Angelo Zino with CFRA looks into the earnings potential for Qualcomm (QCOM) and Arm Holdings (ARM). He believes Qualcomm is more of a "value play" but relies on the company's diversification strategy. As for Arm Holdings (ARM), Angelo expects earnings to be "perfectly fine," but will reach proper valuation once Nvidia's (NVDA) Blackwell chips hit the market.
Morning Trade Live
06 Nov 2024
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