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NASDAQ:QCOM News 29 January 2026 - 8 February 2026

Qualcomm stock holds near $137 as memory-chip crunch bites — what QCOM investors watch next week

Qualcomm stock holds near $137 as memory-chip crunch bites — what QCOM investors watch next week

Qualcomm shares rose 0.8% to $137.34 Friday as traders watched a memory-chip shortage squeezing handset makers. CFO Akash Palkhiwala sold 3,333 shares under a preset plan, according to an SEC filing. The company forecast Q2 revenue of $10.2–$11.0 billion, factoring in supply constraints. Investors await signals on smartphone build plans and potential iPhone price changes.
8 February 2026
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Qualcomm stock price steadies after earnings shock on memory crunch — what traders watch next

Qualcomm stock price steadies after earnings shock on memory crunch — what traders watch next

Qualcomm shares closed up 0.8% at $137.34 Friday and were flat after hours as investors weighed a weak outlook tied to a global memory chip shortage. The company forecast fiscal Q2 revenue below Wall Street estimates and warned the supply crunch could last through 2027. CFO Akash Palkhiwala sold shares on Feb. 6 under a pre-arranged plan.
7 February 2026
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Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm stock price ticks up as QCOM steadies after memory-shortage warning spooks chip investors

Qualcomm shares rose 1.5% to $138.30 Friday morning after a sharp drop earlier this week, following a revenue forecast below Wall Street estimates. The company cited a global memory chip shortage as the main factor, with CEO Cristiano Amon warning the squeeze could persist through 2027. Bank of America downgraded the stock to “Neutral” and cut its price target, citing weaker handset demand and market share concerns.
6 February 2026
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Dow Jones today: Index slides about 1% as Alphabet capex plan stirs fresh AI jitters

Dow Jones today: Index slides about 1% as Alphabet capex plan stirs fresh AI jitters

The Dow Jones fell 502.57 points, or 1.02%, to 48,998.73 Thursday as tech stocks slid after Alphabet announced plans to nearly double capital spending for AI. Qualcomm shares dropped on weak guidance, while Amazon slipped ahead of earnings. Weekly jobless claims rose to 231,000 and U.S. layoffs hit a 17-year January high. The CBOE volatility index reached its highest level in over two months.
5 February 2026
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Qualcomm stock price tumbles on weak forecast as memory crunch hits handset outlook

Qualcomm stock price tumbles on weak forecast as memory crunch hits handset outlook

Qualcomm shares fell 9.5% to $134.68 Thursday morning after the company forecast weaker-than-expected revenue and profit, citing a global memory chip shortage. The stock touched $129.98 as the iShares Semiconductor ETF dropped 1.5%. CEO Cristiano Amon said the supply crunch is hurting handset chip sales, a trend expected to last into 2027. Several major banks cut their price targets following the results.
5 February 2026
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Dow Jones drops nearly 300 points as Alphabet AI spending plan rekindles tech jitters

Dow Jones drops nearly 300 points as Alphabet AI spending plan rekindles tech jitters

The Dow fell 298 points to 49,203 Thursday morning, pulled down by Amazon and Microsoft as tech stocks slumped. Alphabet projected 2026 capital spending could double to as much as $185 billion, raising investor concerns. Qualcomm warned of missing earnings forecasts, sending shares lower. January layoffs hit 108,435, the highest for the month since 2009, with UPS and Amazon leading cuts.
5 February 2026
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US economic calendar today: Jobless claims, JOLTS hit as Wall Street futures steady

US economic calendar today: Jobless claims, JOLTS hit as Wall Street futures steady

Dow futures slipped 36 points and Alphabet dropped 2.4% premarket after unveiling plans to nearly double AI spending. Qualcomm fell 10.4% and Arm lost 7%, while Broadcom gained. Investors awaited delayed job data after a brief government shutdown, with the JOLTS report and weekly jobless claims due later Thursday. The S&P 500 fell 0.51% Wednesday as tech stocks sold off.
5 February 2026
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Qualcomm stock price drops 11% premarket after weak forecast flags memory crunch

Qualcomm stock price drops 11% premarket after weak forecast flags memory crunch

Qualcomm shares fell 11.1% to $132.34 in premarket trading after forecasting weaker March-quarter revenue and earnings due to global memory-chip shortages. CEO Cristiano Amon said supply bottlenecks and rising prices are limiting handset production, especially in China. The company projected fiscal Q2 revenue of $10.2–$11.0 billion and non-GAAP EPS of $2.45–$2.65. Investors await the next update on May 6.
5 February 2026
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Qualcomm stock price rises ahead of earnings — what QCOM investors watch after the bell

Qualcomm stock price rises ahead of earnings — what QCOM investors watch after the bell

Qualcomm shares rose 2.8% to $151.33 Wednesday afternoon ahead of its fiscal first-quarter earnings report, bucking a 3.6% drop in the iShares Semiconductor ETF. Wall Street expects $12.13 billion in revenue and $3.39 adjusted EPS for the December quarter. Trading volume in Qualcomm surpassed its 50-day average. Investors are watching for guidance on handset demand and profit margins.
4 February 2026
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Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return

Qualcomm earnings day: Cantor trims QCOM target to $160 as handset worries return

Cantor Fitzgerald and Mizuho both cut their Qualcomm price targets to $160, citing weaker handset demand and competition from MediaTek. Qualcomm shares rose 2.9% to $151.41 Tuesday but are down nearly 12% over the past month. The company reports earnings Wednesday after the bell, with Wall Street expecting $12.13 billion in revenue and $3.39 EPS for the December quarter.
4 February 2026
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Qualcomm stock tumbles ahead of earnings as investors weigh analyst note, key executive exit

Qualcomm stock tumbles ahead of earnings as investors weigh analyst note, key executive exit

Qualcomm shares fell about 5% to $144.94 in afternoon trading Tuesday, underperforming a broader chip stock decline. The drop followed news of a senior engineering executive’s exit and a cautious analyst note ahead of Wednesday’s quarterly earnings report. The iShares Semiconductor ETF slipped 3.5%, while Nvidia dropped over 4%. Qualcomm will hold its earnings call at 4:45 p.m. ET on Feb. 4.
3 February 2026
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Qualcomm stock price edges up as Wall Street trims targets ahead of Feb. 4 earnings

Qualcomm stock price edges up as Wall Street trims targets ahead of Feb. 4 earnings

Qualcomm shares rose 0.5% to $152.32 Monday afternoon, rebounding from earlier lows ahead of its February 4 earnings report. Cantor Fitzgerald cut its price target to $160, with JPMorgan and Bernstein also lowering targets. Investors are focused on the company’s guidance for the March quarter. Analyst C.J. Muse warned of headwinds from weak smartphone demand and changing customer mix.
2 February 2026
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Qualcomm stock price slips into earnings week — what QCOM investors are watching next

Qualcomm stock price slips into earnings week — what QCOM investors are watching next

Qualcomm shares fell 0.41% to $151.59 Friday, then edged down after hours as Wall Street slipped on Fed leadership uncertainty and a strong inflation reading. Investors await Qualcomm’s Feb. 4 earnings report and management’s outlook on chip demand and licensing. Chip stocks were mixed, with Nvidia and Texas Instruments down and Broadcom slightly higher. U.S. markets reopen Monday.
2 February 2026
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Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

Tech stocks brace for Alphabet, Amazon earnings as Nasdaq slip puts AI spending in focus

The Nasdaq Composite fell 0.94% Friday to 23,461.82 as tech stocks stumbled ahead of key earnings from Alphabet, Amazon, AMD, and Qualcomm this week. Microsoft dropped 0.7% after a steep cloud revenue miss; Apple rose 0.4% on strong guidance. Investors are watching AI spending and the impact of Kevin Warsh’s Fed nomination as wholesale inflation jumped 0.5% last month.
1 February 2026
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Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

Semiconductor stocks slide, setting up Advanced Micro Devices and Qualcomm earnings week

The Philadelphia Semiconductor Index fell 3.9% Friday, closing at 7,998.5, as chip equipment stocks tumbled and KLA Corp dropped 15.2%. Sandisk surged after raising its revenue outlook and extending a supply deal with Kioxia. Investors await earnings from AMD on Feb. 3 and Qualcomm on Feb. 4, along with the U.S. jobs report Feb. 6. President Trump’s nomination of Kevin Warsh for Fed chair weighed on markets.
1 February 2026
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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