WS #10689
Qualcomm targets $15B+ data-center revenue by FY2029, with MSFT and META as flagship customers, signaling a major re-rating catalyst for QCOM. Apple raises prices on Macs and iPads amid AI boom, a margin-positive signal for AAPL that contradicts the broader tech selloff narrative. IBM unveils new method to make smaller computer chip parts, a positive for IBM and semiconductor equipment.
Qualcomm Investor Day: AI Datacenter Revenue Targets
Qualcomm targets $15B+ data-center revenue by FY2029, with MSFT and META as flagship customers, signaling a major re-rating catalyst for QCOM.
Apple raises prices on Macs and iPads amid AI boom, a margin-positive signal for AAPL that contradicts the broader tech selloff narrative.
IBM unveils new method to make smaller computer chip parts, a positive for IBM and semiconductor equipment.