Notícias

Diversification is arriving as legacy revenue weakens faster

While the world sees a GPU company, management is building a major business in a market it has never addressed before. The company now has visibility to nearly $20 billion in total CPU revenue this year. This shift reframes the growth story from components to full systems.

Higher production costs, weakening Apple modem demand and lower-margin data-center programs pressured Qualcomm's outlook.

Qualcomm (QCOM) CFO and COO Akash Palkhiwala sits down with Josh Lipton and Dan Howley on Market Domination to discuss the company's performance and outlook in various segments, including AI data centers and automotives.

Qualcomm Stock Hit by Weak Guidance, Apple Modem Business Slows

The reported operating margin has risen in each of the last two years, and management plans to grow costs far more slowly than revenue from here.

Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.

The new supply arrangement is designed to form the computing foundation for future BMW models, Qualcomm said.

Qualcomm's (QCOM) fiscal Q3 results were mostly in line, but margin pressures and custom silicon unc

Arm sits 34% below its 52-week high after a brutal month, yet hyperscalers are quietly handing it control of their AI infrastructure. The question is whether this pullback is a warning or an opening.

Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) shares fell about 3% on Thursday after the chipmaker reported third quarter earnings that narrowly missed expectations and issued a weaker-than-expected profit outlook for the upcoming quarter. For the fiscal third quarter ended June 28, Qualcomm reported...

Demand is not Intel's problem; what a holder is really underwriting is years of capital spending that must be paid long before the foundry meant to justify it can prove itself.

QCOM's Q3 revenues beat estimates as auto and IoT growth offset handset weakness, but higher costs weighed on earnings and squeezed margins.

Qualcomm CFO Akash Palkhiwala said the company expects Apple-related revenue to decline by roughly 50% sequentially from the fourth quarter to the first quarter.

Chip stocks are rebounding on Thursday, with the exception of Qualcomm (QCOM), which provided profit guidance that disappointed Wall Street. BD8 Capital Partners CEO and CIO Barbara Doran and Yahoo Finance Technology Editor Dan Howley chat with Morning Brief host Julie Hyman about Qualcomm and the larger chip sector.

Qualcomm expands AI, automotive and data center plans while targeting $40 billion in non-handset revenues by fiscal 2029.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Apple's In-House Modem Push Deals Fresh Blow to Qualcomm

The chipmaker plans to raise prices starting September 1 to offset industry-wide cost increases, while its outlook for the current quarter came in below analyst expectations

The selloff turned on a rival's market debut, while binding multiyear contracts now put a minimum volume and a floor price under a defined share of Micron's future revenue.

Futures pointed higher Thursday as investors also weighed the Fed's decision to hold rates and rising Treasury yields

Nvidia investors were probably hoping for more AI spending from Meta and Microsoft but the shares were still rising Thursday.

Investors are weighing up a batch of Big Tech earnings reports, which could help power a market rebound.

Qualcomm shares fell about 5% in premarket trading on Thursday after the chipmaker's warning about higher memory costs ‌and a steeper decline in Apple revenue raised concerns about near-term ‌profit growth. A surge in AI infrastructure spending has tightened semiconductor supply chains, driving up costs ​for memory, wafers, packaging and testing. Qualcomm plans to pass on those increases to customers through double-digit price hikes.

Meta Platforms earnings disappoint, Qualcomm’s pivot away from smartphones, beer makes a comeback, and more news to start your day.

Qualcomm Inc. (NASDAQ:QCOM) reported third-quarter results that exceeded revenue expectations but fell slightly short on earnings, while weaker-than-expected profit guidance for the current quarter weighed on investor sentiment and pushed the stock lower in premarket trading.

Microsoft topped earnings estimates while the Fed held rates steady, as mixed results from Meta and Qualcomm and upbeat reports from Starbucks and Chipotle shaped trading.

Qualcomm Inc (QCOM) navigates memory-driven handset weakness with record automotive growth and a new data center revenue stream, while raising its automotive outlook to $7 billion.

The Federal Reserve held benchmark interest rates steady for a fifth consecutive session.

Qualcomm (NASDAQ:QCOM) reported fiscal third-quarter revenue of $9.9 billion and non-GAAP earnings per share of $2.21, with revenue reaching the high end of the company’s guidance range. The company said record automotive sales and growth in Internet of Things products helped offset pressure in its