Qualcomm Incorporated (NASDAQ:QCOM) is among Goldman Sachs’ top semiconductor stock picks. On January 21, 2026, Qualcomm Incorporated (NASDAQ:QCOM) said it plans to release its first-quarter fiscal 2026 financial results on February 4, 2026. Qualcomm (QCOM) Faces Industry Headwinds as It Expands Beyond Smartphones Earlier on January 16, Qualcomm Incorporated announced a quarterly cash dividend of $0.89 per share, to be paid on March 26 this year. All shareholders on record at the close of business March ...

Group 1 - Qualcomm Incorporated (NASDAQ:QCOM) has received approval from the High Court of Justice in England for its acquisition of Alphawave IP Group plc, valued at $2.4 billion, which is expected to enhance Qualcomm's capabilities in data centers [2][5] - The acquisition will be executed through Qualcomm's subsidiary, Aqua Acquisition Sub LLC, and follows the approval from Alphawave's shareholders [2] - Alphawave Semi is recognized for its leadership in high-speed wired connectivity and compute technologies, providing essential products for faster and more reliable data transfer [3] Group 2 - The CEO of Alphawave Semi, Tony Pialis, emphasized that the merger will allow both companies to expand their product offerings, reach a wider customer base, and enhance technological capabilities, particularly in AI compute and connectivity solutions [4] - Cantor Fitzgerald has raised Qualcomm's price target from $170 to $185, reflecting expectations that the company will benefit from AI-driven demand across various sectors [5] - Qualcomm is a leading innovator in wireless technology, supplying chips, software, and platforms for mobile devices, cars, and IoT, significantly contributing to the advancement of 5G, Wi-Fi, and AI technologies [6]

Company Overview - Gilat Satellite Networks Ltd. is a leading global provider of satellite-based broadband communications with over 35 years of experience [5] - The company develops and delivers technology solutions for satellite, ground, and new space connectivity, focusing on critical connectivity across commercial and defense applications [5] - Gilat's product portfolio includes cloud-based platforms, high-performance satellite terminals, and advanced antennas, supporting multi-orbit constellations and Very High Throughput Satellites (VHTS) [6] Upcoming Event - Gilat will present at the LD Micro Main Event XIX from October 19-21, 2025, in San Diego, California [1] - CFO Mr. Gil Benyamini will present to investors on October 21, 2025, at 9:30 AM PT and will be available for one-on-one meetings throughout the day [2] Product Applications - Gilat's solutions support various applications, including government and defense, broadband access, cellular backhaul, and critical infrastructure [7] - The company aims to meet stringent service level requirements across its diverse client base [7] Industry Context - LD Micro is recognized as a key resource in the micro-cap space, providing access and insights for investors seeking emerging companies [3]

Core Viewpoint - Gilat Satellite Networks Ltd. (NASDAQ:GILT) is highlighted as a stock with potential for growth, particularly in the satellite and AI sectors, despite being at a 52-week high [1] Company Overview - Gilat Satellite Networks Ltd. provides satellite broadband solutions and manufactures equipment such as terminals, antennas, amplifiers, and modems [1] - The company also delivers defense, broadcast, and mobility communications systems, along with managed network, connectivity, and telecom infrastructure services [1] Recent Developments - On September 11, Gilat became the first company to market an AI-powered Network Management System with Model Context Protocol, enabling secure integration of advanced AI models [1] - The new NMS-MCP supports applications like AI-driven network monitoring and dynamic configuration for software-defined satellite systems, aimed at boosting efficiency and simplifying operations [1] Investment Considerations - While Gilat is recognized as a potential investment, there are suggestions that certain AI stocks may offer greater upside potential and carry less downside risk [1] - The article also mentions the potential benefits of Trump-era tariffs and the onshoring trend for certain undervalued AI stocks [1]