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04.02.26 - 22:42
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Qualcomm crasht nach Zahlen (Der Aktionaer)
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Erst die Erwartungen übertroffen, dann die Enttäuschung: Qualcomm hat nach Börsenschluss starke Quartalszahlen geliefert, aber mit dem Ausblick für schlechte Stimmung gesorgt. Die Aktie rutscht im nachbörslichen Handel rund 9 Prozent ab. Das passt ins Bild der Woche: Tech wird gnadenlos neu bewertet....
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04.02.26 - 13:12
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AI Disruption Fears Spark Selloff; Novo Nordisk, AMD Drops After Earnings | Bloomberg Brief 2/4/2026 (Bloomberg)
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US equity futures take a breather from a global rout driven by stocks sensitive to potential disruption from Anthropic's new automation tool. Investors await results from Alphabet and Qualcomm as AMD's AI-fueled outlook disappoints. Shares of Novo Nordisk plunges as the drugmaker forecasts sales to fall as much 13% this year. Iran asks the US to move the scheduled diplomatic talks this week from Turkey to Oman and to limit the agenda to Tehran's nuclear program. Stephanie Guild of Robinhood discusses the opportunities in software stocks amid the recent selloff. (Source: Bloomberg)...
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03.02.26 - 06:06
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iPhone gains in China squeeze MediaTek, Qualcomm revenues (Digitimes)
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Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments grew 23% year over year, with particularly standout performance in the Chinese market. Apple CEO Tim Cook said the number of users switching from Android to Apple far exceeded expectations. Considering that China's overall smartphone market did not actually grow in the previous quarter, this implies a relative decline in market share for other Chinese smartphone brands. This undoubtedly adds revenue pressure for other SoC vendors such as MediaTek and Qualcomm....
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