Qualcomm

2025.04.09

23:57

Fed's Barkin: Some of the changes we're seeing have the risk of pushing up inflation and having a negative impact on employment. If that's the case, it's a tricky question for policymakers.

21:50

Fed's Kashkari: Tariffs will raise threshold for rate cuts

Fed's Kashkari said the Fed is unlikely to cut rates in the face of tariffs, even if the economy starts to deteriorate, given their impact on inflation. Kashkari called Trump's tariffs "much higher and more widespread than expected," and he expects them to reduce investment and economic growth and push up inflation "at least in the near term." "Because of the tariffs, the hurdles to moving interest rates one way or the other have increased," Kashkari wrote. "Given the critical importance of keeping longer-term inflation expectations anchored, and the potential for tariffs to boost near-term inflation, the bar for cutting rates is higher even in the face of a weak economy and potentially rising unemployment." He pointed to recent measures of inflation expectations that have begun to rise, as well as the U.S.'s years of high inflation experience, as reasons the Fed may not be able to ignore any tariff-driven price shocks. "Given the high inflation we have experienced in recent years, and the risk that longer-term inflation expectations could get out of hand, I believe our first priority must be to keep longer-term inflation expectations anchored," he said.

00:20

Fed's Goolsbee: Concerned about the return of high inflation.

2025.04.08

11:30

Yuanrong Qixing and Qualcomm announced a technical cooperation

On April 8, Yuanrong Qixing and Qualcomm announced a technical cooperation to create a number of high-end intelligent driving solutions based on the Snapdragon Intelligent Driving Platform, which will cover lidar solutions and pure vision solutions, support urban NOA (intelligent navigation assistance), highway NOA, automatic parking and other high-end intelligent driving functions, and be suitable for fuel vehicles and new energy vehicles.

07:15

Fed's Goolsbee: The concern is that if tariffs are as high as announced, coupled with retaliatory tariffs, we could be facing supply chain disruptions and high inflation again.

07:14

Fed's Goolsbee says Fed policymakers are feeling anxious

Fed's Goolsbee said that Fed policymakers are anxious. The concern is that if the tariffs are as high as announced, coupled with counter-tariffs, we may face supply chain disruptions and high inflation again.

2025.04.04

23:47

Federal Reserve Chairman Powell: People face the risk of higher unemployment and higher inflation, which is a challenge for the Federal Reserve.

23:28

Federal Reserve Chairman Powell: Tariffs may raise inflation in the coming quarters; lasting effects may also occur.

21:31

The Dow Jones Industrial Average fell 2.3% at the opening, the S&P 500 fell 2.4%, and the Nasdaq fell 2.9%

The Dow Jones Industrial Average opened down 2.3%, the S&P 500 fell 2.4%, and the Nasdaq fell 2.9%. Bank stocks weakened, with Goldman Sachs and Morgan Stanley falling 6% each, while JPMorgan Chase, Citigroup and Wells Fargo fell 5%. The semiconductor sector fell, with Marvell Technology, Intel and Broadcom falling 7% each, while Nvidia and Qualcomm fell 6%. DuPont fell 11.5%, and the State Administration for Market Regulation decided to initiate an investigation into it in accordance with the law.

2025.04.01

21:19

Qualcomm considers takeover offer for semiconductor company Alphawave

Qualcomm confirmed on April 1 that it is considering making an acquisition offer to semiconductor company Alphawave IP Group. The statement said that Qualcomm is currently unable to determine whether to make a formal offer and the content of potential terms. According to the acquisition code, Qualcomm must announce a clear acquisition intention or declare that it will not proceed with the acquisition before 5 pm local time on April 29.

21:05

Qualcomm (QCOM.O) will acquire the generative AI business of Vietnamese private conglomerate Vingroup.

07:59

Goldman Sachs raises probability of U.S. recession, warns tariffs increase economic risks

On March 30th local time, Goldman Sachs Group of the United States released a report, raising the probability of an economic recession in the United States in the next 12 months from the previous 20% to 35%. The report said that the United States' aggressive tariff policy will increase inflation and unemployment rates, hinder U.S. economic growth and increase the risk of recession. Goldman Sachs Group Inc. said the upward revision to its recession odds was driven by “a sharp deterioration in household and business confidence and rhetoric from White House officials that they are more willing to tolerate near-term economic weakness in order to achieve their policy objectives.” After US President Trump's tariff policy is implemented, the US economy will be widely negatively affected, and "the risks posed by the tariff policy are greater than many market participants expected." Goldman Sachs also predicted that the average U.S. tariff rate will increase by 15 percentage points this year, 5 percentage points higher than previously expected. Higher tariff levels could lead to higher inflation. Goldman Sachs Group expects that by the end of this year, the year-on-year increase in the U.S. core CPI will be 3.5%, significantly higher than the previous forecast of 2.8% and the Federal Reserve's 2% target. By then, the U.S. unemployment rate is expected to rise to 4.5%.

03:18

Fed's Williams: Fed will not let high inflation 'take root'.

2025.03.31

17:21

The "Fully Automatic Unmanned Dark Light Laboratory" jointly built by Beijing Brain and MGI was officially unveiled

According to MGI, the 2025 Zhongguancun Forum Annual Meeting opened on March 27. At the meeting, the "Fully Automatic Unmanned Black Light Laboratory" jointly built by Beijing Brain Science and Brain-like Institute (hereinafter referred to as "BBI") and MGI was officially unveiled. This is the first full-process automated cohort research support system in China, and is the joint output of the "BBI-BGI Joint Laboratory". At present, the project has been operating normally for more than one year, realizing the full process automation of sample packaging, extraction, library construction, sequencing, data analysis and storage. By building a complete tool chain under the national production ecosystem framework, it ensures the high-throughput circulation of high-quality samples and data, providing effective support for brain disease research and new drug development.

2025.03.28

04:33

Fed's Barkin: Regarding tariffs, given recent high inflation, they may have a greater impact on prices, but it is unclear at what level interest rates will stabilize and how businesses and consumers in affected countries will respond.

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