The Motley Fool
03 Nov 2026, 22:52 UTC · 23m ago
Should You Buy Qualcomm Stock Before Its Nov. 4 Report?
Impact · against what's priced in
The news for Qualcomm and Intel is largely priced in, as the market had already anticipated the handset slump and the foundry/PC headwinds. The mention of imminent data center revenue provides a small positive catalyst for Qualcomm by validating a growth path the market had previously declined to value.
- INTC−0.10
Already priced in
- The price assumes
foundry division losing over $2 billion a quarter
Intel's warnings of a PC slowdown lasting until mid-2027 reinforce the bearish view that the core business is eroding and foundry losses are persisting.
What INTC's price assumes · Sep 10
