Earnings live: Qualcomm stock dives as memory chip shortage weighs on outlook, Alphabet boosts AI spending

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• While our near-term handsets outlook is impacted by industry-wide memory supply constraints, we are encouraged by end-consumer demand for premium and high tier smartphones, and remain on track to achieve our fiscal 2029 revenue goals

  80% confidence

• Loss in crypto-driven revenue reflects a softer macro environment and lower industry trading volumes and onchain activity

  80% confidence

• Mondelez is in a transitional phase as it seeks to stabilize volume declines and reinvest in its brands

  80% confidence

• If 11.9% EPS growth rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the S&P 500 index and the fifth consecutive quarter of double-digit growth

  80% confidence

• Remains on track to deliver 133MW of critical IT load to CoreWeave in the first half of 2026

  80% confidence

• You probably noticed on recent news from the hyperscalers that they reconfirmed their capex plans for 2026 — this is also great news that supports these projects. Multi-tenant and new cloud players, they are so active, never seen them so active as they are today. If I'm to summarize the market picture here, lots of strength, and these projects will take years to complete. So that's what gives us the optimism in the future.

  80% confidence

• As of Jan. 30, 33% of S&P 500 companies have reported fourth quarter results, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter

  80% confidence

• The backlog just keeps growing

  80% confidence