TradingKey - Qualcomm stock fell after weaker-than-expected Q4 guidance overshadowed a Q3 revenue beat. Here's what drove the selloff and what investors should watch next.

TradingKeyFri, Jul 31

【US Pre-Market】Three Major Index Futures Rise as Microsoft Jumps Over 9% and Meta Slumps While Market Awaits PCE and GDP Data

TradingKey - On Thursday, July 30 (ET), the three major US stock index futures rose collectively in pre-market trading. Microsoft's strong earnings report alleviated market concerns regarding returns on AI capital expenditure, leading the gains in Nasdaq 100 futures. However, individual stocks such as Meta (META) and Qualcomm (QCOM) weakened following their earnings releases, while long-term US Treasury yields remained elevated and the situation in the Middle East continued to keep the market cautious.

TradingKeyThu, Jul 30

Qualcomm (QCOM) Q3 FY2026 Earnings Today: 15x Forward P/E, 90% Beat Probability

Qualcomm reports Q3 FY2026 tonight after close. Consensus: EPS $2.22, revenue $9.71B (-6.6% YoY). Polymarket gives 90.5% beat probability. Automotive hit a record $1.3B last quarter. Four consecutive beats. At $164, here is what tonight must show.

TradingKeyWed, Jul 29

Samsung Samples AI PC Chips to Lenovo and HP to Challenge AMD and Apple

TradingKey - According to market sources, Samsung Electronics is developing a dedicated chip for AI PCs named GAIA and has provided samples to Lenovo Group and HP (HPQ) for testing. If subsequent verification is successful and mass production begins, it will signify Samsung’s further expansion into the Windows AI PC core processor market, moving beyond its mobile Exynos processors and memory chips.

TradingKeyFri, Jul 10

Qualcomm Backed by Meta, Microsoft, Shares Jump 12% After Hours, AI Inference Chips May Support Stock Past $300

TradingKey - On June 24, Eastern Time, Qualcomm (QCOM) sent a major signal at its Investor Day: the company projects that its data center chip sales will exceed $15 billion by 2029, with revenue from the segment expected to reach $5 billion by fiscal year 2027. Meanwhile, Meta (META) will adopt its Dragonfly C1000 data center CPU, and Microsoft (MSFT) will deploy its HBC chips, marking Qualcomm's official entry into the AI data center market. Following the announcement, Qualcomm shares surged over 12% in after-hours trading.

TradingKeyThu, Jun 25

Today’s Market Recap: AI Trade Reignited, Micron and Qualcomm Signal Strong Chip Demand

TradingKey - On June 24, Eastern Time, the three major U.S. stock indexes closed mixed as the market continued to digest high AI valuations, capital expenditure pressures on tech giants, and expectations of another Federal Reserve rate hike this year. A sharp decline in oil prices eased inflation co

TradingKeyThu, Jun 25

Qualcomm in Talks With ByteDance on Custom Chip Design, ByteDance Also Seeks $20 Billion Loan to Boost AI Infrastructure

TradingKey - On June 24, Eastern Time, according to four people familiar with the matter, Qualcomm (QCOM) is in talks with ByteDance regarding custom chip design services. If negotiations succeed, ByteDance will become an early customer of Qualcomm's chip design services business.

TradingKeyWed, Jun 24

US Pre-Market: US Stock Futures Edge Higher, Focus Shifts to Fed. SpaceX Rises Over 10%, Western Digital Gains Over 9%

TradingKey - On Tuesday EST, the three major U.S. stock index futures edged higher in pre-market trading as the market entered a wait-and-see stance following a sharp rally in the previous session. An interim agreement between the U.S. and Iran continued to weigh on oil prices, easing market concerns over energy inflation, but investor attention has clearly shifted to this week's Federal Reserve interest rate meeting. This marks the first interest rate decision since Kevin Warsh took office as Federal Reserve Chair, and the market will focus closely on his remarks regarding inflation, employment, and the subsequent path of interest rates.

TradingKeyTue, Jun 16

What You Need to Know About Jensen Huang’s South Korea Trip and the AI Bubble?

TradingKey - From June 5 to 8, 2026, NVIDIA CEO Jensen Huang conducted a four-day visit to South Korea, meeting with the heads of SK Group, Hyundai Motor, LG Group, and other major corporations. He announced that the next-generation High Bandwidth Memory (HBM4) has been certified by the three major memory chip manufacturers and signed a multi-year technical cooperation agreement with SK Hynix.

TradingKeySat, Jun 13

US Pre-Market: Three Major Index Futures Rise, Nasdaq Leads. Micron Rises Over 4%, Over 10 Billion Acquisition Drives Nuvalent to Surge Nearly 40%

TradingKey - On Tuesday Eastern Time, the three major U.S. stock index futures rose in pre-market trading as AI chip stocks extended their recovery rally. A temporary cooling of tensions in the Middle East led to a pullback in oil prices, boosting market risk appetite. As of press time, Dow futures

TradingKeyTue, Jun 9