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AAPL

Qualcomm CEO on AI bets and surviving beyond Apple

You can catch Opening Bid on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. What started 40 years ago as a company focused on "quality communications" by Irwin Jacobs has morphed into Qualcomm (QCOM) today. The company is one of the biggest players in the chip industry, supplying products to Apple (AAPL) to power its iPhone and to automakers to power their increasingly digital cockpits. The company's market cap stands at an impressive $163 billion. At the helm as CEO since 2021 is 30-year Qualcomm veteran Cristiano Amon, who started at the company as an engineer. Amon has been moving aggressively to diversify the business away from Apple into areas such as industrial applications and, more recently, data centers. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid podcast with Amon to discuss the next 40 years for Qualcomm. Amon is fresh off a trip to Saudi Arabia, joining President Donald Trump and other top tech executives. Amon secured a key memorandum of understanding to help Saudi Arabia build out AI data centers. Sozzi and Amon discuss the trip and what greater trade tensions mean for Qualcomm's important China business. Last year, China represented 46% of Qualcomm's sales. For full episodes of Opening Bid, listen on your favorite podcast platform or watch on our website. Yahoo Finance's Opening Bid is produced by Langston Sessoms...

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First Eagle Global Fund Q1 2025 Commentary

Global Fund A Shares (without sales charge*) posted a return of 6.92% in first quarter 2025. Developed Europe and North America were the leading contributors...

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Apple’s stock has been in a slump — and these analysts don’t see an easy way out

Apple’s stock has been in a slump — and these analysts don’t see an easy way out...

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First Eagle Overseas Fund Q1 2025 Commentary

Overseas Fund A Shares (without sales charge*) posted a return of 10.92% in first quarter 2025. All regions contributed to performance. Read more here...

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Berkshire Hathaway’s Only Fan on Wall Street Stops Cheering. The ‘Buffett Premium’ Fades.

Berkshire Hathaway’s Only Fan on Wall Street Stops Cheering. The ‘Buffett Premium’ Fades...

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Terence Corcoran: Trump bites U.S. economy to get at Apple

Latest tariff warning a threat to one of greatest corporate achievements in history...

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Apple bulls and bears don’t see tariffs changing the story

The tech giant faces big questions about its long-term ambitions that have nothing to do with trade policy...

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Should You Buy the Dip on Apple Stock?

Apple's sales are showing some signs of life, but are still growing slowly. Apple could see margin pressure from moving production locations. Apple (NASDAQ: AAPL) shareholders haven't had the best year...

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Warren Buffett’s Favorite Stock Is Crushing the S&P 500 in 2025. Here’s Why It’s Still a Buy.

Warren Buffett has steered the Berkshire Hathaway conglomerate to market-crushing returns since 1965. Buffett will step down as CEO of Berkshire at the end of 2025, but his brand of long-term investing is likely to endure. Berkshire invested $38 billion in Apple between 2016 and 2023, but it plowed more than twice that amount into different stock...

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Harbor Capital Appreciation Fund Q1 2025 Commentary

During Q1 2025, the Harbor Capital Appreciation Fund returned -10.07%, underperforming its benchmark, the Russell 1000® Growth Index, which returned -9.97%...

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