{"id":382404,"date":"2026-05-23T12:01:55","date_gmt":"2026-05-23T10:01:55","guid":{"rendered":"https:\/\/prostartup.it\/div-qualcomms-stock-pop-shows-investors-are-waking-up-to-boom-in-ai-devices-div\/"},"modified":"2026-05-23T12:01:55","modified_gmt":"2026-05-23T10:01:55","slug":"div-qualcomms-stock-pop-shows-investors-are-waking-up-to-boom-in-ai-devices-div","status":"publish","type":"post","link":"https:\/\/prostartup.it\/ru\/div-qualcomms-stock-pop-shows-investors-are-waking-up-to-boom-in-ai-devices-div\/","title":{"rendered":"Qualcomm&#8217;s stock pop shows investors are &#8216;waking up&#8217; to boom in AI devices"},"content":{"rendered":"<div><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"><\/span><\/p>\n<div class=\"RelatedQuotes-relatedQuotes\" id=\"SpecialReportArticle-RelatedQuotes\">\n<div class=\"RelatedQuotes-quotesContainer\">\n<div class=\"RelatedQuotes-titleAndTime undefined\">\n<p class=\"RelatedQuotes-text\">In this article<\/p>\n<\/div>\n<ul class=\"RelatedQuotes-list\">\n<li class=\"QuoteItem-item\" aria-label=\"Quote for null\"><span class=\"QuoteItem-symbol\">QCOM<\/span><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"SpecialReportArticle-WatchlistDropdown\" data-analytics-id=\"SpecialReportArticle-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/li>\n<\/ul>\n<\/div>\n<div class=\"RelatedQuotes-cfaButtonContainer\"><button id=\"ArticlePageTickerCreateAccountButton\" class=\"CreateFreeAccountButton-buttonContainer\"><span class=\"CreateFreeAccountButton-buttonText\"><span>Follow your favorite stocks<\/span><span class=\"CreateFreeAccountButton-buttonTextBold\">CREATE FREE ACCOUNT<\/span><\/span><\/button><\/div>\n<\/div>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108217424\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div class=\"InlineImage-imagePlaceholder\" style=\"padding-bottom:55.55555555555556%\">\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<\/div>\n<div>\n<div class=\"InlineImage-imageEmbedCaption\">Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19, 2025.<\/div>\n<div class=\"InlineImage-imageEmbedCredit\">Ann Wang | Reuters<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Qualcomm shares surged 12% on Friday and are now up 75% in the past month, as the chipmaker&#8217;s increasingly central position in the physical AI boom becomes more apparent to Wall Street. The stock is trading at a record. <\/p>\n<p>Although Qualcomm has fallen behind giants like\u00a0Nvidia\u00a0in the race for chips to power AI models and workloads, the company is using its dominance in smartphones to cement its role as a key player in connected devices, whether it&#8217;s eyeglasses, cars or robots. <\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>OpenAI is also reportedly\u00a0partnering\u00a0with Qualcomm to develop an AI chip that could power a coming device run by AI agents.<\/p>\n<p>&#8220;This company will be back in its former glory and will lead the connected device revolution,&#8221; said Ivan Feinseth, an analyst at Tigress Financial Partners who rates Qualcomm a buy. Investors are &#8220;waking up to this fact,&#8221; he said. <\/p>\n<p>Regarding Qualcomm&#8217;s work with OpenAI, Feinseth said he&#8217;s bullish about the forthcoming device, calling it a &#8220;phone that will be an AI-based operating system that will do everything.&#8221;<\/p>\n<\/div>\n<div>\n<div class=\"Collapsible-proliveCollapsableContainer\" role=\"button\">\n<div class=\"Collapsible-proLivePlayerCloseOrExpand\"><img decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" fifu-lazy=\"1\" fifu-data-sizes=\"auto\" fifu-data-srcset=\"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=75&resize=75&ssl=1 75w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=100&resize=100&ssl=1 100w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=150&resize=150&ssl=1 150w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=240&resize=240&ssl=1 240w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=320&resize=320&ssl=1 320w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=500&resize=500&ssl=1 500w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=640&resize=640&ssl=1 640w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=800&resize=800&ssl=1 800w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1024&resize=1024&ssl=1 1024w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1280&resize=1280&ssl=1 1280w, https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg?w=1600&resize=1600&ssl=1 1600w\" fifu-data-src=\"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg\" class=\"Collapsible-dismissButton\" alt=\"hide content\"><\/div>\n<\/div>\n<div style=\"border:1px solid #d9d9d9;width:100%\" class=\"InteractiveChart-container\"><\/div>\n<div class=\"InteractiveChart-caption\">Qualcomm vs. the Nasdaq over the past month<\/div>\n<\/div>\n<div class=\"group\">\n<p>Qualcomm is core to a plethora of gadgets doing AI at the so-called edge, instead of in the cloud. That includes <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-5\">Microsoft&#8217;s<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> Surface PCs and smartglasses from <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-6\">Google<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span> and Meta. Its <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-8\">Arm<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>-based chips offer an energy-efficient alternative to those made by central processor leaders Intel and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-10\">Advanced Micro Devices<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>.<\/p>\n<p>On Thursday, Qualcomm announced a deal with automaker<span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-11\"> Stellantis<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, which said it will use the chipmaker&#8217;s Snapdragon processors to &#8220;support advanced,\u00a0unified compute power across the entire vehicle, including cockpit, connectivity and advanced driver assist systems.&#8221;<\/p>\n<div style=\"height:100%\" class=\"lazyload-placeholder\"><\/div>\n<p>Stellantis owns a broad portfolio of brands, including Alfa Romeo, Chrysler, Dodge, Fiat, Jeep and Maserati.<\/p>\n<p>&#8220;Customers will be able to enjoy a smooth, immersive, and safe auto-drive experience on city and highway roads, with multiple driving modes to choose from,&#8221; said Ned Curic, Stellantis&#8217; head of product development, at the company&#8217;s investor day on Thursday.<\/p>\n<p>Qualcomm has struck similar deals with Bosch, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-14\">Volkswagen<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"><\/span><\/button><\/span><\/span><\/span>, Hyundai and BMW. In its most recent earnings report, Qualcomm said revenue in its automotive business climbed 38% from a year earlier to $1.3 billion. More than 1 million cars already operate their autonomous systems on Qualcomm processors, according to the company.<\/p>\n<p>Friday&#8217;s stock pop is also tied to investor excitement around an entirely new business segment for Qualcomm: data center chips.<\/p>\n<p>Announced last year, Qualcomm&#8217;s coming AI200 and AI250 are custom AI accelerators \u2014 a more programmable type of chip than Nvidia&#8217;s graphics processing units that have dominated AI workloads thus far. The chips are supposed to go on sale later this year, available in a full rack-scale system similar to Nvidia&#8217;s Vera Rubin and AMD&#8217;s coming Helios system.<\/p>\n<p>Qualcomm CEO Cristiano Amon said on the company&#8217;s earnings call in April that it would begin shipping data center chips to &#8220;a large hyperscaler&#8221; within the calendar year. Investors could hear more when Amon  delivers a keynote address at the Computex conference in Taiwan on June 2, and at Qualcomm&#8217;s investor day on June 24.<\/p>\n<p><em>\u2014CNBC&#8217;s Kristina Partsinevelos contributed to this report<\/em><\/p>\n<p><strong>WATCH:<\/strong> How Qualcomm is betting big on AI and auto to hold onto wireless dominance<\/p>\n<\/div>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-107294259\"><\/div>\n<div id=\"ArticleBody-MobileAdhesion\" class=\"MobileAdhesion-container\" data-module=\"mps-slot\"><\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"SpecialReportArticle-GooglePreferredSource-6\">\n<div class=\"ArticleBody-googlePreferredSourceBorder\"><\/div>\n<p>Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/p><\/div>\n<hr \/>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>In this article QCOM Follow your favorite stocksCREATE FREE ACCOUNT Qualcomm CEO Cristiano Amon delivers a keynote speech at Computex in Taipei, Taiwan, May 19,<\/p>","protected":false},"author":1,"featured_media":382405,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/static-redesign.cnbcfm.com\/dist\/a54b41835a8b60db28c2.svg","fifu_image_alt":"<div>Qualcomm's stock pop shows investors are 'waking up' to boom in AI devices<\/div>","footnotes":""},"categories":[11],"tags":[18,1634,478,215,952],"class_list":["post-382404","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-inv-business","tag-ai","tag-devices","tag-investors","tag-shows","tag-stock"],"_links":{"self":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382404","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/comments?post=382404"}],"version-history":[{"count":0,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/posts\/382404\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media\/382405"}],"wp:attachment":[{"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/media?parent=382404"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/categories?post=382404"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prostartup.it\/ru\/wp-json\/wp\/v2\/tags?post=382404"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}