Amazon Could Buy Up to $60 Billion From Qualcomm Just as Apple Brings Modems In-House. Is the AI Pivot Real?
QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc.
Qualcomm Inc (QCOM)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 5,312,600 | $981,715,354 | +76% | 0.11% | |
| 2. | 4,696,000 | $867,773,840 | +45% | 0.1% | |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,481,985 | $458,675,503 | +10157% | 0.36% |
| 4. | Altimeter Capital Management Brad Gerstner | 1,882,490 | $347,865,327 | 3.54% | |
| 5. | 1,517,600 | $280,437,304 | +20% | 0.1% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.60 | 500 | $42,298.40 | 500 | 2019-12-10 | Filing | |
| $73.84 | 2,705 | $199,736.66 | 14,229 | 2019-08-28 | Filing | |
| $54.59 | 9,000 | $491,285.70 | 12,077 | 2017-05-11 | Filing | |
| $53.13 | 18,815 | $999,595.79 | 22,039 | 2017-02-03 | Filing | |
| $53.99 | 1,000 | $53,985.00 | 2,000 | 2017-01-30 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $185.32 | 12 | $2,223.78 | 18,184 | 2026-09-11 | Filing | |
| $184.63 | 347 | $64,065.74 | 18,196 | 2026-09-11 | Filing | |
| $183.84 | 739 | $135,860.94 | 18,543 | 2026-09-11 | Filing | |
| $182.69 | 508 | $92,808.40 | 19,282 | 2026-09-11 | Filing | |
| $181.89 | 696 | $126,595.79 | 19,790 | 2026-09-11 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 95,151,875 | $17,583,115,043 | 0.26% | |
| 2. | 68,837,417 | $12,720,466,288 | 0.27% | |
| 3. | 52,763,263 | $9,750,123,370 | 0.29% | |
| 4. | 36,101,702 | $6,671,233,587 | 0.53% | |
| 5. | 33,847,770 | $6,254,729,418 | 0.28% |
News See All
Is Qualcomm Stock the Next AI Winner? Top Investor Weighs In
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Qualcomm’s AWS Deal Takes Aim at Nvidia, But Comes With Fine Print
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Qualcomm’s AI Ambitions Get a Boost From Amazon Partnership
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AMD vs. Qualcomm – Why Piper Sandler Says BUY One Chip Stock and HOLD the Other
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Piper Sandler Picks 5 Chip Stocks for the Next $2.2T AI Compute Boom. Is Your Favorite on the List?
Piper Sandler analyst David O’Connor sees a $2.2 trillion AI compute market by 2030, and the firm has picked five chip stocks it expects to benefit...
Qualcomm vs. Broadcom: One AI Stock Is a Buy, the Other Is a Wait-and-See, Says Top Bernstein Analyst
Qualcomm (NASDAQ:QCOM) and Broadcom (NASDAQ:AVGO) compete across several important areas of the semiconductor industry, although their businesses h...
Why Is QCOM Stock Rising Today and What Technicals Say Next?
Qualcomm ($QCOM) stock is up by 1.5% in premarket trading today after a gain of more than 3% in the previous session. The surge came after the comp...
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