Qualcomm's Double Move, the AI Spending Reckoning, and Enterprise AI on the Ground

5:505 chapters12 sources

0:005:50

About this episode

Qualcomm closes $3.9B Modular acquisition and wins BMW decade-long chip deal, Microsoft Azure hits $100B annual revenue as AI capex soars, Meta earnings miss sparks selloff amid $130B+ spending plans, Cognizant Q2 beats on AI deployment work with Financial Services leading

Chapters

Sources & Citations

Qualcomm Completes Acquisition of Modular (Press Release)

www.prnewswire.com

Qualcomm wins BMW chip supply deal for future vehicle platforms

www.reuters.com

Qualcomm Named BMW Group's Lead Compute Silicon Provider for Digital Cockpit and ADAS

www.stocktitan.net

Qualcomm Completes $3.9B AI Deal and Announces BMW Partnership

www.tipranks.com

Microsoft Q4 2026 earnings: Azure tops $100 billion

qz.com

Microsoft FY2026 Revenue Tops $331bn as Azure Crosses $100bn, AI Infrastructure Capex Hits $41bn in Q4

infotechlead.com

Meta Q2 2026 slides: revenue surges 28% as AI spending pressures profits

www.investing.com

Meta Q2 Beats Revenue While Legal Charges and AI Spending Destroy Free Cash Flow

www.techtimes.com

Cognizant Reports Second Quarter 2026 Results (Official Press Release)

news.cognizant.com

Cognizant Raises Full-Year Revenue, Profit Forecast After Strong Q2; Shares Jump 11% — Fortune India

www.fortuneindia.com

Cognizant Sets Aside $270 Million For Layoffs In 'Project Leap' AI Operating Model Plan — CRN

www.crn.com

Cognizant Q2 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic AI Advancements — GuruFocus