memory shortage
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We got verification of the strength of the data center theme with Oracle earnings, says Jim Cramer
CNBC Television· 2026-03-11 23:32
The war cannot be ring fenced no matter what we do. I don't want to sugarcoat it. We can't avoid this issue.People are trying to dismiss the impact of the war or they're trying to see through it, see past it until it's over. They're saying that we've got 20 days of excess oil thanks to the release of global strategic petroleum reserves, including ours as of this evening. And by the time they run out, well, the war will be over.So, you better start buying stocks right now because you got to be in before Pres ...
Qualcomm earnings beat but forecast comes up short because of memory shortage
CNBC Television· 2026-02-04 23:45
Qualcomm did beat on the top and bottom line posting adjusted EPS of $3.50% on revenues of 12.12% sorry 12.25% billion. The QCT division which encompasses hardware chips and software beat expectations as did their IP business. But you're seeing shares down 6%.That's because the Q2 guide fell short and memory is to blame. Q2 revenue and EPS uh had the guidance ranges that fell entirely below consensus. I was able to catch up with Qualcomm CEO who said, quote, "Memory is going to define the size of the mobile ...