Qualcomm’s New Chip… And Opportunities Abroad 10/27/25

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 27 October 2025

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Shares of Qualcomm surging as the chipmaker announces a new AI accelerator chip. How it positions the company in the data center duels, and the semi surge its bringing to the rest of the space. Plus Japan, Argentina, and China all ticking higher as positive trade headlines move markets. Where the traders are looking for the best opportunities abroad, and the international exposure that could boost your portfolio. Fast Money Disclaimer

Transcript

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0:00.0	Live from the NASDAQ market site in the heart of New York City's Times Square, on a record
0:06.6	breaking day where the S&P 500 closed above 6,800 for the first time ever. This is fast money,
0:12.7	and here is what's on tap tonight. A semi-surge, Qualcomm shares jumping as the company gets in on
0:18.3	the AI game and the rest of the chip space is coming along
0:21.6	with it. So can the rally keep going and how will this week's earnings change the game? And
0:27.1	trading the goal. It's not just U.S. markets hitting records, how the desk is playing the big
0:31.8	moves higher in stocks from Japan to Argentina and beyond. Plus Lulu hits the gridiron for its latest partnership.
0:39.6	A big earnings week kicks into gear tomorrow morning and the state of the retail trader.
0:44.8	Schwab's head of trading services joins with his latest read on Investor's sentiment.
0:50.1	I'm Mike Santoli in for Melissa Lee today.
0:52.6	Coming to you live from Studio B at the NASDAQ on the desk tonight. Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami. Good to see all. Great good to have it. Good to have it. Always fun. But we start with the semi-surge, sending stocks to new highs, the SMH, ripping to a record on three major headlines from stocks that are not named
1:12.7	NVIDIA. First up, Qualcomm, soaring more than 11 percent to lead the S&P 500 after unveiling new
1:18.6	AI accelerator chips that compete directly with NVIDIA and AMD. The news marks the company's first
1:24.7	shift away from a focus on wireless connectivity.
1:33.7	AMD, also with some news of its own, inking a billion dollar deal with the Department of Energy to develop two AI-powered supercomputer that will be used in fields ranging from nuclear power
1:40.2	to drug discovery.
1:42.1	And even Intel, catching a bid after Barclays up its price target from $25 to $35.
1:47.0	Last week, Intel posted its first profit in seven quarters.
1:51.0	The chip move helping major indexes all hit records as well.
1:54.0	The NASDAQ up nearly 2%.
1:56.0	So just how far can the chip rip carry this rally? Guy, market saying there's enough to go around for everybody.
2:04.1	It's great to have you, obviously, number one. Number two, I had been trying to unsuccessfully, I think collectively we have,
	...

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