By Alex Sirois
Publication Date: 2026-09-30 14:45:00
Apple just renewed a deal with a company whose chips it stopped buying, and that contradiction tells you everything about where Qualcomm’s real power sits and why one investor keeps pressing the buy button.
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.
I keep adding to my Qualcomm position, and last week’s Apple news sent me straight back to the buy button. The headline looks like paperwork. For me, it confirmed the whole reason I own this stock.
What the Apple Renewal Really Locks In
On September 24, 2026, Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) announced the renewal of its global patent license agreement with Apple (NASDAQ:AAPL), effective April 1, 2027. Neither side disclosed terms, but the timing tells the story.
Apple’s chip business with Qualcomm is winding down fast. In July, the CFO said Qualcomm’s share of the upcoming iPhone launch would be “materially lower…
