Core Insights - Qualcomm is expanding its presence in the utility and critical infrastructure market through a partnership with Anterix, aiming to accelerate the adoption of next-generation private wireless networks for utilities across the U.S. [1][8] Group 1: Partnership and Technology - Qualcomm will provide industrial-grade IoT chipsets, including the Snapdragon SDX35-3 and SDX32-3 modems, designed for large-scale utility deployments, enhancing mission-critical connectivity [2][8] - The Snapdragon X62 modem offers high-speed 5G connectivity with power-efficient performance, suitable for large-scale utility and industrial applications [3] - Qualcomm's 9205S modem supports cellular and satellite connectivity with low-power operation, aiding utilities in maintaining reliable coverage for smart meters and grid monitoring [3] Group 2: Market Trends - The private wireless and industrial IoT markets are rapidly growing as utilities transition to secure, low-latency LTE and 5G networks, with companies like Easymetering utilizing Qualcomm's SDX35-3 modem for advanced metering solutions [4] Group 3: Competitive Landscape - Qualcomm faces competition from Intel and Broadcom, with Intel promoting AI-enabled edge computing and rugged processors for smart grids, and Broadcom providing networking and custom chip solutions for industrial communications [5][6] Group 4: Financial Performance - Qualcomm shares have decreased by 5.7% over the past year, contrasting with the industry's growth of 59.7% [7] - The company's shares currently trade at a price/earnings ratio of 12.83, lower than the industry's 31.67 [10] - Earnings estimates for fiscal 2026 have declined by 7.5% to $11.18, while estimates for fiscal 2027 have decreased by 8.8% to $11.41 [11]

Qualcomm (QCOM) has faced challenges in the past. Its stock dropped by more than 30% over a period of less than two months in 2020, leading to a loss of billions in market value and erasing substantial gains in a single downturn. If past trends are an indicator, QCOM stock is susceptible to abrupt and significant downturns.The Qualcomm Incorporated logo is being displayed at their pavilion during the Mobile World Congress in Barcelona, Spain, on February 28, 2024. Qualcomm, an American multinational corpora ...

Key Takeaways Qualcomm launched Snapdragon 8 Elite Gen 5 to power the Galaxy S26 Ultra globally.The chip adds Oryon CPU, Adreno GPU, and Hexagon NPU to enhance AI, graphics, and camera features.Qualcomm expands with new mid-range Snapdragon chips, targeting broader AI smartphone growth.Qualcomm Incorporated (QCOM) has launched its most advanced mobile chip, the Snapdragon 8 Elite Gen 5 for Galaxy, strengthening its long-running partnership with Samsung Electronics. The new processor, which is an updated ver ...

[https://mma.prnewswire.com/media/2920437/Vusion_Qualcomm_Logo.jpg]SOURCE Vusion## 21%[more press release views with Request a Demo]## Also from this source### Vusion and Qualcomm Unveil their AI- Native Storeâ"¢ Vision[Vusion and Qualcomm Technologies, Inc. today announced the release of "The AI- Native Storeâ"¢: The New Operating System for Physical Commerce", a...]### Carrefour und Vusion bündeln ihre Kräfte, um den Smart Store in großem Maßstab zu realisieren[Carrefour, ein weltweit führendes Lebensmitt ...

Welcome back to Market on Close. Shares of Qualcomm are on the move higher following a pair of upgrades. Wells Fargo upgraded the chipmaker to equal weight from underweight with a price target of $150, up from $135.Wells Fargo cited Qualcomm's data center strategy and partnership announcements for the upgrade. Loop Capital also upgraded the company to buy from hold with $185 price target, believing that shares should recover from recent underperformance. Now it is time for Options Corner.joining us here, Ri ...

In July 2023, Apple Inc. (NASDAQ:AAPL) CEO Tim Cook, Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang and Advanced Micro Devices Inc. (NASDAQ:AMD) CEO Lisa Su entered a secure briefing room in Silicon Valley where Central Intelligence Agency Director William Burns and Director of National Intelligence Avril Haines warned that China’s military spending could mean a move on Taiwan as early as 2027. Following the briefing, Cook told officials he slept “with one eye open,” per the NYT report — yet the companies stil ...

February 17, 2026 09:05 PM GMT IT Hardware | North America Where There's Smoke… 10 Memory FAQs & Off-Cycle Earnings Preview M Our Hardware Industry downgrade and memory price inflation concerns have prompted several investor questions, which we address in this report. All told, recent earnings results reinforce our conviction in our Cautionary thesis, setting up a challenging off-cycle earnings week ahead. Key Takeaways We are gaining conviction in our cautionary memory thesis...here's the supporting eviden ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a substantial shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that its technology could pose a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for broad societal benefits [8]

Industry Overview - The global metaverse market was valued at $105.40 billion in 2024 and is projected to grow at a compound annual growth rate (CAGR) of 46.4% from 2025 to 2030, reaching $936.57 billion by 2030 [2] - North America leads the VR and AR technologies market with a 42.8% share, driven by significant expenditures and widespread adoption [2] - Software accounts for 41.6% of the market revenue, with desktop platforms being the most frequently used [2] - The demand for cloud infrastructure, real-time rendering, and immersive applications is facilitating the scalable creation of interactive digital environments [2] Company Developments - Organizations are increasingly creating digital replicas of physical locations, which is driving demand for virtual land and customized spaces, especially in education and business [3] - Meta has purchased 350,000 NVIDIA H100 GPUs to support AGI and metaverse services, while Ansys launched SimAI to enhance engineering processes [4] - Cryptocurrencies and NFTs are transforming virtual business by enabling secure transactions and verifying ownership of digital assets, contributing to the development of a networked, immersive metaverse [4] Notable Collaborations - Meta and VictoryXR launched 130 digital twin university campuses in Europe, showcasing significant collaboration in the metaverse space [3] - Unity has partnered with Apple for spatial computing, while Vagon is enabling cloud-based 3D content streaming [3] - Capgemini is expanding Unity's digital twin development, further enhancing the metaverse ecosystem [3] Investment Insights - The article identifies metaverse-related stocks from ETFs like the iShares Future Metaverse Tech and Communications ETF, focusing on those with positive analyst upside [7] - The methodology ranks stocks based on the number of hedge fund holders as of Q3 2025, including both pure-play metaverse companies and those with significant exposure to the space [7] - Research indicates that imitating top stock picks from hedge funds can lead to market outperformance, with a reported return of 427.7% since May 2014 [8] Company Highlights - Snap Inc. (NYSE:SNAP) has 50 hedge fund holders and a price target upside of 69.13%, with a shift towards higher-margin subscription revenue expected to improve financial standing [10][11] - QUALCOMM Incorporated (NASDAQ:QCOM) has 63 hedge fund holders and a price target upside of 5.17%, with plans to invest up to $150 million in Indian firms focusing on deep technology and AI [15][17]

Core Viewpoint - Qualcomm is committing to invest up to $150 million in India's technology and AI startup ecosystem through its new Strategic AI Venture Fund, highlighting its long-standing dedication to the region's innovation landscape [5]. Group 1: Investment Strategy - The investment will focus on supporting startups across all stages, particularly in areas such as AI for automotive, IoT, robotics, and mobile applications [5]. - Qualcomm sees a unique opportunity in India's rapidly growing startup landscape and the advancement of AI technologies [2][5]. Group 2: Commitment to Innovation - Qualcomm has been actively investing in India's startup community since 2007, having backed over 40 companies, which demonstrates its commitment to fostering innovation in the region [4][5]. - The company aims to support startups that are positioned to drive the next wave of innovation with technologies that will have a significant real-world impact across various industries [3][5]. Group 3: Notable Portfolio Companies - Current and previous portfolio companies include Jio, MapMyIndia, ideaForge, Shadowfax, Cavli Wireless, SpotDraft, and Tonetag, showcasing a diverse range of sectors from telecommunications to AI-powered solutions [4][5].