Qualcomm (NASDAQ: QCOM) shares opened about 11% down on Feb. 5 after the semiconductor giant issued cautious guidance for its fiscal Q2 that overshadowed its record-breaking performance in the holiday... ...

Core Viewpoint - Qualcomm's stock is experiencing significant declines due to concerns over a deteriorating memory shortage [1] Group 1: Company Impact - Qualcomm's stock is getting hammered amid worries about a worsening memory shortage [1]

Qualcomm Inc (NASDAQ:QCOM) reported upbeat first-quarter financial results and issued second-quarter guidance below estimates on Wednesday.Qualcomm reported record quarterly revenue with first-quarter total revenue of $12.25 billion, up 5% year-over-year. The revenue beat a Street consensus estimate of $12.18 billion according to data from Benzinga Pro. The company reported adjusted earnings per share of $3.50, which beat a Street consensus estimate of $3.40.Qualcomm's guidance is for second-quarter revenue ...

LET’S GET STARTED. >> NEWSMAKERS AND MARKET MOVERS, THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING AND WELCOME TO "THE PULSE," I’M FRANCINE LACQUA HERE IN LONDON.THE GLOBAL SLUMP IN TECH STOCKS PAUSES AS SELLERS WEIGH WHETHER THE SELL-OFF WENT TOO FAR. IT EXTENDED ACROSS THE SECTOR INCLUDING CHIPMAKERS THE LAST FEW DAYS. HUNDREDS OF BILLIONS HAVE BEEN WIPED OFF THE VALUE OF COMPANIES, STOCKS, CORPORATE BONDS BUT ALSO LOANS.WE’RE JOINED BY OUR SENIOR STRATEGIST. NEIL, THE NATURE OF THE SELL ...

QUALCOMM Incorporated ( QCOM ) is crashing after hours on Wednesday following quarterly earnings results that have apparently left investors wanting. It certainly doesn't help that tech stocks are experiencing a bit of aTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my ...

Core Insights - Qualcomm (QCOM) experienced a significant decline in after-hours trading following disappointing quarterly earnings results, which have left investors dissatisfied [1] - The broader technology sector is currently facing a sell-off, which may be contributing to Qualcomm's stock performance [1] Financial Performance - The article does not provide specific financial metrics or performance data related to Qualcomm's quarterly earnings [1] Market Context - The tech stock market is undergoing a sell-off, impacting investor sentiment and stock prices across the sector, including Qualcomm [1]

Investment Rating - The report maintains a "Buy" rating for Qualcomm (QCOM.O) [6] Core Insights - Qualcomm's FY26Q1 performance met expectations, but the guidance for FY26Q2 fell short due to adverse impacts from memory shortages and price increases affecting downstream demand [1] - FY26Q1 Non-GAAP revenue was $12.252 billion, a 5% year-over-year increase, with Non-GAAP net profit at $3.781 billion [1] - The guidance for FY26Q2 is projected Non-GAAP revenue of $10.2 to $11 billion, below the consensus estimate of $11.16 billion [1] Summary by Sections QCT Mobile Business - FY26Q1 mobile business revenue was $7.824 billion, up 3% year-over-year, driven by increased shipments of Snapdragon chips [2] - Qualcomm secured a 75% supply share for high-end smartphone chips for Samsung's upcoming series [2] - The guidance for FY26Q2 mobile revenue is approximately $6 billion, with expectations of growth being constrained by memory chip shortages [2] QCT IoT Business - FY26Q1 IoT revenue reached $1.688 billion, a 9% year-over-year increase, primarily due to higher shipments in edge networking and consumer products [3] - The company continues to expand into vertical applications in edge networking and industrial IoT, with new products launched at CES 2026 [3] - The PC segment saw the release of the Snapdragon X2 Plus chip, enhancing performance significantly [3] QCT Automotive Business - FY26Q1 automotive revenue was $1.101 billion, a 15% year-over-year increase, attributed to higher shipments of vehicles equipped with Qualcomm's smart cockpit technology [4] - Qualcomm signed a long-term supply agreement with Volkswagen Group, expanding its supply to brands like Audi and Porsche [4] - The company is collaborating with CARIAD and Bosch to develop autonomous driving systems [4] Financial Forecast and Valuation - The report forecasts GAAP net profits of $11.5 billion, $12.5 billion, and $13 billion for FY2026, FY2027, and FY2028 respectively, with growth rates of 107.7%, 8.4%, and 4.2% [4] - The current price corresponds to FY2026-2028 P/E ratios of 14X, 13X, and 12X [4]

It is Thursday the fifth. Good morning. On today's agenda, the tech selloff expands.The shiny stuff slumps again and it's another blockbuster earnings day. Okay, Tom, let's talk about the volatility we're seeing. It continues in some so many asset classes and you wonder whether or not this starts to connect, whether or not the overall volatility story becomes a problem for markets.So it was down 11% completely, reversing some of the positions we saw earlier on in the week as we bounced back. Bitcoin's appro ...

JOUMANNA: GOOD MORNING. THIS IS HORIZONS MIDDLE EAST & AFRICA. A GLOBAL TECH ROUT SNOWBALLS INTO ASIA, MELTING ANXIETY OVER FROTHY VALUATIONS AND MASSIVE AI SPENDING DRIVES INVESTORS TO TRIM EXPOSURE.PRECIOUS METALS PLUMMET WITH SILVER FALLING SHARPLY AND GOLD SLIDING AS THEY STRUGGLE TO FIND A PRICE FLOOR AFTER THE RECENT MARKET ROUTS. PLUS, OIL SLUMPS ON EASING GEOPOLITICAL RISK AS THE U.S. AND IRAN CAN FROM TALKS. PRESIDENT TRUMP SAYS THE SUPREME LEADER SHOULD BE WORRIED.IT HAS JUST GONE 9:00 A. M. ACROS ...

Asian markets trading lower for a second day amid a global selloff tied to growing concerns about air disruption across industries. Software stocks have been at the center of the selling and erasing almost trillion from members of an iShares ETF, which tracks the sector. And concerns around AI are also having a big impact on tech earnings.Shares of both Qualcomm and ARM Holdings plunged in extended York trading after signaling a memory chip shortage fueled by air hardware. Demand will squeeze growth in the ...