Morgan Stanley Restarts Qualcomm Coverage With Cautious Outlook
Morgan Stanley resumes coverage of Qualcomm with an Underweight rating, citing optimized earnings and memory shortages that could pressure Android phone demand in 2026.
Morgan Stanley resumes coverage of Qualcomm with an Underweight rating, citing optimized earnings and memory shortages that could pressure Android phone demand in 2026.
Drone and defense tech leader AeroVironment reported a wider Q3 loss, missed estimates, and cut full-year forecasts due to timing delays and a setback in its space unit — but a record $1.1B backlog points to strong growth ahead.
Oracle beat Wall Street estimates in its fiscal Q3 2026 with $17.2 billion revenue, fueled by explosive demand for AI cloud services. The tech giant raised its 2027 guidance and saw strong growth in infrastructure bookings.
Salesforce eyes up to $25B in bonds—its largest ever—to fund share buybacks, amid AI worries and credit downgrades from Moody's and S&P.