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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 181.30

-0.5%

Dec 11 3:59 PM EST

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To: jazzcat2000 who wrote (195592)	9/11/2025 3:06:32 PM
From: matherandlowell	7 Recommendations Recommended By jazzcat2000 JeffreyHF Jim Mullens Jon Koplik Lance Bredvold and 2 more members Read Replies (1) of 196920

No mention of Qualcomm, Jazz. “While we don’t question the utility of the products, Apple has brought lackluster innovation to their core lineup, starting with the iPhone,” the group said. Apple is hitting turbulence in China due in part to this lack of big-ticket innovations, D.A. Davidson said. Chinese consumers now have “a handful of just-as-good if not better alternatives,” the analysts wrote, and the challenges Apple faces there are unlikely to subside soon. Advertisement - Scroll to Continue Domestic buyers may not have—or want to seek out—the same set of alternatives. But the dynamic Apple faces in China illustrates why an unexpected upgrade cycle in the U.S. is unlikely, D.A. Davidson argued. The firm also raised concerns about Apple’s ability to compete in the AI arms race. It is by no means alone in this respect: Investors have fled the stock this year in part because of repeated delays to better integrate AI into Siri, the company’s digital assistant. The Apple Intelligence rollouts that have come, meanwhile, have disappointed D.A. Davidson. “We believe Apple will be a meaningful participant in AI, just not yet,” the firm wrote. “It is clear that the company was either caught off-guard by AI or is genuinely facing innovator’s dilemma and cannot innovate on their current products.” Apple didn’t immediately respond to Barron’s request for comment.

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