Is the memory shortage hurting Qualcomm stock right now?

Yes, the current pressure reflects handset supply limits tied to DRAM, which management called the main reason for softer guidance. If memory improves, deferred demand can convert to shipments. Until then, we expect choppy trading with quick reactions to supply headlines and sell-through data from premium Android channels.

Why does the Feb 25 Samsung Galaxy launch matter to investors in Japan?

It is a clean test of premium Android demand. Early preorder strength at NTT Docomo and au would support mix and unit assumptions for Qualcomm chipsets. Delivery times, promotions, and store feedback can reveal whether demand is solid or if constraints still limit upside for near-term shipments.

How exposed is Qualcomm to AI data center growth?

The company is more leveraged to on-device and edge AI than big cloud training. That said, power-efficient inference solutions can address cost and watt limits in parts of the data center stack. We would look for pilot wins, unit disclosures, and margin effects before baking in a larger revenue contribution.

What should I watch on the technical side this week?

Key levels include the Bollinger midpoint near 148.43 and the 50-day average around 164.25. RSI near 32 suggests oversold, while elevated ADX shows a strong trend. A close back above the middle bands with rising volume would improve momentum into post-launch updates and the next earnings print.

Global Market Insights

QCOM Stock Today: Holiday Reopen Puts Memory Squeeze in Focus – February 17

ByDanny Kontos February 17, 2026

Qualcomm stock is on watch as U.S. markets reopen after the holiday, with attention on handset supply limits from a DRAM-driven memory shortage and the Feb 25 Samsung Galaxy launch that will test premium Android demand. We review how these drivers stack up against Qualcomm’s AI plans and what they mean for Japan-based investors. Shares of QCOM rose 1.6% Friday to $140.70, a move worth tracking alongside technicals, analyst views, and near-term catalysts this week.