoid robot ecosystem [62][66] Investment and Funding Activity - Significant funding activity has been observed in the humanoid sector, with companies like Skild AI raising US$1.4 billion and Galbot achieving a US$3 billion valuation [42][48] - The number of transactions in the humanoid sector is increasing, indicating growing investor interest [41][42] Conclusion - The humanoid sector is poised for substantial growth in 2026, driven by technological advancements, increased investment, and supportive government policies. The upcoming developments, particularly from major players like Tesla and Boston Dynamics, will be critical in shaping the future landscape of the industry [1][7][8]