Qualcomm (NASDAQ:QCOM) used the second day of its Snapdragon Summit to outline its vision for “personal AI,” highlighting new on-device AI software, wearable reference designs, audio platforms and partnerships intended to support agentic experiences across phones, PCs, cars, glasses and other connec
Qualcomm is expanding beyond smartphones with new 2nm chips, the PickNik Robotics acquisition, and data center interconnect deals, while analysts hold a $204 price target amid Hold ratings.
Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.
Qualcomm (NASDAQ:QCOM) used its Snapdragon Summit 2026 keynote to outline its strategy for “agentic” artificial intelligence, positioning smartphones and other connected devices as personal AI endpoints that can understand context, coordinate tasks and act on users’ behalf.
President and CEO Cristi
Meta Platforms unveiled Petal, a petabit-scale subsea cable linking the U.S. and France, boosting demand for optical infrastructure suppliers like Corning amid AI-driven data center buildouts.
What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) jumped 6% in the afternoon session after the company announced a part...
What Happened? A number of stocks jumped in the afternoon session after positive bilateral talks between the U.S. and China eased trade tensions, while retre...
One company is riding explosive AI connectivity demand with triple-digit growth. The other is navigating smartphone headwinds while building promising new businesses in automotive and data centers.
A volatile week saw AI regulation fears hit chip stocks before a recovery, with MarketBeat writers covering Micron, Nike, Tesla, Rocket Lab, Adobe, SpaceX and other stocks ahead of key inflation and jobs data.
Summary of the eventQualcomm and Amazon Web Services announced a multi-generation partnership on September 8, 2026, covering two things: custom AI inferenc
What Happened? A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery acros...
What Happened? A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery acros...
Qualcomm shares have rallied 30% since August but still carry a low valuation, as analysts weigh growth in AI data centers and automotive against Apple's move to in-house modem chips.
