Youtubeยท2025-11-06 13:39Airline Industry - United Airlines plans to reduce 10% of flights across over 40 airports, affecting approximately 3,500 to 4,000 flights daily, with no specified end date for these reductions [1][2] - The impact on international and long-haul routes is expected to be minimal, which are higher margin segments for United Airlines [1] - The ongoing government shutdown, now in its 37th day, may lead to further disruptions in the airline industry, although current TSA lines remain unaffected [1][2] Nvidia - Jensen Huang, CEO of Nvidia, expressed concerns about the AI race, stating that China is "nanoseconds" behind the U.S. in AI development, while also indicating a desire to sell chips to both countries [2][3] - Huang's comments reflect a dual strategy of wanting to maintain sales while acknowledging the competitive landscape in AI technology [2][3] Qualcomm - Qualcomm reported a 10% revenue increase to $11.27 billion, beating expectations, and guided higher for future revenue [6][7] - The company recorded a net loss of $3.12 billion, or about $289 per share, primarily due to a tax expense, but this is typically excluded from performance evaluations [6][9] - Qualcomm's licensing business saw a 7% decline to approximately $1.41 billion, raising concerns about market share loss to competitors like Apple [8][9] - For the upcoming quarter, Qualcomm expects revenue between $11.8 billion and $12.6 billion, with a midpoint of $12.2 billion, which is above expectations [7][8]