• AAPL
• META
• QCOM

5 analysts share comments on Qualcomm analyst day

• AAPL
• AMZN
• CSI300
• DELL
• HUBS
• IBIT
• JD
• LRCX
• NVDA
• QCOM
• RUA
• SMCI
• SOX
• TSLA
• US2000
• US500
• WDC

Hedge funds cut exposure to Semis, rotate into Cyclicals, says Goldman

• GM
• MSFT
• QCOM

Qualcomm 'positive' on Trump administration as it forecasts chip sales growth

Qualcomm executives express optimism about Trump's administration, forecast revenue growth from diverse sectors, and address challenges in U.S.-China trade relations and smartphone dependence.

• AAPL
• QCOM

Qualcomm downgraded as Apple split and licensing woes loom

Qualcomm faces challenges from Apple’s modem shift and licensing slowdown, yet revenue targets remain optimistic as the smartphone market recovers.

• AAPL
• LOW
• NNN
• NVDA
• QCOM
• SWK
• TPR
• WMT

Walmart, other US companies raise concerns over proposed Trump tariffs

Corporate executives express caution over Donald Trump's proposed tariffs on imports, highlighting potential inflation impacts and strategy shifts in supply chains, particularly away from China.

• HUBS
• LYFT
• MRNA
• QCOM
• TPR
• UA
• WBD

Warner Bros, Moderna, Under Armour and Lyft rise premarket

US stock futures rise post-Trump's victory, with notable premarket movers including Under Armour, Lyft, and Moderna, which reported better-than-expected earnings and forecasts.

• ANET
• DUK
• DX
• ED
• EUR/USD
• EVBG
• EXPE
• FTNT
• GC
• HAL
• MNST
• MRNA
• MSI
• NWSA
• PCG
• PODD
• QCOM
• RL
• TAP
• TPR
• US500

Morning Bid: Fed and BOE decide as US House awaited, Germany jarred

Global markets reacted positively to Trump's election, with rising stocks and bond yields, anticipation of central bank rate cuts, and political uncertainties affecting forecasts.

• AAPL
• INTC
• NVDA
• QCOM

Qualcomm advances on smartphone market revival, Chinese handset launches

Qualcomm's shares rose over 8% after strong Q1 forecasts, benefiting from a smartphone market recovery and new Chinese handsets, despite concerns about declining Apple revenue.

• AMD
• QCOM

Arm Holdings shares fall after forecast fails to impress investors

Arm Holdings' shares fell 6% after a disappointing revenue forecast, despite a strong year, amid high expectations for AI-related growth in the semiconductor industry.

• 1YMZ24
• ESZ24
• NQZ24
• QCOM
• TSLA
• US2000

Futures steady after Trump-fueled rally, Fed's rate decision awaited

U.S. stock futures rise ahead of the Fed's interest-rate decision and Trump's presidency impact, while traders anticipate potential rate cuts amidst economic data.