Qualcomm, Arm smash Q4 targets but shares down in late trading
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Qualcomm and Arm exceeded Q4 expectations, but concerns over AI capital expenditures led to a decline in their share prices during late trading.
February 06, 2025 | 8:00 am
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NEGATIVE IMPACT
Arm exceeded Q4 expectations, but its share price declined due to worries over AI capital expenditures.
Arm's strong Q4 performance was overshadowed by investor concerns about AI capex, leading to a drop in its stock price.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Qualcomm surpassed Q4 expectations, but its share price fell due to concerns about AI capital expenditures.
Despite strong Q4 results, investor concerns about future AI-related capital expenditures led to a negative reaction in Qualcomm's stock price.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80