Qualcomm's New AI-Enabled X2 Plus Processor
"Qualcomm is extending its push into the market for processors that are the heart of personal computers with its new X2 Plus processor. So it has two versions, one, one with a 10 computer core and one with six. This apparently includes powerful neural processing units that will make these computers work faster and go longer periods without needing a source of power. Pretty incredible. And we can expect to see a lot of announcements like this at the CES conference this week. It's going to be basically like a chess puffing conference for the tech company. So, expect those shares to keep moving."
Tim Stanbec highlights Qualcomm's launch of its new X2 Plus processor, which comes in dual configurations and features advanced neural processing units. The innovation is seen as a strong signal for near-term announcements at CES, suggesting positive momentum for the stock.
Buy Opportunity on Qualcomm (QOM) on AI Chip Pullback
"On October 27th Qualcomm announced that they were getting into the AI chip business. Now Qualcomm is an experienced player in semiconductor chips. And even before that announcement we were bullish on Qualcomm. The reason being that they made an acquisition about three or four years ago, not a very expensive one, maybe a billion or two billion dollars that enables them to compete with Apple in that next generation PC chip. And the market really hasn't given them enough credit for that. But then on October 27th, they announced that they were getting into the AI chip business. The stock spiked up over 30%, maybe 35% and it's now pulled back. I think that for a chip play that's less sort of obvious than Nvidia and AMD, I think Qualcomm is very attractive from a long-term point of view. Anytime you see a stock spike up on news, pull back, but hold the level that it was at prior to the spike, that's an attractive time to be looking to buy it."
Qualcomm is highlighted as an attractive long-term buying opportunity following a significant price spike and subsequent pullback, driven by its strategic move into the AI chip business and a previous acquisition that positions it against competitors like Apple.
Mixed Outlook on Qualcomm Despite Upside Catalysts
"We are starting with Qualcomm ticker Cue CEO and their shares have been down as much as 2%. You know them, the largest maker of smartphone processors, right. So they delivered this upbeat forecast. Sales profit forecast topped estimates, but investors were expecting more. There's been so much news about Qualcomm in the headlines. Here's another thing. They also took a $5.7 billion non-cash charge that was linked to the one big beautiful bill. So that contributed to a $3.12 billion net loss. There were a lot of things on the upside, like the outlook suggests that had strong demand in the high end Android phone market. And then it's really making this big effort to diversify into chips for cars, for PCs, for for datacenters. So there was a lot of upside to it, but it just it just wasn't enough to impress investors."
The commentary on Qualcomm (QCOM) highlights an upbeat forecast with strong demand in high-end Android phones and diversification into new chip markets, but it is offset by a significant non-cash charge and a large net loss. Investors appear unimpressed despite the positive elements.
Qualified Earnings Beat for QCOM but Shares Fall
"Qualcomm of course is known for making the uh the chips and the processors that used to be part of uh the Apple iPhone. And so they were part of the Apple supply chain for a very long time until Apple uh went in other directions. Nevertheless, Qualcomm had diversified their kind of customer base for quite some time. This earnings story shows a little bit of a different um picture. Like you said, things are fine. Things are looking pretty good. They actually did meet uh the earnings. They gave a positive outlook. Analysts were broadly positive on the report. They even talked about a profit hit from a US tax change, yes, they did have a profit hit from a US tax change on that, but it wasn't as big as the street was expecting. So again, they should be good numbers across the board and yet it fell. And now this really speaks to this idea that they did come up with some positive numbers, but they weren't as positive. It wasn't as big of a meet or margin of a beat as uh analysts were expecting. So you are seeing the shares actually come down uh just a little bit this morning to the tune about 3%."
The commentary on Qualcomm (QCOM) highlights that while the company delivered positive earnings and outlook, the results did not exceed expectations, resulting in a modest 3% drop in share price.
Qualcomm's Accelerated Data Center and Automotive Growth
"Qualcomm had a lot and I actually while I don't own the stock, they did have some pretty cool things. They mentioned the data center market, pulling revenue one year ahead because of their AI accelerators—originally expected in fiscal year 2028, now coming in 2027. Automotive revenue hit 1 billion quarterly for the first time. They are also significantly ahead of guidance in AI smart sales with long-term targets of $8 billion for automotive and $14 billion for IoT. In my opinion, long-term Qualcomm looks solid."
The speaker highlights Qualcomm's accelerated revenue timeline in the data center and automotive sectors, noting that the company is outperforming its original guidance and appears solid for long-term investors.
Qualcomm's Earnings Shadowed by Tax Write-Down
"Yeah, so Qualcomm is actually also down in after hours. Ticker QCOM down about 3.8% right now. Um, so the company also had really solid earnings, but is really being overshadowed by a tax change that resulted in a $5.7 billion write down in the quarter contributing to about a $3 billion loss. Um, the other thing is that shares of Qualcomm were up really sharply into the report. It sort of rallied in the last few weeks. So that might have also sort of boosted expectations going into the report. Otherwise though the quarter looked pretty good with sales roughly around 12 billion in the fiscal first quarter and profit higher than analysts expected, suggesting strong demand in the Android phone market."
Qualcomm experienced a modest after-hours decline of 3.8% following a $5.7 billion tax-related write down, despite solid underlying earnings and stronger-than-expected profit. The mixed results appear to stem from elevated expectations that were not met after a strong pre-report rally.
Qualcomm's Evolving Growth Beyond Smartphones
"Our next company is Qualcomm Incorporated, and here's why they're interesting. Everyone knows them for smartphone chips, and that's still 70% of their revenue, but the real growth story is happening in two other places. First, their automotive business exploded 59% year-over-year. They just launched the Snapdragon 8 Elite Gen 5 at their September event, and the AI performance jumped 37% compared to the previous generation. Analysts list Qualcomm with 8.7% upside over the next 12 months."
Qualcomm (QCOM) is presented as diversifying its revenue streams beyond smartphones, with notable growth in its automotive segment and a strong new Snapdragon chip launch, although analyst upside is modest at 8.7%.
Qualcomm Stock Remains a Buy Amid Data Center Expansion
"I've been rating Qualcomm stock as a buy for some time now. Certainly for all of 2025 and for most of 2024, I had Qualcomm stock rated as a buy. So, I'm happy to see the stock price gaining as my viewers have been following this company and I know many of you purchased based on my initial recommendation. The current market price is 189 while the intrinsic value is 216, and even after a 13% share price increase, the stock still looks like an attractive value."
The speaker reiterates his buy rating for Qualcomm, emphasizing its undervaluation based on discounted cash flow analysis and its expansion into the data center market. He highlights significant future catalysts from the new AI chips and overall confidence in the company's management to capture new market opportunities, despite past challenges in this segment.
Qualcomm's New AI Chips: Innovative Yet Unproven
"Qualcomm was up roughly 11% on the day, sitting at $187. Now at one point the stock did hit over 203 and since then the stock had pulled down about 8%. Now for those that are not familiar, Qualcomm actually released a new AI chip. So Qualcomm unveils their AI 200 and AI250 redefining rack scale data center inference performance for the AI era. They also mentioned that the A250 is going to introduce an innovative memory architecture offering a generational leap in effective memory bandwidth and efficiency for AI workloads. Now, Qualcomm also mentions that the products are part of a multi-generation data center AI inference road map with an annual cadence."
The speaker describes Qualcomm's release of new AI chips (AI200 and AI250) along with innovative features such as advanced memory architecture and an annual product roadmap. Although the market appears excited, the overall success and competitive positioning remain uncertain.
Qualcomm Unveils New AI Data Center Chips
"Qualcomm. Qualcomm, ticker QCOM. So, this is good news. Shares jump 11%. That\'s the biggest 1-day gain since April, the highest level in 15 months. So, basically, they unveiled a new lineup of AI data center chips and computers, taking aim squarely at Nvidia. So, the new lineup will start shipping next year. Their first customer will be a Saudi Arabian startup. I think there\'s more story there, but we may not have time for now."
The commentary highlights Qualcomm\'s strong performance as shares jump 11% on the news of a new AI data center chip lineup aimed at competing with Nvidia. The speaker notes the upcoming shipment next year and mentions a Saudi Arabian startup as the first customer.