Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?
Published . Updated .
This report is about semiconductors.
Directly affected
- QCOM Qualcomm-16.9% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story.
- ASML ASML Holding N.V+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
- NVDA Nvidia-9.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
- AVGO Broadcom-10.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| QCOM | +9.01% | +11.06% | base | after close | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | after close | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | after close | after close | after close | after close |
| ASML | +1.58% | +6.31% | base | after close | after close | after close | after close |
| NVDA | +5.49% | +5.17% | base | after close | after close | after close | after close |
| TSM | +4.53% | +8.29% | base | after close | after close | after close | after close |
| AVGO | +0.96% | +7.89% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips? Moomoo
Source: Moomoo
How far Vaneck Etf Trust (SMH) has moved since 1 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | three days earlier | +6.31% | final price |
| Asml Holding (ASML) | five days earlier | +1.58% | final price |
| Broadcom (AVGO) | three days earlier | +7.89% | final price |
| Broadcom (AVGO) | five days earlier | +0.96% | final price |
| Nvidia (NVDA) | three days earlier | +5.17% | final price |
| Nvidia (NVDA) | five days earlier | +5.49% | final price |
| QCOM | three days earlier | +11.06% | final price |
| QCOM | five days earlier | +9.01% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +8.65% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +3.57% | final price |
| Ishares Tr (SOXX) | three days earlier | +10.71% | final price |
| Ishares Tr (SOXX) | five days earlier | +4.40% | final price |
| TSM | three days earlier | +8.29% | final price |
| TSM | five days earlier | +4.53% | final price |
Congressional trades in the stocks in this story
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 51 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 58 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Qualcomm (QCOM) (held by a spouse), worth $15,001 - $50,000 on 24 Aug 2026. That is 69 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 9 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 86 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 30 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 31 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 23 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 40 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 68 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Companies in semiconductors around Vaneck Etf Trust (SMH)
Companies tied to this story
- SMH Vaneck Etf Trust
In “Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story
- SOXX Ishares Tr
For “Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story
- AVGO Broadcom
For “Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story
- ASML Asml Holding
For “Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story
- NVDA Nvidia
For “Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story
- AMD Advanced Micro Devices
Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?.” Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chips” (semiconductors) in this story
How semiconductors news reaches Vaneck Etf Trust (SMH)
Vaneck Etf Trust (SMH) is the company in “Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?,” the 1 Nov 2026 Semiconductors story.
The link for Vaneck Etf Trust (SMH) is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “chips” (semiconductors) in this story
What this semiconductors story puts on the calendar
AVGO traded between 319.31 and 380.84 across 20 sessions. The latest close on file is 326.13. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
What the saved facts support for Vaneck Etf Trust (SMH)
46 out of 100
“Qualcomm Q4 Earnings Preview: Can Diversified Businesses Reduce Its Reliance on Smartphone Chips?” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.