Qualcomm is facing a global shortage of memory chips that is limiting smartphone production and weighing on its latest outlook. Surging demand from AI data centers is tightening supply, leading handset makers, particularly in China, to pull back on orders and adjust inventory plans. In response, Qualcomm is putting more focus on areas such as automotive, IoT, robotics, data center solutions, and A...
Qualcomm is facing a global shortage of memory chips that is limiting smartphone production and weighing on its latest outlook. Surging demand from AI data centers is tightening supply, leading handset makers, particularly in China, to pull back on orders and adjust inventory plans. In 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. NasdaqGS:QCOM currently trades at $137.34, with the share price showing a 14.0% return over 3 years and 3.4% over 5 years. More recently, the stock has seen a 9.4% decline over the past week, 22.7% over the past month, and 20.6% year to date, reflecting pressure from supply constraints and softer guidance tied to the handset market. For you as an investor, the key issue is how long the memory chip shortage affects Qualcomm's smartphone related earnings versus how quickly new revenue streams in automotive, IoT, robotics, data center solutions, and AI enabled devices scale up. The company is expanding partnerships with global automakers and pushing into RISC V and data center technologies. This points to a broader business mix that is less tied to handset cycles over time. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on QUALCOMM. NasdaqGS:QCOM Earnings & Revenue Growth as at Feb 2026 Advertisement Quick Assessment ✅ Price vs Analyst Target : At US$137.34 versus a consensus target of US$163.31, the price is about 19% below what analysts are modeling. : At US$137.34 versus a consensus target of US$163.31, the price is about 19% below what analysts are modeling. ✅ Simply Wall St Valuation : Shares are described as trading 11.1% below estimated fair value, which screens as undervalued. : Shares are described as trading 11.1% below estimated fair value, which screens as undervalued. ❌ Recent Momentum: The 30 day return of roughly 22.7% decline fla...
(RTTNews) - The Japan stock market on Friday halted the three-day losing streak in which it had stumbled more than 1,100 points or 2.7 percent. The Nikkei 225 now rests just above the 42,630-point plateau and it's expected to see additional support on Monday. The global forecast for the Asian markets is upbeat on an improved outlook for interest rates. The European and U.S. markets were up and the...
(RTTNews) - The Japan stock market on Friday halted the three-day losing streak in which it had stumbled more than 1,100 points or 2.7 percent. The Nikkei 225 now rests just above the 42,630-point plateau and it's expected to see additional support on Monday. The global forecast for the Asian markets is upbeat on an improved outlook for interest rates. The European and U.S. markets were up and the Asian bourses are expected to follow that lead. The Nikkei finished barely higher on Friday following gains from the financial shares, technology stocks and automobile producers. For the day, the index perked 23.09 points or 0.05 percent to finish at 42,633.29 after trading between 42,331.39 and 42,720.57. Among the actives, Nissan Motor dropped 0.90 percent, while Mazda Motor accelerated 3.23 percent, Toyota Motor strengthened 1.34 percent, Honda Motor added 0.57 percent, Softbank Group jumped 1.99 percent, Mitsubishi UFJ Financial rallied 1.62 percent, Mizuho Financial advanced 0.92 percent, Sumitomo Mitsui Financial climbed 1.08 percent, Mitsubishi Electric gained 0.63 percent, Sony Group soared 2.10 percent, Panasonic Holdings improved 1.35 percent and Hitachi rose 0.44 percent. The lead from Wall Street is solid as the major averages opened higher on Friday and continued to trend upward as the day continued, ending near session highs. The Dow surged 846.24 points or 1.89 percent to finish at 45,631.74, while the NASDAQ rallied 396.23 points or 1.88 percent to end at 21,496.54 and the S&P 500 jumped 96.74 points or 1.52 percent to close at 6,466.91. For the week, the Dow spiked 1.5 percent, the NASDAQ slipped 0.6 percent and the S&P rose 0.3 percent. The rally on Wall Street came in reaction to Federal Reserve Chair Jerome Powell's highly anticipated speech before the Jackson Hole Economic Symposium. While Powell touched only briefly on the outlook for monetary policy, his remarks have increased investor confidence that the Fed will lower interest rates next month. Fol...
Hong Kong’s first attempt to craft its own five-year development framework may seem like a routine response to China’s new development plan up to 2030. But it marks a paradigm shift towards a more proactive effort to marry strategic directions with the city’s long-standing strengths under the “one country, two systems” framework. For the first time, the government will devise a five-year plan for ...
Hong Kong’s first attempt to craft its own five-year development framework may seem like a routine response to China’s new development plan up to 2030. But it marks a paradigm shift towards a more proactive effort to marry strategic directions with the city’s long-standing strengths under the “one country, two systems” framework. For the first time, the government will devise a five-year plan for key areas of development, Chief Executive John Lee Ka-chiu said, to better align the city’s next stage of growth with the country’s goals. Beijing’s liaison office director Zhou Ji also urged the city to proactively align with national development. For decades, Hong Kong prided itself on a laissez-faire ethos, with the government setting rules for a level playing field for businesses and intervening only when necessary. But the approach has become less suited to an increasingly complex economic environment amid intensifying geopolitical tension and technological rivalry. Advertisement Lee pledged to diversify economic links, including reaching out to Eastern Europe and Central Asia in what he described as a move to avoid putting all the eggs in one basket. This underscores how strategic coordination can open new markets for local businesses. Financial Secretary Paul Chan Mo-po said his budget would include plans to contribute to the nation’s 15th five-year plan development initiatives. Under the national framework unveiled last October, Hong Kong is positioned as a high-end talent hub as well as an international financial, shipping and trade centre. It also emphasised stronger cooperation between the city and the mainland in economy, trade, science and technology, and culture. The specific roles demand a more focused and coordinated approach that enables the authorities to work closely with different sectors to deliver. Advertisement It may sound odd for the world’s freest economy to map out a development plan. But this need not be seen as interventionism. The government wa...
The cloud computing colossus is spending like mad to win the artificial intelligence (AI) race. Shares of Amazon.com (AMZN 5.49%) tumbled 12% this past week, according to data from S&P Global Market Intelligence, after the e-commerce titan forecast a staggering $200 billion in capital expenditures for 2026. Sales and profits are growing nicely Amazon's fourth-quarter results weren't the problem. R...
The cloud computing colossus is spending like mad to win the artificial intelligence (AI) race. Shares of Amazon.com (AMZN 5.49%) tumbled 12% this past week, according to data from S&P Global Market Intelligence, after the e-commerce titan forecast a staggering $200 billion in capital expenditures for 2026. Sales and profits are growing nicely Amazon's fourth-quarter results weren't the problem. Revenue jumped 14% to $213 billion, while operating income leaped 18% to $25 billion. The gains were driven by broad-based growth across Amazon's retail, advertising, and cloud businesses. Expand NASDAQ : AMZN Amazon Today's Change ( -5.49 %) $ -12.22 Current Price $ 210.47 Key Data Points Market Cap $2.2T Day's Range $ 200.31 - $ 211.39 52wk Range $ 161.38 - $ 258.60 Volume 9.8M Avg Vol 44M Gross Margin 50.29 % Yet capex is set to grow even faster Here's the statement from Amazon CEO Andy Jassy that spooked investors (emphasis added): With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026. The first part of what Jassy said is just fine. Amazon is enjoying booming demand for its artificial intelligence (AI) services, custom-designed semiconductor chips used by its cloud computing customers, warehouse automation tools, and its forthcoming space-based internet offerings. However, Wall Street had expected Amazon to spend about $150 billion on its promising expansion initiatives. The extra $50 billion or so was a wee bit more than many investors were comfortable with, so they decided to sell their shares.
Key Points Amazon delivered a solid fourth-quarter earnings report. But the company's aggressive growth investments threw investors into a tizzy. 10 stocks we like better than Amazon › Shares of Amazon.com (NASDAQ: AMZN) tumbled 12% this past week, according to data from S&P Global Market Intelligence, after the e-commerce titan forecast a staggering $200 billion in capital expenditures for 2026. ...
Key Points Amazon delivered a solid fourth-quarter earnings report. But the company's aggressive growth investments threw investors into a tizzy. 10 stocks we like better than Amazon › Shares of Amazon.com (NASDAQ: AMZN) tumbled 12% this past week, according to data from S&P Global Market Intelligence, after the e-commerce titan forecast a staggering $200 billion in capital expenditures for 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Sales and profits are growing nicely Amazon's fourth-quarter results weren't the problem. Revenue jumped 14% to $213 billion, while operating income leaped 18% to $25 billion. The gains were driven by broad-based growth across Amazon's retail, advertising, and cloud businesses. Yet capex is set to grow even faster Here's the statement from Amazon CEO Andy Jassy that spooked investors (emphasis added): With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026. The first part of what Jassy said is just fine. Amazon is enjoying booming demand for its artificial intelligence (AI) services, custom-designed semiconductor chips used by its cloud computing customers, warehouse automation tools, and its forthcoming space-based internet offerings. However, Wall Street had expected Amazon to spend about $150 billion on its promising expansion initiatives. The extra $50 billion or so was a wee bit more than many investors were comfortable with, so they decided to sell their shares. Should you buy stock in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could...