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$K2-SPACE · Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech
now playing · $K2-SPACE
$K2-SPACEbullish· high· poskaran kunjur
K2 Space raises $500M at $7B valuation for high-power satellite constellation
K2 Space's mass-producible 20kW satellites at $15M each disrupt traditional $1B satellite economics, enabling orbital compute infrastructure with $1B in contracted revenue.
$K2-SPACEbullish· high· poskaran kunjur
K2 Space raises $500M at ~$7B valuation to mass-produce high-power satellites for orbital compute
K2 Space delivers 20kW satellites at $15M each vs traditional $1B/7-10yr builds, enabling orbital data centers that fundamentally change compute economics. First satellite de-risk…
$QCOM···bullish· high· poscristiano amon
Qualcomm targets $15B data center revenue by 2029 as handset pressure eases
Qualcomm's diversification into automotive, data center custom silicon, and IoT will reduce handset reliance to one-third by 2029, with $5B data center revenue next year and $15B…
$QCOM···bullish· high· poscristiano amon
Qualcomm CEO sees $1.50 EPS recovery when memory normalizes; targets $15B data center revenue by FY29
Smartphone weakness driven by memory supply/pricing not demand — $1.50 earnings power returns when market normalizes. Diversification accelerating: automotive exit rate $1B higher…
$MODULARbullish· medium· poscristiano amon
Qualcomm acquires Modular to solve software stack for edge-to-cloud AI platform
Modular's team (Swift/LLVM creator, Tesla Autopilot lead) builds open AI platform scaling from edge to cloud. Acquisition eliminates investor concerns about Qualcomm's software ca…
$MSFT···bullish· high· posgabriella borges
Analyst raises Microsoft target to $640 on cloud growth and Copilot monetization
Microsoft showed highest cloud growth in years with moderating capex, and GitHub Copilot reached 30M users proving consumption-based monetization works. The market has penalized M…
$MSFT···bullish· high· posgabriella borges
Microsoft raises price target to $640 on cloud growth and Copilot monetization
Microsoft's highest cloud growth in years with moderating capex and proven Copilot monetization (30M users) demonstrates hyperscalers can generate ROI on AI infrastructure spend.
$AMZN···bullish· mediumryan
Amazon expected to deliver Microsoft-like AWS read with clear AI efficiency gains in logistics
AWS remains cloud leader and should show similar positive capex justification as Microsoft, with concrete examples of AI driving warehouse/logistics efficiency and improved profit…
$META···bearish· mediumshweta
Meta's AI spending outpaces monetization as expenses surge 55%
Meta's core advertising growth cannot fund its AI capex, with cloud AI revenue unclear and regulatory risks adding potential capital raise overhang.
$META···bearish· mediumshweta
Meta faces skepticism on AI spend as expenses surge 55% with unclear monetization path
Meta's core advertising grows 28% but expenses jumped 55% with limited clarity on new revenue lines from AI. Operating cash flow (~$200B) may not cover projected $230-260B capex n…
$ARM···neutral· mediumunknown
ARM's data center growth hidden in opaque royalties, smartphone exposure hurts
ARM's data center royalties are doubling but remain too small to offset mobile royalty pressure from memory cost inflation, making the stock's pedestrian guidance unexciting.
$ARM···neutral· mediumunknown
ARM's data center momentum hidden in opaque royalties; smartphone exposure hurt by memory inflation
ARM's royalty growth challenged by memory cost inflation suppressing smartphone units across tiers. Data center royalties doubling but still too small ($0.50-1 per chip vs $180 AS…
$AAPL···bullish· mediummark gurman
Apple poised to beat estimates as Tim Cook hands off to John Ternus
Apple's strong product pipeline including foldable iPhone and price hikes to offset memory costs should drive revenue beat and steady margins during CEO transition.
$AAPL···bullish· mediummark gurman
Apple can offset memory cost headwinds via pricing power ahead of foldable iPhone launch
Apple's dominant hardware position lets it raise prices to erase memory shortage margin impact. Tim Cook's final earnings call will emphasize continuity under John Ternus with str…