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Qualcomm

Conference Minutes

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<p>Qualcomm (QCOM.O) released its fiscal year 2025 Q2 earnings report (as of March 2025) during the U.S. after-hours trading session on May 1, 2025, Beijing time. Below is the Minutes of Qualcomm's fiscal year 2025 Q2 earnings call. For the Quick Interpretation of the earnings report, please refer to &#34;Qualcomm: Samsung's 'Blood Transfusion' Fails to Sustain Momentum...</p>

Apple

Qualcomm (Minutes): Its share in this year's new iPhone models will drop to 70%

Munro Partners Reduces Holdings in Nvidia

Nvidia to receive ByteDance's $14.3B AI chip order

Calamos Wealth Management LLC Increases Stake in Mastercard Inc.

Eli Lilly to pay first-quarter 2026 dividend

Analysts predict Eli Lilly may conduct a stock split in 2026

Argent Capital Management LLC Reduced Holdings in Microsoft

Microsoft partner event Vibe 2026 to be held in the United States

NVIDIA Negotiates H200 Chip Orders with TSMC

Analysis suggests NVIDIA will pivot to a key software company after the AI bubble

Gelonghui Report: NVIDIA's Market Cap Ranks Second Among Global Assets

Apple is expected to launch the iPhone 18 series at its September 2026 fall event

NVIDIA Rumored to Begin Shipping H200 Chips to China in February 2026

Elon Musk's xAI Expands Supercomputer to Compete with Microsoft's AI Dominance

Meta plans to launch its next-generation AI-optimized data center in 2026

Meta's acquisition of AI startup Manus may intensify competition with Microsoft in the AI field

Apple's CarPlay Ultra System Sees Several Car Brands Exit Partnership

Apple's Contract Manufacturer Hit by Cyber Attack, Supply Chain Security in Question

Support for some Microsoft Office Intelligent Services features on older versions will be discontinued from January 2026

Eli Lilly expects an FDA approval decision for its oral obesity drug, orforglipron, by the end of March 2026.

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