Sector Overview - The chip sector is experiencing remarkable earnings growth and guidance, with companies like Coherent and Lamb Research struggling to meet high demand due to capacity constraints [1][2] - There is a notable pivot from Software as a Service (SaaS) companies towards hardware and power infrastructure stories, indicating a shift in investment focus [5][6] Company Insights - Companies like Broadcom and Nvidia are highlighted as strong performers, with Nvidia being central to AI and robotics advancements [3][20] - Tesla is viewed as a transformative company with potential catalysts in full self-driving AI and robotics, alongside its space initiatives [10][12] - The anticipated SpaceX IPO is expected to renew interest in Tesla and its leadership in AI and self-driving technology [14] Market Dynamics - The memory chip sector is considered cyclical and less favorable for investment, while other chip names are seen as more stable [3] - The demand for chips continues to outpace supply, with companies unable to fulfill orders, indicating a strong market position for leading firms [2][20] - The competitive landscape is evolving, with companies like Nvidia and AMD gaining significant market share, reflecting the importance of strong management in navigating market challenges [21][22]

Financial Data and Key Metrics Changes - The company reported record revenues of $12.3 billion and non-GAAP earnings per share (EPS) of $3.50 for fiscal Q1 2026, with non-GAAP EPS at the high end of guidance [6][16] - QCT revenues reached a record $10.6 billion, driven by strong performance in automotive and IoT segments [6][16] - Licensing business revenues were $1.6 billion, with an EBT margin of 77%, reflecting higher units and favorable mix [16] Business Line Data and Key Metrics Changes - QCT handset revenues reached a record $7.8 billion, benefiting from recently launched flagship smartphones [16] - QCT IoT revenues grew 9% year-over-year to $1.7 billion, driven by demand across consumer and networking products [16] - QCT Automotive revenues grew to $1.1 billion, up 15% year-over-year, driven by increased demand for Snapdragon Digital Chassis platforms [17] Market Data and Key Metrics Changes - Global consumer demand for handsets, particularly in the premium and high-tier segments, exceeded expectations, with healthy sell-through observed [6][7] - The handset industry is expected to face constraints due to memory availability and pricing, particularly DRAM, as suppliers redirect capacity to meet AI data center demand [7][18] - The company anticipates that the overall size of the handset market will be defined by memory availability throughout the fiscal year [39][69] Company Strategy and Development Direction - The company is focused on expanding its presence in the premium and high-tier smartphone segments, with a dual flagship product strategy that has been well received [8][42] - The company is investing in AI-native smartphones and intelligent wearables, positioning Snapdragon platforms as the choice for the industry [8][12] - The company aims to strengthen its leadership in automotive and robotics, with multiple design wins and collaborations with major automakers [10][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the fundamentals of the handset business despite near-term challenges related to memory supply [18][39] - The company expects to return to prior growth trajectories for QCT handset revenues once memory supply conditions normalize [18] - Management remains optimistic about the long-term growth potential in automotive and IoT, with combined growth expected to outpace long-term revenue targets [21][22] Other Important Information - The company returned $3.6 billion to stockholders, including $2.6 billion in stock repurchases and $949 million in dividends [17] - The company completed the acquisition of Alphawave Semi, enhancing its data center solutions [14] Q&A Session Summary Question: What factors are driving the weakness in handset outlook beyond memory pricing? - Management indicated that the weakness is entirely related to memory availability, with strong microeconomic indicators and handset demand observed [26][27] Question: Is the automotive revenue growth driven by ADAS wins? - Management confirmed that the automotive pipeline continues to translate into revenue, with new car launches contributing to record revenues [30] Question: How is the company progressing with data center customers? - Management reported positive progress with customers, including shipping to Humane and engagement with major hyperscalers [34] Question: What is the company's strategy regarding memory shortages? - Management clarified that they do not purchase memory directly but work with customers who do, ensuring flexibility in memory sourcing [67][69] Question: How does the company plan to navigate the memory allocation challenges with larger OEMs? - Management acknowledged that larger OEMs may have better access to memory but emphasized that the issue is industry-wide and not limited to specific customers [73]

Disclaimer Forward Looking Statements This Presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include, but are not limited to, our expectations or predictions of future financial or business performance or conditions. Forward-looking statements are inherently subject to risks, uncertainties and ass ...

Over the years, Tesla has expanded globally with a network of production facilities, showrooms, service centers, and Supercharger stations, and has increasingly emphasized advanced software and autonomous capabilities as part of its long-term strategy. Tesla is one of the world’s most valuable companies, with a current market cap of approximately $1.6 trillion.Tesla is an automotive and clean energy company headquartered in Austin, Texas. Tesla designs, manufactures, and sells electric vehicles (EVs), along ...

Group 1 - Tesla, Inc. is recognized as one of the 10 AI stocks analysts are monitoring, with Cantor Fitzgerald reiterating an "Overweight" rating, indicating confidence in Tesla's future as it transitions into autonomy, AI, and robotics [1][2] - The firm is optimistic about the potential of Tesla's humanoid robot, Optimus, while maintaining conservative initial modeling assumptions [2] - Analysts on Wall Street have a consensus "Buy" rating for Tesla, with an average price target of $480, suggesting a 13.8% upside, and a Street-high target of $600, indicating a potential upside of 42.24% [2] Group 2 - Tesla operates as an automotive and clean energy company, utilizing advanced artificial intelligence in its autonomous driving technology and robotics initiatives [4] - While Tesla is seen as a viable investment, there are opinions that other AI stocks may present greater upside potential with less downside risk [5]

Oil and gas refining is entering a new era, one defined not only by global demand fluctuations, regulatory pressure and decarbonisation goals but also by the operational intelligence required to keep complex refining assets running at peak performance. The US Energy Information Administration has revealed that global refining capacity stood at around 103.5 million barrels per day (mbbl/d) in 2023. Most planned growth is expected to be in the Middle East and Asia-Pacific regions, especially in China and In ...

《公告全知道》每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前 寻找到投资热点，防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①商业航天+光模块+芯片+军工！这家公司已成功参与多个商业航天项目配套，产品有给光模块厂家供样 并有小批量供货；②商业航天+AI应用+机器人+算力+军工！这家公司产品已在航天科技、航天科工等相关 企业成功应用；③机器人+光伏+液冷+锂电池+消费电子！公司签订4.8亿元机器人类业务合同。 前言 ...

ROSH HAAYIN, Israel, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Cannibble Food-Tech Ltd. (CSE: PLCN) (“Cannibble” or the “Company”) today announced that Doron Hazan has joined the Company as Director of Robotics and AI Market Development. In this role, Mr. Hazan will be responsible for leading the development and execution of Cannibble’s domestic market strategy for its robotics and artificial intelligence solutions. His mandate includes supporting revenue growth initiatives, expanding the Company’s market presence, ...

Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks on Jim Cramer’s recent game plan. Cramer said that he is a believer in the stock, as he commented: Thursday evening, we have some real controversial stocks. So it all starts with Amazon, which has become a bit of a battleground, frankly. This one used to roar in earnings. Now, if Amazon goes up, it gets faded as sellers appear everywhere. If it goes down, you know what, at the opening, it just keeps going lower. Lost in the shuffle is the greatness of th ...

Market Overview - The A-share market for artificial intelligence and robotics has weakened, but related ETFs have seen increased investment, indicating strong long-term value perception in the sector [1] - The Robotics ETF (562500) experienced a decline of 1.880% from the opening price, with 55 out of 66 component stocks falling, while 3 stocks showed gains [1] - The Sci-Tech AI ETF (589010) also saw a drop of 3.704%, with 27 out of 30 component stocks declining, but one stock managed to rise over 10% [1] Key Developments - Qianwen APP announced a 3 billion yuan investment for the "Spring Festival Treat Plan," collaborating with Alibaba's ecosystem to enhance user experience through AI [2] - Elon Musk plans to merge SpaceX with his AI startup xAI, with a post-merger valuation of $1.25 trillion, aligning with his strategy in AI and space exploration [2] - Tesla announced the upcoming launch of its third-generation humanoid robot, with plans for annual production of one million units by the end of 2026 [2] Institutional Insights - Guosen Securities forecasts significant improvements in robot safety and functionality within two years, leading to a surge in demand and long-term investment opportunities in humanoid robots [3] - The report emphasizes the importance of identifying core suppliers in Tesla's supply chain and focusing on high-certainty new targets for investment [3] Popular ETFs - The Robotics ETF (562500) is the only ETF in the market with over 20 billion yuan in size, offering the best liquidity and comprehensive coverage of China's robotics industry [4] - The Sci-Tech AI ETF (589010) is positioned as the brain of robotics, capturing the "singularity moment" in the AI industry with a 20% price fluctuation range [4]