QCOMQualcomm

Ranked by relevance and recency.

2 duplicate reports of the same events merged

• 🔥🔥🔥#1Impact1.31%bullishDirectMarvell Technology: Qualcomm Just Entered Its AWS Territory, But The Buy Case Still Holds23d ago

  Qualcomm diversifies into data-center AI silicon, offsetting reliance on its declining handset chipset business (revenue down 4% YoY)

  Impact chain →

  Also named: MRVL · AVGO · AMZN

• 🔥🔥#2Impact1.14%bullish2nd-orderThe 10 biggest announcements from Meta Connect14d ago

  Supplies chips for Meta's smart glasses and VR headsets; shipment volumes expected to grow with new product launches

  Impact chain →

  Also named: META · EL.PA · AAPL · GOOGL · GLW · SONY

• 🔥#3Impact1.14%bullish2nd-orderMark Zuckerberg Lays Out His Vision: Muse AI Agent Fused With Smartglasses14d ago

  Qualcomm supplies the Snapdragon AR chipset in Meta's smartglasses, so hardware feature upgrades support chip orders and design wins

  Impact chain →

  Also named: META · EL.PA · SNAP · AAPL · NVDA · AVGO

• #4Impact1.14%bullish2nd-orderMeta Unveils 3 Smart Glasses With Built-In A.I.2 outlets14d ago

  Its Snapdragon AR platforms power leading smart glasses; Meta's ramp supports wearable-chip volumes

  Impact chain →

  Also named: META · AAPL · EL.PA

• #5Impact1.14%bullish2nd-orderMeta introduces camera-free AI glasses2 outlets14d ago

  Its Snapdragon AR/wearables platform powers Meta's glasses; expanded volumes modestly boost chip orders.

  Impact chain →

  Also named: META · ESLOY

• #6Impact1.11%bearishDirectNvidia Investing $3.5 Billion in Chipmaker MediaTek38d ago

  A Nvidia-backed MediaTek grows more competitive in AI PCs and Arm server/edge markets, directly threatening Qualcomm's Snapdragon PC and mobile turf.

  Impact chain →

  Also named: 2454.TW · NVDA · 2330.TW

• #7Impact1.08%bullish2nd-orderGoogle opens pre-orders for $899 Googlebook laptops built around Gemini AI17d ago

  If the Googlebook runs on ARM-based Snapdragon, Qualcomm gains incremental laptop chip volume.

  Impact chain →

  Also named: GOOGL · MSFT · AAPL · HPQ · DELL · INTC

• #8Impact1.08%bullish2nd-orderGoogle's $899 Googlebook is a bet that you'll buy a new laptop for Gemini17d ago

  If Snapdragon X-series chips power the device, Qualcomm gains an incremental laptop silicon order stream

  Impact chain →

  Also named: GOOG · GOOGL · HPQ · DELL · 0992.HK · AAPL

• #9Impact1.04%bullishDirectNvidia Is Still Top Dog and Qualcomm's Amazon AI Chip Deal Proves It29d ago

  The AWS inference chip deal opens a new data-center AI chip revenue line for Qualcomm, offsetting weakness in its mobile business

  Impact chain →

  Also named: NVDA · AVGO · AMD · AMZN · MSFT · GOOGL

• #10Impact0.93%bullish2nd-orderEmbedding AI into Daily Lives: How Muse Charm, VR Glasses Expand META's Footprint14d ago

  Qualcomm supplies the core processors for Meta's VR headsets, so product expansion supports chip shipment volumes.

  Impact chain →

  Also named: META · SNAP · AAPL · 2354.TW · 6488.TW