iHub News
6日前
Tech Rally and PCE Inflation Relief Lift Wall Street; Nasdaq Futures Surge as Micron Lead Market RallyJune 25, 2026 9:14 AM
IH Market News Dow Jones, S&P 500 and Nasdaq Futures are trading sharply higher this Thursday, fueled by a massive rally in the tech sector and investor relief over official inflation data. Pre-market optimism gained traction after corporate earnings crushed Wall Street estimates, while the macroeconomic landscape offered signs of monetary stability and cooling commodity prices. During pre-market trading, Nasdaq 100 futures surged an impressive 2.3%, leading gains in New York. S&P 500 futures rose 0.8%, while the Dow Jones posted a more modest advance, climbing 143 points (0.3%). In-Line PCE Brings Monetary Relief The day’s primary economic indicator, May’s Personal Consumption Expenditures (PCE) price index—the Federal Reserve’s preferred inflation metric—rose 0.4% for the month, coming in slightly below the 0.5% ceiling projected by economists. Over the past 12 months, the PCE recorded a 4.1% increase. Core PCE, which excludes volatile food and energy prices, rose 0.3% month-over-month and 3.4% year-over-year, landing exactly in line with consensus projections. Although underlying inflation remains above the Fed’s 2% target—justifying keeping interest rates at their current range of 3.50% to 3.75% per year—the market breathed a sigh of relief upon seeing that recent geopolitical shocks have not triggered an uncontrolled inflationary spiral. The 10-year Treasury yield ticked slightly higher by 1 basis point to 4.414%. Oil Erases War Gains, Plummeting Over 1% In the commodities market, the tone was one of sharp decompression. Brent crude futures for August delivery fell 1.4%, trading at $72.68 per barrel, erasing the risk premiums accumulated since the onset of hostilities in the Middle East. West Texas Intermediate (WTI) followed the same downward trend, dropping 1.4% to $69.35. The significant decline comes after the United States and Iran brokered a deal to reopen the Strait of Hormuz, releasing more than 20 oil tankers carrying approximately 35 million barrels of crude oil that had been held in the Persian Gulf for over three months. Citi analysts project that, as flows normalize, Brent should fall into the $60 to $65 range in the coming months. However, Iran’s Islamic Revolutionary Guard Corps Navy issued a warning that traffic will only be tolerated along routes strictly designated by Tehran, keeping geopolitical risks firmly on the radar. Top Corporate Moves on Wall Street Top Gainers Micron Technology (NASDAQ:MU): Shares of the chipmaker skyrocketed nearly 18% after reporting adjusted earnings of $25.11 per share (versus $20.78 expected) and seeing its annualized revenue quadruple to $41.46 billion. The company recorded a historic gross margin of 84.9%, outperforming giants like Meta and Nvidia, and is on track to open at an all-time high. Qualcomm (NASDAQ:QCOM): Surged 9.8% on the back of semiconductor optimism and after nearly doubling its 2029 revenue projection for non-smartphone segments, targeting $40 billion. Memory and Chip Sector: Driven by these results, Western Digital and SanDisk jumped more than 13% and 15%, respectively. Lam Research rose over 7%. Bio-Techne (NASDAQ:TECH): Shares surged 19.3% following confirmation of its acquisition by pharmaceutical giant Merck (NYSE:MRK) for $73 per share. Wendy’s (NASDAQ:WEN): Rose more than 11%, compounding a roughly 32% gain for the week, driven by strong appetite from retail investors. Top Losers: Darden Restaurants (NYSE:DRI): Fell over 3% after presenting a mixed fiscal fourth-quarter report and issuing full-year sales and earnings guidance below FactSet estimates. Amazon (NASDAQ:AMZN): Dipped slightly by 0.5% in pre-market trading. Despite announcing an additional $13 billion mega-investment in artificial intelligence and cloud infrastructure (AWS) in India through 2030, initial investor reaction was cautious regarding the scale of the capital expenditures. Corporate & Finance: JPMorgan Chase (NYSE:JPM): Shares rose 0.2% after the bank named Doug Petno and Troy Rohrbaugh as new co-presidents and heads of the financial institution’s largest divisions. The announcement is part of Jamie Dimon’s succession planning and marks the retirement of executive Marianne Lake. The post Tech Rally and PCE Inflation Relief Lift Wall Street; Nasdaq Futures Surge as Micron Lead Market Rally appeared first on US Editors. Original: Tech Rally and PCE Inflation Relief Lift Wall Street; Nasdaq Futures Surge as Micron Lead Market Rally
US Market News
7日前
Qualcomm Accelerates Diversification with Comprehensive Strategy for Data Center and Sees Multiple Inflection Points Over the Next 3 to 5 YearsJune 24, 2026 4:30 PM
Business Wire – Establishes Strong Foundation for Long-Term Growth in the Agentic Era – – Expands Beyond Silicon to Deliver a Range of Full-Stack AI Platforms, from Edge to Cloud – Qualcomm Incorporated (NASDAQ: QCOM): This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260624286521/en/ Highlights: Raises its fiscal 2029 non-handset revenue target to $40 billion, approximately 2x the prior fiscal 2029 target. Unveils comprehensive data center AI infrastructure strategy with a revenue target of more than $15 billion by fiscal 2029. Expands automotive design-win pipeline to $65 billion and increases its growth target to $10 billion in revenues by fiscal 2029. Expands into robotics and industrial AI platforms as part of the next wave of Physical AI. Anticipates an agent-driven upgrade cycle across the edge in future years. Targets more than $18 non-GAAP EPS in fiscal 2029. Qualcomm Incorporated (NASDAQ: QCOM), a connected computing leader at the center of the AI era, today outlined the acceleration of its diversification strategy and unveiled its comprehensive strategy for the data center, marking its next phase of growth across every tier of the compute continuum, at its 2026 Investor Day. “We are defining Qualcomm’s next chapter as we accelerate our edge diversification strategy, introduce a comprehensive roadmap for next-generation AI data centers, and evolve into a platform company,” said Cristiano Amon, President and CEO, Qualcomm Incorporated. “Our presence across the entire compute continuum and unparalleled technology capabilities, in low-power computing, AI and connectivity put us in a strong position to capture these opportunities.” Updated fiscal 2029 targets for the QCT business include: Non-handset revenues: $40 billion by fiscal 2029 Automotive revenues: $10 billion by fiscal 2029 IoT revenues: More than $14 billion by fiscal 2029 Industrial, networking and robotics: $8 billion Personal AI and Compute: $6 billion Data Center revenues: More than $15 billion by fiscal 2029 Handsets: To represent approximately one-third of QCT revenues by fiscal 2029 Multiple large markets are reaching inflection points, as AI compute becomes increasingly distributed across devices, edge and cloud over the next 3-5 years, including agent-ready edge devices, data center infrastructure, automotive, industrial systems, networking and robotics. Together, these represent a combined total addressable market of approximately $1.7 trillion by 2030. Looking beyond fiscal 2029, Qualcomm sees continued secular growth across data center, robotics, ADAS and autonomous driving, industrial AI, personal AI and 6G, with agentic AI expected to drive a new upgrade cycle across intelligent connected devices. This next phase builds on accelerated diversification and proven operating leverage while funding new growth opportunities. Qualcomm’s strategy was presented by Cristiano Amon along with Akash Palkhiwala, CFO and COO, Qualcomm Incorporated; Tony Pialis, EVP and GM, Data Center, Qualcomm Technologies, Inc.; and Nakul Duggal, EVP and Group GM, Automotive, Industrial and Embedded IoT, and Robotics, Qualcomm Technologies, Inc. Their full presentations and a replay of the event are available here. About Qualcomm Qualcomm is a global computing leader at the center of the AI era, enabling intelligence to scale from the most personal devices to large-scale infrastructure. Building on more than four decades of innovation, we develop platforms and solutions that bring together advanced AI, high-performance, low power computing and industry-leading connectivity—powering products and services used around the world. At Qualcomm, we are engineering human progress. Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering and research and development functions and substantially all of our products and services businesses, including our QCT semiconductor business. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Qualcomm patents are licensed by Qualcomm Incorporated. Qualcomm, Snapdragon, Qualcomm Dragonwing and Qualcomm Dragonfly are trademarks or registered trademarks of Qualcomm Incorporated. Note Regarding Forward-Looking Statements This press release includes forward-looking statements that are inherently subject to risks and uncertainties, including but not limited to statements regarding: our growth and diversification initiatives and opportunities, including in automotive, the internet of things (IoT) and data center; technology trends, including the continued evolution and adoption of AI technologies, the opportunities this creates for our business and the potential benefits to our business thereof; our technologies, technology leadership, technology differentiation and technology roadmap; our business and share trends, as well as market and industry trends, and their potential impact on our business and our positioning to take advantage thereof; anticipated product renewal and device upgrade cycles; market inflection points; our design wins and design-win pipeline; our total addressable market expansion; our business outlook; and our estimates, guidance, targets and planning assumptions related to financial performance, including our various targets for revenues, revenue composition and earnings per share (EPS). Words such as “estimate,” “guidance,” “forecast,” “target,” “expect,” “anticipate,” “intend,” “plan,” “believe,” “seek,” “may,” “will,” “would” and similar expressions or variations of such words are intended to identify forward-looking statements, but are not the exclusive means of identifying forward-looking statements in this release. Actual results may differ materially from those referred to in the forward-looking statements due to a number of important factors, including but not limited to: our dependence on a small number of customers and licensees, and particularly from their sale of premium-tier handset devices; our customers vertically integrating; a significant portion of our business being concentrated in China, which is exacerbated by U.S./China trade and national security tensions; our ability to extend our technologies and products into new and expanded product areas, and industries and applications beyond mobile handsets; our strategic acquisitions, transactions and investments, and our ability to consummate strategic acquisitions; our dependence on a limited number of third-party suppliers; risks associated with the operation and control of our manufacturing facilities; security breaches of our information technology systems, or other misappropriation of our technology, intellectual property or other proprietary or confidential information; our ability to attract and retain qualified employees; the continued and future success of our licensing programs, which requires us to continue to evolve our patent portfolio and to renew or renegotiate license agreements that are expiring; efforts by some OEMs to avoid paying fair and reasonable royalties for the use of our intellectual property, and other attacks on our licensing business model; potential changes in our patent licensing practices, whether due to governmental investigations, legal challenges or otherwise; adverse rulings in governmental investigations or proceedings or other legal proceedings; our customers’ and licensees’ sales of products and services based on cellular and other communications technologies, including 5G, and our customers’ demand for our products based on these technologies; competition in an environment of rapid technological change, and our ability to adapt to such change and compete effectively; failures in our products or in the products of our customers or licensees, including those resulting from security vulnerabilities, defects or errors; difficulties in enforcing and protecting our intellectual property rights; claims by third parties that we infringe their intellectual property; our use of open source software; the cyclical nature of the semiconductor industry, declines in global, regional or local economic conditions, or our stock price and earnings volatility; geopolitical conflicts, natural disasters, pandemics and other health crises, and other factors outside of our control; our ability to comply with laws, regulations, policies and standards; our indebtedness; and potential tax liabilities. These and other risks are set forth in our Quarterly Report on Form 10-Q for the fiscal quarter ended March 29, 2026 filed with the Securities and Exchange Commission (SEC). Our reports filed with the SEC are available on our website at www.qualcomm.com. We undertake no obligation to update, or continue to provide information with respect to, any forward-looking statement or risk factor, whether as a result of new information, future events or otherwise. Note Regarding Use of Non-GAAP Financial Measures The Non-GAAP financial measures presented herein should be considered in addition to, not as a substitute for or superior to, financial measures calculated in accordance with GAAP. In addition, “Non-GAAP” is not a term defined by GAAP, and as a result, our Non-GAAP financial measures might be different than similarly titled measures used by other companies. Reconciliations between GAAP and Non-GAAP financial measures are presented below. FY29 Earnings Per Share (EPS)
Target1 GAAP diluted EPS >$14.50 Less QSI N/P Less share-based compensation N/P Less other items N/P Non-GAAP diluted EPS >$18.00 1. Guidance as of June 24, 2026. Substantially all of the amounts excluded from our FY29 Non-GAAP EPS target relate to share-based compensation. View source version on businesswire.com: https://www.businesswire.com/news/home/20260624286521/en/ Qualcomm Contacts:
Clare Conley, Communications
Phone: 1-858-845-5959
Email: corpcomm @WesternTrader-658-4813
Email: ir@qualcomm.com Original: Qualcomm Accelerates Diversification with Comprehensive Strategy for Data Center and Sees Multiple Inflection Points Over the Next 3 to 5 Years
US Market News
7日前
Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUsJune 24, 2026 3:30 PM
Business Wire Qualcomm Technologies, Inc. (NASDAQ: QCOM): This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260624150329/en/ Highlights: Qualcomm and Meta have announced a collaboration on a multi-generation roadmap for CPU products supporting Meta’s growing compute footprint. Qualcomm’s first-generation Qualcomm Dragonfly™ C1000 CPU will be in production starting in the second half of 2028. Qualcomm Technologies, Inc. (NASDAQ: QCOM) and Meta today announced a strategic multi-generation collaboration for Qualcomm Technologies to be a supplier for data center CPUs for Meta. Qualcomm Technologies’ data center CPU, the Qualcomm Dragonfly™ C1000, is planned to power Meta’s next-generation server fleet, underscoring the growing importance of high-performance, power-efficient compute in large-scale scale-out environments. Qualcomm Technologies’ solutions will be in production starting in the second half of 2028 and future data center capacity expansions. Qualcomm Technologies’ platform approach, spanning advanced compute, high-performance connectivity, and system-level optimization, is designed to deliver substantial performance per watt and help reduce total cost of ownership at scale. “We designed our data center CPU to deliver leading performance per core and a breakthrough in power efficiency for large scale data center deployments, and this multi-generation agreement with Meta is a significant validation of that approach,” said Cristiano Amon, President and CEO, Qualcomm Incorporated. “We’re thrilled to build on our partnership with Meta, expanding from devices to data center. And this is just the beginning.” "We're excited to continue partnering with Qualcomm Technologies as they design the next generation of CPUs for Meta," said Mark Zuckerberg, Founder and CEO, Meta. "Along with our other compute investments, we're quickly building the infrastructure we need to deliver personal superintelligence to everyone in the world.” For more information on Qualcomm Dragonfly solutions please read our data center announcement. About Qualcomm Qualcomm is a global computing leader at the center of the AI era, enabling intelligence to scale from the most personal devices to large scale infrastructure. Building on more than four decades of innovation, we develop platforms and solutions that bring together advanced AI, high performance, low power computing and industry leading connectivity—powering products and services used around the world. At Qualcomm, we are engineering human progress. Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering and research and development functions and substantially all of our products and services businesses, including our QCT semiconductor business. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Qualcomm patents are licensed by Qualcomm Incorporated. Qualcomm, Snapdragon, Qualcomm Dragonwing and Qualcomm Dragonfly are trademarks or registered trademarks of Qualcomm Incorporated. View source version on businesswire.com: https://www.businesswire.com/news/home/20260624150329/en/ Qualcomm Contacts:
Clare Conley, Communications
Phone: 1-858-845-5959
Email: corpcomm @WesternTrader-658-4813
Email: ir@qualcomm.com Original: Qualcomm and Meta Announce Strategic Multi-Generation Agreement on Data Center CPUs
US Market News
7日前
Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly PortfolioJune 24, 2026 3:30 PM
Business Wire Qualcomm Technologies, Inc. (NASDAQ: QCOM): This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260624731900/en/ Highlights: Introducing new data center solutions, including the Qualcomm Dragonfly C1000 CPU, Qualcomm High Bandwidth Compute (HBC), Qualcomm Dragonfly AI300 inference accelerator, and leading connectivity products, together with custom silicon solutions. Qualcomm Dragonfly AI300 joins AI200 and AI250 in our multi-generation AI accelerator roadmap with an annual cadence. New Qualcomm High Bandwidth Compute (HBC) technology breaks memory wall with lower energy per token. Multi-year, multi-generation data center agreements from leading AI and data center companies. Broad industry support from over 35 leaders across technology ecosystems. Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced at its Investor Day, new data center solutions, including the Qualcomm Dragonfly™ C1000 CPU, Qualcomm® High Bandwidth Compute (HBC), Qualcomm Dragonfly™ AI300 inference accelerator, and connectivity products, together with custom silicon solutions, all engineered to maximize performance per watt and token throughput at lower total cost of ownership. The new platforms highlight Qualcomm Technologies’ growing role in building full-stack data center infrastructure optimized for AI, spanning agentic and data-center-class CPUs, AI inference accelerators, high-performance connectivity, and at scale custom silicon solutions. The Qualcomm Dragonfly AI300 joins the previously announced Qualcomm Dragonfly AI200 and AI250 in its data center solutions portfolio with an annual cadence AI accelerator roadmap. “Agentic AI is driving a significant increase in demand for AI inference in the data center. As these become the dominant workloads, infrastructure has to deliver much higher performance at lower power and cost,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “That plays directly to Qualcomm’s strengths, and we’re well positioned for this shift. With Qualcomm Dragonfly, we’re bringing our high-performance, low-power computing into the data center, with multi-year, multi-generation agreements with leading customers.” Inference-First Platforms Built for Hyperscalers Qualcomm Technologies draws on decades of expertise in systems-on-chips (SoCs), low-power design, high-performance processing, and leading IP, combined with experience engineering over 40 billion components, to deliver disaggregated, rack-scale AI infrastructure designed for data-center-grade, agent-intensive AI inference workloads at hyper scale. These innovations enable improved token economics, low latency, simplified integration, scalable deployment, and lower total cost of ownership. As agentic AI dramatically increases token demand, Qualcomm Technologies’ solutions are optimized for tokens-per-watt as the key lever to reduce total cost of ownership (TCO). “What enterprises need now goes far beyond individual components. Orchestrating multiple types of compute across distributed, always-on infrastructure is critical,” said Tony Pialis, EVP and GM of Data Center, Qualcomm Technologies, Inc. “With Qualcomm Dragonfly, we’re bringing together compute, AI, memory, and connectivity into a unified, rack-scale platform designed for increasingly complex, agent-driven workloads while addressing key bottlenecks in memory bandwidth and power consumption. This builds on what Qualcomm Technologies has been delivering for decades: high-performance, low-power compute at scale, now applied to the data center in a way that very few companies can match.” From Silicon to Rack: A Disaggregated, Rack-Scale AI Inference Platform Qualcomm Dragonfly C1000 CPU Purpose-built data center CPU designed for leadership performance and utilization for agentic, general-purpose, and AI head node workloads at best-in-class power efficiency and TCO Custom-designed Qualcomm Oryon™ CPU cores optimized for core performance and frequencies > 5 GHz to deliver superior performance for agentic workload deployed at scale 250+ core count chiplet design for exceptional throughput and scale while delivering exceptional per-core performance > 2x better performance per watt estimate compared to existing product benchmarks for server CPU competitive offerings based on specs Architected and designed for best throughput, responsiveness, and infrastructure utilization for critical data center usages and lowering CapEx and OpEx to deliver best-in-class performance per TCO leadership at scale Multi-chiplet architecture enabling modular integration with advanced packaging technologies for performance and IO scaling addressing general-purpose to AI CPUs in the data center domain > 2 TB/s leading-edge PCIe Gen 7 connectivity, plus CXL connectivity, to support next-generation accelerators, high-speed networking & storage and memory disaggregation Memory sub-system built to deliver superior bandwidth, capacity, latency and power efficiency using leading-edge low-power memory technology CPU-based inference with optional HBC attach Built with advanced reliability, availability, and serviceability (RAS) features, including ECC, fault isolation, and error recovery to enable resilient operation at scale Support for both air and liquid cooling, enabling deployment across diverse data center environments with OCP ORv3 compliant racks and servers CPU portfolio includes: agentic CPU designed for high-throughput agentic orchestration and low latency interactive AI use cases; general-purpose CPU designed for optimal performance-per-TCO for first-party workload and performance-per-vCPU for third-party usage elasticity; AI head node CPU designed to maximize XPU utilization of XPU for generative AI compute through low overhead host processing through high-speed CPU Commercial availability is expected in 2028 Qualcomm High Bandwidth Compute (HBC) Innovative purpose-built near-memory computing architecture that bonds compute with highly-accelerated memory bandwidth in a 3D-stacked silicon solution to address AI’s fundamental data movement bottleneck HBC has a multi-generation roadmap to deliver faster, more efficient, and more scalable processing at lower total cost of ownership and higher energy efficiency compared to high bandwidth memory (HBM) With HBC Gen 1, AI250 is designed to enable an industry-leading 133 TB/s per card, an 18x increase in effective memory bandwidth compared to AI200 with LPDDR5X; AI300 with HBC Gen 2 is designed to enable another stepwise improvement with a 54x increase over AI200 HBC is designed to enable a 6x increase in bandwidth per watt versus HBM compared to competing published product specifications normalized at card-level HBC is designed to enable a 200x increase in capacity per watt versus SRAM compared to competing published product specifications normalized at rack-level HBC is designed to enable efficient scaling of AI agents to meet the demands of continuous reasoning, memory bandwidth, and real-time responsiveness Our strategic relationships with the supply chain and unique implementation addresses near-memory computing complexity due to 3D integration leadership, system-level design, LPDDR leadership, and power efficiency expertise Commercial sampling of HBC Gen 1 with AI250 is expected in mid-2027 Qualcomm Dragonfly AI300 (Card and Rack) Third-generation, air- and direct-liquid-cooled rack-level AI inference platform – following the introduction of the AI200 and AI250 solutions last October AI300 integrates breakthrough Qualcomm HBC Gen 2 technology for compute acceleration with integrated memory and increased effective memory bandwidth, designed for disaggregated inference deployments (AI250 uses HBC Gen 1) Enables industry-leading memory capacity and effective bandwidth enabling high-throughput, low-latency performance for large language & multimodal model (LLM, LMM) inference and agentic AI workloads Expecting 4x-8x better performance-per-watt compared to existing GPU-based architectures on memory bandwidth per watt per card Scale up with UALink (Ultra Accelerator Link) and ESUN (Ethernet for Scale-Up Networking); scale out with copper and optical Commercial sampling is expected in 2028 Custom Silicon Performance-optimized silicon at scale for next-generation AI and cloud data center infrastructure Bespoke custom silicon for agentic AI and other specialized workloads End-to-end co-design capabilities across silicon, system, and software to address customer-specific performance, power, and integration requirements Advanced packaging and modular architectures designed to improve performance, power efficiency, and scalability Proven IP and streamlined design execution to support faster time-to-market and reduced execution risk Execution from design through high-volume manufacturing, supported by ecosystem and supply chain relationships Connectivity Broad connectivity portfolio spanning die-to-die, copper, optical, and campus-reach interconnects for next-generation AI data centers Supports high-bandwidth 800G and 1.6T connectivity across optical, AOC, and AEC applications, from intra-data-center links to campus-reach deployments up to 20 km Combines Qualcomm Technologies’ SerDes, PAM4, coherent-lite DSP, signal integrity, and telemetry capabilities to support scalable, high-performance AI infrastructure Addresses data movement bottlenecks that are central to AI data center performance in increasingly distributed, disaggregated, and bandwidth-intensive infrastructure Across the Ecosystem In addition to the new Qualcomm Dragonfly data center portfolio, Qualcomm Technologies announced a multi-year, multi-generation agreement with Meta. Qualcomm Technologies and Meta today announced a strategic multi-generation collaboration for Qualcomm Technologies to be a supplier for data center CPUs for Meta. Qualcomm Technologies’ data center CPU, the Qualcomm Dragonfly™ C1000, is planned to power Meta’s next-generation server fleet, underscoring the growing importance of high-performance, power-efficient compute in large-scale, scale-out environments. Additionally, over 35 global leaders across the technology and AI ecosystems are also sharing their support for Qualcomm Technologies’ data center vision and commercial solutions including Advantest, Arista, Astera, Cirrascale, Compal, Confidential Core AI , Core42, Delta, Fibercop, Foxconn, GIGABYTE Technology, HUMAIN, Inventec, IONOS, Lenovo, Master Works, Microchip Technology, Micron Technology, Nanya Technology, NEC, NeuReality, Quanta, Pegatron Corporation, Samsung SDS, Saptiva AI , SK hynix America, Supermicro, Teradyne, TeraHop, UMC, VAST Data, Viettel IDC, VNPT Group, and Wistron. Read ecosystem partner quotes here. Qualcomm Technologies is committed to a multi-generation data center roadmap with an annual cadence focused on advancing AI inference performance, energy efficiency, and total cost of ownership. For more information, visit our website. About Qualcomm Qualcomm is a global computing leader at the center of the AI era, enabling intelligence to scale from the most personal devices to large-scale infrastructure. Building on more than four decades of innovation, we develop platforms and solutions that bring together advanced AI, high-performance low-power computing, and industry-leading connectivity—powering products and services used around the world. At Qualcomm, we are engineering human progress. Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering and research and development functions and substantially all of our products and services businesses, including our QCT semiconductor business. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Qualcomm patents are licensed by Qualcomm Incorporated. Qualcomm, Snapdragon, Qualcomm Dragonwing and Qualcomm Dragonfly are trademarks or registered trademarks of Qualcomm Incorporated. View source version on businesswire.com: https://www.businesswire.com/news/home/20260624731900/en/ Qualcomm Contacts:
Clare Conley, Communications
Phone: 1-858-845-5959
Email: corpcomm @WesternTrader-658-4813
Email: ir@qualcomm.com Original: Qualcomm Unveils Comprehensive Data Center Roadmap for the Agentic AI Era with New Qualcomm Dragonfly Portfolio
iHub News
1週前
SpaceX Extends Decline as Tech Stocks Retreat and Investors Reassess AI Spending: Dow Jones, S&P, Nasdaq, Wall Street FuturesJune 23, 2026 6:47 AM
IH Market News Technology Shares Weigh on U.S. Market Outlook Wall Street appeared headed for a weaker start on Tuesday as investors continued to rotate out of technology stocks amid concerns over persistent interest rate pressures and the enormous capital requirements associated with artificial intelligence infrastructure. Nasdaq futures led losses after another decline in SpaceX (NASDAQ:SPCX), while falling oil prices provided a separate focal point for investors as diplomatic progress between the United States and Iran reduced concerns over energy supply disruptions. Meanwhile, fresh acquisition activity in the AI sector and renewed government support for quantum computing highlighted the ongoing competition for next-generation technology leadership. Nasdaq Futures Under Pressure U.S. equity futures moved lower before the opening bell, with technology stocks once again leading the decline. By 04:33 ET, Nasdaq 100 futures had fallen 2.8%, while S&P 500 futures were down 1.45%. Dow Jones futures declined 0.7%. The weakness reflects growing investor concern that U.S. interest rates could remain elevated for longer than previously anticipated. At the same time, questions are emerging about whether current levels of AI-related investment can be sustained indefinitely. After leading market gains over the past year, technology and semiconductor shares have become increasingly vulnerable to profit-taking and valuation scrutiny. SpaceX Sell-Off Continues SpaceX (NASDAQ:SPCX) remained under pressure after suffering a sharp decline in the previous session. The stock dropped 16.4% on Monday and fell a further 2.9% in premarket trading. The latest weakness followed a more cautious assessment from KeyBanc, which argued that the company’s valuation had become increasingly demanding after its rapid rally following its stock market debut. SpaceX closed Monday at $154.59, only modestly above its IPO opening price of $150 and significantly below recent highs above $225. The decline has erased approximately $400 billion in market value and intensified debate over whether the company’s long-term growth opportunities justify its current valuation. The company also announced a senior notes offering and disclosed cash and cash equivalents exceeding $100 billion as of June 19. Qualcomm Pursues Additional AI Expansion Qualcomm (NASDAQ:QCOM) is reportedly close to acquiring AI chip startup Modular in a transaction that could value the company at approximately $4 billion, according to Bloomberg. The reported valuation is more than twice the level achieved in Modular’s funding round less than a year ago, reflecting the premium being placed on AI-related assets. Qualcomm continues to broaden its strategy beyond smartphones, targeting growth opportunities in artificial intelligence, data centres and autonomous vehicles. The company is also reportedly evaluating a separate acquisition involving AI startup Tenstorrent. The potential transaction highlights the increasingly competitive race among established technology firms to strengthen their AI capabilities. Oil Prices Extend Recent Decline Energy markets continued to move lower following significant losses in the previous session. Oil prices weakened further as investors grew more confident that progress in U.S.-Iran negotiations could ultimately increase global crude supplies. Market sentiment improved after Washington issued a 60-day licence permitting the sale and import of Iranian crude oil and petroleum products as part of ongoing diplomatic discussions. The development follows reports of progress toward a broader agreement and an extension of the current ceasefire framework. Lower oil prices could help ease inflationary pressures globally, although continued weakness may create challenges for energy producers. Quantum Computing Receives Policy Boost Quantum computing stocks advanced after President Donald Trump signed executive orders designed to accelerate development of the technology in the United States. The measures aim to support the deployment of a research-capable quantum computer by 2028 while also accelerating the implementation of quantum-resistant cybersecurity systems across federal agencies. Investors responded positively, driving gains in companies including Infleqtion (NYSE:INFQ), Rigetti Computing (NASDAQ:RGTI), D-Wave Quantum (NYSE:QBTS) and IonQ (NASDAQ:IONQ). IBM also moved higher after receiving favourable comments from Trump regarding CEO Arvind Krishna. The latest policy initiatives underscore Washington’s growing focus on quantum computing as a strategic technology area. Investors Look Beyond the AI Boom While artificial intelligence remains a dominant investment theme, the latest market moves suggest investors are becoming more selective about valuations and future growth assumptions. At the same time, government support for emerging technologies such as quantum computing highlights the possibility that the next major innovation cycle may already be beginning to take shape. SpaceX stock price Qualcomm stock price Infleqtion stock price Rigetti Computing stock price D-Wave Quantum stock price IonQ stock price IBM stock priceThe post SpaceX Extends Decline as Tech Stocks Retreat and Investors Reassess AI Spending: Dow Jones, S&P, Nasdaq, Wall Street Futures appeared first on US Editors. Original: SpaceX Extends Decline as Tech Stocks Retreat and Investors Reassess AI Spending: Dow Jones, S&P, Nasdaq, Wall Street Futures
iHub News
2月前
U.S. stocks set for higher open as tech earnings boost sentiment: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 30, 2026 9:25 AM
IH Market News
U.S. stock futures are pointing to a stronger start on Thursday, suggesting markets could move higher after finishing the previous session with little overall direction.Early momentum appears driven by a positive market reaction to the latest earnings releases from major technology companies.Shares of Alphabet (NASDAQ:GOOGL) are soaring 7.1% in premarket trading after the Google parent reported first-quarter revenue above expectations.E-commerce giant Amazon (NASDAQ:AMZN) is also climbing 3.7% ahead of the open after delivering quarterly results that topped analyst forecasts.Qualcomm (NASDAQ:QCOM) is seeing notable premarket gains as well, following better-than-expected fiscal second-quarter earnings.In contrast, shares of Meta Platforms (NASDAQ:META) are dropping 7.8% in premarket trading. While the company beat expectations for the quarter, its increased capital spending outlook weighed on investor sentiment.A decline in oil prices is also supporting early gains on Wall Street, with U.S. crude futures falling more than 1% despite ongoing concerns tied to the Middle East conflict.
Markets ended previous session mixed
After Tuesday’s pullback, Wednesday’s session saw stocks move without clear direction. Both the Nasdaq and the S&P 500 fluctuated around the unchanged line before closing mixed.The tech-heavy Nasdaq edged up 9.44 points, or less than 0.1%, to 24,673.24, while the S&P 500 slipped 2.85 points, also less than 0.1%, to 7,135.95.Meanwhile, the Dow Jones Industrial Average declined more noticeably, falling 280.12 points, or 0.6%, to 48,861.81, pressured by sharp losses in Boeing (NYSE:BA), IBM (NYSE:IBM) and Travelers (NYSE:TRV).
Investors cautious ahead of key catalysts
The subdued performance reflected investor caution ahead of major earnings announcements from large-cap technology companies.Alphabet (NASDAQ:GOOGL), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) were among the firms reporting results after the close.Market participants were also focused on the latest policy decision from the Federal Reserve, which kept interest rates unchanged in a closely divided vote.The Fed maintained its target range for the federal funds rate at 3.50% to 3.75%, citing its dual mandate of maximum employment and stable inflation around 2% over the long term.Beth Hammack, Neel Kashkari and Lorie Logan supported holding rates steady but “did not support inclusion of an easing bias in the statement at this time.”The trio reportedly objected to language referencing “additional adjustments to the target range,” given that the Fed’s most recent actions have been rate cuts.
Sector moves show divergence
Despite the broader market’s muted tone, some sectors posted strong gains. Networking stocks led the advance, with the NYSE Arca Networking Index jumping 4.8% to a record close.Energy shares also rallied alongside oil prices, pushing the NYSE Arca Oil Index up 3.2%.Semiconductor, computer hardware and oil services stocks showed solid gains as well, while gold, airline and steel stocks moved lower during the session.Alphabet stock priceAmazon stock priceQualcomm stock priceMeta stock priceBoeing stock priceIBM stock priceTravelers Companies stock priceMicrosoft stock price
Original: U.S. stocks set for higher open as tech earnings boost sentiment: Dow Jones, S&P, Nasdaq, Wall Street Futures
iHub News
2月前
U.S. stocks seen opening lower after report on OpenAI raises concerns: Dow Jones, S&P, Nasdaq, Wall Street FuturesApril 28, 2026 9:19 AM
IH Market News
U.S. stock futures point to a weaker start on Tuesday, suggesting equities could come under pressure following a mixed and volatile session the day before.Technology shares are expected to lead declines, highlighted by a 1.3% drop in Nasdaq 100 futures.Stocks linked to artificial intelligence infrastructure may face selling pressure after The Wall Street Journal reported that OpenAI recently failed to meet its internal targets for both user growth and revenue.According to sources cited in the report, the shortfall has sparked concern among some executives about whether the company can sustain its heavy investment in data centers.Oracle (NYSE:ORCL), which has a long-term partnership with OpenAI focused on AI infrastructure, is falling 6.5% in premarket trading.Semiconductor names are also under pressure, with Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD) and Qualcomm (NASDAQ:QCOM) all posting notable premarket declines.Geopolitical tensions may further weigh on sentiment, as indications suggest the Trump administration is unlikely to accept Iran’s proposal to reopen the Strait of Hormuz while postponing discussions on its nuclear program.Following strong gains last Friday, markets delivered a subdued performance on Monday. Major indices fluctuated around the flatline throughout the session before finishing with little overall movement.The Nasdaq rose 50.50 points, or 0.2%, to 24,887.10, and the S&P 500 edged up 8.83 points, or 0.1%, to 7,173.91—both reaching fresh record closing highs. Meanwhile, the Dow slipped 62.92 points, or 0.1%, to 49,167.79.The lack of clear direction reflected investor caution amid uncertainty surrounding developments in the Middle East, particularly after U.S.-Iran talks stalled over the weekend.As negotiations enter a more uncertain phase, reports indicate Iran has proposed reopening the Strait of Hormuz and ending the conflict, while delaying talks on its nuclear program.Corporate earnings are likely to take center stage in the coming days, with five of the “Magnificent Seven” companies scheduled to release results this week.Investors are also closely watching the Federal Reserve’s policy decision due on Wednesday.While the Fed is widely expected to keep rates unchanged, its accompanying statement may offer insights into the future path of monetary policy.Sector performance on Monday was generally muted, mirroring the broader market’s lack of momentum.Airline stocks were among the biggest decliners, with the NYSE Arca Airline Index falling 2.1%.Gold-related shares also showed weakness, as the NYSE Arca Gold Bugs Index dropped 1.8%.Telecom, networking and pharmaceutical stocks moved lower as well, while banking shares posted gains.Oracle stock priceNvidia stock priceBroadcom stock priceAdvanced Micro Devices stock priceQualcomm stock price
Original: U.S. stocks seen opening lower after report on OpenAI raises concerns: Dow Jones, S&P, Nasdaq, Wall Street Futures
US Market News
2月前
Qualcomm Recommends Stockholders Reject Mini-Tender Offer by Tutanota LLCApril 17, 2026 4:30 PM
Business Wire
Qualcomm is Not Associated in Any Way with Tutanota or its Mini-Tender Offer
Qualcomm Incorporated (Nasdaq: QCOM) has been notified of an unsolicited “mini-tender” offer by Tutanota LLC (“Tutanota”) to purchase up to 500,000 shares, which is less than 0.05%, of Qualcomm’s outstanding common stock at a price of $150.00 per share. The offer price of $150.00 per share is conditioned on, among other things, the closing price per share of Qualcomm’s common stock exceeding $150.00 on the last trading day before the offer expires. This means that unless this condition is waived by Tutanota, Qualcomm stockholders who tender their shares in the offer will receive a below-market price. Tutanota can extend the offer for successive periods of 45 to 180 days and has stated that it expects to extend the offer until the market price of Qualcomm common stock exceeds the offer price, in which case payment would be delayed beyond the scheduled expiration date of April 27, 2026.
Qualcomm does not endorse Tutanota’s mini-tender offer and recommends that Qualcomm stockholders do not tender their shares because the offer requires that the closing price for Qualcomm common stock exceed the offer price, and the offer is subject to numerous additional conditions, including Tutanota obtaining financing for the offer. There is no guarantee the conditions of the offer will be satisfied. Qualcomm is in no way associated with Tutanota, the mini-tender offer or the offer documentation.
According to Tutanota’s offer documents, Qualcomm stockholders who have already tendered their shares may withdraw their shares at any time prior to 5:00 p.m. Eastern Time on Monday, April 27, 2026, by following the procedures described in the offer documents.
Tutanota has made other similar mini-tender offers for shares of other publicly traded companies. Mini-tender offers are designed to seek to acquire less than five percent of a company’s outstanding shares, thereby avoiding many disclosure and procedural requirements of the Securities and Exchange Commission (“SEC”) that apply to offers for more than five percent of a company’s outstanding shares. As a result, mini-tender offers do not provide investors with the same level of protections as provided by larger tender offers under United States securities laws.
The SEC has cautioned investors about mini-tender offers, stating that “Investors need to scrutinize mini-tender offers carefully. Some bidders make mini-tender offers at below-market prices, hoping that they will catch investors off guard if the investors do not compare the offer price to the current market price.” The SEC’s Tips for Investors regarding mini-tender offers may be found on the SEC’s website at www.sec.gov/investor/pubs/minitend.htm.
Qualcomm encourages brokers and dealers, as well as other market participants, to review the SEC’s letter regarding broker-dealer mini-tender offer dissemination and disclosures at www.sec.gov/divisions/marketreg/minitenders/sia072401.htm and the NASD Notice to Members 99-53 issued in July 1999 regarding guidance to members forwarding mini-tender offers to their customers, which can be found at www.finra.org/sites/default/files/NoticeDocument/p004221.pdf.
About Qualcomm
Qualcomm relentlessly innovates to deliver intelligent computing everywhere, helping the world tackle some of its most important challenges. Building on our 40 years of technology leadership in creating era-defining breakthroughs, we deliver a broad portfolio of solutions built with our leading-edge AI, high-performance, low-power computing, and unrivaled connectivity. Our Snapdragon® platforms power extraordinary consumer experiences, and our Qualcomm Dragonwing™ products empower businesses and industries to scale to new heights. Together with our ecosystem partners, we enable next-generation digital transformation to enrich lives, improve businesses, and advance societies. At Qualcomm, we are engineering human progress.
Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering and research and development functions and substantially all of our products and services businesses, including our QCT semiconductor business. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Qualcomm patents are licensed by Qualcomm Incorporated.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260417277916/en/
Brett Simpson
Investor Relations
1-858-658-4813
ir@qualcomm.com
Clare Conley
Media Relations
1-858-845-5959
corpcomm@qualcomm.com
Original: Qualcomm Recommends Stockholders Reject Mini-Tender Offer by Tutanota LLC
US Market News
3月前
Qualcomm augmente son dividende trimestriel en espèces et annonce avoir autorisé un nouveau programme de rachat d’actions pour un montant de 20 milliards USDMarch 18, 2026 6:42 AM
Business Wire
Qualcomm Incorporated (NASDAQ : QCOM) a annoncé aujourd’hui que son conseil d’administration avait approuvé une hausse du dividende trimestriel en espèces de la Société, lequel passe de 0,89 USD à 0,92 USD par action ordinaire. Cette augmentation s’appliquera aux dividendes trimestriels payables à compter du 26 mars 2026, portant ainsi le dividende annualisé à 3,68 USD par action ordinaire.
Par ailleurs, le conseil d’administration a approuvé un nouveau programme de rachat d’actions pour un montant de 20 milliards USD avec effet immédiat. Cette nouvelle autorisation de rachat vient s’ajouter au programme de rachat d’actions de la Société annoncé en novembre 2024, dont il reste environ 2,1 milliards USD à utiliser. Le nouveau programme de rachat d’actions n’est soumis à aucune date d’expiration. Le calendrier des rachats d’actions et le nombre d’actions ordinaires à racheter dépendront des conditions du marché et d’autres facteurs. Les rachats entrant dans le cadre de ce programme pourront être lancés ou suspendus à tout moment, à la discrétion de la Société et sans préavis. Les rachats pourront être effectués sur le marché libre, par le biais de programmes conformes à la règle 10b5-1, de programmes accélérés de rachat d’actions, dans le cadre de transactions négociées de gré à gré ou par le recours à des instruments dérivés.
« Conformément à notre engagement de restituer du capital à nos actionnaires, nous nous réjouissons que notre conseil d’administration ait approuvé une augmentation de notre dividende trimestriel et autorisé ce nouveau programme de rachat d’actions », a déclaré Cristiano Amon, PDG de Qualcomm Incorporated. « Tandis que nous continuons à étendre notre leadership technologique et commercial dans différents secteurs d’activité, nous restons concentrés sur le rendement pour nos actionnaires et sur la mise en œuvre de nos projets de diversification en cours, tout en maintenant une discipline opérationnelle rigoureuse. »
À propos de Qualcomm
Qualcomm innove sans relâche pour fournir une informatique intelligente aidant le monde entier à relever certains de ses défis les plus importants. Forts de nos 40 années de leadership technologique dans la création d'avancées révolutionnaires, nous fournissons un large portefeuille de solutions construites avec notre IA de pointe, notre calcul haute performance à faible puissance et notre connectivité inégalée. Nos plateformes Snapdragon® assurent des expériences extraordinaires pour les consommateurs, et nos produits Qualcomm Dragonwing™ permettent aux entreprises et aux industries d'atteindre de nouveaux sommets. En collaboration avec nos partenaires de l'écosystème, nous permettons à la transformation numérique de nouvelle génération d'enrichir des vies, d'améliorer les entreprises et de faire progresser les sociétés. Chez Qualcomm, nous concevons le progrès humain.
Qualcomm Incorporated comprend QTL, notre activité de licences, et la majeure partie de notre portefeuille de brevets. Qualcomm Technologies Inc., une filiale de Qualcomm Incorporated, exploite, avec ses filiales, la quasi-totalité de nos activités d’ingénierie, de recherche et développement et la quasi-totalité de nos activités de produits et services, notamment QCT, notre activité de semi-conducteurs. Les produits de marque Snapdragon et Qualcomm sont des produits de Qualcomm Technologies Inc. et/ou de ses filiales. Les brevets Qualcomm sont sous licence de Qualcomm Incorporated. Pour plus d’informations, visiter le site Web www.qualcomm.com.
Note concernant les déclarations prospectives
Outre des informations historiques, le présent communiqué de presse contient des déclarations prospectives. De telles déclarations prospectives ne sont valables qu’à la date du présent communiqué et sont basées sur nos hypothèses, attentes et croyances actuelles, ainsi que sur les informations dont nous disposons actuellement. Ces déclarations prospectives, qui couvrent notamment, mais sans s’y limiter, celles concernant les montants devant être rachetés dans le cadre de nos programmes de rachat d’actions, le calendrier de ces rachats et les types d’opérations par lesquelles les actions pourront être rachetées, notre engagement à restituer du capital aux actionnaires, l’extension de notre leadership technologique et commercial dans l’ensemble des secteurs verticaux, ainsi que nos opportunités de diversification et notre rigueur opérationnelle, sont intrinsèquement soumises à des risques et à des incertitudes. Les dividendes et les rachats d’actions passés ne garantissent en rien les dividendes ou rachats d’actions futurs, tandis que le moment et le montant des futurs dividendes ou rachats d’actions, le cas échéant, pourraient varier de manière considérable par rapport aux dividendes ou rachats d’actions passés et aux attentes actuelles. Les déclarations prospectives sont généralement identifiables à l’emploi de mots tels que « estimer », « conseil », « s’attendre à », « anticiper », « avoir l’intention de », « planifier », « croire », « chercher à », ainsi que d’autres expressions similaires. Les résultats réels pourraient différer sensiblement de ceux mentionnés dans les déclarations prospectives en raison de plusieurs facteurs importants, y compris, mais sans s’y limiter : une détérioration de nos résultats d’exploitation futurs, de notre situation financière, de nos flux de trésorerie ou de nos perspectives commerciales ; une décision de notre conseil d’administration estimant que le versement de dividendes ou le rachat d’actions n’est pas dans l’intérêt supérieur de la Société et de ses actionnaires ; des exigences imprévues, non planifiées ou alternatives concernant notre trésorerie disponible ou à l’utilisation de cette dernière, y compris, mais sans s’y limiter, à des fins d’acquisitions commerciales potentielles ou d’autres transactions stratégiques ; des restrictions légales ou contractuelles pesant sur le paiement de dividendes ou les rachats d’actions, y compris en vertu d’accords de crédit ou d’autres accords de financement ; des changements dans les lois fiscales ou autres lois relatives aux dividendes ou aux rachats d’actions ; des changements dans les conditions économiques, commerciales et politiques générales ; ainsi que d’autres risques détaillés dans notre rapport trimestriel sur le formulaire 10-Q pour le trimestre fiscal clos le 28 décembre 2025, déposé auprès de la Securities and Exchange Commission (SEC). Nos rapports déposés auprès de la SEC sont disponibles sur notre site web www.qualcomm.com. Nous ne sommes nullement tenus de mettre à jour, ou de continuer à fournir des informations concernant toute déclaration prospective ou tout facteur de risque, que ce soit à la suite de nouvelles informations, d’événements futurs ou pour toute autre raison.
Le texte du communiqué issu d’une traduction ne doit d’aucune manière être considéré comme officiel. La seule version du communiqué qui fasse foi est celle du communiqué dans sa langue d’origine. La traduction devra toujours être confrontée au texte source, qui fera jurisprudence.
Consultez la version source sur businesswire.com : https://www.businesswire.com/news/home/20260317936781/fr/
Contact pour Qualcomm :
Brett Simpson, Relations avec les investisseurs
Tél. : 1-858-658-4813
Courriel : ir@qualcomm.com
Original: Qualcomm augmente son dividende trimestriel en espèces et annonce avoir autorisé un nouveau programme de rachat d’actions pour un montant de 20 milliards USD
US Market News
3月前
Qualcomm erhöht vierteljährliche Bardividende und kündigt neue Ermächtigung zum Rückkauf eigener Aktien über 20 Milliarden US-Dollar anMarch 18, 2026 6:42 AM
Business Wire
Qualcomm Incorporated (NASDAQ: QCOM) gab heute bekannt, dass sein Verwaltungsrat eine Erhöhung der vierteljährlichen Bardividende des Unternehmens von 0,89 US-Dollar auf 0,92 US-Dollar je Stammaktie beschlossen hat. Diese Dividendenerhöhung gilt für Quartalsdividenden, die nach dem 26. März 2026 zur Auszahlung kommen, und hebt die Dividende auf Jahresbasis auf 3,68 US-Dollar je Stammaktie an.
Zusätzlich hat der Verwaltungsrat mit sofortiger Wirkung eine neue Ermächtigung zum Rückkauf eigener Aktien über 20,0 Milliarden US-Dollar beschlossen. Diese neue Ermächtigung kommt zusätzlich zu dem im November 2024 angekündigten Aktienrückkaufprogramm des Unternehmens hinzu, für das noch Rückkaufkapazität von rund 2,1 Milliarden US-Dollar verfügbar ist. Das neue Aktienrückkaufprogramm ist nicht befristet. Zeitpunkt sowie Umfang der Aktienrückkäufe hängen von den jeweiligen Marktbedingungen und anderen Faktoren ab. Rückkäufe im Rahmen dieses Programms können nach Ermessen des Unternehmens jederzeit ohne vorherige Ankündigung aufgenommen oder ausgesetzt werden. Die Rückkäufe können am offenen Markt, im Rahmen von 10b5-1-Programmen, über beschleunigte Aktienrückkaufprogramme, in privat ausgehandelten Transaktionen oder mithilfe derivativer Instrumente erfolgen.
„Im Einklang mit unserem Bestreben, Kapital an unsere Aktionäre zurückzuführen, freuen wir uns, dass unser Verwaltungsrat eine Erhöhung unserer Quartalsdividende sowie eine neue Ermächtigung zum Rückkauf eigener Aktien beschlossen hat“, sagte Cristiano Amon, Präsident und Geschäftsführer von Qualcomm Incorporated. „Während wir unsere Technologie- und Produktführerschaft in verschiedenen Branchen weiter ausbauen, bleiben wir darauf fokussiert, für unsere Aktionäre Wert zu schaffen sowie zugleich unsere laufenden Diversifizierungsinitiativen mit Disziplin im Geschäftsbetrieb umzusetzen.“
Über Qualcomm
Qualcomm arbeitet unermüdlich an Innovationen, um intelligente Datenverarbeitung überall verfügbar zu machen und die Welt bei der Bewältigung einiger ihrer wichtigsten Herausforderungen zu unterstützen. Aufbauend auf unserer 40-jährigen Technologieführerschaft bei der Schaffung bahnbrechender Durchbrüche bieten wir ein breites Portfolio an Lösungen, die auf unserer führenden KI, leistungsstarken, stromsparenden Rechenleistung und unübertroffener Konnektivität basieren. Unsere Snapdragon® -Plattformen bieten außergewöhnliche Kundenerlebnisse, und unsere Qualcomm Dragonwing™ -Produkte befähigen Unternehmen und Branchen, neue Höhen zu erreichen. Gemeinsam mit unseren Partnern im Ökosystem ermöglichen wir die digitale Transformation der nächsten Generation, um das Leben zu bereichern, Unternehmen zu verbessern und die Gesellschaft voranzubringen. Bei Qualcomm gestalten wir den menschlichen Fortschritt.
Qualcomm Incorporated umfasst unser Lizenzgeschäft QTL und den Großteil unseres Patentportfolios. Qualcomm Technologies, Inc., eine Tochtergesellschaft von Qualcomm Incorporated, betreibt zusammen mit ihren Tochtergesellschaften praktisch alle unsere Engineering-, Forschungs- und Entwicklungsfunktionen und so gut wie alle unsere Produkt- und Dienstleistungsgeschäfte, einschließlich unseres Halbleitergeschäfts QCT. Produkte der Marken Snapdragon und Qualcomm sind Produkte von Qualcomm Technologies, Inc. oder auch ihren Tochtergesellschaften. Patente von Qualcomm werden von Qualcomm Incorporated lizenziert. Weitere Informationen finden Sie unter www.qualcomm.com.
Hinweis zu zukunftsgerichteten Aussagen
Zusätzlich zu historischen Informationen enthält diese Pressemitteilung zukunftsgerichtete Aussagen. Solche zukunftsgerichteten Aussagen beziehen sich nur auf den Zeitpunkt der Veröffentlichung dieser Pressemitteilung und beruhen auf unseren derzeitigen Annahmen, Erwartungen sowie Überzeugungen und auf den Informationen, die uns derzeit vorliegen. Diese zukunftsgerichteten Aussagen, darunter insbesondere Aussagen zu den im Rahmen unserer Aktienrückkaufprogramme zurückzukaufenden Beträgen, zum Zeitpunkt dieser Rückkäufe sowie zu den Arten von Transaktionen, über die Aktien zurückgekauft werden können, zu unserem Bestreben, Kapital an Aktionäre zurückzuführen, zur Ausweitung unserer Technologie- und Produktführerschaft in verschiedenen Branchen sowie zu unseren Diversifizierungsmöglichkeiten und unserer Disziplin im Geschäftsbetrieb, sind naturgemäß mit Risiken und Unsicherheiten verbunden. Frühere Dividenden sowie Aktienrückkäufe bieten keine Gewähr für künftige Dividenden oder Aktienrückkäufe. Zeitpunkt und Umfang künftiger Dividenden oder Aktienrückkäufe können, sofern sie erfolgen, sowohl gegenüber früheren Dividenden oder Aktienrückkäufen als auch gegenüber den derzeitigen Erwartungen erheblich abweichen. Zukunftsgerichtete Aussagen sind im Allgemeinen an Begriffen wie „schätzen“, „Ausblick“, „erwarten“, „antizipieren“, „beabsichtigen“, „planen“, „glauben“, „anstreben“ und ähnlichen Ausdrücken zu erkennen. Die tatsächlichen Ergebnisse können aufgrund einiger wichtiger Faktoren erheblich von den in den zukunftsgerichteten Aussagen genannten Ergebnissen abweichen, darunter insbesondere: eine Verschlechterung unserer künftigen operativen Ergebnisse, unserer Finanzlage, unserer Cashflows oder unserer Geschäftsaussichten; eine Entscheidung unseres Verwaltungsrats, dass Dividenden oder Aktienrückkäufe nicht im besten Interesse des Unternehmens und seiner Aktionäre sind; unerwartete, ungeplante oder alternative Erfordernisse oder Verwendungen unserer verfügbaren liquiden Mittel, einschließlich potenzieller Unternehmensübernahmen oder anderer strategischer Transaktionen; gesetzliche oder vertragliche Beschränkungen für Dividendenzahlungen oder Aktienrückkäufe, auch im Rahmen von Kreditverträgen oder anderen Finanzierungsvereinbarungen; Änderungen steuerlicher oder sonstiger Gesetze in Bezug auf Dividenden oder Aktienrückkäufe; Veränderungen der allgemeinen wirtschaftlichen, geschäftlichen und politischen Rahmenbedingungen sowie weitere Risiken, die in unserem Quartalsbericht auf Formblatt 10-Q für das am 28. Dezember 2025 beendete Geschäftsquartal beschrieben sind, der bei der Securities and Exchange Commission (SEC) eingereicht wurde. Unsere bei der SEC eingereichten Berichte sind auf unserer Website auf www.qualcomm.com verfügbar. Wir übernehmen keine Verpflichtung, zukunftsgerichtete Aussagen oder Risikofaktoren zu aktualisieren oder hierzu weiterhin Informationen bereitzustellen, sei es aufgrund neuer Informationen, künftiger Ereignisse oder aus anderen Gründen.
Die Ausgangssprache, in der der Originaltext veröffentlicht wird, ist die offizielle und autorisierte Version. Übersetzungen werden zur besseren Verständigung mitgeliefert. Nur die Sprachversion, die im Original veröffentlicht wurde, ist rechtsgültig. Gleichen Sie deshalb Übersetzungen mit der originalen Sprachversion der Veröffentlichung ab.
Originalversion auf businesswire.com ansehen: https://www.businesswire.com/news/home/20260317507200/de/
Qualcomm-Ansprechpartner:
Brett Simpson, Investor Relations
Telefon: 1-858-658-4813
E-Mail: ir@qualcomm.com
Original: Qualcomm erhöht vierteljährliche Bardividende und kündigt neue Ermächtigung zum Rückkauf eigener Aktien über 20 Milliarden US-Dollar an
US Market News
4月前
Qualcomm and Other Industry Leaders Commit to 6G Trajectory Towards Commercialization Starting from 2029 OnwardsMarch 2, 2026 2:22 AM
Business Wire
New Collaboration Sets Milestone-Driven Roadmap for AI-Native 6G Networks, with Early Demonstrations at MWC Barcelona 2026
Qualcomm Technologies, Inc. (NASDAQ: QCOM) today announced a new strategic coalition with leading industry partners to accelerate the development and global deployment of 6G. Revealed at MWC Barcelona 2026, the collaboration establishes a clear, milestone-driven roadmap focused on delivering 6G commercial systems starting from 2029 onwards.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260301647215/en/
Global partners supporting this coalition include Airtel, Amazon, Asus, BT Group, Cisco, Dell, e&, Ericsson, FPT Corporation, Fujitsu/1finity, Google, HP, HPE, HUMAIN, KDDI, KT, Lenovo, LG Electronics, LG Uplus, Meta, Microsoft, Motorola, NEC Corporation, Nokia, NTT DOCOMO, Reliance Jio, Samsung Electronics, Sharp, SK Telecom, Snap, Inc., Stellantis, Swisscom, Tejas Networks, Telstra, TIM Group, T-Mobile, Viettel Group, VNG, and YTL. Read global partner executive quotes here.
6G is being designed as an AI-native system that builds upon three key pillars: connectivity, wide-area sensing, and high-performance compute. These next generation networks will feature new and advanced capabilities, including intelligent radios with integrated wide-area sensing capabilities, virtualized and cloud RAN with high-performance and energy efficient compute, AI-based network autonomy, as well as edge and centralized data centers for entirely new AI workloads.
6G systems will enable higher levels of efficiency and performance for telecommunication applications, new agentic consumer and enterprise devices, and new classes of AI-enabled services, ranging from context-relevant data, low-altitude aerial and terrestrial traffic management, data insights and analytics at scale, and many more. 6G is a generational opportunity for the transformation and growth of the telecom sector enabled by the combination of wireless, efficient computing and AI.
“6G is more than the next step in wireless evolution. It is the foundation for an AI-native future that distributes intelligence across devices, the edge, and the cloud, and transforms network providers into AI-driven enterprises,” said Cristiano Amon, President and CEO of Qualcomm Incorporated. “Having led multiple generations of global wireless innovation, Qualcomm brings deep expertise and capabilities to the development and commercialization of 6G. As with every wireless transition, success will depend on strong and dedicated partnerships, shared purpose and joint innovation. This group of industry leaders is making a united commitment to invest and innovate to deliver on a common 6G vision, with the rollout from 2029 onwards.”
The collaboration focuses on three core architectural domains: devices, networks, and cloud infrastructure. The companies participating in this effort are committed to a shared objective to advance 6G as an intelligent, AI-native device and network platform. This includes driving timely development of essential 6G standards, early system validation, demonstration of 6G spec-compliant pre-commercial devices and networks in 2028, establishing a common industry benchmark for 6G readiness, and initial rollout of global and interoperable commercial 6G systems starting from 2029 onwards. Together, the members will also build capabilities for new business models and services to accelerate adoption and create value across the 6G ecosystem.
Qualcomm’s longstanding role in developing and contributing to global wireless standards with its partners is central to the initiative. Through active participation across standards bodies and early technology development, Qualcomm and its partners will help drive the technical foundation required to scale 6G from concept to commercialization.
Other partners aligned with this effort include Alibaba, Aramco, Chery Automobile, China Mobile, China Telecom, China Unicom, Deutsche Telekom, Geely Auto, GWM, Honor, Hyundai, Leap Motor, Li Auto, Oppo, NIO, SAIC Motor, Vivo, Xiaomi, and Xpeng.
Visitors at MWC Barcelona 2026 can witness the 6G transformation in real time at the Qualcomm Booth 3E10 located in hall 3. The booth will feature 6G breakthroughs and demonstrations; for details, read the blog from John Smee, Senior Vice President, Engineering, Qualcomm Technologies, Inc.
For more information on Qualcomm’s 6G vision and milestones, visit www.qualcomm.com/research/6g.
About Qualcomm
Qualcomm relentlessly innovates to deliver intelligent computing everywhere, helping the world tackle some of its most important challenges. Building on our 40 years of technology leadership in creating era-defining breakthroughs, we deliver a broad portfolio of solutions built with our leading-edge AI, high-performance, low-power computing, and unrivaled connectivity. Our Snapdragon® platforms power extraordinary consumer experiences, and our Qualcomm Dragonwing™ products empower businesses and industries to scale to new heights. Together with our ecosystem partners, we enable next-generation digital transformation to enrich lives, improve businesses, and advance societies. At Qualcomm, we are engineering human progress.
Qualcomm Incorporated includes our licensing business, QTL, and the vast majority of our patent portfolio. Qualcomm Technologies, Inc., a subsidiary of Qualcomm Incorporated, operates, along with its subsidiaries, substantially all of our engineering and research and development functions and substantially all of our products and services businesses, including our QCT semiconductor business. Snapdragon and Qualcomm branded products are products of Qualcomm Technologies, Inc. and/or its subsidiaries. Qualcomm patents are licensed by Qualcomm Incorporated.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260301647215/en/
Clare Conley
corpcomm@qualcomm.com
Original: Qualcomm and Other Industry Leaders Commit to 6G Trajectory Towards Commercialization Starting from 2029 Onwards
iHub News
5月前
Wall Street Futures Point Higher as Bargain Buyers Step In After Tech Selloff: Dow Jones, S&P, NasdaqFebruary 6, 2026 9:15 AM
IH Market News
U.S. stock index futures are signaling a firmer open on Friday, suggesting equities may recover some lost ground after several sessions of sharp declines.Investors appear poised to hunt for bargains following the recent technology-led pullback, which pushed the Nasdaq to its lowest closing level in more than two months. That said, trading volumes could remain light after the Labor Department delayed its closely watched monthly employment report until next Wednesday.Market upside may also be capped by ongoing unease over heavy artificial intelligence spending, compounded by a sharp premarket drop in Amazon (NASDAQ:AMZN). The online retail giant is down 8.5% ahead of the open after posting slightly weaker-than-expected fourth-quarter earnings and unveiling 2026 capital expenditure plans that came in well above analyst forecasts.“All the hyperscalers are competing to win the AI race, for which the prize could be significant,” said Russ Mould, investment director at AJ Bell. “However, investors are being asked to countenance enormous amounts of cash going out the door in service of this goal.”
He added, “With the exact direction and trajectory of artificial intelligence still uncertain there is understandable concern that this money could be wasted.”Thursday’s session saw a broad selloff across U.S. equities, extending Wednesday’s mixed performance. Technology shares bore the brunt of the pressure, with the Nasdaq sliding to its weakest close in over two months.While stocks recovered somewhat from intraday lows, the major indices still ended decisively lower. The Nasdaq sank 363.99 points, or 1.6%, to 22,540.59. The S&P 500 fell 84.32 points, or 1.2%, to 6,798.40, while the Dow Jones Industrial Average dropped 592.58 points, or 1.2%, to 48,908.72.Continued weakness in technology stocks weighed heavily on sentiment, amplified by a sharp decline in Qualcomm (NASDAQ:QCOM). The chipmaker tumbled 8.5% after reporting fiscal first-quarter earnings that topped expectations but issuing lackluster guidance for the current quarter.Meanwhile, Google parent Alphabet (NASDAQ:GOOG) finished well above its session lows but still closed down 0.5%. The company beat fourth-quarter estimates but rattled investors by flagging a significant increase in capital spending for 2026.Technology shares have retreated sharply in recent days as investors reassess valuations and the longer-term payoff from AI-related investments.On the economic front, fresh data from the Labor Department showed a much larger-than-expected rise in initial claims for unemployment benefits in the week ended January 31. First-time claims jumped to 231,000, up 22,000 from the prior week’s unrevised level of 209,000. Economists had been looking for a more modest increase to around 212,000. The latest reading marked the highest level since early December.A separate Labor Department report also showed U.S. job openings unexpectedly fell in December to their lowest level in more than five years.Sector-wise, gold stocks were hit hard alongside a slide in bullion prices, with the NYSE Arca Gold Bugs Index plunging 6.3%. Software and computer hardware names also saw heavy selling, dragging the Dow Jones U.S. Software Index down 5.1% and the NYSE Arca Computer Hardware Index lower by 4.2%.Oil service stocks weakened as crude prices dropped sharply, reflected in a 3.1% fall in the Philadelphia Oil Service Index. Financials, retailers and pharmaceutical stocks also posted notable declines, leaving most major sectors in negative territory by the close.Amazon stock priceQualcomm stock priceAlphabet stock price
Original: Wall Street Futures Point Higher as Bargain Buyers Step In After Tech Selloff: Dow Jones, S&P, Nasdaq