{"id":642907,"date":"2026-06-17T04:47:19","date_gmt":"2026-06-17T04:47:19","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/642907\/"},"modified":"2026-06-17T04:47:19","modified_gmt":"2026-06-17T04:47:19","slug":"qualcomm-is-a-rare-ai-chip-value-play","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/642907\/","title":{"rendered":"Qualcomm Is a Rare AI Chip Value Play"},"content":{"rendered":"<p data-type=\"paragraph\" data=\"[object Object]\" class=\"css-1qg6i2u eew040j0\">It\u2019s far from certain that <a data-type=\"company\" href=\"https:\/\/www.wsj.com\/market-data\/quotes\/QCOM\" target=\"_blank\" class=\"ekxajjj0 css-i0lbhy-OverridedLink\" rel=\"nofollow noopener\">Qualcomm<\/a> <a color=\"var(--color-inkSubtle)\" href=\"https:\/\/www.wsj.com\/market-data\/quotes\/QCOM\" class=\"css-1fr2kw9-ChicletStyle e1vl9ktx2\" rel=\"nofollow noopener\" target=\"_blank\">QCOM -3.05%decrease; down pointing triangle<\/a> can become a force in the data-center chip business. But unlike other speculative AI chip plays, investors aren\u2019t placing a crazy bet that it will be.  <\/p>\n<p data-type=\"paragraph\" data=\"[object Object]\" class=\"css-1qg6i2u eew040j0\">A quick look at the stock might suggest otherwise. Qualcomm\u2019s share price has surged more than 40% since the company disclosed a <a data-type=\"link\" href=\"https:\/\/www.wsj.com\/business\/earnings\/qualcomm-second-quarter-sales-rise-on-automotive-internet-of-things-growth-fef711dd?mod=article_inline\" target=\"_blank\" class=\"ekxajjj0 css-i0lbhy-OverridedLink\" rel=\"nofollow noopener\">major data-center customer<\/a> during its last earnings call in late April. That exceeds the gains of most other chip stocks in that time.<\/p>\n<p class=\"css-16aepit e1jdulti0\">Copyright \u00a92026 Dow Jones &amp; Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8<\/p>\n","protected":false},"excerpt":{"rendered":"It\u2019s far from certain that Qualcomm QCOM -3.05%decrease; down pointing triangle can become a force in the data-center&hellip;\n","protected":false},"author":2,"featured_media":642908,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[138589,554,304,95068,86224,733,4308,84,85744,6319,141206,141203,6378,6290,6379,85773,6316,6373,6313,53560,1674,141204,9583,12055,216771,6317,6310,6323,85747,85748,6374,94187,216772,216775,216776,216773,216777,216774,10420,6330,3352,186547,30860,31147,6322,86,56,54,55,85749],"class_list":["post-642907","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-aapl","tag-ai","tag-apple","tag-arm","tag-arm-holdings","tag-artificial-intelligence","tag-artificialintelligence","tag-business","tag-business-consumer-services","tag-ce-industry-news-filter","tag-colocation-services","tag-computer-services","tag-computers","tag-computers-consumer-electronics","tag-consumer-electronics","tag-consumer-services","tag-content-types","tag-corporate","tag-corporate-industrial-news","tag-cristiano-amon","tag-data-centers","tag-data-centers-colocation-services","tag-data-services","tag-earnings","tag-earnings-projections","tag-factiva-filters","tag-financial-performance","tag-gcapi","tag-industrial-electronics","tag-industrial-goods","tag-industrial-news","tag-integrated-circuits","tag-linkendrnrealtime-linkedarticle-dnco20260616001456","tag-linki1-wp-wsj-0003663155","tag-linki2-wp-wsj-0003663155","tag-linki4-wp-wsj-0003663155","tag-linki5-wp-wsj-0003663155","tag-linki6-wp-wsj-0003663155","tag-manufacturing","tag-nvda","tag-nvidia","tag-qcom","tag-qualcomm","tag-semiconductors","tag-synd","tag-technology","tag-uk","tag-united-kingdom","tag-unitedkingdom","tag-wsj-pro-wsj-com"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/642907","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=642907"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/642907\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/642908"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=642907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=642907"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=642907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}