Nvidia Corp (NASDAQ:NVDA) and Qualcomm‘s (NASDAQ:QCOM) investment arm joined Indian and U.S. investors backing the South Asian country’s deep-tech startups, as the India Deep Tech Alliance (IDTA) expands with new members and fresh capital commitments exceeding $850 million. Activate AI, InfoEdge Ventures, Chirate Ventures, and Kalaari Capital are among the other new investors joining the IDTA, which was launched in September with a $1 billion initial commitment. Founding Member Nvidia To Train, Mentor Start ...

Core Insights - Qualcomm Inc. is expected to report strong third-quarter earnings, primarily driven by its robust 5G handset business, despite concerns regarding the timeline for monetizing its investments in artificial intelligence [1][6]. Business Performance - The company has provided guidance for Q3, forecasting total revenue between $9.9 billion and $10.7 billion, with non-GAAP earnings per share expected to be between $2.60 and $2.80 [6]. - Qualcomm anticipates a 10% year-over-year growth in QCT handset revenue, with Automotive and IoT segments projected to grow by 20% and 15%, respectively [7]. AI Strategy and Market Perception - Analysts express skepticism about Qualcomm's AI initiatives, with some valuing its AI data center efforts as "option value" not yet reflected in financial models [3][4]. - The market's focus has shifted towards AI, with analysts urging patience as Qualcomm's AI chip, aimed to compete with Nvidia, is not yet monetized [2][3]. Long-term Growth Potential - Qualcomm's long-term potential extends beyond handsets, with key technologies like the Nuvia acquisition forming the basis for its Snapdragon PC platform, which can be utilized for data center chips [5]. - The company is also seen as having emerging roles in physical AI, robotics, and autonomy, which are expected to be significant growth drivers [5]. Stock Performance - Qualcomm's stock has underperformed compared to the Nasdaq 100 index, with a year-to-date increase of 12.50%, compared to the Nasdaq's 21.26% gain [8].

Market Overview - Tokyo's Nikkei 225 index fell over 4% amid a broader decline in Asian markets following a retreat on Wall Street, primarily driven by selling in Big Tech shares [1] - The Nikkei index was down 2.8% by mid-afternoon, closing at 50,090.33 [1] Company Performance - SoftBank Group's shares dropped 9.8% due to concerns over its investments in artificial intelligence [2] - Tokyo Electron and Advantest Corp. saw declines of 4.1% and 7.2% respectively, reflecting negative sentiment in the tech sector [2] - Palantir Technologies fell 7.9% despite beating analysts' forecasts, indicating market volatility [5] - Nvidia and Microsoft also experienced declines of 4% and 0.5% respectively, contributing to the overall downturn in the tech sector [5] - Uber's stock slumped 5.1% despite reporting better-than-expected financial results, highlighting a disconnect between earnings and stock performance [6] Sector Analysis - The technology sector, which has been a significant driver of market gains this year, is facing pressure due to heavy selling on Wall Street [3] - The S&P 500 index fell 1.2% to 6,771.55, although it remains up over 15% for the year [5] - The Dow Jones Industrial Average decreased by 0.5% to 47,085.24, while the Nasdaq fell 2% to 23,348.64, indicating a broader market trend [6] Economic Context - The upcoming financial results from major companies like McDonald's, Expedia Group, and Qualcomm are expected to be significant for market direction amid a US government shutdown [7] - Consumer prices rose 3% in September, the highest increase since January, complicating the Federal Reserve's interest rate policy decisions [8] Other Notable Movements - Tesla's shares fell 5.1% after Norway's sovereign wealth fund announced it would vote against a proposed compensation package for CEO Elon Musk [9] - Yum Brands' stock jumped 7.3% following news of a potential sale of its struggling Pizza Hut unit [10] - Novo Nordisk's shares slipped 1.8% after raising its offer to acquire Metsera, which surged 20.5% amid a bidding war with Pfizer, which fell 1.5% [10]

Core Insights - NVIDIA and Qualcomm Ventures have joined a coalition of U.S. and Indian investors to support India's deep tech startups, with over $1 billion in commitments aligning with India's new ₹1 trillion (approximately $12 billion) research and development initiative [1][7] Investment and Participation - NVIDIA is participating as a strategic technical advisor without financial commitments, while Qualcomm Ventures has joined with additional capital commitments exceeding $850 million alongside six Indian venture firms [2][4] - The coalition aims to invest capital and provide mentorship and network access to Indian deep-tech startups over the next five to ten years, collaborating with the Indian government on policy initiatives [5][7] Ecosystem Development - India has over 180,000 startups and more than 120 unicorns, with a shift towards ventures addressing infrastructure-scale problems, supported by government initiatives to secure technological sovereignty [3][10] - The India Deep Tech Alliance (IDTA) was launched to bridge the funding gap for deep tech ventures, bringing together major U.S. and Indian investors [4][6] Strategic Contributions - NVIDIA will provide strategic guidance, technical insights, and scalable computing resources to startups, while Qualcomm plans to connect startups with its portfolio companies and partner networks [12][15] - The coalition is described as a "loose coalition of the willing," focusing on knowledge sharing and deal flow among participating investors [17][18] Market Growth and Future Outlook - India's deep-tech funding increased by 78% year-over-year to $1.6 billion in 2024, although it still lags behind developed markets like the U.S. [18] - The alliance is expected to attract global attention and more investors to India's startup ecosystem, fostering confidence among entrepreneurs and potentially leading to more companies listed on major exchanges in the future [19]

Core Viewpoint - Qualcomm Inc is positioned for near-term growth due to strong smartphone demand, increased chip share in Apple's iPhone 17, and expanding opportunities in AI [1][2][3] Group 1: Financial Projections - Analyst Samik Chatterjee maintains an Overweight rating on Qualcomm, raising the price forecast from $200 to $210 [2] - For fiscal Q4 2025, projected revenue is $10.9 billion, exceeding consensus of $10.7 billion, with adjusted EPS of $2.90 compared to $2.85 consensus [6] - For fiscal Q1 2026, anticipated revenue is $11.9 billion, above the Street's $11.6 billion view, with EPS of $3.34 versus expectations of $3.25 [7] Group 2: Market Position and Trends - Qualcomm's modem share in new iPhones is expected to reach about 90%, up from a previous estimate of 70%, due to limited impact from Apple's in-house modem [5] - Handset revenue is projected to increase by 7% quarter-over-quarter, driven by robust smartphone demand and higher market share with Apple [6] Group 3: Segment Performance - The automotive and IoT segments are expected to grow more than 20% in fiscal 2026, contributing to revenue diversification [9] - Qualcomm's AI datacenter products (AI200 and AI250) are highlighted as key growth catalysts, with data center revenue projected to reach $1.4 billion by fiscal 2027 [9] Group 4: Competitive Landscape - Qualcomm's share of Samsung's flagship devices is expected to return to approximately 70%, which may lead to a revenue decline to $10.6 billion in a future quarter [8] - The company faces potential headwinds of $800 million in fiscal Q2 2026 due to Samsung reintroducing its in-house Exynos chipsets [7]

Core Insights - The electronics stocks market is expected to show growth driven by the expansion of artificial intelligence infrastructure and data center buildouts globally, with demand for specialized semiconductors and advanced electronic components increasing due to the deployment of generative AI applications and cloud computing services [1][9] Industry Overview - High-bandwidth memory (HBM) shipments are projected to grow significantly due to extraordinary demand from AI training workloads, positively impacting industry performance in Q3 2025 [2] - The automotive electronics market is experiencing steady growth, driven by increased use of electronic components in electric vehicles and advanced driver assistance systems, alongside rising consumer demand for connected and safety-centric vehicles [3] - The proliferation of Internet of Things (IoT) devices, smart home systems, and connected industrial equipment is expected to support demand for sensors and connectivity solutions [3] Challenges - Companies face mixed demand patterns across end markets, with traditional automotive and industrial segments showing slower recovery and margin pressures due to weaknesses in certain customer categories [4] - The memory market is experiencing complexities, with oversupply concerns in traditional DRAM and NAND segments potentially offsetting strengths in AI-specific memory products [4] - Geopolitical uncertainties and evolving trade policies are anticipated to remain concerns, influencing near-term performance across the electronics sector [4] Company Performance - Lam Research (LRCX) and FormFactor (FORM) have reported results that surpassed expectations, indicating positive trends in the electronics sector [5] - Alpha and Omega Semiconductor (AOSL) is expected to report revenues of $183.05 million for Q1 fiscal 2026, reflecting a 0.64% year-over-year increase, although earnings are projected to decline by 52.38% [10][11] - Arm Holdings anticipates revenues of $1.07 billion for Q2 fiscal 2026, indicating a 26.2% year-over-year increase, with earnings expected to rise by 10% [13] - Qualcomm (QCOM) is projected to report revenues of $10.77 billion for Q4 fiscal 2025, reflecting a 5.16% year-over-year increase, with earnings expected to increase by 6.69% [15] - SkyWater Technology (SKYT) expects revenues of $135.5 million for Q3, indicating a 44.43% year-over-year increase, although a loss of 17 cents per share is anticipated [18] - MKS Inc. (MKSI) is projected to report revenues of $962.01 million for Q3, reflecting a 7.37% year-over-year increase, with earnings expected to rise by 4.65% [20]

Market Overview - US stock market experienced a significant drop on November 4, with the Dow Jones down approximately 150 points, Nasdaq down about 1%, and S&P 500 down around 0.6% [3] - Concerns over the valuation of AI-related stocks, particularly Palantir, have contributed to the market decline [4] Company Performance - Palantir reported third-quarter earnings exceeding Wall Street expectations, with projected revenue of $1.33 billion, surpassing analyst estimates of $1.19 billion, and a 63% increase in revenue from the previous quarter [4] - Despite strong earnings, Palantir's stock fell approximately 7%, reflecting market disappointment regarding visibility into future growth [4] - The forward P/E ratio for Palantir has exceeded 200, with current P/E nearing 700, raising concerns among investors about sustaining high valuations [4] Sector Trends - Technology stocks generally declined, with Intel down about 5%, Nvidia and Oracle down nearly 3% [4][5] - The S&P 500's forward P/E ratio has risen above 23, approaching the highest level since 2000, driven by the performance of AI stocks [6] Investor Sentiment - High-profile executives from Goldman Sachs and Morgan Stanley expressed concerns about potential market pullbacks of 10% to 20% in the next 12 to 24 months [6] - Michael Burry's Scion Asset Management disclosed bearish positions on Nvidia and Palantir, indicating rising investor anxiety regarding the sustainability of the AI boom [7]

Welcome back for another week of redhot earnings. Yes, five of the mag sevens have reported or really six because Tesla went the week before. So, you think it's kind of boring, but no.1,500 companies are reporting this week and a bunch of hot names, some in the AI trade, but we're going to take a look at restaurants and retail. What's going on with the consumer. seems to be a concern now after Chipotle's earnings, but will it be for these others.So, I pulled out five, only five out of the 1500 as I always d ...

Core Insights - Advantech collaborates with Qualcomm Technologies and Edge Impulse to enhance edge AI applications using the Qualcomm Dragonwing IQ-9075 processor [1][2] - The Dragonwing IQ-9075 processor delivers up to 100 TOPS of AI performance, supporting Advantech's new products, AIR-055 and AFE-A503, designed for industrial applications [1][3] - The collaboration aims to drive AI innovation and improve performance, scalability, and efficiency across various industries [2] Advantech's New Products - The AIR-055 edge AI system features the Dragonwing IQ-9075 processor, offering connectivity options and supporting 4K resolution, making it suitable for smart manufacturing and robotics [2][3] - The AFE-A503 robotic controller is designed for outdoor autonomous mobile robots (AMRs) and includes multiple connectivity options and a power design for all-day operation [3] Event Participation - Advantech will showcase its new Edge AI solutions at Embedded World North America from November 4–6, 2025 [4]

Core Viewpoint - Qualcomm is diversifying its business by entering the AI data center market, launching new AI chips and rack-scale server products, while facing challenges in its traditional smartphone chip business [1][6][7]. Financial Performance - Qualcomm is expected to report earnings per share (EPS) of $2.85 on revenue of $10.7 billion for the upcoming quarter, compared to EPS of $2.69 on revenue of $10.2 billion in the same quarter of 2024 [4]. - The QCT segment, which includes smartphone, internet of things, and automotive businesses, is projected to generate $9.3 billion, reflecting a year-over-year increase of 7.6% [8]. - The QTL licensing segment is anticipated to bring in $1.4 billion [8]. Market Position and Competition - Qualcomm's stock rose 11% following the announcement of its new AI products, but it still lags behind competitors like Nvidia and AMD, with shares up only 8% over the past 12 months compared to Nvidia's 54% and AMD's 81% [3]. - The company is facing the risk of losing Apple as a major customer for wireless chips, as Apple is moving towards using its own custom chips [5]. Industry Trends - The AI data center market is expected to grow to approximately $114 billion by 2030, providing Qualcomm with an opportunity to diversify away from the low-growth smartphone market, which currently accounts for about 75% of its revenues [7].