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Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

A global memory squeeze tied to AI data centers is prompting Chinese handset makers to cut builds, curbing Qualcomm’s near-term sales.

Micron’s Rally Draws Fresh Wall Street Upgrades as Shares Ease From Late-December Highs

Micron Extends Rally After Blowout Quarter as 2026 HBM Capacity Is Fully Committed