QCOM250117P172500
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Qualcomm Newsroom
If the acquisition fails, poaching is the alternative! An Intel core architect has joined Qualcomm.
① Qualcomm successfully poached Intel's former chief architect of the Xeon processor, Sailesh Kottapalli, who had worked at Intel for 28 years; ② Qualcomm may have Kottapalli lead the development of server CPUs, but some speculate he may also be associated with the GPU Business; ③ This change is undoubtedly adding insult to injury for Intel, which has yet to resolve its financial issues.
National Inventors Hall of Fame Announces Vaccine and Surfboard Innovators Among 2025 Class
"Concerns about technological monopolies" are increasing, and weighted ETFs like S&P are becoming popular.
In the second half of last year, Invesco's S&P 500 Equal Weight ETF attracted approximately $14.4 billion, bringing its total inflow for the year to $17 billion, far surpassing the record inflow set in 2023. Analysts believe that investors are currently most concerned about concentrated risks, fearing that the market is too top-heavy. It is expected that this year, apart from the largest technology companies, other companies will achieve double-digit growth in earnings.
Express News | Citi: Great Wall Motor's preliminary performance for the fiscal year 2024 meets expectations, given a 'Buy' rating.
Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
Will the new regulations imposed by the USA terminate the AI market?
The soon-to-be-inaugurated Trump administration may take a different approach to AI regulation, so the sell-off of chip stocks may be a temporary phenomenon.
Qualcomm's Latest Hire Suggests New Interest in Data-Center Chips. It Could Come at Intel's Expense. -- Barrons.com
Qualcomm, Skyworks, Qorvo in Focus as KeyBanc Sees Positives After Channel Checks
Express News | U.S. Growth Tech stocks staged a collective rebound, with Tesla rising over 4%, Qualcomm up more than 2%, and NVIDIA, ASML Holding, Broadcom, and others increasing by over 1%.
Getac's Next Generation ZX10 Is the Lightest 10-Inch Fully Rugged Tablet Currently Available on The Market
US Stock Outlook | The three major index futures have surged in the short term! The USA PPI data was lower than expected; China Concept Stocks are rising in pre-market trading, with XPeng Autos up over 9%.
Tesla's pre-market shares continued to rise over 1%, with Morgan Stanley raising the Target Price to $430 and reiterating it as a top pick; Applied Digital soared over 20% in pre-market trading, with Macquarie investing up to $5 billion to build an AI Datacenter.
Express News | Biden signed an executive order to advance the construction of AI infrastructure.
Goldman Sachs 2025 outlook for the US TMT Industry: Besides NVIDIA, there are other companies worth looking forward to!
Goldman Sachs has released its 2025 TMT (Technology, Media, Telecommunications) Industry Outlook Report. The Earnings Reports that Taiwan Semiconductor will announce this Thursday could serve as a positive catalyst.
AI Investments Boom to Aid Taiwan Semiconductor's Q4 Earnings Growth
Are technology stocks overpriced? Micron and two major potential stocks are rising against the trend, showcasing significant highlights.
Despite the overall high valuations of technology stocks and the pressure from rising bond market yields, there are still opportunities to be found.
Tech Stocks Are Expensive. Micron and 2 Others That Look Cheap -- and Have Momentum. -- Barrons.com
SoftBank-Backed Arm Plans Major Price Hike: Apple, Qualcomm Supplier Explores Chip Development
ArcherMind Technology and Arraymo Unveil AI+OS Integration at CES 2025, Pioneering a New Era of Digital Intelligence
Apple and Qualcomm will be alarmed! Arm is reportedly planning to raise prices by 300% and develop its own chips.
① The chip architecture service provider Arm plans to increase the licensing fees for its latest architecture by up to 300% and compete with customers by producing its own chips; ② Its customers include Apple, Qualcomm, and Microsoft, and its chips are widely used in portable devices; ③ Arm's self-developed chips may compete with its major clients, and analysts believe this will send shivers down the spines of its customers.
Breaking news about Trump! Bloomberg exclusively reveals Trump's team's new tariff proposal.
According to exclusive reports from Bloomberg, members of the economic team of USA President-elect Trump, who is set to take office, are discussing a gradual monthly increase in tariffs to enhance negotiating leverage while helping to avoid soaring inflation. One of the ideas being considered is to develop a progressive tariff schedule that would raise tariffs by about 2% to 5% each month. This plan would also require reliance on the executive powers granted by the International Emergency Economic Powers Act.