Dec. 5 at 8:03 PM
$QCOM potential upcoming catalysts:
1. Alphawave acquisition. Still some risk of a competing offer, set to officially close mid December
2.
$ARM trial damages revealed. Could be multi billion. Trial is set for February or march, so dollar amount of claims should be revealed early 2026.
3.
$AAPL modem contract extension. Analyst at UBS conference mentioned rumors.
4. New Hyperscaler contract. CEO mentioned they are in discussions with all major hyperscalers.
5.
$INTC foundry deal or merger possible
6. China trade deal or tariff reduction