on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang + ...

How Geopolitics Is Reshaping the US Stock Market And What Comes Next | Investing.com Iran rejects U.S. war proposal, says no talks before conditions met Oil prices climb over 2% as Iran reviews US proposal to end war This is the hottest stock in the market because of its Claude exposure MU, WDC, SNDK fall: Why Google's TurboQuant is rattling memory stocks How Geopolitics Is Reshaping the US Stock Market And What Comes Next By Tafara Tsoka Stock Markets Published 03/26/2026, 12:50 AM How Geopolitics Is Resha ...

点击蓝字，关注我们 今日上午港股 1. 中远海能(01138)回落逾5%，截至发稿，跌4.09% 。消息面上，据第一财经报道，针对是否有中国 船东的货船成功穿越霍尔木兹海峡进入外海，中远海能证券部人士回应称："还在评估安全形势"。 2 . 深圳高速公路股份(00548)绩后跌超9%，截至发稿，跌7.86% 。消息面上，3月25日，深圳高速公路 股份公布2025年业绩，营业收入约92.64亿元，同比增长0.2%；归属于上市公司股东的净利润约11.49 亿元，同比增长0.38%；基本每股收益0.429元，末期现金股息每股0.244元。 3 . 电视广播(00511)今早涨近3% 。消息面上，电视广播发布2025年度业绩，该集团取得31.92亿港 元，同比减少2.02%；股东应占溢利比去年同期亏损4.91亿元；每股盈利0.13港元。另外，电视广播建 议更改公司名称，由"电视广播有限公司"更改为"无线集团有限公司"，英文名称改为"TVB Limited"。 4. 朝云集团(06601)绩后涨超6%，截至发稿，涨4.07% 。消息面上，3月25日，朝云集团发布截至2025 年12月31日止年度业绩，该集团取得收入19. ...

Key Takeaways Qualcomm is advancing AI-powered cameras that enable real-time decisions and continuous learning.QCOM combines chips, software and device management for scalable, cost-efficient deployments.Qualcomm Insight Platform turns video into data while preserving privacy with on-device AI processing.Qualcomm Incorporated (QCOM) is leading a transformation in the evolving physical security industry by moving from traditional cameras to smart, artificial intelligence (AI)-powered systems. These next-gene ...

ParkerVision Believes Qualcomm Makes Critical Contradiction in its Own Appeal Brief JACKSONVILLE, FL / ACCESS Newswire / March 25, 2026 / ParkerVision, Inc. (the "Company") (OTCQB:PRKR) today announced that it has completed appellate briefing in its appeal of the Orlando district court's claim construction ruling in its patent infringement case against Qualcomm - a ruling that forced ParkerVision to stipulate to non- infringement and seek expedited appellate review. In its final brief, ParkerVision highligh ...

It's been a challenging start to 2026 for Qualcomm (QCOM +0.19%). The memory shortage is impacting the company's smartphone component sales, which is its core business. Its partnership with Apple could also end this year, as the tech giant is developing its own custom-designed modem chips to avoid relying on Qualcomm.Due to the negative news, Qualcomm's stock is down 25% year to date as of March 23. But it recently announced authorization of a $20 billion share buyback -- a sizable sum considering its marke ...

on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark L ...

Overall, Salesforce management remains confident in its outlook and is putting its money where its mouth is. The firm recently announced its largest-ever $25 billion accelerated share repurchase (ASR), which accounts for roughly 14% of the firm’s approximately $180 billion market capitalization.Salesforce, however, sees AI as an enabler for its business, not a hindrance. Notably, its AI add-on AgentForce recently hit $800 million in annual recurring revenue, a 169% year-over-year (YOY) increase.As AI makes ...

It's been tough to be a Qualcomm (NASDAQ: QCOM) shareholder lately. The stock price is down 28% just since its early January peak and is still knocking on the door of a new 52-week low. Blame the global shortage of memory chips, mostly, which undermined its guidance for the fiscal second quarter now underway. The company's looking for sales of somewhere between $10.2 billion and $11 billion, versus consensus estimates of $11.1 billion. Growing competition and the stock's frothy valuation were also a conce ...

Key Takeaways Qualcomm reported $1.1B automotive revenues in Q1 2026, up 15% year over year.QCOM's modular Snapdragon platforms drive adoption with 5G, AI and ADAS integration.Management expects 35%year over year automotive revenue growth in Q2 2026.Qualcomm Incorporated (QCOM) has been witnessing healthy traction in the automotive segment over the past few quarters. During the first quarter of 2026, the company reported a $1.1 billion in revenues from this segment, up 15% year over year.Its core product st ...