Wall Street stumbled on Tuesday, with broad losses by midday in New York as investors turned risk-off amid mounting concerns over lofty valuations, seasonal headwinds and fiscal strains.VIXY ETF is spiking. Check live prices here. The CBOE Volatility Index (VIX) — Wall Street's "fear gauge" — surged nearly 20% to 19.2, marking its third consecutive advance.Major equity benchmarks retreated, led by the Nasdaq 100, which slid 1.7%. The S&P 500 fell 1.4% in its first session of September — historically its wea ...

格隆汇9月2日｜费城半导体指数现下跌2.4%，其中英伟达跌3%，高通跌3.2%，美光科技跌2.3%，英特 尔跌1.8%。 ...

费城半导体指数跌超2%，微芯科技跌超3.5%，恩智浦、安森美跌近3%，美光科技、阿斯麦、高通、英 伟达、应用材料均跌超2%，博通、英特尔均跌超1%。(格隆汇) ...

在高通骁龙峰会正式召开之前，雷科技也不能确定骁龙8 Elite Gen5就是最终命名，只是从产品宣传的角度来说，这个名字的可能性确实更高，既可以保 留Elite系列的特点，也续上了骁龙8 Gen系列的名声，更便于高通在不同的市场进行宣传。 眼看9月的旗舰大战即将打响，骁龙与天玑两大阵营的新旗舰芯片也终于浮出水面。 据最新爆料，高通的下一代旗舰处理器将被命名为骁龙8 Elite Gen5，而不是此前猜测的骁龙8 Elite 2，看到这个名字，熟悉骁龙处理器的朋友估计会不小 心笑出声。 图源：微博 至于天玑这边，则是没有什么特别的变化，一如既往地沿用以前的命名方式，直接确定新处理器的代号为天玑9500，倒也是方便大家记忆了，不出意外 明年应该还会有天玑9500+登场，还是大家熟悉的双旗舰战略。 另外还有个消息称，高通可能还会推出一款命名为骁龙8 Gen5的次旗舰处理器，如果是真的，那么骁龙8 Elite Gen5的命名方式就很好理解了，就是不知 道骁龙8 Gen5的市场定位是否与骁龙8s Gen4相似。 好了，接下来让我们直接进入正题，看看骁龙8 Elite Gen5和天玑9500的爆料都有哪些值得关注的信息。 ...

Core Viewpoint - Qualcomm's stock has underperformed significantly over the past year, declining 8.3% compared to the industry's growth of 36.2%, with competitors like Hewlett Packard and Broadcom showing substantial gains [1][3]. Group 1: Market Performance - Qualcomm's shares have dropped 8.3% in the last year, while Hewlett Packard and Broadcom have increased by 16.5% and 82.7%, respectively [1]. - The company is facing challenges in maintaining its operations in China due to ongoing trade tensions, impacting its ability to supply chips to local manufacturers [3][4]. Group 2: Financial Challenges - Qualcomm's margins have been eroded by high operating expenses and R&D costs, with expectations of continued softness in the handset market [5]. - The company is experiencing competitive pressures from both low-cost chip manufacturers and established players, which may further impact profitability [6]. Group 3: Growth Opportunities - Despite short-term challenges, Qualcomm is benefiting from investments in its licensing program and anticipates long-term revenue growth driven by its Snapdragon portfolio and 5G technology [7][8]. - The company is expanding into AI capabilities with the launch of the Snapdragon X chip for mid-range desktops and laptops, aiming to diversify its revenue streams [9]. - Qualcomm is gaining traction in the automotive sector with its V2X communication systems, enhancing its position in the growing connected vehicle market [10]. Group 4: Earnings Estimates - Earnings estimates for fiscal 2025 have increased by 8.6% to $11.87, while estimates for fiscal 2026 have decreased by 2.5% to $11.86, indicating mixed investor sentiment regarding growth potential [11]. Group 5: Overall Outlook - Qualcomm's portfolio strength, particularly in automotive and Snapdragon technologies, positions it relatively well, but it faces significant competition and market softness that could pressure growth [13][14].

如果要问骁龙8Elites2首发的机型是什么？答案很明显差不多小米16系列，反正不用怀疑骁龙8Elites2的性能绝对极致，算法也极致，但一个基本认知"希望 你要懂"那就是极致和续航本为天敌，不可同日而语。 这里我帮助大家问一个问题"为什么每次都是小米？高通是他家开的？"当看到这个问题，我直接想回答一句话，兄弟啊，表面上看确实有道理，但内在此刻 只想说一句真话，这仿佛如同西游记里孙悟空与如意金箍棒的关系一样，确实小米刚刚出道的时候"骁龙就常伴左右"，所以高通只要每次出新U，那么第一 个想到的自然就是小米，此刻我突然灵机一动"vivo和天玑是否与小米和高通有同样的关系？" 先来给各位小伙伴，简单的说一个观点，什么叫"小米首发小宇宙"，看到小宇宙或许你会想到这是圣斗士的名言，对"我就是圣迷"。 如果，你把曾经的骁龙旗舰芯片比作食堂的红烧排骨，那么小米讲实话就是什么？排在第一个窗口而且手里还拿着饭勺的学长，后面排队的能吃吗？不能只 能闻闻味道 在我印象中雷军每一次都会在发布会的PPT打出四个字"全球首发"，接着后续的一段时间，所谓全球首发的处理器都会备受很多人的关注。 | Snapdragon | | | | | ...

Qualcomm's bold bets on AI, automotive, and IoT could transform this dividend-paying chip giant into one of tech's biggest growth stories.Qualcomm (QCOM -0.11%) is no longer just a smartphone chipmaker -- it's expanding into AI, automotive, and IoT with bold acquisitions like Alphawave. With analysts seeing 41% upside, Qualcomm may be one of the most overlooked growth and dividend plays today.Stock prices used were the market prices of Aug. 26, 2025. The video was published on Aug. 29, 2025. ...

美国《时代》杂志公布，第三届全球人工智能(AI)最具影响力百大名单。今年AI一大主线是人才竞争， 如投资者向新创企业投入数以亿美元计，又如Meta创办人扎克伯格开出"九位数"薪酬吸纳人才。 《时 代》形容大型科技公司抢人才待遇堪比NBA全明星，如扎克伯格聘用两名值得关注的人才，包括Scale AI创办人汪滔(Alexandr Wang)及GitHub前行政总裁弗里德曼(Nat Friedman)。 《时代》百大名单分为四 大类，包括领导者(Leaders)、创新者(Innovators)、塑造者(Shapers)及思想家(Thinkers)。领导者上榜包括 XAI创办人马斯克、ChatGPT开发商OpenAI行政总裁阿尔特曼、英伟达行政总裁换人讯、扎克伯格、亚 马逊主席兼行政总裁Andy Jassy、DeepSeek创办人梁文锋、高通主席兼行政总裁Cristiano Amon、Meta 的汪滔和弗里德曼、台积电主席魏哲家、华为创办人任正非、Reddit联席创办人Steve Huffman、软银主 席孙正义、ARM行政总裁Rene Haas、宇树科技创办人王兴兴等。 创新者上榜包括小马智行行政总裁彭 建军、Su ...

Summary of Qualcomm's Conference Call Industry Overview - The conference call primarily discusses Qualcomm's diversification strategy, focusing on the automotive and industrial sectors, highlighting the company's efforts to expand beyond its core mobile business [2][4][53]. Key Points on Automotive Business - Qualcomm's automotive business is projected to generate nearly $4 billion in revenue for the current calendar year, with a compound annual growth rate (CAGR) of approximately 40% over the last five years [6][36]. - The company aims to reach $9 billion in automotive revenue by the end of the decade, indicating a strong growth trajectory [6][48]. - The automotive sector requires predictability from suppliers, and Qualcomm positions itself as a reliable partner by investing heavily in software and maintaining a broad semiconductor portfolio [7][8]. - The revenue mix is expected to shift from connectivity and cockpit solutions to a larger share of Advanced Driver Assistance Systems (ADAS) as the market evolves [14][15]. - Qualcomm has a design pipeline worth $45 billion, indicating significant future growth potential [9]. Growth Drivers in Automotive - The transition towards central compute architectures in vehicles is driving demand for Qualcomm's products, with automakers increasingly integrating multiple electronic control units (ECUs) into single systems [10][11]. - Qualcomm's ADAS solutions are gaining traction, with 20 OEMs already announced as partners, and the company expects this number to grow as the market shifts towards more advanced driving technologies [11][12]. - The company emphasizes the importance of safety in its architecture, particularly as it develops solutions for L2+ and L3 autonomous driving capabilities [36][37]. Key Points on Industrial Business - Qualcomm's industrial IoT segment is estimated to generate over $1 billion in revenue, with a target of reaching $4 billion by fiscal 2029 [53][67]. - The company has segmented its industrial offerings into five major product areas, including industrial connectivity, cameras, consumer and commercial processors, industrial processors, and robotics and drones [56][58]. - Qualcomm is focusing on making its products more relevant and easier to use for various industries, enhancing its go-to-market strategy and developer engagement [60][61]. - The company aims to leverage its existing capabilities and products to expand its presence in the industrial market without incurring significant new product development costs [68][69]. Competitive Landscape - Qualcomm differentiates itself in the ADAS market by offering a comprehensive stack that integrates both hardware and software solutions, positioning itself against competitors like Mobileye and NVIDIA [24][25]. - The company has built a robust portfolio that spans entry-level to premium products, allowing it to cater to a wide range of customer needs [34][35]. Conclusion - Qualcomm's diversification strategy into automotive and industrial sectors is showing promising results, with significant revenue growth and a strong pipeline of future opportunities. The company's focus on safety, integration, and developer engagement positions it well for continued success in these markets [70].

Core Viewpoint - Qualcomm Inc. has seen a rebound of over 10% since early August, recovering from a post-earnings selloff that briefly pushed shares below previous lows [1][2] Group 1: Stock Performance - Qualcomm's shares closed just under $160, with a 52-week range between $120.80 and $182.10 [1] - The stock has faced resistance at the $165 level multiple times this summer, indicating a psychological barrier for bulls [2][3] Group 2: Technical Indicators - The Relative Strength Index (RSI) has crossed above the 50 line, indicating a shift in momentum towards buyers after a low near 35 earlier this month [4][5] - The Moving Average Convergence Divergence (MACD) has shown a bullish crossover, suggesting that near-term momentum is favoring buyers [7][8] - Recent trading volume trends indicate strong demand, with higher-than-average volume on up days and lighter volume on down days, reinforcing the bullish setup [9][10] Group 3: Future Outlook - The alignment of key technical indicators suggests potential for a breakout if Qualcomm can surpass the $165 resistance level with strong volume [11]