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

To: John Hayman who wrote (196375)	10/31/2025 3:09:17 PM
From: Art Bechhoefer	2 Recommendations Recommended By Dr. John JeffreyHF Read Replies (2) \| Respond to of 196554

John -- Well, Apple's approach, essentially to rent AI cloud server capacity from others in order to deduct the cost as an annual operating expense, could generate much higher operating expenses later on, if rental rates increase. Apple is still taking the most cost effective strategy, inasmuch as a growing number of experts are now predicting a major market correction, stagflation, or even a recession, owing to the effects of the new tariffs. Art