Qualcomm takes on Nvidia
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 27 October 2025
⏱️ 5 minutes
🧾️ Download transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis. |
| 0:09.7 | Good afternoon. Today is Monday, October 27th, and I'm your host, Kim Kahn. |
| 0:15.0 | Our top story so far, Qualcomm announced its entry into the artificial intelligence accelerator market, |
| 0:20.5 | as it looks to take on Nvidia and AMD. |
| 0:23.2 | Shares are rallying more than 10% after the company unveiled its Qualcomm, AI200 and AI 250, chip-based accelerator cards and racks, |
| 0:32.0 | all of which use the company's neural processing units technology. |
| 0:35.0 | The AI 200, set to be released in 2026, supports higher |
| 0:39.1 | memory capacity at a lower cost. The AI 250, available in 2027, will have an innovative |
| 0:45.4 | memory architecture based on near-memory computing, which Qualcomm said would enable 10 |
| 0:50.1 | times higher effective memory bandwidth and lower power consumption. The company says the product will enable customers to deploy generative AI |
| 0:57.3 | at unprecedented total cost of ownership. |
| 1:00.0 | Qualcomm also teased that it would unveil another AI accelerator in 2008. |
| 1:04.4 | Among other active stocks, Organon is plunging, |
| 1:07.0 | after CEO Kevin Alley suddenly resigned following an investigation into manipulation of results. |
| 1:12.9 | An internal probe found that U.S. wholesalers were asked to buy more inventory of a birth control device, |
| 1:18.2 | enabling the company to meet guidance and certain external sales expectations. |
| 1:22.8 | American Waterworks and essential utilities are teaming up in an all-stock deal. |
| 1:27.1 | When done, they will form a water and wastewater utility with a combined enterprise value of around $63 billion. |
| 1:33.5 | Curig Dr. Pepper reported sales growth across all segments in Q3. The company also detailed its strategy, leadership changes, and financing plans in relation to the acquisition of J.D.E. Peets. |
| 1:44.8 | Carrick Dr. Pepper will separate into a global coffee business and a North American beverage |
| 1:49.1 | firm, supported by financing from Apollo Global and KKR. And Beyond Meat is already losing |
| 1:54.5 | its mean buzz after reporting preliminary results late last week. Q3 revenue of 70 million was a |
... |
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