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and Shovels Still Rule the AI Tech Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2610763957","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610763957?lang=en_us&edition=fundamental","pubTime":"2026-02-09 19:32","pubTimestamp":1770636769,"startTime":"0","endTime":"0","summary":"The AI trade has definitely become more fraught. But at least one constant remains: Investors are choosing the companies on the receiving end of big tech's spending spree.So far, 2026 has been a rough year in general for tech stocks. By Friday's close, the Nasdaq composite logged a 1% loss, compared with a 4% gain for the Dow. Even more telling, the S&P 500 Equal Weight Index is up around 5%, compared with a 1% gain for the standard S&P 500. The equal-weight index essentially nullifies the outsize influence of eight tech giants, whose combined market capitalization takes up more than a third of the S&P 500's total.The declines have been driven by what can only be described as a schizophrenic mood regarding artificial intelligence. New AI coding tools from companies such as Anthropic have made investors question the future of software companies, while the tech giants that are spending vast sums to enable those tools are also being punished.The only somewhat safe place is proving to be 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| Big Techs Mostly Jump With Palantir, Oracle up Around 2%; Chip Shares Gain With Marvell, SOXL, SanDisk up over 2%; Novo Rallies 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187382919","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187382919?lang=en_us&edition=fundamental","pubTime":"2026-02-09 09:45","pubTimestamp":1770601538,"startTime":"0","endTime":"0","summary":" Big tech stocks mostly jumped in overnight trading. Palantir up 2.7%, Oracle up 1.88%; AMD, Super Micro, Amazon, Microsoft up over 1%.Chip stocks, ETFs rallied in overnight trading. Credo up 4%;...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMBA","GOOGL","LSCC","SMTC","MSFT","PLTR","ORCL","SNPS","HIMX","NVTS","QCOM","MU","ON","SOX","TSLA","STM","ALAB","KLAC","AAPL","SNDK","ARM","STX","UCTT","NXPI","TSM","AMD","INTC","UMC","AMZN","PXLW","SOXL","AMAT","SOXS","NVDA","AMBQ","WDC","Q","SWKS","TXN","NVO","GFS","AVGO","MRVL","META","QRVO","ADI","SMCI","WOLF","MCHP","NFLX","LRCX","ASML","SMH","CRDO"],"gpt_icon":1},{"id":"2610505084","title":"Qualcomm Weighs Chip Shortage Hit To Handsets Against Growing AI Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2610505084","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610505084?lang=en_us&edition=fundamental","pubTime":"2026-02-09 07:14","pubTimestamp":1770592469,"startTime":"0","endTime":"0","summary":"Qualcomm is facing a global shortage of memory chips that is limiting smartphone production and weighing on its latest outlook.\nSurging demand from AI data centers is tightening supply, leading handset makers, particularly in China, to pull back on orders and adjust inventory plans.\nIn response, Qualcomm is putting more focus on areas such as automotive, IoT, robotics, data center solutions, and AI enabled devices to broaden its revenue base.\n\nNasdaqGS:QCOM currently trades at $137.34, with...","market":"nz","thumbnail":"https://images.simplywall.st/asset/company-cover/33493-main-header/1756210172198","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/33493-main-header/1756210172198"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/qualcomm-weighs-chip-shortage-hit-to-handsets-against-growin","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-qcom/qualcomm/news/qualcomm-weighs-chip-shortage-hit-to-handsets-against-growin","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU1119994496.HKD","LU1261432733.SGD","BK4598","LU0061475181.USD","LU1244550494.USD","BK4554","QCMD","BK4141","BK4573","LU1496350502.SGD","SG9999015978.USD","BK4612","BK4561","LU1084165304.USD","BK4588","IE00BGHQDM52.EUR","LU1035775433.USD","QCMU","LU0079474960.USD","LU0868494708.USD","SG9999015952.SGD","BK4515","LU0081259029.USD","LU1823568750.SGD","BK4512","SG9999002232.USD","LU1046421795.USD","BK4585","BK4605","BK4575","LU2106854487.HKD","SG9999015945.SGD","IE00BVYPNQ40.USD","QCML","LU1244550577.SGD","LU2247934214.USD","BK4581","IE00BSNM7G36.USD","BK4527","LU0868494617.USD","GB00BDT5M118.USD","SG9999015986.USD","LU1069344957.HKD","QCOM","BK4532","LU1917777945.USD","SG9999002224.SGD","BK4534","BK4604","LU0942090050.USD","IE00BVYPNP33.GBP","LU1244550221.USD","SG9999001424.SGD","LU2023250504.SGD","LU1974910355.USD","BK4579"],"gpt_icon":0},{"id":"2609540732","title":"Qualcomm Stock Slides as Smartphone Fears Eclipse Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2609540732","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609540732?lang=en_us&edition=fundamental","pubTime":"2026-02-07 22:01","pubTimestamp":1770472913,"startTime":"0","endTime":"0","summary":"Qualcomm ( ($QCOM) ) has fallen by -10.01%. Read on to learn why. Qualcomm shares have fallen 10.01% over the past week, extending what has become ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/weekend-updates/qualcomm-stock-slides-as-smartphone-fears-eclipse-beat?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/weekend-updates/qualcomm-stock-slides-as-smartphone-fears-eclipse-beat?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["BK4579","QCMD","LU1261432733.SGD","QCOM","LU1244550494.USD","QCMU","SG9999002232.USD","SG9999015986.USD","BK4581","LU1244550577.SGD","SG9999001424.SGD","LU0942090050.USD","SG9999015952.SGD","LU0061475181.USD","BK4554","BK4573","LU0868494617.USD","LU2023250504.SGD","SG9999002224.SGD","BK4561","SG9999015945.SGD","BK4141","BK4598","LU1035775433.USD","LU0868494708.USD","BK4527","LU0081259029.USD","LU1084165304.USD","LU1046421795.USD","BK4585","LU2247934214.USD","GB00BDT5M118.USD","BK4605","IE00BGHQDM52.EUR","BK4534","LU1496350502.SGD","SG9999015978.USD","IE00BVYPNQ40.USD","LU1917777945.USD","BK4588","BK4575","BK4604","LU1119994496.HKD","LU2106854487.HKD","IE00BSNM7G36.USD","BK4512","LU1823568750.SGD","LU1244550221.USD","LU1974910355.USD","QCML","IE00BVYPNP33.GBP","LU1069344957.HKD","BK4515","BK4612","LU0079474960.USD","BK4532"],"gpt_icon":0},{"id":"2609441895","title":"Zoom, Qualcomm, Roku, Amazon, Sirius XM Trending With Analysts","url":"https://stock-news.laohu8.com/highlight/detail?id=2609441895","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609441895?lang=en_us&edition=fundamental","pubTime":"2026-02-07 17:03","pubTimestamp":1770454991,"startTime":"0","endTime":"0","summary":"Analysts are intrested in these 5 stocks: ( ($ZM) ), ( ($QCOM) ), ( ($ROKU) ), ( ($AMZN) ) and ( ($SIRI) ). 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In addition to Argus Research, Qualcomm als...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/qualcomm-qcom-new-buy-recommendation-for-this-technology-giant-blurbs-6?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/qualcomm-qcom-new-buy-recommendation-for-this-technology-giant-blurbs-6?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU0061475181.USD","LU0081259029.USD","LU0868494708.USD","BK4579","SG9999015986.USD","LU1119994496.HKD","IE00BGHQDM52.EUR","LU2023250504.SGD","QCML","LU1974910355.USD","QCOM","BK4527","LU1917777945.USD","BK4573","LU0079474960.USD","QCMU","IE00BSNM7G36.USD","LU0942090050.USD","BK4575","BK4612","GB00BDT5M118.USD","LU2247934214.USD","LU1046421795.USD","LU1244550494.USD","BK4581","QCMD","BK4605","BK4588","BK4141","LU1244550577.SGD","LU2106854487.HKD","BK4554","SG9999015978.USD","LU1496350502.SGD","BK4512","LU1069344957.HKD","LU1084165304.USD","BK4532","BK4534","BK4604","SG9999015945.SGD","IE00BVYPNQ40.USD","LU1244550221.USD","SG9999015952.SGD","BK4585","LU1823568750.SGD","IE00BVYPNP33.GBP","BK4598","SG9999001424.SGD","LU0868494617.USD","SG9999002224.SGD","SG9999002232.USD","LU1261432733.SGD","LU1035775433.USD","BK4561","BK4515"],"gpt_icon":0},{"id":"2609385510","title":"Qualcomm CFO Akash J. Palkhiwala Reports Sale of Common Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2609385510","media":"Reuters","labels":["shareholding","insiderTrades","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609385510?lang=en_us&edition=fundamental","pubTime":"2026-02-07 08:16","pubTimestamp":1770423371,"startTime":"0","endTime":"0","summary":"Akash J. Palkhiwala, who serves as EVP, CFO & COO, reported a disposal of common shares of Qualcomm Inc. The full filing can be accessed through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Qualcomm Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on February 06, 2026, and is solely responsible for the information contained therein.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260207:nNDL8K8HHQ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Qualcomm CFO Akash J. 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Inc. Publishes Transcript of First Quarter 2026 Earnings Call","url":"https://stock-news.laohu8.com/highlight/detail?id=2609536270","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609536270?lang=en_us&edition=fundamental","pubTime":"2026-02-06 08:39","pubTimestamp":1770338345,"startTime":"0","endTime":"0","summary":"Qualcomm Inc. has published the transcript of its first quarter fiscal 2026 earnings call, held on February 4, 2026. The event featured remarks from key executives including the President and Chief Executive Officer, the Executive Vice President and Chief Financial Officer, and the Executive Vice President, President - QTL and Global Affairs, alongside participation from several prominent analysts. During the call, management reported record revenues of $12.3 billion and non-GAAP earnings per share of $3.50 for the quarter. The company highlighted the strong performance of its QCT segment, which achieved record revenues of $10.6 billion, primarily driven by flagship handset sales. Additional growth was noted in the Automotive segment and positive momentum in IoT sectors, including industrial and edge networking applications as well as smart glasses. Licensing business revenues for the quarter reached $1.6 billion. \"In fiscal Q1, we delivered record revenues of $12.3 billion and non-GAA","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260206:nNDL9Wf1Dn:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0061475181.USD","LU0081259029.USD","LU0868494708.USD","BK4579","SG9999015986.USD","LU1119994496.HKD","IE00BGHQDM52.EUR","LU2023250504.SGD","QCML","LU1974910355.USD","QCOM","BK4527","LU1917777945.USD","BK4573","LU0079474960.USD","QCMU","IE00BSNM7G36.USD","LU0942090050.USD","BK4575","BK4612","GB00BDT5M118.USD","LU2247934214.USD","LU1046421795.USD","LU1244550494.USD","BK4581","QCMD","BK4605","BK4588","BK4141","LU1244550577.SGD","LU2106854487.HKD","BK4554","SG9999015978.USD","LU1496350502.SGD","BK4512","LU1069344957.HKD","LU1084165304.USD","BK4532","BK4534","BK4604","SG9999015945.SGD","IE00BVYPNQ40.USD","LU1244550221.USD","SG9999015952.SGD","BK4585","LU1823568750.SGD","IE00BVYPNP33.GBP","BK4598","SG9999001424.SGD","LU0868494617.USD","SG9999002224.SGD","SG9999002232.USD","LU1261432733.SGD","LU1035775433.USD","BK4561","BK4515"],"gpt_icon":1},{"id":"2609536726","title":"Qualcomm Earnings Call: Record Quarter Meets Memory Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=2609536726","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609536726?lang=en_us&edition=fundamental","pubTime":"2026-02-06 08:24","pubTimestamp":1770337498,"startTime":"0","endTime":"0","summary":"Qualcomm (($QCOM)) has held its Q1 earnings call. Read on for the main highlights of the call. Qualcomm Balances Record Quarter With Caution on Mem...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/company-announcements/qualcomm-earnings-call-record-quarter-meets-memory-headwinds?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/company-announcements/qualcomm-earnings-call-record-quarter-meets-memory-headwinds?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["BK4141","BK4554","LU1261432733.SGD","BK4534","IE00BGHQDM52.EUR","BK4612","GB00BDT5M118.USD","SG9999002224.SGD","BK4581","LU1244550221.USD","SG9999015978.USD","QCMU","LU2106854487.HKD","SG9999015952.SGD","LU1917777945.USD","LU1046421795.USD","LU2023250504.SGD","BK4604","BK4512","BK4598","LU2247934214.USD","LU0868494708.USD","LU0079474960.USD","BK4561","LU1069344957.HKD","LU1496350502.SGD","SG9999002232.USD","LU1244550494.USD","SG9999015945.SGD","IE00BVYPNP33.GBP","LU0061475181.USD","BK4605","BK4573","QCOM","QCML","BK4527","IE00BSNM7G36.USD","BK4532","BK4588","LU0942090050.USD","SG9999001424.SGD","LU1119994496.HKD","LU1084165304.USD","LU1244550577.SGD","SG9999015986.USD","LU1035775433.USD","BK4515","IE00BVYPNQ40.USD","LU0081259029.USD","LU0868494617.USD","BK4579","LU1974910355.USD","BK4585","LU1823568750.SGD","QCMD","BK4575"],"gpt_icon":0},{"id":"2609582066","title":"Qualcomm Inc. Stock Slips 8.5%, Underperforms Peers","url":"https://stock-news.laohu8.com/highlight/detail?id=2609582066","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609582066?lang=en_us&edition=fundamental","pubTime":"2026-02-06 05:35","pubTimestamp":1770327300,"startTime":"0","endTime":"0","summary":"This article was automatically generated by Dow Jones using technology from Automated Insights.Shares of Qualcomm Inc. slipped 8.5% to $136.30 on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index falling 1.2% to 6,798.40 and Dow Jones Industrial Average falling 1.2% to 48,908.72.Qualcomm Inc. closed 33.8% below its 52-week high of $205.95, which the company reached on October 27th.The stock underperformed when compared to some of its peers, as NVIDIA Corp. fell 1.3% to $171.88, Broadcom Inc. rose 0.8% to $310.51, and Intel Corp. fell 0.74% to $48.24.Trading volume totaled 30.2 million, compared to the 50-day average of 8.7 million.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4581","SG9999015945.SGD","LU0081259029.USD","SG9999015986.USD","SG9999002232.USD","SG9999015952.SGD","BK4554","BK4573","BK4598","IE00BVYPNP33.GBP","BK4585","BK4534","BK4527","BK4604","LU0942090050.USD","LU1119994496.HKD","BK4575","IE00BSNM7G36.USD","LU0079474960.USD","BK4515","QCOM","QCMU","LU1244550577.SGD","SG9999015978.USD","IE00BGHQDM52.EUR","BK4141","SG9999001424.SGD","BK4579","BK4532","LU1069344957.HKD","LU0868494617.USD","LU1917777945.USD","LU0868494708.USD","BK4512","LU0061475181.USD","LU1496350502.SGD","LU1261432733.SGD","QCMD","LU1046421795.USD","QCML","LU1035775433.USD","BK4588","LU1244550494.USD","LU2247934214.USD","GB00BDT5M118.USD","LU1244550221.USD","LU2106854487.HKD","SG9999002224.SGD","LU1823568750.SGD","BK4605","BK4561","LU2023250504.SGD","IE00BVYPNQ40.USD","LU1974910355.USD","LU1084165304.USD","BK4612"],"gpt_icon":1},{"id":"2609588584","title":"Qualcomm Outlook Disappoints On 'Acute Headwind' In Smartphone Industry: Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2609588584","media":"Benzinga_recent_news","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609588584?lang=en_us&edition=fundamental","pubTime":"2026-02-06 01:09","pubTimestamp":1770311340,"startTime":"0","endTime":"0","summary":"Qualcomm Inc (QCOM) trading under pressure despite upbeat quarterly results. Analysts reiterate Buy ratings but slash price targets.","market":"hk","thumbnail":"https://cdn.benzinga.com/files/images/story/2026/02/05/Qualcomm-Company-Office-In-Silicon-Valle_0.jpeg?optimize=medium&dpr=2&auto=webp&width=240","type":0,"news_type":0,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/02/05/Qualcomm-Company-Office-In-Silicon-Valle_0.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/02/50421665/qualcomm-outlook-disappoints-on-acute-headwind-in-smartphone-industry-analyst","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/02/50421665/qualcomm-outlook-disappoints-on-acute-headwind-in-smartphone-industry-analyst","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"benzinga_recent_news","symbols":["LU1035775433.USD","LU1917777945.USD","BK4575","LU0081259029.USD","QCMD","QCML","IE00BVYPNP33.GBP","BK4527","LU1244550494.USD","LU2023250504.SGD","LU2106854487.HKD","BK4573","BK4605","LU1119994496.HKD","LU1974910355.USD","SG9999002232.USD","SG9999015945.SGD","LU0079474960.USD","LU0942090050.USD","SG9999002224.SGD","LU0868494708.USD","LU1261432733.SGD","IE00BVYPNQ40.USD","BK4585","BK4554","BK4141","BK4598","IE00BGHQDM52.EUR","IE00BSNM7G36.USD","BK4581","LU1046421795.USD","BK4612","LU1244550221.USD","LU0061475181.USD","LU1244550577.SGD","QCOM","SG9999015978.USD","GB00BDT5M118.USD","LU1496350502.SGD","QCMU","BK4534","LU1069344957.HKD","LU1823568750.SGD","SG9999015986.USD","BK4515","LU1084165304.USD","BK4604","BK4512","BK4561","BK4588","LU2247934214.USD","SG9999001424.SGD","BK4532","SG9999015952.SGD","BK4579","LU0868494617.USD"],"gpt_icon":1},{"id":"2609525588","title":"QUALCOMM's Weak Fiscal Q2 Outlook Signals Memory Tightness Impact, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2609525588","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609525588?lang=en_us&edition=fundamental","pubTime":"2026-02-06 00:59","pubTimestamp":1770310798,"startTime":"0","endTime":"0","summary":"QUALCOMM's  weak fiscal Q2 outlook signals that memory tightness is impacting its smartphone builds, which may affect top-line growth, RBC Capital Markets said in a Wednesday note.The company's Q2 earnings per share guidance of $2.55 on revenue of $10.6 billion, both at the midpoint, is below RBC's estimate of $2.95 per share on revenue of $11.2 billion, according to the note.RBC said it sees not much immediate catalysts also reduced its fiscal 2026 EPS estimate to $11.24 from $12.14, and its fiscal 2027 EPS prediction to $11.04 from $12.42.The company expects handset revenue to decline 13% year over year, impacted by memory constraints, reduced orders from Chinese original equipment manufacturers, and ongoing share shifts in iPhones and Samsung's Galaxy S26 smartphones, the note said.RBC reiterated its sector perform rating on the stock and lowered its price target to $150 from $180.Price: 138.39, Change: -10.50, Percent Change: -7.05","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["QCMD","IE00BSNM7G36.USD","LU1244550577.SGD","LU1069344957.HKD","BK4554","BK4515","LU0868494617.USD","BK4581","BK4573","SG9999015986.USD","QCMU","LU0081259029.USD","LU2106854487.HKD","LU1046421795.USD","SG9999015945.SGD","LU0868494708.USD","LU2247934214.USD","BK4598","BK4585","BK4534","LU2023250504.SGD","BK4605","LU1084165304.USD","BK4141","LU1917777945.USD","SG9999002232.USD","QCML","SG9999002224.SGD","BK4527","IE00BVYPNP33.GBP","LU1974910355.USD","IE00BVYPNQ40.USD","LU1119994496.HKD","IE00BGHQDM52.EUR","LU1823568750.SGD","QCOM","BK4532","BK4612","LU1244550221.USD","BK4575","LU1244550494.USD","LU0061475181.USD","SG9999015978.USD","SG9999015952.SGD","LU1035775433.USD","BK4579","SG9999001424.SGD","GB00BDT5M118.USD","LU0079474960.USD","BK4561","LU0942090050.USD","BK4588","BK4604","LU1261432733.SGD","LU1496350502.SGD","BK4512"],"gpt_icon":1}],"pageSize":20,"totalPage":20,"pageCount":3,"totalSize":397,"code":"91000000","status":"200"}]}}