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Qualcomm's Q3 beat revenue guidance but stock fell on Apple revenue decline concerns and memory supply crunch. Data center business growth to $5B by 2027 largely overlooked by market despite offsetti…
Qualcomm shares dropped 5% after warning of higher memory costs and shrinking Apple modem revenue, with guidance missing estimates. Analysts cut price targets, citing margin pressure despite AI/data-…
Qualcomm beat revenue estimates but shares fell 6% as investors weighed weak smartphone demand against its ambitious AI data center expansion plans, targeting $40B in non-handset revenue by 2029.
Qualcomm's Q3 results showed strong automotive and IoT growth offsetting handset weakness. Apple modem revenue is expected to drop ~50% sequentially as Apple's own modem share rises, signaling Apple'…