Stock Movers Qualcomm Challenges Nvidia, Lululemon Rises, Keurig Dr Pepper Jumps
Oct 27, 2025
In this engaging discussion, Alexandra Semenova, an equities reporter at Bloomberg News, dives into the latest market movers. Qualcomm is making waves with its new AI chips, positioning itself to challenge Nvidia in the booming AI sector. Lululemon finds new growth by partnering with the NFL and Fanatics to create fan apparel for all 32 teams. Meanwhile, Keurig Dr Pepper boosts investor confidence by securing $7 billion in private funding for its acquisition of JDE Peet’s, alleviating concerns over debt.
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Qualcomm Enters AI Accelerator Market
- Qualcomm is entering the AI accelerator market with its new AI 200 lineup that will start shipping next year.
- Bloomberg Intelligence cautions it's too early to view Qualcomm as a serious challenger to Nvidia despite investor enthusiasm.
Market Reacts Strongly To Qualcomm News
- Qualcomm's stock spiked as much as 22% on the announcement and had enthusiastic investor reaction driven by a first customer for the AI 200 chips.
- The company already reported a customer, Humane, signaling early commercial traction for its new lineup.
Lululemon Expands Into NFL Fan Apparel
- Lululemon will produce NFL fan apparel across all 32 teams in partnership with the NFL and Fanatics to seek new growth avenues.
- The collection focuses on core items like hoodies and will be sold via NFL and Fanatics shops, broadening Lululemon's market reach.