# Qualcomm Rides AI Chip Momentum

Page: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/qualcomm-rides-ai-chip-momentum
Text version: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/qualcomm-rides-ai-chip-momentum.md
Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192)
Published: 2026-06-18T19:38:27+00:00
Episode link: https://api.fastcast.ai/audio/83f4e532-dae7-4e94-9506-ac6a75a6addc.mp3
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Duration seconds: 100

## Resource

Qualcomm’s stock surged 4.7% after Apple’s surprise move to design and build chips in the U.S. with Intel, sparking industry-wide gains—including for Micron—and validating Qualcomm’s data center ambitions. Despite a volatile year, analyst optimism is rising: Wells Fargo boosted its target citing AI chip momentum via AWS, while JPMorgan eyes bold revenue projections. Qualcomm’s CEO confirmed early delivery of custom chips—targeting 2026 instead of 2027—and signaled “material” revenue in the billions, all amid broader market tailwinds from falling oil prices and Treasury yields. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/e0d28600d9a6a5d6

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