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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (195839)	10/1/2025 2:03:37 PM
From: GR8FORM	2 Recommendations Recommended By Dr. John pheilman_ Read Replies (1) \| Respond to of 196720

Arm up 6%. How much market cap did will help them out with. ??

To: Jim Mullens who wrote (195839)	10/1/2025 2:42:51 PM
From: matherandlowell	2 Recommendations Recommended By engineer JeffreyHF Respond to of 196720

Jim-- I suppose it should come as no surprise that the business journalism works like other businesses. Money can influence stories-- plant them, twist them, distort them. This summation in Barron's is not completely bad although it does frame the news as just another stepping stone for ARM. I wonder if Qualcomm will insist on cash and/or ARM stock in its negotiations to resolve the illegal interference with customers lawsuit. j. Qualcomm Prevails Over Arm in Court. Next, an Appeal. By Adam Levine Follow Updated Oct 01, 2025, 2:28 pm EDT / Original Oct 01, 2025, 11:51 am EDT Qualcomm denied Arm’s claim that it breached license agreements when it acquired Nuvia. A judge agreed. (JOSEP LAGO/AFP via Getty Images) Key Points About This Summary A federal judge denied Arm Holdings’ request for a complete re-trial in its lawsuit against Qualcomm, disposing of Arm’s final undecided claim. The lawsuit stemmed from Qualcomm’s 2021 acquisition of Nuvia, with Arm alleging breaches of license agreements regarding intellectual property reassignment. Qualcomm’s general counsel stated that their right to innovate prevailed, while Arm has filed a notice to appeal all rulings in the case. In December, a jury sided with Qualcomm on two questions but could not come to a resolution on the third. Arm asked for a complete re-trial as a result; Judge Maryellen Noreika denied that motion and disposed of Arm’s final undecided claim. “Our right to innovate prevailed in this case and we hope Arm will return to fair and competitive practices in dealing with the Arm ecosystem,” said Qualcomm general counsel Ann Chaplin in a prepared statement. Arm has filed a notice to the U.S. Court of Appeals for the Third Circuit, challenging all the rulings in the case. Advertisement - Scroll to Continue Arm stock was up 5.6% in midday Wednesday trading, and Qualcomm shares were down by 0.5%. The case stems from Qualcomm’s 2021 acquisition of Nuvia, a startup founded by Apple AAPL +0.68% alumni to make a central processing unit based on Arm designs. Arm claimed that Qualcomm and Nuvia breached their Arm license agreements when they reassigned Nuvia’s intellectual property to Qualcomm. Our weekly newsletter covers the hottest topics in technology from chips and computing to gaming and streaming TV—all with a lens on investing. Written by Barron’s Tae Kim. For about a year now, that IP has been used throughout Qualcomm’s chips for Android smartphones, computers, and automobiles. Had Qualcomm lost at trial, three years of engineering would have been would have been rendered futile, and current chips might have had to be recalled. While the jury sided mostly with Qualcomm in the original trial, it could not come to an agreement over whether Nuvia had breached the terms of its license with Arm when it assigned its IP to Qualcomm at the merger. Both litigants were seeking clarity on this issue from the judge. Arm wanted a new trial on all the issues, even those that Qualcomm won. Qualcomm asked that the claim be tossed as a matter of law. Judge Noreika sided with Nuvia and Qualcomm. Lingering in the background of all this is Apple, which designs its own chips around Arm’s “instruction set,” the most basic level at which hardware and software communicate. But Apple doesn’t use the stock cores, the building blocks of modern CPU chips, that Arm licenses, preferring to use its own. As a result, the main chips in iPhones, iPads, and Macs are best-in-class.

To: Jim Mullens who wrote (195839)	10/1/2025 2:54:37 PM
From: voop	1 Recommendation Recommended By JeffreyHF Read Replies (2) \| Respond to of 196720

Jim, I am amazed how well you can manage and massage Co-Pilot. Is that a paid version? The free one on my SnapDragon Samsung Book wants to discuss my social life. Anyway, could your query your NVLink thread regarding the NVDA investment in INTC that would let NVDA tap directly into the traditional CPU hegemony that INTC enjoys in the datacenter? I fear that investment will put the Kabosh on Q traction. Unless Nuvia CPU can appear more better while INTC Foundry hiccoughs