| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-24 | MENTIONED | MEDIUM | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
Slipping even after renewing its patent license with Apple: the lucrative QTL licensing business survives but handset chip revenue fell 20%, with automotive up 61%. [audio] | — | — | — |
| 2026-09-23 | HOLD | HIGH | Rob Black Show Afternoon podcast 9-23-26 |
Rob explicitly said he holds Qualcomm for its dividend and technology while discussing the CEO's view that AI agents need users' trust. [audio] | -6.4% | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Stocks Fall As Yields Shoot Higher |
Qualcomm was down about 1% during the technology-led selloff. [audio] | -6.4% | — | — |
| 2026-09-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-21-26 |
Rob included Qualcomm among CPU suppliers facing strong AI-related demand. [audio] | -3.5% | — | — |
| 2026-09-21 | MENTIONED | LOW | Rob Black Show Stocks Rise As Oil Prices Ease |
Qualcomm was cited among the AI-related chip stocks rallying during the session. [audio] | -3.5% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-15-26 |
Qualcomm was cited as one of the day's stronger semiconductor names. [audio] | +5.6% | — | — |
| 2026-09-11 | MENTIONED | LOW | Rob Black Show Big Story Rate Hike Odds Surged |
Qualcomm was mentioned as one of the stocks participating in the broad market rally. [audio] | -2.3% | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob notes that Qualcomm is slightly higher despite the weak broader market. [audio] | +6.7% | — | — |
| 2026-09-09 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-9-26 |
Rob notes that Apple's own C2 modem reduces reliance on Qualcomm and describes Qualcomm's newly announced Amazon relationship as a useful offset. [audio] | +4.8% | — | — |
| 2026-09-08 | HOLD | MEDIUM | Rob Black Show Stocks Drop As Oil Prices Climb |
Qualcomm jumped on a custom AI chip deal with Amazon worth up to $60 billion; Rob owns it for the growing dividend but dislikes the warrants dilution. [audio] | +7.9% | — | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-24-26 |
Down 2.2%, one of the drags on the Nasdaq. [audio] | +7.5% | +25.1% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
Qualcomm was grouped with Intel and ARM as chip names that rally into results then disappoint afterward. [audio] | +3.5% | +7.7% | — |
| 2026-08-04 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Dropped Amid Optimism |
Qualcomm jumped 6% in a broad semiconductor rally. [audio] | +0.0% | +4.2% | — |
| 2026-07-30 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-30-26 |
Down 2.6% on the day. [audio] | +5.8% | +8.3% | — |
| 2026-07-30 | MENTIONED | MEDIUM | Rob Black Show Semiconductors Help Drive Gains |
Qualcomm shares weaker after rare miss; discussed earnings, automotive growth, and Apple revenue decline. [audio] | +5.8% | +8.3% | — |
| 2026-07-29 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-29-26 |
Qualcomm is discussed for issuing light guidance and trading down in aftermarket. [audio] | +1.2% | +5.5% | — |
| 2026-07-29 | MENTIONED | LOW | Rob Black Show Stocks Stumble As Oil Surges |
Qualcomm is among the companies reporting earnings tonight. [audio] | +1.2% | +5.5% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-27-26 |
Host discusses Qualcomm's double-digit chip price increases and impact on phone manufacturers. [audio] | -0.1% | +1.2% | — |
| 2026-07-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-22-26 |
Qualcomm's Snapdragon AR1 Gen 1 chip powers Samsung's new smart glasses. [audio] | -11.4% | -8.5% | — |
| 2026-07-22 | MENTIONED | LOW | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Samsung's smart glasses are powered by Qualcomm's Snapdragon AR1 Generation 1 chip. [audio] | -11.4% | -8.5% | — |
| 2026-07-21 | WATCH | MEDIUM | Rob Black Show Stocks Boosted By Chipmakers |
Cetrini Research discusses Qualcomm's power efficiency architecture for AI data centers and potential performance per watt improvements. [audio] | -6.1% | -7.4% | — |
| 2026-07-16 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-16-26 |
Host notes Qualcomm would play a major role if AI processing moves into portable devices. [audio] | +0.3% | -2.8% | — |
| 2026-07-16 | WATCH | MEDIUM | Rob Black Show Chip Stocks Weighing On The Market |
Qualcomm could play a major role if AI processing moves onto portable devices. [audio] | +0.3% | -2.8% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Mentioned as a possible semiconductor company competing with Rebellions. [audio] | -4.6% | -10.0% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-7-26 |
Qualcomm discussed for patent licensing and revenue from communications chips. [audio] | -4.6% | -10.0% | — |
| 2026-06-30 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-30-26 |
Host expresses concern about Qualcomm due to high PE and AI competition. [audio] | -1.0% | -18.0% | +2.0% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Qualcomm up 3.8 percent, noted as a positive performer among semiconductor stocks. [audio] | -6.9% | -11.8% | +3.1% |
| 2026-06-25 | BUY | HIGH | Rob Black Show DJIA Notches Record As Market Divides |
Qualcomm is discussed as trading higher after aggressive push into AI infrastructure, with Morgan Stanley upgrade and CEO commentary. [audio] | -14.0% | -18.5% | -3.2% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-23-26 |
Qualcomm lost 8% and is discussed as a CPU provider for AI data centers. [audio] | -9.5% | -16.2% | -4.3% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Global Chip Rout |
Qualcomm is mentioned for bookings and daily performance. [audio] | -9.5% | -16.2% | -4.3% |
| 2026-06-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-15-26 |
Qualcomm's stock performance up 9%. [audio] | +0.5% | -19.4% | -17.1% |
| 2026-06-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-12-26 |
Qualcomm mentioned as pitching robotic solutions alongside NVIDIA, Intel, and AMD. [audio] | +6.8% | -10.7% | -16.0% |
| 2026-06-11 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-11-26 |
Qualcomm discussed for expanding into data center CPUs. [audio] | +11.4% | -6.8% | -12.6% |
| 2026-06-04 | SELL | MEDIUM | Rob Black Show Afternoon podcast 6-4-26 |
Qualcomm down 2.8%; host notes a trend of weakness in semiconductors. [audio] | -16.3% | -27.3% | -29.9% |
| 2026-06-03 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-3-26 |
The host questions if capital will shift from established names like Qualcomm to new IPOs, implying a potential rotation or selling pressure on existing holdings. [audio] | -23.2% | -29.2% | -33.1% |
| 2026-06-03 | MENTIONED | LOW | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Host mentions 'Qualcoms' as an immediate play related to hyperscalers and AI infrastructure. [audio] | -23.2% | -29.2% | -33.1% |
| 2026-06-02 | SELL | MEDIUM | Rob Black Show Afternoon podcast 6-2-26 |
Host notes shares of Qualcomm fell after NVIDIA unveiled a new RTX Spark chip. [audio] | -14.4% | -26.5% | -29.0% |
| 2026-06-02 | WATCH | MEDIUM | Rob Black Show Markets Start The Day With Highs |
NVIDIA's new PC chips are described as an attack on Qualcomm, Intel, and AMD. [audio] | -14.4% | -26.5% | -29.0% |
| 2026-06-01 | SELL | MEDIUM | Rob Black Show Afternoon podcast 6-1-26 |
Qualcomm fell 9% as money flowed to NVIDIA; host cites 'egregious' valuations of 60-100x earnings for semiconductor peers. [audio] | -4.5% | -20.3% | -28.0% |
| 2026-06-01 | SELL | LOW | Rob Black Show Oil Jumps |
Qualcomm is down 5%. [audio] | -4.5% | -20.3% | -28.0% |
| 2026-05-29 | BUY | MEDIUM | Rob Black Show Thinking About A Shopping List |
The host recommends buying Qualcomm, citing a low P/E ratio and the potential for AI-driven growth. [audio] | -13.7% | -24.3% | -34.1% |
| 2026-05-28 | SELL | MEDIUM | Rob Black Show Afternoon podcast 5-28-26 |
Host questions owning Qualcomm due to high P/E ratios (40-100) compared to cheaper alternatives like Micron or SanDisk. [audio] | +0.1% | -21.9% | -32.5% |
| 2026-05-26 | BUY | HIGH | Rob Black Show Hope Over A Potential Deal With Iran |
Stock is spiking; CEO touted entry into data center business and AI-enabled devices, with investors expecting more growth plans. [audio] | -3.2% | -17.3% | -36.1% |
| 2026-05-20 | MENTIONED | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host discusses Qualcomm introducing Dragon Wing for premium 5G and Wi-Fi connectivity. [audio] | +15.3% | +12.1% | -20.6% |
| 2026-05-19 | WATCH | LOW | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Speculated as a potential provider of new chips for AI processing in future devices. [audio] | +27.2% | +16.0% | -16.8% |
| 2026-05-18 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-18-26 |
Qualcomm is highlighted for having a 10-year minimum sales growth of 10.5%, identified through stock screening in the S&P MidCap 400. [audio] | +17.0% | +5.0% | -18.3% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Mixed Markets As Inflation Jumps |
Qualcomm is bouncing back after yesterday's rout, up 2%. [audio] | -5.0% | -0.3% | -23.4% |
| 2026-05-12 | BUY | HIGH | Rob Black Show Afternoon podcast 5-12-26 |
Host states 'I actually like Qualcomm' and views the recent drop as a deserved break after a big run, implying it is a good entry point or hold. [audio] | -7.0% | -3.1% | -22.6% |
| 2026-05-12 | SELL | HIGH | Rob Black Show Stocks Move After High Inflation Reading |
Described as a 'problem child' that has run up 80% since March, with core business at risk and lacking a clear AI lane. [audio] | -7.0% | -3.1% | -22.6% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -7.0% | -3.1% | -22.6% |
| 2026-05-11 | BUY | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host mentions Qualcomm as a stock that has enjoyed double-digit growth. [audio] | -14.3% | -19.2% | -29.1% |
| 2026-05-08 | BUY | MEDIUM | Rob Black Show Good Year In The Stock Market So Far |
Host highlights Qualcomm as a chip stock that had an amazing week and was up 9% today. [audio] | -8.0% | -1.1% | -26.5% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-7-26 |
Host mentions Qualcomm executives are coming to China with President Trump. [audio] | -1.2% | +7.0% | -21.9% |
| 2026-05-07 | HOLD | MEDIUM | Rob Black Show Oil Continues Pullback |
Host identifies Qualcomm as one of his income stocks for retirement in semiconductors, noting it is profitable with high margins. [audio] | -1.2% | +7.0% | -21.9% |
| 2026-05-06 | MENTIONED | MEDIUM | Rob Black Show Earnings Jump |
Qualcomm was mentioned as the best-performing NASDAQ 100 stock in 1999, up 2,600%. [audio] | +10.7% | +12.6% | -15.2% |
| 2026-05-05 | MENTIONED | MEDIUM | Rob Black Show Stocks Get Boost From Oil Pullback |
Mentioned as being up 9%. [audio] | +12.7% | +30.5% | -18.5% |
| 2026-04-30 | BUY | MEDIUM | Rob Black Show Afternoon podcast 4-30-26 |
Qualcomm was up 15% after hinting at a hyperscaler entering data centers. [audio] | +12.8% | +39.8% | -13.0% |
| 2026-04-30 | BUY | HIGH | Rob Black Show Markets Working Higher For Now |
Qualcomm's up 10 percent today. CEO was a little sly on the conference call last night. Saying we're starting shipping data centers chips to a large hyperscaler. [audio] | +12.8% | +39.8% | -13.0% |
| 2026-04-27 | BUY | MEDIUM | Rob Black Show The Performance Of Semiconductor Stocks |
Qualcomm is up today on news of partnership with Open AI to develop AI smartphone. [audio] | +12.1% | +55.3% | +11.5% |