And for the trades heading into those prints, let's bring in Tim Seymour, the chief investment officer of Seymour Asset Management. He's also a CNBC contributor. Tim, we're going to start with shares of Qualcomm reporting.Shares are up two head ahead of that earnings report and up more than 4% over the past month. The chipmaker recently announced it would be breaking into the AI data center market. So, what's the trade for Qualcomm heading into that print.Well, the core business is better than expected, esp ...

第八届进博会国家展瑞典馆。 御风未来实景搭建的国家会展中心起降点。 记者 宋薇萍 摄 新华社图 第八届进博会举办场地——国家会展中心（上海）南广场拍摄的进博会吉祥物"进宝"。 新华社图 除了线下展台，唯品会连续第三年打造"云上进博会"活动专区，与平台"双11"大促联动。"近年来，我 们不仅通过进博会结识了大量国际品牌'新朋友'，也凭借平台运营能力，帮助他们快速触达中国消费 者。比如在2024年的进博会上，我们的买手与英国某高端鞋履品牌正式对接并建立合作关系。双方首次 开展特卖活动就获得了消费者的热烈反馈，为长期合作奠定了良好基础。"唯品会相关负责人对上海证 券报记者表示。 技术创新成果加速转化也成为进博机遇"确定性"的真实写照。本届进博会展示的461项新产品、新技 术、新服务，让中国大市场成为全球创新的试验场、利润场、应用场。 "中国企业越来越愿意尝试和采纳创新，这种开放态度使中国形成了有竞争力的创新生态，为测试和推 广新技术提供了更广大的市场空间。"有参展人士对上海证券报记者表示。 米其林相关人士对上海证券报记者表示："进博会不仅是新技术、新产品的'首秀舞台'，更重要的是， 通过进博会，米其林得以推动创新成 ...

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进博会作为开放与合作平台 - 进博会展示了中国向全球开放市场的决心以及超大规模市场带来的巨大机遇 [1] - 进博会为中外企业搭建了开放、包容与共创的平台，传递了开放的确定性理念 [1][2] - 多位外企高管认为进博会是外资企业感受中国对外开放决心和深化务实合作的核心纽带 [5][8] 跨国企业的战略与投资信心 - 高通公司通过进博会平台实现了5G、AI等技术从“展品”到“商品”再到“生态”的转变 [2] - 宜家将持续投资中国市场，视中国为其最重要的战略市场之一 [3] - 阿斯利康因中国的创新速度与科研突破而坚定了扩大在华投资与布局的信心 [4] - 天丝集团通过进博会实现了“展品变商品”和“参展商变投资商”的跨越 [8] 中国市场的重要性与战略定位 - 施耐德电气指出中国已成为其全球第二大市场、最重要供应链基地之一和全球四大研发基地之一 [6][7] - 松下控股计划在中国市场率先落地生成式人工智能技术和产品，培育下一代家电 [5] - 施耐德电气将中国视为拓展全球业务的战略支点和创新源泉 [6][7]

本周财报日历核心安排 - 财报周于周三开始，诺和诺德和麦当劳将在盘前公布业绩 [1] - 周三盘后重点关注科技与半导体行业巨头，包括Applovin公司、高通公司和Arm控股公司 [1] - 周四盘前亮点为阿斯利康公司和康菲石油公司的财报 [1] - 周五将由Constellation Energy公司、KKR公司和Enbridge公司领衔，主导公用事业和金融板块的业绩报告 [1] - 下周一和下周二的主要市场推动事件较少 [1]

Qualcomm stock price has suffered a harsh reversal in the past few days as the recent excitement about its new AI chips waned. QCOM was trading at $172.85, down by 16% from its highest level this year... ...

Time now for Options Corner. Joining us for a deeper look at the chart is Rick Dukat, lead market technician. All right, so let's dive into this one.Rick, what are the trends that you're paying attention to on this chart for Qualcomm. >> Semiconductor stocks have been kind of the strongest of the strong for the most part. You can see the SMH ETF widely outperforming not only the tech sector, but also the S&P.Then you have Qualcomm down here only up about 4% during the past year versus the SMH which is up 42 ...

Qualcomm Incorporated (NASDAQ:QCOM) will release earnings results for the fourth quarter after the closing bell on Wednesday, Nov. 5.Analysts expect the tech company to report quarterly earnings at $2.87 per share. That’s up from $2.69 per share in the year-ago period. The consensus estimate for Qualcomm's quarterly revenue is $10.76 billion. A year ago, it was $10.24 billion, according to data from Benzinga Pro.Nvidia Corp (NASDAQ:NVDA) and Qualcomm's investment arm joined Indian and U.S. investors backing ...

Qualcomm Incorporated (NASDAQ:QCOM) will release earnings results for the fourth quarter after the closing bell on Wednesday, Nov. 5.Analysts expect the tech company to report quarterly earnings at $2.87 per share. That’s up from $2.69 per share in the year-ago period. The consensus estimate for Qualcomm's quarterly revenue is $10.76 billion. A year ago, it was $10.24 billion, according to data from Benzinga Pro.Nvidia Corp (NASDAQ:NVDA) and Qualcomm's investment arm joined Indian and U.S. investors backing ...

市场整体表现 - 美股期货周三走势震荡，主要基准指数期货表现不一，道指期货微涨0.06%，罗素2000指数期货涨0.11%，而标普500指数期货跌0.10%，纳斯达克100指数期货跌0.22% [1][3] - 跟踪标普500指数的ETF SPY在盘前交易中下跌0.16%至674.13美元，跟踪纳斯达克100指数的ETF QQQ下跌0.34%至617.15美元 [3] - 周二美股主要指数收跌，纳斯达克综合指数下跌2.04%至23,348.64点，标普500指数下跌1.17%至6,771.55点，道琼斯指数下跌0.53%至47,085.24点，罗素2000指数下跌1.78%至2,427.34点 [9] - 周二领跌的板块包括通信服务、非必需消费品和信息技术，导致标普500指数中多数板块收跌 [8] 重点公司动态 - Palantir Technologies Inc (PLTR) 股价下跌约8%，尽管其业绩大幅超出华尔街预期并上调了全年业绩指引 [1] - Advanced Micro Devices Inc (AMD) 在盘前交易中下跌2.81%，尽管其第三季度财务业绩超预期，公司预计第四季度营收约为96亿美元，正负3亿美元的波动范围 [6] - Qualcomm Inc (QCOM) 盘前下跌0.42%，市场预期其每股收益为2.87美元，营收为107.7亿美元 [7] - Robinhood Markets Inc (HOOD) 盘前上涨0.66%，市场预期其每股收益为0.53美元，营收为12.1亿美元 [7] - Pinterest Inc (PINS) 股价大跌18.90%，其第三季度营收为10.5亿美元，符合分析师预期，但调整后每股收益0.38美元低于分析师预期的0.42美元 [7] - McDonald's Corp (MCD) 盘前下跌0.36%，市场预期其每股收益为3.33美元，营收为70.9亿美元 [7] 宏观经济与政策 - 10年期美国国债收益率为4.08%，2年期美国国债收益率为3.58% [2] - 根据CME Group的FedWatch工具预测，市场定价显示美联储在12月会议上降息的可能性为70.1% [2] - 投资者关注将于周三发布的10月ADP就业数据、标普美国服务业PMI终值以及10月ISM服务业数据 [12] 大宗商品与加密货币 - 原油期货在纽约早盘交易中上涨0.18%，至每桶60.67美元附近 [13] - 黄金现货价格上涨1.31%，至每盎司3,983.52美元附近，其上次历史高点为每盎司4,381.6美元 [13] - 比特币价格下跌1.92%，至每枚101,947.22美元 [13] 全球市场与机构观点 - 亚洲市场周三普遍收低，除中国沪深300指数外，韩国Kospi指数、日本日经225指数、澳大利亚ASX 200指数、香港恒生指数和印度NIFTY 50指数均下跌，欧洲市场早盘也走低 [14] - 贝莱德对美国股市维持积极的超配观点，认为人工智能主题是强大的市场驱动力，近期“稳健的科技公司业绩”表明“人工智能建设仍然是关键的股票驱动因素” [10] - 贝莱德指出，大型科技公司如Alphabet、微软和Meta Platforms正在大幅增加对AI基础设施的资本支出，并预计这一趋势将持续 [10] - 贝莱德认为美联储降息将支撑其乐观的股票立场，预计12月可能再次降息，理由是“劳动力市场疲软为美联储提供了降息空间” [11] - 贝莱德预计经济活动将显著放缓但不会陷入衰退，这种情景应能支撑美股，并认为相对于其他发达市场，美国估值受到更强劲的盈利和盈利能力的支撑 [11]