Morgan Stanley upgrades Qualcomm to Equalweight, raises price target to $231

A Morgan Stanley Investment Management senior portfolio manager says the pullback witnessed in AI memory and chip names is an opportunity for investors to load up on dips. In a new CNBC interview, Andrew Slimmon says he remains bullish on companies benefiting from the massive AI spending, despite the recent retracement. Slimmon believes that the […] The post Morgan Stanley Sees Opportunity To Accumulate in AI Memory and Chip Stocks After ‘Healthy’ Pullback – Here’s Why appeared first on The Daily Hodl.

The semiconductor sector's volatility underscores the critical role of AI infrastructure, prompting strategic shifts and potential market revaluation. The post Qualcomm and Micron stocks fluctuate amid AI trade volatility as semiconductor sector swings wildly appeared first on Crypto Briefing.

This year, Maine nearly became the first state to pass a statewide moratorium on new data centers. But before the law could take effect, supporters of an A.I. data center project in the small town of Jay rallied to fight the ban — and won. So why do residents there want one? We traveled to Jay to find out.

Qualcomm's strategy highlights the delicate balance between adhering to export regulations and maintaining significant market presence in China. The post Qualcomm designs China-specific data center chip to comply with US export curbs appeared first on Crypto Briefing.

North Carolina residents and organizers joined state Rep. Maria Cervania in speaking against data center development. Impacts to water quality and supply were a key concern for speakers, many from rural areas.

Data center company executives say AI can support energy transition goals while managing the technology’s growing power demands.

NEW YORK, June 25, 2026 — Qualcomm Incorporated has announced that it has reached an agreement to acquire Modular Inc, strengthening Qualcomm Technologies, Inc.’s software foundation for generative and agentic AI […] The post Qualcomm Strengthens Data Center AI Push with Modular Acquisition appeared first on AIwire.

State governments face increased fiscal pressure and regulatory risks, potentially impacting infrastructure investments and municipal bonds. The post Moody’s warns data center boom is becoming a credit risk for state governments appeared first on Crypto Briefing.