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News Breaks
February 20, 2013
06:10 EDTLTD, QCOMQualcomm added to U.S. Conviction Buy List; Limited removed at Nomura
News For QCOM;LTD From The Last 14 Days
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September 3, 2015
19:42 EDTQCOMQualcomm president questions value of splitting company, Reuters says
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16:57 EDTQCOMQualcomm considers sale of Vuforia unit, Re/code says
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September 1, 2015
17:48 EDTQCOMAmbarella hasn't seen the competitive landscape changed in drone market
The company, speaking to a question on talk of growing competition in the drone market, said it doesn't think the competitive landscape changed that much in the last three months. The company noted the talk of the interest in the drone market from Intel (INTC) and Qualcomm (QCOM) but said it continues to believe the firms that use the Ambarella (AMBA) solution "really pay attention to the image quality compression efficiency and power" and that it doesn't see another processor as a strong competitor to its solution "yet." Ambarella is speaking on its Q2 earnings conference call.
08:30 EDTQCOMParkerVision comments on IPR petitions filed by Qualcomm
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07:48 EDTQCOMSemiconductor sector upgraded to Neutral from Cautious at UBS
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August 27, 2015
11:13 EDTLTDTicker changed to LB to host sales conference call
Conference call to discuss August sales results will be held on September 3 at 7:30 am. Webcast Link
05:53 EDTQCOMIC demand for notebooks picking up, DigiTimes reports
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August 26, 2015
12:14 EDTQCOMAnalysts say Ambarella selloff overdone, recommend buying shares
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07:23 EDTQCOMAmbarella weakness overdone, says Stifel
Noting that Ambarella's (AMBA) stock has dropped 20% since Qualcomm (QCOM) indicated that it would look to supply chips for drones, Stifel says that the decline is overdone. The firm thinks that it's more likely that Qualcomm's chip will be used to help control drones, rather than replace Ambarella's video processor. The firm continues to recommend Ambarella's stock.
06:22 EDTQCOMiPhone 6S to include Qualcomm radio frequency transceiver chip, MacRumors says
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05:21 EDTQCOMQualcomm agrees to sell UK L-Band spectrum to Vodafone, H3G
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August 24, 2015
10:17 EDTQCOMQualcomm upgraded to Buy from Hold at Standpoint Research
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09:45 EDTQCOMOn The Fly: Analyst Initiation Summary
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08:54 EDTQCOMQualcomm coverage resumed with a Buy at Goldman
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06:22 EDTQCOMTSMC pursuing 16nm chip orders, DigiTimes reports
According to market sources, DigiTimes reports that TSMC (TSM) has been "actively" seeking 16nm FinFET chip orders. In addition to securing a portion of Apple's (AAPL) A9 chip orders, TSMC has also received orders from AMD (AMD), Broadcom (BRCM), LG, Nvidia (NVDA) and Avago (AVGO), the sources say, noting that TSMC failed to maintain orders for Qualcomm's (QCOM) flagship mobile chips, as it has placed orders for the Snapdragon 820 series with Samsung (SSNLF). Reference Link

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