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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 180.90

+2.1%

Oct 31 9:30 AM EDT

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From: Bill Wolf	10/30/2025 6:56:46 AM
	2 Recommendations Recommended By Doug M. Dr. John of 196387

Qualcomm's Entry Into AI Inference Market Seen as 'Positive,' UBS Says12:48 PM ET, 10/28/2025 - MT Newswires 12:48 PM EDT, 10/28/2025 (MT Newswires) -- Qualcomm's (QCOM) move into the artificial intelligence inference accelerator market with its new AI200 and AI250 rack-scale systems marks a positive step in expanding its data center ambitions, UBS Securities said. The brokerage said in a Monday note that while the announcement confirms Qualcomm's entry into the market, the firm viewed the stock's reaction as excessive and is keeping its estimates unchanged pending more details. UBS estimated Qualcomm's 200-megawatt partnership with Saudi-backed HUMAIN, starting in 2026, could add about $2 billion in incremental revenue, representing roughly 4% of its 2026 revenue forecast. The company is scheduled to report Q4 results on Nov. 5 UBS maintained a neutral rating on the stock and a $175 price target. Shares of Qualcomm were down more than 3% in recent Tuesday trading. Price: 181.80, Change: -5.88, Percent Change: -3.13

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