Movement Alert｜Qualcomm Rises 3.09% in Regular Trading, AI Agent Wave and CPU Super Cycle Narrative Fuel Continued Rally

Market Focus

Yesterday

On May 26, Qualcomm rose 3.09% in regular trading, trading at $243.885/share, with trading volume of approximately $1.625 billion. The stock extended gains following its 11.6% surge on May 22, as the AI agent-driven CPU super cycle thesis continues to attract investor enthusiasm.

The rally is underpinned by Qualcomm's confirmed re-entry into the data center CPU market, with the company developing custom Arm-based server CPUs for Meta and AI ASIC chips for ByteDance, targeting shipments of one million inference-focused processors. Qualcomm is also collaborating with NVIDIA on AI cluster solutions. Morgan Stanley projects the server CPU total addressable market could reach $82.5-$110 billion by 2030, representing a five-year CAGR of 38%.

Within the Semiconductor sector, the broader group rallied strongly. Among individual stocks, Micron Technology up 17.31%, Advanced Micro Devices up 5.67%, Marvell Technology up 5.65%, Intel up 2.04%, NVIDIA up 0.94%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The stock extended gains following its 11.6% surge on May 22, as the AI agent-driven CPU super cycle thesis continues to attract investor enthusiasm.</p><p>The rally is underpinned by Qualcomm's confirmed re-entry into the data center CPU market, with the company developing custom Arm-based server CPUs for Meta and AI ASIC chips for ByteDance, targeting shipments of one million inference-focused processors. Qualcomm is also collaborating with NVIDIA on AI cluster solutions. Morgan Stanley projects the server CPU total addressable market could reach $82.5-$110 billion by 2030, representing a five-year CAGR of 38%.</p><p>Within the Semiconductor sector, the broader group rallied strongly. 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