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View: Data Center Ambitions Take Center Stage as Qualcomm Moves Beyond Handsets","url":"https://stock-news.laohu8.com/highlight/detail?id=2655808630","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655808630?lang=en_us&edition=fundamental","pubTime":"2026-07-30 21:15","pubTimestamp":1785417334,"startTime":"0","endTime":"0","summary":"BUZZ-Street View: Data center ambitions take center stage as Qualcomm moves beyond handsets** QualcommQCOM.Oon Wednesday forecastweaker-than-expectedQ4 profit and said revenue from Apple products would decline faster than expected, but signaled growth in data center and other non-handset segments would more than compensate for revenue loss by fiscal 2027** Shares fell 3% premarketAPPLE FALLS OFF THE QUALCOMM TREE** HSBC  says investors are likely to focus on the company's ability to scale its data center business, though execution and margin risks remain** Bernstein  says co has the potential to reduce its dependence on smartphones as data center and adjacent businesses scale in the coming years** Morgan Stanley  says investors are likely to watch how quickly those segments scale and offset margin pressure from the Apple transition** UBS  says recovery in China Android demand and a ramp-up in data-center revenue should largely offset the Apple headwind, helping shift investor focus 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