• QUALCOMM forecasts $15B data‑center revenue by FY2029 and a $40B non‑handset pipeline (including $10B auto, $8B industrial). Announced $20B buyback, 1.95% dividend yield, debt/equity 0.54.
  • Qualcomm (QCOM) not in acquisition talks with AI chipmaker Tenstorrent, which says it’s focusing on its own IP, scalable AI projects and partnerships rather than a takeover.