https://k4i.com/tags/qcom/ Recent content in QCOM on k4i.com Hugo en-us Tue, 02 Jun 2026 00:00:00 +0000 https://k4i.com/qualcomm-and-the-ai-infrastructure-boom-a-62-rally-ahead-of-the-revenue/ Tue, 02 Jun 2026 00:00:00 +0000 https://k4i.com/qualcomm-and-the-ai-infrastructure-boom-a-62-rally-ahead-of-the-revenue/ <p>Qualcomm has spent the better part of two years trying to convince the market it is something other than a smartphone modem company with a licensing book. As of June 2026, the market has decided to believe it — the stock is up roughly 62% in a single month and sits near $250, an all-time high. The harder question is whether the business has changed as fast as the multiple has.</p>