QCOM: Amazon custom AI chip deal — how I’m trading the pop

[LondonNewsTrader]

Session catalyst (not a phone-chip yawn): Reuters flagged Qualcomm up hard on a custom AI chip partnership with Amazon (AWS) — the kind of hyperscaler silicon headline that can keep RVOL elevated into the close and next open.

Scalper framing:
- Treat it as a news-impulse name, not a multi-week thesis from one print
- Prefer confirmation after the first pullback / VWAP reclaim vs chasing the spike mid-bar
- Watch whether SOXX / other AI-infra names confirm or if it’s a single-name spike that fades into PPI/CPI week

Source: Reuters session wrap (8 Sep 2026) — paraphrase, not a copy.

Are you trading QCOM only, or pairing it with SOXX?
If the Amazon deal pop stalls under the day’s high into the last hour, fade or leave it alone?