Scenarios that move QCOM
QUALCOMM Incorporated - Common Stock
Scenarios that move QCOM: 37 analyses, 15 positive, 22 negative.
- · TSMC says AI chip demand far exceeds available supply — ▼ · impact -45 · confidence medium · horizon quarters
- · Nvidia loses $200 billion in value after OpenAI revenue miss — ▲ · impact +40 · confidence low · horizon quarters
- · ASML cannot keep up with 2027 and 2028 demand — ▼ · impact -45 · confidence high · horizon quarters
- · ◇ What if… Apple becomes the world's largest company by market cap — ▲ · impact +50 · confidence medium · horizon quarters
- · IDC reports smartphone shipments plunged 22% in worst quarter — ▼ · impact -79 · confidence medium · horizon immediate
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▼ · impact -20 · confidence low · horizon quarters
- · T-Mobile stock crashes as investors seek explanation — ▼ · impact -24 · confidence medium · horizon weeks
- · SpaceX's US network plans send Verizon stock toward worst day since 2002 — ▲ · impact +24 · confidence medium · horizon quarters
- · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▼ · impact -30 · confidence low · horizon weeks
- · Jio reportedly seeks a $114 billion valuation in IPO — ▲ · impact +54 · confidence medium · horizon quarters
- · India raises interest rates for first time in nearly four years — ▼ · impact -14 · confidence low · horizon quarters
- · TSMC Q3 earnings set high growth bar on AI demand — ▼ · impact -45 · confidence medium · horizon quarters
- · ◇ What if… Puma Shen wins the next Taipei mayoral election — ▼ · impact -32 · confidence low · horizon immediate
- · ◇ What if… Google leads AI models at the end of October 2026 — ▲ · impact +45 · confidence low · horizon quarters
- · Jabil beats Q4 earnings estimates on AI infrastructure strength — ▼ · impact -30 · confidence low · horizon weeks
- · Draganfly closes US$10 million strategic investment — ▲ · impact +2 · confidence low · horizon quarters
- · AMD agrees to buy World Labs for $8.2 billion — ▼ · impact -45 · confidence low · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▼ · impact -20 · confidence low · horizon weeks
- · China and US agree to AI dialogue and tariff cuts — ▲ · impact +44 · confidence medium · horizon quarters
- · US and China extend trade truce by two months — ▲ · impact +65 · confidence high · horizon weeks
- · ◇ What if… Apple iPhone Duo sells only 1 million units versus 6 million produced — ▼ · impact -55 · confidence medium · horizon weeks
- · AST SpaceMobile pushes commercial launch to 2027 — ▼ · impact -18 · confidence low · horizon quarters
- · Nvidia demand outpaces its 70% growth forecast — ▼ · impact -40 · confidence low · horizon weeks
- · ◇ What if… China imposes a blockade on Taiwan — ▼ · impact -75 · confidence medium · horizon weeks
- · Broadcom guides AI revenue to reach $230 billion by 2028 — ▼ · impact -40 · confidence low · horizon quarters
- · Keysight reports 56% order growth and Q4 guidance focus — ▲ · impact +40 · confidence low · horizon quarters
- · TXN data center sales double as growth continues into 2026 — ▼ · impact -45 · confidence low · horizon quarters
- · Apple unveils $2,000 foldable iPhone duo — ▼ · impact -50 · confidence low · horizon quarters
- · Qualcomm lands a major AI deal with Amazon — ▲ · impact +90 · confidence high · horizon immediate
- · Poste Italiane sweetens cash offer for Telecom Italia takeover — ▲ · impact +20 · confidence low · horizon quarters
- · ◇ What if… Apple acquires a major AI search company — ▲ · impact +27 · confidence low · horizon quarters
- · ◇ What if… China Blockades Taiwan — ▼ · impact -75 · confidence high · horizon immediate
- · ◇ What if… Apple Acquires Peloton To Enter The Home Fitness Market — ▲ · confidence low
- · ◇ What if… Nvidia Accounting Scandal Wipes Out 80 Percent Of Reported Earnings — ▲ · confidence low
- · Amazon Announces Drone Delivery Expansion To 40 New US Cities — ▲ · confidence low
- · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▼ · confidence medium
- · ◇ What if… Apple Unveils Foldable iPhone With Two Week Battery Life — ▼ · confidence low