Pomegra
Technology
MAJOR
17h ago7 min read
AI Stocks Slide as Data-Center Backlash Sweeps Midterms
AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.
Company hub
QCOM stock news & analysis
Everything Pomegra has published on QCOM: 30 news articles and 10 market briefs, newest first.
Market briefs on QCOM
- SpaceX Eyes Boost Mobile's 7M Users, Picks Qualcomm for 5G
SpaceX (SPCX) plans tens of thousands of 5G sites from 2027 and is in talks for EchoStar's Boost Mobile.
1d ago
- Intel Stock Plunges 28.6% After Q4 Guidance Miss
Intel (INTC) guided Q4 sales to $15–16B and 25 cents a share, well below Wall Street's $17.1B and 43 cents.
Nov 2
- AMD Stock Falls 10.9% Ahead of Earnings in Tech Sell-Off
AMD (AMD) reports Tuesday; Super Micro (SMCI) pre-announced up to $19.5B in sales amid AI demand doubts.
Nov 2
- Chip Stocks Fall 7% as AI Spending Doubts Grow
Philadelphia Semiconductor Index (SOX) fell 7.2% as SOXX lost 17% in October on AI spending doubts.
Nov 1
- Nasdaq 100 Futures Fall 1.8% as AI Spending Worries Return
Intel (INTC) and Marvell fell over 5% premarket as Tesla and Meta earnings left AI spending doubts.
Oct 22
- Arm Stock Drops 8.7% After Chip Selloff, CFO Share Sale
Arm Holdings (ARM) fell after a 28% September run as SoftBank's $25B loan backed by its stock raised worries.
Sep 29
- Nasdaq Sets Record 27,244 as Chip Stocks Surge on Trump-Xi Summit
Nasdaq (^IXIC) notched an all-time close as Intel gained 12%, AMD crossed $1 trillion, and oil slid 4%.
Sep 24
- Qualcomm Stock Jumps 9% on Amazon AWS AI Chip Deal
Qualcomm (QCOM) stock surges 9.3% as the $60B AWS chip deal gets fully repriced in on Snapdragon Summit day.
Sep 22
- Nasdaq Surges to Record 27,122 as Chip Stocks Jump 4%
Nasdaq (COMP) set its first record since June as semiconductors (SOXX) surged 4.3% on Xi dinner hopes.
Sep 22
- Qualcomm Stock Jumps 9.5% After $60B AWS Chip Deal
Qualcomm (QCOM) stock surged toward $185 intraday as AWS's $60B warrant deal boosts its AI push.
Sep 8
QCOM news
Markets
MAJOR
3d ago7 min read
Democrats' Midterm Sweep Hits Tesla, Chip Stocks
Democrats' midterm sweep revived fears of tougher AI data center rules, driving a selloff in Tesla, SpaceX, Palantir and chip stocks and a Nasdaq correction.
Markets
MAJOR
3d ago6 min read
AI Stocks Rout: Dow Falls 1,800, Nasdaq in Correction
AI stocks sank Thursday as the Dow lost 1,833 points and the Nasdaq entered a correction, wiping $1 trillion off big tech. Friday's rebound was partial.
Technology
MAJOR
6d ago6 min read
Qualcomm (QCOM) Plunges 13%, Worst Day Since 2020
Qualcomm shares fell as much as 13% on Nov. 5, their steepest drop since 2020, after handset chip revenue fell 26% and profit guidance disappointed investors.
Markets
MAJOR
6d ago5 min read
Bitcoin Falls Below $76K as $1.1B in Longs Liquidated
Bitcoin dropped below $76,000 from above $80,000 as a tech rout hit risk assets, with about $1.1 billion of leveraged crypto positions liquidated in 24 hours.
Technology
MAJOR
Nov 56 min read
AI Stocks Lose $930B as Nasdaq Sinks 4% on Regulation Fears
AI stocks shed about $930 billion as the Nasdaq fell up to 5%, erasing post-election gains on fears of tighter AI regulation under Democratic control.
Business & Earnings
NOTABLE
Nov 46 min read
Qualcomm Q4 2026: Stock Falls 5% on Weak Q1 Guidance
Qualcomm (QCOM) fell about 5% after hours despite a Q4 beat, as the memory shortage cut handset sales and first-quarter profit guidance missed estimates.
Markets
MAJOR
Nov 36 min read
Stock Market Today: Midterms Test Wall Street Nerves
Stock market today: Wall Street holds its breath on midterm results as prediction markets favor a Democratic sweep and Friday's October jobs report looms.
Technology
NOTABLE
Oct 205 min read
Qualcomm Plans Performance-Focused Layoffs From November
Qualcomm will cut jobs worldwide after its annual reviews, with notices starting in November, as handset demand softens and the chipmaker shifts toward AI data centers.
Technology
MAJOR
Oct 124 min read
Apple Cuts iPhone 18 Pro Orders 15% as Demand Cools
Apple (AAPL) told suppliers to trim iPhone 18 Pro component orders by at least 15% for October as a $100 price rise and costly memory chips weigh on demand.
Technology
MAJOR
Sep 226 min read
Qualcomm Snapdragon Summit Eyes Next AI Chip Catalyst
Qualcomm opens Snapdragon Summit 2026 in Maui on September 22 as AI chip stocks rally on Arm Holdings' 17% surge and fresh 2nm platform reveals loom.
Technology
SEISMIC
Sep 216 min read
Big Tech CEOs Join Trump-Xi White House Dinner
Five of the most powerful figures in American technology are confirmed for the September 24 White House state dinner as AI, chip export policy, and semiconductor supply chains take center stage in…
Technology
SEISMIC
Sep 145 min read
Qualcomm Lands $10B Amazon AI Chip Deal
Qualcomm secures a $10 billion AI data center chip contract with AWS, receiving stock warrants worth ~$1 billion as QCOM shares surge nearly 9% in a direct challenge to Nvidia.
Technology
MAJOR
Sep 95 min read
Marvell Technology Stock Rallies on $8B AI Guidance
Marvell Technology (MRVL) jumps 6.4% as CEO Matt Murphy lifts FY2028 revenue guidance to $8B, more than doubling prior targets on AI custom silicon demand from every major hyperscaler.
Technology
MAJOR
Sep 95 min read
Intel Rallies 9% on Processor Price Hike and Upgrade
Intel (INTC) jumped 9% on a 10% chip price hike and Northland Securities upgrade, reaching $20.04 and generating a $6 billion paper gain for the U.S. government's 9.9% stake in its most…
Technology
SEISMIC
Sep 86 min read
Qualcomm Surges 9.5% on $60B Amazon AI Chip Deal
QCOM stock surges 9.5% as Qualcomm signs a $60 billion multi-generational AI data center silicon and 1.6T optical connectivity deal with Amazon Web Services, issuing a 25 million share warrant.
Business & Earnings
Jul 296 min read
SWKS Slides ~10% as Margin Guidance Disappoints, Dividend Cut
Skyworks Solutions fell sharply after its fiscal third-quarter earnings revealed tight forward margins and a surprise dividend elimination, dragging the semiconductor ETF SMH to a fourth straight…
Markets
Jul 27 min read
Tech Weakness Offsets Financial Gains on Wall Street
Wall Street split on July 2 as tech weakness dragged the Nasdaq-100 down 1.61% while financial sector gains lifted the Dow Jones to a record close of 52,900.
Technology
Jun 298 min read
Nvidia RTX Spark Superchip Lifts Tech in 2026 Rally
Nvidia's unveiling of the RTX Spark AI PC chip at Computex 2026 sent NVDA stock surging 5%, rattled Qualcomm, and reignited the broader tech market rally around next-gen AI hardware.
Technology
Jun 277 min read
Nvidia RTX Spark Lifts Tech Despite Sector Weakness
Nvidia's RTX Spark, a next-gen AI PC chip unveiled at Computex 2026, drives a selective tech market rally while Intel, AMD, and Qualcomm slide on competitive displacement fears.
Markets
Jun 267 min read
Nasdaq Gains 2% as Chip Losses Persist
Micron's blowout Q3 earnings drive a 2% Nasdaq surge on June 26, but broader chip stocks extend losses as a volatile session splits into AI memory winners and hyperscaler losers.
Markets
Jun 266 min read
Nasdaq Logs First Four-Day Losing Streak Since February
The Nasdaq Composite fell to 25,358 Thursday, completing its longest losing run since February as megacap tech stocks continued sliding on AI valuation fears and Federal Reserve rate concerns.
Technology
Jun 255 min read
QCOM Raises 2029 Non-Handset Target to $40B
Qualcomm doubles its FY2029 non-handset revenue target to $40B, unveils the Dragonfly C1000 datacenter CPU, and lands Meta as its first hyperscaler customer.
Markets
Jun 257 min read
Micron Blowout Lifts Nasdaq-100 Futures 1.8%; SP500 Gains 0.5%
Micron's record $41.5 billion quarter and $50 billion guidance ignite a broad semiconductor rally, pulling Nasdaq-100 futures sharply higher while Dow futures hold flat ahead of May PCE data.
Markets
Jun 245 min read
QCOM's $3.9B Modular Deal Targets NVIDIA's Software Moat
Qualcomm on June 24, 2026, announced a definitive agreement to acquire Modular, a Silicon Valley AI software company, in an all-stock transaction valued at approximately $3.9 billion.
Markets
Jun 246 min read
Sherwin-Williams, Merck Gain in Tech Rout
Sherwin-Williams and Merck rose June 23 as a chip-driven selloff erased more than $1 trillion in Nasdaq market value and sent institutional capital into defensive and value plays.
Business & Earnings
Jun 244 min read
QCOM Slides 6% on $4B Modular AI Deal Report
Qualcomm shares dropped roughly 6% after Bloomberg reported the chipmaker is in advanced talks to acquire AI infrastructure firm Modular Inc. for approximately $4 billion, compounding a broader…
Business & Earnings
Jun 237 min read
MU Falls 9% in Pre-Earnings Reversal
Micron Technology shed 9.03% on Tuesday, wiping out Monday's Anthropic deal surge as elevated options positioning and a sky-high earnings bar weighed on the stock.
Markets
Jun 18 min read
COMPUTEX 2026: Taiwan Leads the Physical AI Shift
Taiwan's COMPUTEX 2026 draws 80,000 professionals as NVIDIA pledges $150 billion annually and unveils physical AI hardware for robots and autonomous systems.
Markets
Jun 16 min read
Nvidia AI PC Chip Sparks Broad Software Rally
Nvidia's RTX Spark AI PC chip announced at Computex 2026 sparks a tech rally, lifting ServiceNow 8.4% and Arm Holdings 14.7% on rising agentic AI demand.