Qualcomm bets on edge AI inference with Dragonfly, yet revenue lags as the market weighs its compute continuum strategy against near-term growth challenges.
Apple faces a critical earnings test to justify its record $5 trillion valuation and rich multiples amid Tim Cook's final CEO earnings call.
Markets await Kevin Warsh's press conference as the Fed faces unprecedented uncertainty with stripped guidance and a split committee on rate hikes.
StreetBrief Topics
Nasdaq falls as investors await the Fed decision while AI financing concerns and shifting market preferences weigh heavily on technology stocks.
Logan Capital argues consumer staples offer stability amid AI hype, highlighting Coca-Cola, Colgate, and Walmart as key beneficiaries of structural shifts.
