Qualcomm (QCOM) Q1 2025 Earnings Call Transcript
Ladies and gentlemen, thank you for standing by. Welcome to the Qualcomm first quarter fiscal 2025 earnings conference call. [Operator instructions] As a reminder, this conference is being recorded, ...
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US stocks offer upsides despite tariffs, Deepseek challenges: Lombard Odier
The immediate market reaction to DeepSeek was a US$1 trillion hit in market capitalisation but the Lombard Odier analysts believe that the broader trend of capital expenditure on AI by large US ...