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Which podcasts are discussing QCOM?
17 ATTRIBUTED IDEAS · 17 EPISODES · 7 SHOWS
The shows
CNBC Fast Money
Bloomberg Surveillance
WSJ What's News
Motley Fool Money
The Pomp Podcast
The Twenty Minute VC
Thoughtful Money
Where the discussion went deepest
29 JUL2W AGOCNBC FAST MONEY · 01:21
Qualcomm faces smartphone weakness and margin pressure
“The bear case presented for Qualcomm highlights shrinking core smartphone market revenue due to rising memory costs, lost Apple volume coming sooner than expected, and non-handset growth not yet large enough to offset near-term headwind risks.”
Major Earnings After the Close… And the Fed Keeps Rates Unchanged 7/29/26
In depth · 4/5Verify in source →
27 JUL2W AGOCNBC FAST MONEY · 05:17
Downside risk remains in memory and semis
“Memory and semiconductor stocks face deep pullbacks due to rapid Chinese capacity expansion and exhaustion from excess valuation runs.”
Digging in on Market Volatility… And SpaceX Hits New All-time Low 7/27/26
In depth · 4/5Verify in source →
10 JUL10 JULBLOOMBERG SURVEILLANCE
6 JUL6 JULCNBC FAST MONEY · 02:40
Memory maker valuations face cyclical peak risks
“The panel argued that high-bandwidth memory makers may be reaching cyclical peak valuation multiples, making aggressive long exposure risky ahead of major supply and listing catalysts.”
Tech Bounces Back… And SpaceX Joins the Nasdaq 100 on Fast Track 7/6/26
In depth · 4/5Verify in source →
25 JUN25 JUNMOTLEY FOOL MONEY · 00:43
Qualcomm enters AI data center CPU race
“Qualcomm's expansion into data center CPUs introduces a major new competitor to the AI infrastructure buildout, suggesting sustained industry momentum.”
Nuclear Energy Gets a Big Government Boost (Again)
In depth · 4/5Verify in source →
24 JUN24 JUNCNBC FAST MONEY · 08:18
Qualcomm expands beyond smartphones into AI data centers
“Qualcomm's rapid revenue diversification into data center inference and auto positions it as a full-stack low-power AI player, supported by secured TSMC capacity.”
Micron Earnings Results… And Are Fed Rate-Hikes on the Horizon? 6/24/26 · with Broadcom
In depth · 4/5Verify in source →
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