QCOM250110C167500
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Qualcomm Newsroom
DBS Maintains Qualcomm(QCOM.US) With Buy Rating, Maintains Target Price $215
Musk: The goal this year is to produce thousands of Siasun Robot&Automation humanoid robots, with production increasing tenfold each year over the next two years.
Musk stated that if everything goes smoothly, the production of humanoid robots will increase tenfold by 2026, with the goal of producing between 0.05 million to 0.1 million humanoid robots next year, and then increasing it tenfold again the following year.
Lenovo (00992) globally launches Qualcomm Snapdragon X desktop AIPC: 1L size, available for sale as early as February.
On January 9, at CES 2025, Lenovo (00992) launched two highly targeted mini computers.
Express News | US Technology organizations are concerned about the regulation of AI Chip exports.
Chip giants are vying for dominance in the PC CPU battlefield!
Chip manufacturers acclaim the AI boom as the "biggest transformation" for PCs in nearly a decade and a moment of rebirth for the sluggish PC market.
Express News | Peking has issued the "Action Plan for Accelerating the Innovative Development of Brain-computer Interface (2025-2030)".
The Global bond market is experiencing a frantic sell-off, with US Treasury yields quickly approaching 5%.
The 20-year US Treasury yield has already broken through 5%, while the UK 10-Year Treasury Notes Yield has also risen to 4.82%, reaching a new high since 2008. Inflation worries have prompted traders to lower their expectations for interest rate cuts by the Federal Reserve and the Bank of England this year, and at the same time, the market is weighing the impact of President Trump's policies.
Express News | MeiG Smart Technology partnered with clients to launch a scalable AI smart robot at CES 2025.
Biden Administration Planning More Restrictions on AI Chip Exports; US Semiconductor Companies' Shares Slip After Hours
Qualcomm (QCOM) Stock Slides as Market Rises: Facts to Know Before You Trade
CES Preview | Qualcomm launches new Snapdragon X chip, more affordable AIPC is coming.
Sina Technology News, in the early morning of January 9, during CES 2025, Qualcomm launched another Arm laptop chip for its Snapdragon X series, bringing the cost of the Copilot Plus PC down to around $600 (approximately 4,397 yuan). The new Snapdragon X joins the existing Snapdragon X Plus and X Elite and will be used in various devices from Acer, ASUS, Dell, HP Inc, and Lenovo in the coming months. The Snapdragon X is designed for mainstream.
QUALCOMM Incorporated (QCOM) Launches Snapdragon X Platform, Delivering AI-Powered Performance for Budget-Friendly Copilot+ PCs
Oak Tree Capital's Marks: New things are prone to bubbles, currently private equity buying S&P 500, with a 10-year yield of only ±2%.
Max recently released a memorandum titled "Revisiting the Bubble," stating that investors are currently betting on the leading high-tech companies to maintain their dominance. However, he believes that it is not easy to stay ahead, as new technologies and competitors can surpass existing market leaders at any time. When people assume that "things can only get better" and Buy based on that, the impact of negative news can be particularly severe. He specifically pointed out the frenzy over AI and how this positive sentiment may spread to other Technology sectors.
Will the Federal Reserve's meeting minutes release tonight continue to signal a "hawkish" stance?
This meeting summary focuses on the level of disagreement among Federal Reserve officials regarding the persistence of inflation and the degree of weakness in the labor market, as well as discussions about the neutral interest rate rising to a higher level.
Oppenheimer Maintains Qualcomm(QCOM.US) With Hold Rating
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
NVIDIA open-sources the world's foundational models, humanoid robots accelerate towards the 'ChatGPT moment'.
① Recently, NVIDIA launched the physical AI model Cosmos, which is capable of predicting environments such as warehouses and road conditions to train Siasun Robot&Automation; ② According to NVIDIA's disclosed list, the first batch of users for Cosmos includes manufacturers such as 1X, Agility, Figure AI, and Xiaopeng Autos; ③ Brokerages believe that in the collection methods of training data for humanoid robots, synthetic data will greatly promote the development of robots.
Active Funds have once again underperformed Large Cap, has the investors' "stock picking dream" been shattered?
In 2024, actively managed Large Cap Funds have once again been left behind by the Index. Can the stock-picking skills of renowned fund managers break through the monopoly of "Technology giants"?
Express News | MeiG Smart Technology's high-performance AI module supports the launch of the first humanoid robot based on the Qualcomm computing platform.
Qualcomm CEO: We're Just Getting Started on Our PC Push