Qualcomm's stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better
Published . Updated .
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Chipmakers Qualcomm Inc., Arm Holdings Ltd. and GlobalFoundries Ltd. struggled to move the needle today after reporting financial results that clearly left investors wanting more.
Directly affected
- QCOM Qualcomm-15.4% 30d
Named in this report.
- GFS Globalfoundries+5.5% 7d
Named in this report.
- ARM Arm Holdings-15.7% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chipmaker” (semiconductors) in this story.
- ASML ASML Holding N.V-2.4% 15d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- NVDA Nvidia-8.4% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- TSM Taiwan Semiconductor Manufacturing-9.5% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (semiconductors) in this story.
- AVGO Broadcom-6.5% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chipmaker” (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 | +6.71% | -6.82% | base | after close | after close | after close | after close |
| GFS | +13.66% | +3.77% | base | after close | after close | after close | after close |
| ARMPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| SMHPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| SOXXPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| ASMLPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| NVDAPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| TSMPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| AVGO | +5.97% | -0.99% | 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.
Qualcomm's stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better SiliconANGLE
Source: SiliconANGLE
This story
| Company | When | Move | Status |
|---|---|---|---|
| AVGO | three days earlier | -0.99% | final price |
| AVGO | five days earlier | +5.97% | final price |
| GFS | three days earlier | +3.77% | final price |
| GFS | five days earlier | +13.66% | final price |
| QCOM | three days earlier | -6.82% | final price |
| QCOM | five days earlier | +6.71% | 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 54 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 61 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 72 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 12 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 89 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 33 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 34 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 42 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 26 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 43 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 71 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 40 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).
This story
12 out of 100
“Qualcomm's stock falls on revenue miss and weak guidance; Arm and GlobalFoundries do little better” scores 12 out of 100. The score uses 1 sources.