#qualcomm

The AI Stock Nobody's Talking About That Could Be This Year's Biggest Winner Qualcomm has been bogged down by the weakness in the smartphone market. However, its move into AI could unlock a solid growth opportunity. The company aims to capitalize on the growing demand for inference-focused AI chips. Smartphone chip specialist Qualcomm (QCOM+9.15%) has underperformed the broader semiconductor sector over the past three years, gaining 58% during this period, compared with the 258% gains clocked by the PHLX Semiconductor Sector index. Qualcomm's underperformance isn't surprising. While several semiconductor stocks have benefited substantially from the booming demand for artificial intelligence (AI) chips, Qualcomm's reliance on the smartphone market for the majority of its revenue has been a headwind for the stock. However, Qualcomm stock popped impressively last week following the release of the company's latest quarterly results on April 29. Let's see why that was the case and check why this semiconductor stock is an underrated gem that could be one of the best ways to capitalize on the AI sector's growth in 2026. Qualcomm's results for its fiscal 2026's second quarter (ended March 29) weren't great. Its revenue and adjusted earnings declined year over year. The company saw a significant 13% year-over-year decline in its smartphone revenue to $6 billion, which isn't surprising given the prevailing softness in this market. Qualcomm is engaging with several companies for its custom AI processors. Importantly, a large hyperscaler is reportedly in talks with Qualcomm to develop multiple generations of custom AI processors. It's worth noting that Qualcomm has been pushing the envelope in the AI chip market for some time now, and it announced a breakthrough in this space last year.#qualcomm #hyperscaler #ai_chips #investor_day #edge_ai

Nvidia Stock Reaches Record High, Market Cap Surpasses $5 Trillion Nvidia’s stock closed at a record high on Friday, marking its first such achievement since October, as the company’s market capitalization crossed the $5 trillion threshold. The surge came amid a broader rally in the chip sector, driven by investor enthusiasm for artificial intelligence (AI) infrastructure and anticipation of earnings reports from major tech companies. The stock gained 4.3%, ending at $208.27, reflecting a more than 14-fold increase since the end of 2022. This growth is attributed to surging demand for AI services and models, with Nvidia’s graphics processing units (GPUs) being critical components for tech giants like Google, Microsoft, Meta, and Amazon, as well as AI model developers such as OpenAI and Anthropic. The rally was fueled by stronger-than-expected earnings released by Intel on Thursday, which saw its shares surge 24%, the best single-day performance since 1987. Intel’s improved results signaled a shift in the chip industry, as the company has increasingly entered the AI market. This positive momentum extended to competitors like Advanced Micro Devices (AMD), which rose 14%, and Qualcomm, which climbed 11%. The collective performance of these firms highlighted a renewed investor interest in technology stocks, despite earlier concerns about market volatility linked to geopolitical tensions and rising oil prices. Investors had previously pulled back from large-cap tech stocks due to fears tied to the Iran war and supply chain disruptions, which caused oil prices to spike. However, the demand for AI infrastructure has shown no signs of slowing, prompting a resurgence in tech sector investments. The Nasdaq Composite Index has gained 15% in April, on track for its strongest monthly performance since April 2020.#alphabet #nvidia #qualcomm #advanced_micro_devices #intel

Qualcomm's Stock Valuation: Assessing Undervaluation Amid Market Volatility Qualcomm's stock has faced significant pressure this year, with a 21.6% decline in value as of the latest reporting period. Investors are now questioning whether the stock, trading around $135.56, represents a bargain or a value trap. Analysts are examining the company’s financials and market position to determine if the current price reflects its true worth. Over the past 30 days, the stock has gained 4.4%, but its year-to-date performance has been negative, prompting a reassessment of its long-term prospects. A key method of evaluating Qualcomm’s stock is the Discounted Cash Flow (DCF) model, which estimates the company’s intrinsic value by projecting future cash flows and discounting them to their present value. Using a two-stage free cash flow to equity approach, analysts estimate Qualcomm’s intrinsic value at approximately $149.43 per share. This suggests the stock is trading at a 9.3% discount to its fair value, a range many investors consider close to fair. However, the DCF model is not static; it relies on assumptions about future growth and market conditions, which can shift rapidly. Another valuation metric is the price-to-earnings (P/E) ratio. Qualcomm currently trades at a P/E of 27x, significantly lower than the semiconductor industry average of 48x and the peer group average of 70x. This discrepancy suggests the stock may appear undervalued relative to its competitors. Simply Wall St’s proprietary Fair Ratio of 28.39x further highlights this gap, as the current P/E sits slightly below the benchmark. While this indicates potential undervaluation, it also underscores the importance of considering factors like earnings growth, profit margins, and industry-specific risks when evaluating the stock.#qualcomm #price_to_earnings #discounted_cash_flow #simply_wall_st #bull_case

Motorola Edge 70 Fusion Review: A Mid-Range Phone with Strong Battery Life The Motorola Edge 70 Fusion is positioned as a mid-range smartphone that bridges the gap between the standard Moto G series and the more premium Edge models. While it doesn’t introduce groundbreaking advancements in performance or camera capabilities, it excels in battery life and offers a range of practical features that cater to users prioritizing endurance and reliability. The device’s standout attribute is its 7000mAh battery, which provides exceptional longevity for heavy daily use, paired with 68W fast charging that replenishes the battery in under an hour. This combination makes it an attractive option for users who frequently rely on their phones throughout the day without access to frequent charging opportunities. Design-wise, the Edge 70 Fusion maintains a familiar aesthetic, with a plastic back featuring a textured finish to mitigate the feeling of cheapness. The sides are also plastic, styled to resemble aluminum, though this is not a premium material. The phone’s body thickness increases slightly with the 7000mAh battery variant, making it 8mm thick compared to the slimmer 7.2mm version with a 5000mAh battery. Despite its chunkier profile, the device is praised for its IP68/69 water resistance, which allows it to withstand submersion in 1.5 meters of water and endure high-pressure water jets. Additionally, the screen is protected by Corning Gorilla Glass 7i, a mid-range alternative to the high-end Victus series, though the review notes that scratches have already appeared on the glass despite the lack of a factory-applied screen protector. The 6.78-inch AMOLED screen is a highlight, offering vivid colors and excellent contrast.#qualcomm #corning_gorilla_glass_7i #motorola #edge_70_fusion #snapdragon_7s_gen_3

Vivo T5 Pro 5G Price and Specifications Leak Ahead of India Launch The Vivo T5 Pro 5G has seen its pricing and key specifications leak ahead of its scheduled launch in India, with details emerging through a Geekbench listing and a tipster’s social media post. The smartphone, expected to be the successor to the Vivo T4 Pro, is set to debut on April 15, 2026, at 12:00 pm IST, according to confirmed reports. The device will be available exclusively on Flipkart, as per the company’s announcement. A dedicated microsite for the Vivo T5 Pro 5G was recently launched on an e-commerce platform, confirming its launch details. The phone is positioned as part of Vivo’s mid-range T series and is expected to compete with other flagship devices in the Indian market. The leaked pricing suggests the base model will start at around Rs. 30,000, while the top-tier 12GB + 256GB variant is expected to cost Rs. 36,999. This pricing range places the Vivo T5 Pro 5G above its predecessor, the Vivo T4 Pro, which launched in August 2025 at Rs. 27,999 for the base 8GB + 128GB configuration. The Geekbench listing, spotted by tech blogger Anvinraj Valiyathara, reveals the Vivo T5 Pro 5G’s hardware specifications. The device is reportedly powered by Qualcomm’s Snapdragon 7s Gen 4 SoC, an octa-core ARMv8 chipset with four efficiency cores clocked at 1.80GHz, three performance cores at 2.40GHz, and a single prime core capable of reaching 2.71GHz peak speed. The phone is expected to run on Android 16 and come with 12GB of RAM. Benchmarking results from the listing indicate single-core performance of 1,214 points and multi-core performance of 3,146 points, suggesting competitive performance for its price bracket. The Vivo T5 Pro 5G is also expected to feature a 6.8-inch 1.#flipkart #qualcomm #sanju_choudhary #vivo_t5_pro_5g #geekbench

Vivo T5 Pro 5G Launch Confirmed for India with Key Specifications and Pricing Details Vivo has officially confirmed the launch of its mid-range smartphone, the Vivo T5 Pro 5G, in India, setting the date for 15 April at 12 PM. While the company has not disclosed whether the event will be a physical gathering or a pre-recorded virtual presentation, further details are expected closer to the release. The announcement includes key specifications and pricing insights, positioning the device as a competitive option in the Indian market. The Vivo T5 Pro 5G is powered by the Qualcomm Snapdragon 7s Gen 4 processor, a chipset also used in the Redmi Note 15 Pro+ and Motorola Edge 70 Fusion. This marks a step up from the Snapdragon 7 Gen 4 used in the previous Vivo T4 Pro, which was launched in India last year. The T5 Pro’s processor is expected to deliver improved performance and efficiency, catering to users seeking a balance between power and affordability. The smartphone features a large 9,020mAh battery, though the exact charging capabilities remain unspecified. However, there is speculation that the device may support 90W wired fast charging, which would significantly reduce charging times. Wireless charging support is considered unlikely, though the phone could include an IP68/IP69 water and dust resistance rating. This rating would allow the device to withstand submersion in up to 1.5 meters of water for 30 minutes, as well as exposure to cold or hot water jets from any direction. The display is expected to be a 1.5K AMOLED panel, offering vibrant colors and high brightness levels. The device will run on OriginOS 6, which is based on Android 16, providing users with a modern interface and enhanced features.#qualcomm #vivo #originos #motorola #redmi

Redmi Note 15 SE Complete Design and 'Crimson Reserve' Color Variant Unveiled The Redmi Note 15 SE 5G has been officially unveiled, revealing its design and the 'Crimson Reserve' color variant ahead of its April 2 launch in India. This special edition follows the Redmi Note 14 SE and is positioned as a more affordable alternative to the Redmi Note 15 series. The smartphone retains a design similar to its predecessor, featuring a large squircle-shaped camera module on the back. The 'Crimson Reserve' variant introduces a deep, vibrant red color with a gold frame around the phone and on the camera island, giving it a premium and sophisticated appearance. This color option also includes a vegan leather finish and measures 7.35mm in thickness, with a curved display. The design of the Redmi Note 15 SE aligns closely with the Redmi Note 15 lineup, suggesting it may share identical specifications. Based on the Redmi Note 14 SE, which launched with the same hardware as the Redmi Note 14 but with reduced RAM and no in-box charger, the Note 15 SE is expected to follow a similar formula. This includes a 6.77-inch AMOLED display with a 120Hz refresh rate and 3,200 nits peak brightness, powered by Qualcomm’s Snapdragon 6 Gen 3 SoC. The camera setup features a 108MP primary sensor, an 8MP ultra-wide lens, and a 20MP front camera. The device is anticipated to include a 5520mAh battery with 45W fast charging support, along with IP65 and IP66 water and dust resistance ratings. The Redmi Note 15 SE is likely targeted at budget-conscious consumers who prioritize performance and features over additional accessories like a bundled charger. While the Note 15 series offers higher RAM and includes a charger in the box, the SE variant may appeal to users willing to trade these for a lower price.#qualcomm #redmi #note_15_se #crimson_reserve #redmi_note_14_se

Qualcomm (QCOM) Stock: Shareholders Dismiss China Concerns While Board Greenlights $20B Repurchase Qualcomm’s 2026 annual stockholders’ meeting drew significant attention as investors rejected a proposal focused on assessing operational risks tied to China. The measure, part of a seven-item agenda presented on March 17, failed to gain approval despite the company’s heavy reliance on Chinese smartphone manufacturers. While specific voting figures were not disclosed, SEC filings confirmed the measure’s defeat. The China-related vote, though one of seven items under consideration, sparked the most interest from market observers due to its implications for Qualcomm’s global operations. Analysts have also weighed in on Qualcomm’s stock, with Seaport Research Partners downgrading the company earlier this week. The firm cited shrinking market conditions and rising costs for memory components as key factors behind the rating adjustment. This move added to the cautious sentiment surrounding the stock, as technical indicators show the Relative Strength Index (RSI) at 35.12, nearing oversold levels. Qualcomm’s price-to-sales ratio hovers near its two-year low at 3.22, while its price-to-earnings ratio stands at 27.12, significantly below its historical peak of 49.87. Wall Street remains divided on the stock, with an average price target of $161.77 and a moderate recommendation score of 2.6, placing it between bullish and neutral territory. Institutional holdings remain elevated at 76.6%, indicating that major investors continue to maintain substantial positions in the company. To bolster shareholder returns, Qualcomm’s board approved a $20 billion share repurchase program alongside an enhanced dividend.#china #wall_street #qualcomm #seaport_research_partners #share_repurchase

Qualcomm faces mounting pressure as major smartphone manufacturers accelerate their in-house chip development programs, threatening the company’s traditional role as a key supplier in the mobile industry. The shift toward custom silicon solutions by major customers, including Apple, has raised concerns about Qualcomm’s long-term revenue stability, contract dependencies, and strategic positioning in premium devices. Analysts warn that this transition could reshape the competitive landscape, forcing Qualcomm to adapt its business model to remain relevant in a rapidly evolving market. At the heart of the challenge is the growing trend of handset makers investing in proprietary chip and modem technologies. This move reduces reliance on third-party suppliers like Qualcomm, which has historically dominated the application processor and modem markets. As a result, Qualcomm’s core mobile business is under scrutiny, with investors questioning how the company will navigate potential revenue concentration and the erosion of long-term contracts. The company’s ability to balance mobile-related pressures with opportunities in emerging sectors such as automotive, Internet of Things (IoT), and premium connectivity will be critical to its future growth. To mitigate these risks, Qualcomm has announced a strategic shift in its capital allocation strategy. The company raised its quarterly dividend to $0.92 per share, increasing the annual payout to $3.68, while also approving a $20 billion buyback program. These moves signal management’s confidence in maintaining cash returns despite ongoing challenges in the smartphone sector. However, the decision comes amid heightened competition from in-house chip efforts by major customers, which could impact handset volumes and revenue streams.#apple #media #samsung #qualcomm #smartphone

Samsung Galaxy Watch Ultra 2 to Feature 5G Connectivity and Advanced Processor The Samsung Galaxy Watch Ultra 2 is set to receive a significant upgrade in connectivity, marking a major step forward for the company’s smartwatch lineup. While the original Galaxy Watch Ultra was launched in 2024, a 2025 refresh has been anticipated, and recent rumors confirm that the new model will introduce groundbreaking features. According to reports from reliable sources, the Ultra 2 will be the first Samsung smartwatch to support 5G networks, a milestone that highlights the brand’s commitment to integrating cutting-edge technology into its wearable devices. The Ultra 2 will also debut the Snapdragon Wear Elite processor, replacing Samsung’s previous Exynos chips. This shift to Qualcomm’s technology is a notable change for the Galaxy Watch series, as it enables advanced capabilities such as 5G connectivity and satellite communication. The Snapdragon Wear Elite is built on a 3nm process, offering a five-core CPU, a faster GPU, and a dedicated NPU for improved AI performance. These enhancements are expected to deliver smoother operations, quicker response times, and better power efficiency, particularly for users engaged in demanding activities. Satellite connectivity is another potential feature of the Ultra 2, though its availability remains unconfirmed. This capability, combined with 5G support, would align with the watch’s focus on extreme environments, such as outdoor adventures or high-altitude activities. Unlike other Galaxy Watch models, which offer Bluetooth-only versions, the Ultra 2 is likely to be exclusive to 5G connectivity, reinforcing its position as a specialized device for adventurous users.#samsung #qualcomm #galaxy_watch_ultra_2 #snapdragon_wear_elite #5g_connectivity

Samsung Galaxy Watch Ultra 2: A 5G-Powered Smartwatch Redefining Wearables Samsung’s Galaxy Watch Ultra 2 is set to revolutionize the smartwatch market with its full 5G connectivity, offering users unprecedented independence from smartphones and Wi-Fi. Scheduled for release in the summer of 2026, the device aims to challenge competitors by enabling direct calls, media streaming, and internet browsing from the wrist. This innovation raises questions about whether it can meet the high standards set by existing 5G smartwatches. The Galaxy Watch Ultra 2 marks a significant shift for Samsung, as it introduces comprehensive 5G support for the first time in its smartwatch lineup. This feature allows users to stream music during workouts, respond to messages on the go, or access apps without a paired phone. Unlike standard models like the Galaxy Watch 9, the Ultra series will exclusively feature this advanced connectivity, positioning it as a premium offering tailored for tech-savvy users. At the core of the Galaxy Watch Ultra 2 is the Qualcomm Snapdragon Elite chip, designed to seamlessly integrate 5G capabilities while enhancing overall performance. This processor ensures faster connectivity, smoother multitasking, and quicker app launches, delivering a more responsive user experience. Samsung’s focus on this chipset underscores its ambition to set a new benchmark in the premium smartwatch category. However, the inclusion of 5G connectivity presents challenges, particularly in battery life. Balancing advanced features with long-lasting power is critical for wearable devices. Samsung is likely to address this through hardware and software innovations, such as next-generation battery technology or intelligent power management systems.#samsung #qualcomm #galaxy_watch_ultra_2 #snapdragon_elite_chip #galaxy_watch_9

Xiaomi 17 Ultra Review: The Ultimate Camera Flagship? The Xiaomi 17 Ultra presents itself as a premium smartphone with a focus on advanced camera technology, refined design, and flagship-level performance. Its hardware includes a large AMOLED display, Qualcomm’s latest Snapdragon processor, a substantial battery, and a camera system centered around a one-inch sensor. These components collectively position it as a strong contender in the high-end smartphone market. The phone’s design has been significantly refined compared to previous Ultra models. Both the front and back panels are flat, meeting a flat aluminum alloy frame that gives the device a modern, clean appearance. The rear panel uses a composite fiberglass material instead of traditional frosted glass, offering a matte-like finish that feels softer and warmer to the touch. While it resists fingerprints effectively, the surface can feel slightly slippery, suggesting the use of a case for added grip. The phone measures 8.29mm in thickness, a notable achievement for its size, though its weight makes it feel somewhat top-heavy due to the large camera module positioned near the top. The volume keys feature a rounded, retro design that stands out from the flatter buttons used by many competitors, offering a tactile and responsive experience. Durability is a key selling point, with the Xiaomi 17 Ultra rated for IP68 and IP69 protection against dust, water immersion, and high-pressure jets. The display is shielded by Xiaomi’s Shield Glass 3.0, which the company claims provides improved resistance to shattering. The phone’s build quality and premium feel contribute to its overall comfort and usability. The 6.9-inch AMOLED screen is a standout feature, capable of displaying over 68 billion colors via a 12-bit panel. While it falls into the 1.#xiaomi_17_ultra #qualcomm #xiaomi #snapdragon_8_elite_gen_5 #hyperos_3

Xiaomi 17 Ultra Leica Leitzphone Review: A Dream Camera Phone The Xiaomi Leica Leitzphone is the best, most exciting camera phone I have ever used. And I've used them all, including Apple's iPhone 17 Pro and Samsung's Galaxy S25 Ultra. And while they're both great phone cameras for most people, Xiaomi and Leica's latest collaboration has resulted in a handset that's arguably more camera than it is phone. It bears the Leica red dot logo, has Leica etching on the sides, a host of Leica filmic color styles to shoot with and it has a functional hardware wheel on the back of the phone that actually turns to control camera settings. It'll even be sold in Leica's own physical stores here in the UK. It costs £1,700 in the UK, which converts to roughly $2,300 (though it won't be officially sold in the US), so it doesn't come cheap, but nothing with a Leica logo does. However, if you're looking for the ultimate imaging experience in a phone, pay attention. Let's dive in deeper and take a look at the most important part: the camera. Xiaomi's Leitzphone Looks Exactly Like a Leica Phone Should The phone's main camera uses something called a LOFIC image sensor, which stands for Lateral Overflow Integration Capacitor. It's basically a brand-new sensor technology designed to deliver much better dynamic range in a single image. That's helped, too, by the sensor's large size and the high-quality Leica Summilux lens sitting in front of it. A bird flying past a building Taken with the main camera in the Leica Chrome color profile, I love how this pigeon has been frozen in action, with pleasing contrast throughout the image. Using the 8x hybrid zoom I was able to fill the frame with these seagulls. The Chrome color profile resulted in beautiful tones in this image. I love being able to quickly snap away at low angles using a phone.#uk #xiaomi #leica #leitzphone #qualcomm