Browsing Tag
Qualcomm Incorporated
16 posts
Micron (NASDAQ: MU) revenue quadruples to $41.5bn as AI memory shortage drives record margins
Micron revenue quadrupled to $41.46 billion as AI memory demand drove record margins and $100 billion in contracts. Read what comes next for $MU now.
Qualcomm targets $15bn data centre business as Meta anchors AI expansion
Qualcomm targets $15 billion in data centre revenue by 2029 as Meta, Modular and Dragonfly reshape its AI strategy. Read the full analysis now on BNT today.
Qualcomm’s $3.9bn bet on Modular could decide its future beyond smartphones
Qualcomm is acquiring Modular in an all-stock transaction that could issue up to 19.2 million shares. The deal targets the software gap between Qualcomm’s expanding AI hardware portfolio and the developers, enterprises and hyperscalers needed to turn that technology into a scalable data center business.
QCOM stock surges as Qualcomm unveils Dragonfly C1000 and Meta data center deal
Qualcomm Incorporated NASDAQ QCOM doubles 2029 non-handset revenue target to $40B as Dragonfly silicon, Meta deal and Modular buy reshape its story. Read more.
Could Skyworks’ Qorvo debt exchange clear a key path for the chip deal?
Find out how Skyworks’ Qorvo debt exchange could affect SWKS stock, merger risk and semiconductor consolidation strategy today!
Qualcomm was known for smartphones. ByteDance may just have changed that story
Qualcomm’s reported ByteDance AI chip deal could reshape custom silicon demand. Read why the QCOM move matters now.
Snap expands Qualcomm alliance to build future Specs hardware roadmap
Snap Inc. and Qualcomm have expanded their Specs partnership ahead of a 2026 consumer launch. Read what it means for XR competition and investors.
Qualcomm Q1 FY2026 earnings: Automotive and IoT highs fuel record revenue despite handset headwinds and supply constraints
Qualcomm posted record Q1 FY2026 revenue of $12.3B, driven by auto and IoT gains. Learn how memory volatility and Alphawave reshape its next chapter.
Skyworks and Qorvo reveal earnings ahead of $22bn merger: Is this the next big semiconductor power play?
Find out how Skyworks Solutions and Qorvo’s $22 billion merger and early earnings reshape the RF-analog semiconductor landscape.
From creative chaos to content factories: Are AI supply chains the next big enterprise moat?
Are AI supply chains the next enterprise moat? See how Adobe, Salesforce, Oracle, and Qualcomm are turning creative chaos into brand-safe content factories.