Mon Aug-31 19:06:52
times in Europe/Lisbon
🚨 Alert #1277 Thu Jul-30 13:51:39
Qualcomm Q3 2026 earnings: profit drops 25% on higher costs
Qualcomm reported a 25% drop in Q3 net income and a 4% revenue decline due to cost inflation and weak handset demand, announcing price hikes to offset margins while its stock fell in after-hours trading.
🎯 Tickers & verdicts
| ticker | direction | verdict | since close | 30m | day lo | day hi | intraday px |
|---|---|---|---|---|---|---|---|
| primary QCOM | ▼ bearish | PRICED | -7.91% | +1.96% | 146.00 | 153.87 | |
| MU | · unclear | PRICED | -4.31% | +2.24% | 747.00 | 910.99 | |
| peer NVDA | · unclear | PRICED | -1.54% | +0.13% | 192.16 | 197.05 | |
| TSM | · unclear | FRESH | -0.98% | +0.41% | 381.99 | 412.77 | |
| AVGO | · unclear | FRESH | -0.52% | +0.31% | 374.22 | 391.00 | |
| AMD | · unclear | REPRICING | -0.10% | +1.15% | 440.89 | 499.88 |
🧭 Decisions
| strategy | ticker | action | side | rationale |
|---|---|---|---|---|
| S1 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -7.91% · Δ 30m +1.96% · px 150.00 (prev 162.88) → close +0.86% |
| S2 | - | ○ skip | — | no counterparty in universe |
| S3 | NVDA | ○ skip | — | direction unclear for NVDA → close +0.41% |
| S4 | QCOM | ○ skip | — | verdict PRICED — Δ prev close -7.91% · Δ 30m +1.96% · px 150.00 (prev 162.88) |
📈 Trades
no trades spawned
📖 Glossary
- S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
- S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
- S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
- S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
- Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
- UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
- PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
- REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
- FRESH — |move since previous close| < 1.0%: a genuinely new move.
- materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.