Direxion Daily QCOM Bull 2X Shares

Fairtree Increases Qualcomm Stake by 42.7% in Q4 as CEO Amon Sells Shares

ByteDance Raises 2026 AI Capex to Over 200 Billion RMB, Qualcomm Launches Edge AI Platform to Boost Trillion-Yuan Market

Qualcomm CFO: Company to Launch Multiple New Products from September to December Quarter

Qualcomm CFO: Leveraging Business Scale to Secure Supply Chain Allocation

RiverFront Increases Qualcomm Stake by 48.1% to 8,038 Shares, Qualcomm Announces $20B Buyback Plan

Qualcomm Announces 2026 QITC Edge AI Contest Finalists, Focusing on 10 Taiwanese Startups

Qualcomm Secures a Major Data Center Customer

Qualcomm Reports Beat Earnings, Announces $20B Buyback, Receives Average Hold Rating

Commerce Minister Wang Wentao Meets Qualcomm CEO Anand, Discusses China-US Trade and Operations in China

CCPIT President Meets Qualcomm and Cargill Executives to Discuss China-US Economic Cooperation on May 15

FactSet: Qualcomm Target Price Raised, Stock Performance Outperforms Market

Qualcomm Opens New R&D Center in Hanoi, Vietnam

Qualcomm and MediaTek Leverage TSMC's N2P Process to Compete with Apple in Performance

Qualcomm CEO Predicts 2026 as the Year of AI Agents

Daiwa Securities Upgrades Qualcomm to 'Outperform'

CORDA Investment Management LLC Increases Qualcomm’s Shareholding

Qualcomm Launches Snapdragon 6 Gen 5 and Snapdragon 4 Gen 5 Mobile Platforms

Qualcomm CEO Cristiano Amon Sells 10,000 Shares

USITC Terminates Investigation of Qualcomm Technologies Based on Settlement

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QCOM

On May 19, Eastern Time, Qualcomm options saw a total of 137184 contracts traded, with calls accounting for 63% and puts making up 36%.

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Qualcomm

Trending | QCOM Decreases 3% on Tuesday, Some Put options Soar 500%

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RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 48.1% in Q4, owning 8,038 shares valued at $1.38 million. Other institutional investors also adjusted their positions. Qualcomm's stock opened at $203.64, with a market cap of $214.64 billion. The company reported $2.65 EPS, exceeding estimates, and announced a $20 billion share buyback program. A quarterly dividend of $0.92 will be paid on June 25, up from $0.89.

- RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated by 48.1% in Q4, owning 8,038 shares valued at $1,375,000.  
- Several institutional investors also modified their positions, with notable investments including Cloud Capital Management and Richardson Financial Services.  
- Qualcomm reported Q2 earnings with EPS of $2.65, surpassing estimates, and announced a dividend increase to $0.92 per share while planning a $20 billion share buyback.

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RiverFront Investment Group LLC Has $1.38 Million Stock Position in Qualcomm Incorporated $QCOM

QCMD

Fairtree Asset Management Pty Ltd increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 42.7% in Q4, owning 23,525 shares valued at $4.02 million. Other institutional investors also adjusted their holdings, with Vanguard Group owning 114 million shares. Analysts have mixed ratings on Qualcomm, with an average price target of $181.79. CEO Cristiano Amon sold 10,000 shares recently, reducing his stake by 4.82%. Qualcomm's stock opened at $195.61.

- Fairtree Asset Management increased its stake in Qualcomm by 42.7% in Q4, owning 23,525 shares valued at approximately $4,024,000.  
- Notable institutional investors like Vanguard and Amundi also raised their holdings in Qualcomm, which now sees 74.35% owned by institutional entities.  
- Qualcomm's recent earnings report showed $2.65 EPS, surpassing estimates, while the company announced a quarterly dividend of $0.92 and authorized a $20 billion stock buyback plan.

Direxion Daily QCOM Bear 1X Shares

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Fairtree Asset Management Pty Ltd Has $4.02 Million Stock Holdings in Qualcomm Incorporated $QCOM

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Coatue Management, led by Philippe Laffont, made significant changes to its portfolio between Q1 2025 and Q1 2026, increasing positions in TSM, GOOGL, and NFLX, while trimming holdings in PYPL, AMZN, and NVDA. New additions include QCOM and ASML. The fund exited positions in ORCL, SNOW, and ADBE. Quant ratings for top holdings range from 2.93 to 3.49, indicating a general 'Hold' recommendation across the board.

- Coatue Management, led by Philippe Laffont, made significant changes in its investment positions from Q1 2025 to Q1 2026.  
- The firm continues to focus heavily on the information technology, consumer discretionary, and communication sectors.  
- Additionally, Coatue notably increased its allocations in various companies within these sectors during this period.

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Quant ratings on Coatue Management's top holdings: TSM, GEV, LRCX, AMAT, AVGO

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Marvell Tech(MRVL) rose 4.34%, with a trading turnover 4.3 Billion USD, and a year-to-date rose 107.7%. Sandisk(SNDK) rose 3.77%, with a trading turnover 17.8 Billion USD, and a year-to-date rose 482.7%. Vertiv(VRT) fell 5.03%, with a trading turnover 2.9 Billion USD, and a year-to-date rose 99.2%. BlackRock(BLK) fell 4.57%, with a trading turnover 1.1 Billion USD, and a year-to-date fell 2.6%.

- The Nasdaq Composite Index decreased by 0.84%, with a year-to-date gain of 11.3%.  
- Meanwhile, the S&P 500 fell by 0.67% and the Dow Jones dropped by 0.65%, recording year-to-date increases of 7.4% and 2.7%, respectively.  
- Notable stock movements include Marvell Technology rising by 4.34% and Sandisk increasing by 3.77% year-to-date, while Vertiv and BlackRock saw declines of 5.03% and 4.57%.

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Burford Brothers Inc. acquired 4,159 shares of Qualcomm Incorporated (NASDAQ:QCOM) valued at approximately $711,000 during the 4th quarter, as per its 13F filing. Other investors also adjusted their stakes in Qualcomm, with significant increases from Noesis Capital and DNB Asset Management. Qualcomm's stock opened at $201.49, with a market cap of $212.37 billion. The company recently announced a quarterly dividend increase to $0.92 per share and a $20 billion share buyback plan.

- Burford Brothers Inc. acquired 4,159 shares of Qualcomm during Q4, valued at approximately $711,000, according to a 13F filing.  
- Several other investors also modified their positions in Qualcomm, with institutional investors holding 74.35% of the stock.  
- Qualcomm reported Q2 earnings of $2.65 per share, exceeding expectations, and announced a $20 billion share buyback, alongside a dividend increase to $0.92 per share.

4,159 Shares in Qualcomm Incorporated $QCOM Bought by Burford Brothers Inc.

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MarketBeat Week in Review – 05/11 - 05/15

Qualcomm Incorporated (NASDAQ:QCOM) has received an average recommendation of 'Hold' from 34 analysts. The stock has four sell ratings, 16 holds, and 14 buys. The average target price is $180.37. Recent upgrades include Loop Capital raising its rating to 'Buy' with a $185 target. Qualcomm's stock opened at $201.49, with a market cap of $212.37 billion. The company reported $2.65 EPS for the last quarter, exceeding estimates, and announced a $20 billion share repurchase plan and a dividend increase to $0.92 per share.

- Qualcomm has received an average recommendation of "Hold" from 34 ratings firms, with four sell ratings, sixteen holds, and fourteen buys.  
- The company reported strong quarterly results with earnings per share of $2.65, surpassing estimates, and has authorized a $20 billion share repurchase plan.  
- Analysts have recently upgraded their price targets, reflecting positive sentiment fueled by strong earnings and favorable market conditions.

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Qualcomm Incorporated (NASDAQ:QCOM) Given Consensus Recommendation of "Hold" by Analysts

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Qualcomm's shift towards AI infrastructure and custom silicon has sparked renewed investor interest, pushing its stock to record levels. Analysts are split, with Daiwa and Tigress setting optimistic targets of up to $280, while some express caution, fearing the stock's rise may exceed its fundamentals. The overall semiconductor sector is benefiting from increased AI demand, positively impacting Qualcomm and competitors like Nvidia and AMD.

- Qualcomm's expansion into AI infrastructure and custom silicon has increased investor interest, resulting in a rise in its stock price.  
- Analysts have mixed opinions, with bullish targets reaching $280 from firms like Daiwa and Tigress, while others express concern over potential overvaluation.  
- The broader semiconductor market is experiencing upward momentum, driven by AI demand, benefiting Qualcomm and competitors such as Nvidia and AMD.

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Daiwa Securities Group Inc.

Analyst upgrades fuel Qualcomm's AI-driven stock surge

Strategic Family Wealth Counselors L.L.C. has acquired 2,359 shares of Qualcomm Incorporated (NASDAQ:QCOM) valued at approximately $404,000 during the fourth quarter. Other institutional investors, including Brighton Jones LLC and Revolve Wealth Partners LLC, have also increased their stakes in Qualcomm. The stock opened at $213.21, with a market cap of $224.72 billion. Qualcomm recently reported earnings of $2.65 EPS, exceeding estimates, and announced a $20 billion stock repurchase plan. The company declared a quarterly dividend of $0.92 per share, up from $0.89, with a yield of 1.7%.

- Strategic Family Wealth Counselors L.L.C. acquired a stake in Qualcomm Incorporated, purchasing 2,359 shares for approximately $404,000.  
- Qualcomm reported earnings of $2.65 per share, surpassing estimates, while its quarterly revenue was slightly below expectations at $10.60 billion.  
- The Board of Directors approved a $20 billion stock buyback plan, indicating confidence in the company’s value, following a quarterly dividend increase to $0.92 per share.

Strategic Family Wealth Counselors L.L.C. Purchases Shares of 2,359 Qualcomm Incorporated $QCOM

Bridget

Dividend Collector

Well 2 situations will happen!- if he don't respect as knowing his past attitude market will start to crash again. - if he tone down abit market will show prospect of win-win situation to evolve. All along this what the Chinese market wants to achieve. They always wanted a part of the pie as part of global involvement not a global police.And today just looking at China, evolvement from past. There strength like Trump always say ..stronger like never before.

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President Trump concludes his three-day visit to China today. During the visit, the U.S. Department of Commerce authorized the export of the H200 chip to China; ten Chinese companies—including Alibaba, Tencent, ByteDance, and JD.com—received procurement licenses, delivering a major boost to the AI ​​computing power supply chain. Which of these beneficiary stocks are you most bullish on?

President Trump concludes his three-day visit to China today. During the visit, the U.S. Department of Commerce authorized the export of the H200 chip to China; ten Chinese companies—including Alibaba, Tencent, ByteDance, and JD.com—received procurement licenses, delivering a major boost to the AI ​​computing power supply chain. Which of these beneficiary stocks are you most bullish on?

Trump wraps up China visit — H200 export ban lifted

President Trump is set to visit China next week, potentially bringing business leaders from major companies like Boeing, Nvidia, Apple, Qualcomm, and others. Boeing's CEO, Kelly Ortberg, is confirmed to attend, with the trip expected to facilitate significant deals and improve U.S.-China relations. The inclusion of tech companies like Nvidia and Qualcomm may lead to discussions on export partnerships and tariffs. Apple's Tim Cook may also be invited, given his close ties with Trump, as the trip could impact the company's relationship with China, a crucial market for iPhones.

- President Donald Trump's upcoming visit to China on May 14 and 15 may significantly impact multiple public companies, particularly Boeing, whose CEO Kelly Ortberg is expected to accompany him.  
- Other major companies mentioned include Nvidia, Apple, Qualcomm, Blackstone, Citigroup, Visa, and Exxon Mobil, with potential discussions on trade deals and tariffs anticipated during the trip.  
- Trump's previous trip to the UAE resulted in $200 billion in deals, emphasizing the importance of such international business engagements for companies like Nvidia and Apple.

benzinga_article

Trump Could Put These 8 Stocks In The Spotlight For China Trip: Here Are The CEOs That Could Be Invited

Direxion Daily QCOM Bull 2X Shares(QCMU.US)

Trending | QCOM Decreases 3% on Tuesday, Some Put options Soar 500%

RiverFront Investment Group LLC Has $1.38 Million Stock Position in Qualcomm Incorporated $QCOM

Fairtree Asset Management Pty Ltd Has $4.02 Million Stock Holdings in Qualcomm Incorporated $QCOM

Quant ratings on Coatue Management's top holdings: TSM, GEV, LRCX, AMAT, AVGO

Top 5 US Stock Gainers/Losers (>100B) (5.19)