Core Insights - Qualcomm reported record revenues and earnings per share for the first quarter, with strong performance in automotive and IoT sectors, but guidance for the next quarter fell short of consensus due to memory constraints affecting the handset business [1][4] - The company anticipates that memory tightness will be a short-term issue, primarily impacting lower-tier handsets, while demand for high-tier handsets remains stable [1][2] - Qualcomm is optimistic about its automotive and IoT growth, with automotive revenues expected to grow over 35% year-over-year and IoT in the low teens [1][2] Handset Business - The handset business is facing challenges due to memory supply constraints, which have been redirected to data center needs, impacting Qualcomm's customers [1][3] - Despite the constraints, demand for handsets remains strong, particularly in the premium and high-tier segments where Qualcomm has a competitive advantage [1][2] - Analysts predict a decline of approximately 20% sequentially and 13-15% year-over-year in handset revenues, with expectations of continued weakness over the next six to eight quarters [2][3] Automotive and IoT Sectors - Qualcomm's automotive business is thriving, with significant partnerships across various OEMs, and the company is becoming a leader in Advanced Driver Assistance Systems (ADAS) [2] - The company is also leveraging its technology for robotics, indicating a strong future market potential [2] - In the IoT space, Qualcomm is focusing on personal AI devices, which are expected to transform consumer experiences and create new market opportunities [2] Financial Performance - Qualcomm's first quarter results included an EPS of $3.50 and revenue of $12.3 billion, both exceeding estimates [4] - The outlook for the next quarter is projected between $10.2 billion and $11 billion, below the previous estimate of $11.18 billion, primarily due to memory shortages [4] - The company aims to diversify its revenue streams, with expectations that non-handset revenue will grow to at least 50% within the next two to three years [3]

Core Insights - Alphabet Inc. (Google) reported Q4 '25 results, leading to a stock decline of over 6% at market open, with the stock briefly touching $312 before rebounding to $318, ultimately down 4.4% for the day [1] Company Performance - The stock performance indicates a significant market reaction to the earnings report, reflecting investor sentiment and potential concerns regarding the company's financial health [1] Market Context - The article highlights the author's extensive experience in the technology sector, particularly in navigating market challenges such as the dot-com bubble and the AI boom, emphasizing the importance of momentum in investment strategies [1]

谷歌母公司Alphabet股价盘后下跌1.5%。 来源：滚动播报 ...

Group 1 - The fourth quarter earnings season is ongoing, with significant results from major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with analysts estimating an 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts initially expected an 8.3% increase in earnings per share heading into the reporting period, which was revised from a previous growth rate of 13.6% in the third quarter [4] Group 2 - The capital expenditures of major tech companies are influencing the AI trade, with ongoing themes from 2025 such as artificial intelligence and economic policies continuing to impact investor sentiment [5] - Updates from various companies including Disney, Chipotle, PepsiCo, Uber, and Snap were also highlighted during this earnings season [5]

Core Viewpoint - Scotiabank maintains an "Outperform" rating for Alphabet Inc. and raises its price target from $375 to $400, despite recent stock price declines due to high capital expenditure forecasts [1][5]. Group 1: Stock Performance - Alphabet's shares have declined by 6.1%, currently trading at $312.64, following a capital expenditure forecast significantly above investor expectations [2][5]. - The stock price on NASDAQ is $320.47, reflecting a decrease of approximately 3.86%, with a daily drop of $12.88 [3]. - The stock has fluctuated between a low of $306.92 and a high of $326.55 during the trading day, indicating investor uncertainty [3][5]. Group 2: Financial Metrics - Over the past year, Alphabet's stock reached a high of $350.15 and a low of $142.66, with a current market capitalization of approximately $3.87 trillion [4]. - The trading volume stands at 26.57 million shares, suggesting active investor interest despite recent fluctuations [4].

Dow Falls Nearly 600 Points. It's Not Just Tech.CONCLUDED[Stock Market News From Feb. 5, 2026: Dow Falls 600 Points]Last Updated:---3 hours ago# Dow Falls Nearly 600 Points. It's Not Just Tech.By[Connor Smith]The S&P 500 fell for a third day in a row as the week's selloff broadened beyond tech.The Dow Jones Industrial Average fell 593 points, or 1.2%. The S&P 500 dropped 1.2%. The Nasdaq Composite slid 1.6%.Technology stock selling continued after Alphabet's earnings failed to inspire confidence in the sect ...

Core Viewpoint - Shares in Google parent Alphabet Inc. traded lower following its Q4 earnings release, reflecting a broader market trend of declines [1]. Group 1: Company Performance - Alphabet Inc. experienced a drop in share price after announcing its Q4 earnings, indicating potential investor concerns or market reactions to the results [1].

Alphabet ( GOOG ) reported better-than-expected earnings for the last fiscal quarter, with all of its core businesses – Search and Cloud – posting double-digit top line growth compared to the year-earlier period. Google’s Cloud operation has been crushing it in 2025, andAnalyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG, META, AMZN, AMD, NVDA, PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am ...

Core Viewpoint - Danone is recalling over 120 batches of infant formula in Austria due to potential contamination with the toxin cereulide [1] Company Summary - The recall involves more than 120 batches of infant formula [1] - The reason for the recall is the possible contamination with the toxin cereulide [1] Industry Summary - The incident highlights potential safety concerns in the infant formula sector [1] - Such recalls can impact consumer trust and regulatory scrutiny within the food industry [1]

The Alphabet AnalystsBank of America on GOOGLStrength of Gemini is driving Google Search and Cloud acceleration, Post said in a new investor note."We think more to come with model improvements and capacity growth," Post said.The analyst said the "Gemini halo effect" is shining bright for Alphabet."We continue to see opportunity for better monetization of zero-click searches that are being converted to AI Overviews as a key upside driver from here."Post said the monetization of the Gemini app, with 750 milli ...