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FORGOTTEN HISTORY: 7 | History Defined

Reach the Summit: Qualcomm's Snapdragon event is set for September

Qualcomm revealed the dates for its Snapdragon Summit, and all eyes are eagerly awaiting the next Snapdragon chip for flagships amid rumors.

Android Central

HP's OmniBook 3 16" beats everything else on the budget laptop market right now — if only the pricing were easier to predict

HP's OmniBook 3 16" beats everything else on the budget laptop market right now — if only the pricing were easier to predict

HP's OmniBook 3 16" is often one of the best budget laptops on the market, but its volatile pricing makes my recommendation harder to predict. In any case, it delivers incredible battery life and snappy performance, two features you always want in a PC. Here's my honest opinion after a…

Windows Central

From Zero to $15 Billion, Qualcomm’s AI Roadmap Gets a Boost From Modular Acquisition

From Zero to $15 Billion, Qualcomm’s AI Roadmap Gets a Boost From Modular Acquisition

Qualcomm, which just a few years ago had no data-center revenue, intends to generate $15 billion in data-center sales by 2029.

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Qualcomm targets Nvidia, AMD, Huawei with Dragonfly AI accelerator rack loaded with 43TB of LPDDR5x, future generations set to smash 7PB/s bandwidth

Qualcomm's upcoming rack-scale inference platform, Dragonfly, comes with impressive numbers as it chooses to skip HBM for its more cost-effective and power-efficient proprietary HBC offerings.

Overclocking Qualcomm: Rewiring the AI Compute Market

After a 20%-plus drawdown, QCOM is pursuing $15 billion in data center revenue by fiscal 2029, backed by Meta and Microsoft deployments of its Dragonfly C1000 server CPU.

Qualcomm’s Investor Day Just Changed the Growth Story Forever

Qualcomm's new 2029 non-handset revenue target and blue-chip data center customers make this potentially the most important update in the company's history.

AI spending boom accelerates as Big Tech pours trillions into infrastructure

JPMorgan raised its AI capital spending forecast through 2030 as companies continue to expand AI infrastructure.

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Qualcomm Stock Is Down 14.6% From Its High, But QCOM Faces Too Many Headwinds to Rush In and Buy the Dip

Qualcomm Stock Is Down 14.6% From Its High, But QCOM Faces Too Many Headwinds to Rush In and Buy the Dip

Qualcomm is transforming itself into a diversified AI and semiconductor powerhouse.

Qualcomm’s big AI gamble: Breaking Nvidia’s chips stronghold

Qualcomm’s big AI gamble: Breaking Nvidia’s chips stronghold

CEO Cristiano Amon is betting Qualcomm can gain a foothold in data center AI—and the chipmaker has already lined up clients like Meta and Microsoft.

Apple supplier Tata Electronics tightens internal controls after data breach

Apple supplier Tata Electronics tightens internal controls after data breach

Tata Electronics is investigating a massive data leak on the dark web, reportedly exposing thousands of secret client files from Apple and Tesla. The company has restricted internal system access, hired a global consultant for a forensic audit, and informed authorities and clients. Apple's security team is actively collaborating with…

The Economic Times

Stocks Settle Mixed on Apple Weakness and Chipmaker Strength

Stocks Settle Mixed on Apple Weakness and Chipmaker Strength

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -0.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.75%. September E-mini S&P futures (ESU26 ) rose +0.01%, and September E-mini Nasdaq futures...

US Stocks: Nasdaq, S&P end lower as tech megacap declines outweigh upbeat chip outlook

US Stocks: Nasdaq, S&P end lower as tech megacap declines outweigh upbeat chip outlook

Indian markets saw a mixed close on Thursday. While the Nasdaq and S&P dipped due to Big Tech's AI spending concerns, the Dow edged higher. Investors reacted to fresh economic data showing rising inflation and a robust GDP growth. Despite strong earnings from chipmakers like Micron, worries about the Federal…

The Economic Times

The Galaxy A27 5G's screen is the best thing Samsung could've done to make it interesting

The Galaxy A27 5G's screen is the best thing Samsung could've done to make it interesting

Samsung launched the Galaxy A27 5G, detailing a crucial upgrade to its screen experience.

Android Central

Stocks Erase Early Gain as Megacap Tech Stocks Retreat

Stocks Erase Early Gain as Megacap Tech Stocks Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.20%. September E-mini S&P futures (ESU26 ) are down -0.30%, and September E-mini Nasdaq futures...

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Qualcomm’s $4B AI Deal Takes Aim at NVIDIA’s Software Moat

Qualcomm is aggressively expanding its enterprise artificial intelligence footprint by acquiring Modular and securing major cloud infrastructure partnerships.

Tom’s Hardware

Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds

Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.

The Economic Times

US Stocks | Nasdaq futures surge 2% as chip outlook calms AI jitters; inflation data awaited

Indian markets are set for a positive opening as US futures surged, led by a 2.24% jump in the Nasdaq. Memory chip giants Micron and Qualcomm's strong forecasts for AI demand have reignited optimism, with both stocks soaring in pre-market trading. Investors are keenly awaiting US inflation data later today,…

Stocks Rally Before the Open on Upbeat Micron Earnings, U.S. PCE Inflation Data in Focus

September S&P 500 E-Mini futures (ESU26) are up +0.78%, and September Nasdaq 100 E-Mini futures (NQU26) are up +2.15% this morning as upbeat quarterly results and guidance from memory chipmaker Micron Technology boosted sentiment.

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Tom’s Hardware

Qualcomm reveals HBC near-memory AI architecture, AI250 and AI350 accelerators — touts 6x higher bandwidth-per-watt compared to HBM, 200x capacity compared to on-chip SRAM

Qualcomm unveils HBC near-memory AI architecture, claims it has broken the memory wall.

The Independent UK

Rebound in tech shares pushes Asian shares higher, while oil prices fall

Shares are mostly higher in Asia, led by tech-driven gains in Japan and South Korea

The Economic Times

US Stock Market: AI chip rally reignites as Micron, Qualcomm forecasts add over $400 billion in market value

Chip stocks surged on Wednesday, adding over $400 billion in market value, fueled by optimistic forecasts from Micron Technology and Qualcomm. Micron's strong outlook for memory chips and Qualcomm's ambitious data center growth targets reignited investor confidence in the AI trade. This positive sentiment boosted rivals and equipment suppliers, signaling…

The Economic Times

Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar

Qualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from ‌previous estimates of $22 billion, ⁠and ⁠with handsets only making up a third of its chip revenue by then.

How a $4 Billion Acquisition Could Be Just What Qualcomm Stock Needs to Challenge Nvidia

Qualcomm confirmed its nearly $4 billion acquisition of Modular on Wednesday. Here’s why this transaction is largely positive for QCOM shares.

Qualcomm’s Acquisition of Modular Will Support Growth Acceleration. What That Means for QCOM Stock.

In AI software push, Qualcomm acquires AI startup Modular for $4 billion.

Tom’s Hardware

TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs

TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.

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