Upcoming Ex-Dividend Dates for Bentley Systems, Qualcomm, and NVIDIA
Upcoming Ex-Dividend Dates: Bentley Systems Inc (BSY), Qualcomm Inc (QCOM), and NVIDIA Corp (NVDA) will trade ex-dividend on 12/4/25, with respective dividends of $0.07, $0.89, and $0.01 scheduled for payment on 12/11/25, 12/18/25, and 12/26/25.
Expected Price Adjustments: Following the ex-dividend date, BSY shares are expected to open 0.17% lower, QCOM by 0.53%, and NVDA by 0.01%, based on their recent stock prices.
Dividend Yield Estimates: The estimated annualized yields for the upcoming dividends are 0.67% for Bentley Systems, 2.12% for Qualcomm, and 0.02% for NVIDIA, reflecting their historical dividend stability.
Current Trading Performance: As of Tuesday trading, Bentley Systems shares are down 0.3%, Qualcomm shares are flat, and NVIDIA shares have increased by 1.6%.
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- Earnings Warning: Qualcomm's fiscal Q1 2026 sales grew only 5% year-over-year, surpassing analyst expectations, yet management's guidance of $10.2 to $11 billion for the current quarter falls short of the $11.1 billion consensus, indicating significant market pressures.
- Market Opportunity: Despite facing challenges from memory chip shortages in the short term, Qualcomm's Snapdragon microprocessors are increasingly being adopted in AI-capable laptops and wearables, with 2026 poised to be a breakout year for edge computing, driving future growth.
- Technological Outlook: The CEO highlighted that 2026 will present a major opportunity for edge computing, as AI data centers encounter capacity constraints, making Qualcomm's processors a crucial choice for the AI industry due to their processing efficiency and superior memory bandwidth.
- Investor Confidence: Although the memory shortage remains a concern, analysts believe that Qualcomm's stock price has already absorbed most negative news, suggesting that investors may sense a market recovery before the supply issues are resolved, reflecting confidence in future growth.
- Investment Opportunities: The current market conditions favor dividend stocks, providing opportunities for income-seeking investors.
- Strategies for Investors: There are various strategies available for investors to capitalize on the potential growth of dividend stocks.
- Strategic Entry of India: India's formal entry into the U.S.-led Pax Silica initiative marks a significant victory for Washington in the global semiconductor and AI infrastructure supply chain competition, expected to enhance U.S. influence in the technology market.
- Multinational Cooperation Framework: The Pax Silica initiative includes core members such as Japan, South Korea, Singapore, the Netherlands, Israel, the UK, Australia, Qatar, and the UAE, with India's participation further solidifying this multinational cooperation framework to promote technology sharing and supply chain security.
- Diplomacy Meets Business: The U.S. State Department's launch of the AI chip
- Strong Economic Data: US December capital goods new orders rose 0.6% month-over-month, surpassing expectations of 0.3%, indicating a rebound in capital spending and boosting market confidence in economic recovery.
- Housing Market Recovery: December housing starts increased by 6.2% month-over-month to 1.404 million, significantly exceeding expectations of 1.304 million, suggesting a revival in the real estate market that could drive growth in related sectors.
- Manufacturing Production Growth: January manufacturing production rose 0.6% month-over-month, beating expectations of 0.4%, marking the largest increase in 11 months, which indicates a recovery momentum in manufacturing that may further propel economic growth.
- Optimistic Corporate Earnings: Over 75% of S&P 500 companies reported earnings that exceeded expectations, with Q4 earnings growth projected at 8.4%, which will further boost market sentiment and attract investor interest.
- Lawsuit Withdrawal: The UK's Consumers' Association, Which?, announced the withdrawal of its lawsuit against Qualcomm, which accused the company of abusing its dominant position to force Apple and Samsung to pay inflated royalties, indicating the case's weak legal foundation.
- Consumer Impact: Representing 29 million UK consumers, Which? sought over £480 million in reimbursement for inflated prices due to alleged anticompetitive practices, but ultimately did not secure any compensation.
- Legal Findings: Following the trial, Which? concluded that Qualcomm's practices did not infringe competition laws or lead to increased royalties, affirming that Qualcomm's licensing requirements are lawful and do not harm competition.
- Market Reaction: A Qualcomm spokesperson stated that the withdrawal reaffirms U.S. court rulings on the legality of its licensing practices, although market sentiment remains cautious regarding Qualcomm's future performance, reflecting investor concerns about the company's outlook.
- Qualcomm's Market Performance: Qualcomm (QCOM) has seen a 23% decline in its stock price since early January; however, despite challenges from memory chip shortages, demand for its high-performance processors remains strong, and as memory manufacturers recover, Qualcomm is expected to increase shipments, improving market performance.
- Remitly's Growth Potential: Remitly Global (RELY) successfully facilitated $19.5 billion in transfers in Q3 last year, a 35% year-over-year increase, generating $419.5 million in revenue with EBITDA of $61.2 million, up 29%, and analysts expect this growth momentum to continue through 2028, showcasing its strong competitive position in the international payments market.
- The Trade Desk's Value Recovery: The Trade Desk (TTD) has been impacted by the overall market downturn, but its revenue is projected to grow by 16% in 2023, with a current P/E ratio of only 12 times, indicating investment value, as the market has yet to recognize its necessity.
- Market Environment Challenges: While the overall market faces uncertainty, stocks like Qualcomm, Remitly, and The Trade Desk demonstrate strong resilience, suggesting that investors may consider these potential stocks for long-term gains amid market volatility.










