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Weiss Asset Management disclosed the sale of 15,659 Qualcomm shares for approximately $2.72 million on December 17, 2025, a mandatory filing related to Qualcomm's acquisition bid for Alphawave IP Group.
S&P 500 companies increased share buybacks by 6.2% to $249.0 billion in Q3 2025, reaching a record $1.020 trillion for the 12 months ending in September.
Qualcomm completed its acquisition of Alphawave Semi on December 18, 2025, causing its stock to rise 1.07% as it expands its AI and data center capabilities.
Stock analysis highlights Qualcomm's 15.3% five-year revenue growth and Blackstone's 19.2% growth, while recommending selling HP due to a 2.8% annual EPS decline.
Sculptor Capital LP disclosed on December 16, 2025, that it increased its short position in Qualcomm by 5,540 shares at a price of $180 per share.
Qualcomm (QCOM) stock has gained 7.5% over the past month, but analyst estimates for the current quarter project a 0.9% year-over-year earnings decrease.
Arm Holdings' stock fell 13% over the past year, a performance that contrasts sharply with its high valuation of 60 times forward earnings.
Companies including Gilead Sciences, Applied Materials, and Qualcomm are leveraging substantial free cash flow—up to $5.7 billion annually—to fund significant shareholder returns through dividends and stock buybacks.
Record third-quarter profits for semiconductor firms, driven by the AI boom, are fueling concerns of a market bubble. Investors are now rotating capital from overvalued tech giants to cyclical and small-cap stocks, signaling a potential shift in market leadership.
Qualcomm has partnered with CP PLUS to integrate its on-device AI technology into the video security market, aiming to capture a share of the rapidly expanding AI video intelligence sector. This strategic move diversifies Qualcomm's revenue streams beyond its core mobile and automotive markets.
Qualcomm (QCOM) stock declined as part of a broader sell-off in the technology sector, driven by investor concerns over valuations and spending in the AI space. The drop came ahead of Qualcomm's upcoming earnings report, heightening investor scrutiny.
Institutional investors are increasing their holdings in semiconductor giants, signaling strong confidence in the sector. Recent filings show significant new and increased positions in Taiwan Semiconductor Manufacturing Company (TSMC) and a disclosure of interest in Qualcomm by a major asset manager.
Zacks.com has featured five companies in its latest analyst blog: Caterpillar, Shopify, Qualcomm, Waterstone Financial, and Tucows. This release occurs as the broader market exhibits significant divergence, with major indices hitting new highs while the technology sector, particularly in AI, faces a downturn.
U.S. tariffs are negatively impacting corporate earnings and global economies, creating headwinds for established companies like Caterpillar and Campbell's. In contrast, technology platforms like Shopify are expanding their market position through strategic integrations with AI and advanced logistics services.
The U.S. Treasury is set to issue new guidance allowing large corporations to bypass the 15% minimum tax and fully claim research and development (R&D) credits, a move expected to significantly benefit technology and pharmaceutical firms.
Chinese telecom firm ZTE Corp. may face a fine exceeding $1 billion from the U.S. government to resolve allegations of foreign bribery. The investigation, which has caused ZTE's shares to fall sharply, adds to the company's history of substantial penalties for regulatory violations.
Aptiv has appointed Håkan Agnevall to its Board of Directors, a strategic move to deepen its focus on vehicle electrification and software. This decision aligns with a broader industry trend where automotive success is increasingly defined by advanced electronics and AI-driven platforms.
Qualcomm has amended its corporate bylaws to allow shareholders with a 25% stake to call special meetings. This governance shift enhances shareholder rights and may increase the company's exposure to activist-led strategic reviews as it diversifies its revenue streams.
Discounted cash flow (DCF) analysis indicates that Booking Holdings (BKNG), QUALCOMM (QCOM), and Reddit (RDDT) are trading below their estimated fair values. This assessment comes amid a broader market rally driven by the Federal Reserve's recent interest rate cuts.
The intense demand for memory components, driven by the artificial intelligence sector, is creating a supply shortage for the broader hardware market. This has led major OEMs like Dell and Lenovo to announce significant price increases for PCs and servers, impacting enterprise and consumer budgets.