Qualcomm Edge AI +5.2% Rally on Meta Deal and AI Buzz
Is Qualcomm Edge AI finally becoming the market’s next big AI infrastructure story beyond smartphones? Maik Kemper Editor in Chief Buy their stock. It’s good. — Jensen Huang,…
Qualcomm Acquisitions -3.7% as AI Pivot Faces Scrutiny
Can Qualcomm Acquisitions turn software ambition into real AI growth, or is Wall Street still unconvinced? Maik Kemper Editor in Chief Qualcomm’s acquisition velocity reflects a disciplined, use-case-driven…
Broadcom AI Chip: $22B Revenue Boom Fuels Inference Push
Can Broadcom’s new AI chip turn custom inference silicon into the next big threat to NVIDIA’s dominance? Maik Kemper Editor in Chief Jalapeño’s per-watt performance is substantially better…
Qualcomm AI Strategy -7.7%: Warning Signs on AI Pivot
Can Qualcomm’s AI roadmap justify investor patience before its data center chips generate meaningful revenue? Maik Kemper Editor in Chief NVIDIA absolutely dominates the market and whatever’s left,…
Qualcomm Acquisition $3.9B Sends Stock Lower Before AI Push
Can Qualcomm Acquisition momentum in AI offset smartphone weakness before Investor Day resets Wall Street expectations? Maik Kemper Editor in Chief As agentic AI scales across data centers…
Qualcomm Acquisition -7.7% as Modular Deal Faces Scrutiny
Can Qualcomm Acquisition ambitions in AI software justify a sharp sell-off as investors weigh the risks of its $4 billion Modular bet? Maik Kemper Editor in Chief Our…
Qualcomm Data Center Jumps 6% as AI Deal Gains Credibility
Can Qualcomm Data Center really become the company’s next growth engine as handset weakness collides with a new AI infrastructure push? Maik Kemper Editor in Chief The rise…
Qualcomm Acquisition +1.8%: Tenstorrent AI Push Builds
Could a Qualcomm Acquisition of Tenstorrent finally turn its long-dismissed AI data center ambitions into a credible threat to Nvidia and AMD? Maik Kemper Editor in Chief Unlike…
Snap SPECS Launch +9.4% After Hours Sparks Debate
Can Snap’s bold SPECS bet turn a struggling social platform into a real spatial computing contender? Maik Kemper Editor in Chief SPECS are the beginning of a new…
Qualcomm Acquisition +4.3% as Tenstorrent Buzz Lifts AI
Could a Qualcomm Acquisition of Tenstorrent finally give the chipmaker the AI catalyst investors think Wall Street is still underpricing? Maik Kemper Editor in Chief Right now, we…