13min chapter

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Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

The Circuit

CHAPTER

Tech Giants: Growth Challenges and AI Prospects

This chapter reviews the performance of major tech companies like Arm and Qualcomm, addressing their growth challenges and competitive pressures. It emphasizes the crucial role of capital expenditures in cloud computing and AI, exploring the evolving landscape of traditional and emerging cloud services. The discussion also highlights the impact of upcoming earnings reports on investor sentiment and the increasing involvement of CFOs in tech project discussions.

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