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- An Early November Earnings Print Could Reset The Smartphone Chip Trade
An Early November Earnings Print Could Reset The Smartphone Chip Trade
One guide in early November tells you if the handset cycle is actually turning.
Skyworks reports its first quarter since closing the Qorvo merger on November 3, and the December-quarter guide will tell you whether the handset recovery is real.
Around that print, you also have an AI timing-chip maker down sharply in October, a telecom software name trading at a deep discount to its group, and a small optics name reporting November 5.
Sovereign Gold Flipping (Sponsored)
"Geopolitical tensions continue to drive strong central bank demand for gold," says ECB President Christine Lagarde.
Gold is now the largest reserve asset held by world central banks, bigger than U.S. Treasuries.
At the end of 2025 it made up 27% of global reserves, up from 20% a year earlier, while Treasuries fell to 22%.
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Consumer Electronics
Apple Launches HomePod mini 2 With S10 Chip and Wi-Fi 6E
Apple (NASDAQ: AAPL) has launched HomePod mini 2 with a faster processor, upgraded wireless connections, and new home-theater features. The compact speaker is available for $149 in pink, green, blue, white, and midnight.
Apple has replaced the original model's S5 processor with the newer S10 chip, giving the speaker more computing power for audio processing and connected-home tasks. A new Sound Glow feature also makes the top surface pulse with the music.
Wireless Hardware Takes a Step Forward
HomePod mini 2 supports Wi-Fi 6E, replacing the much older Wi-Fi 4 connection used by the original speaker. Bluetooth 6 also provides a newer wireless standard for connecting devices and accessories.
Compatible Macs can use HomePod mini 2 as their default audio output without manually selecting the speaker each time. Siri AI will arrive through a future software update, with personal requests requiring a compatible Apple Intelligence device.
HomePod Moves Into Surround Sound
Four HomePod mini 2 or full-size HomePod speakers can connect with the latest Apple TV 4K. Front and rear speaker pairs create Apple's first four-speaker surround-sound setup for its home audio products.
HomePod mini 2 can still operate alone, as a stereo pair, or inside a multiroom audio system. Apple is giving its smallest speaker a wider role across music, television, Mac audio, and connected-home control.
Transportation
Alphabet Brings Waymo Driver to Toyota's Electric SUV
Alphabet (NASDAQ: GOOGL) is adding Toyota's bZ4X electric SUV to the Waymo robotaxi platform. The autonomous vehicles will first enter testing in Japan before supporting planned operations in other international markets.
Waymo also intends to deploy the vehicle in Britain and other countries where traffic travels on the left side of the road. A new vehicle configuration will help the company adjust its system for different road layouts and traffic rules.
Waymo Driver Enters the Factory
Toyota will manufacture the 2027 bZ4X vehicles at its Takaoka factory in Japan. Waymo will integrate its autonomous-driving hardware and software during production, rather than adding them through a separate conversion process.
Factory integration can create a more consistent design for sensors, computing equipment, controls, and power systems.
It also gives Waymo another vehicle to expand its robotaxi fleet beyond its existing Jaguar and Zeekr platforms.
Japan Becomes the First Test
Waymo plans to begin testing the autonomous bZ4X in Japan next year before launching a commercial robotaxi service. The company must train and validate its system for local signs, dense streets, driving behavior, and road conditions.
Testing is already underway in London with Waymo's Jaguar I-Pace vehicles, although commercial operations still require regulatory approval.
The Toyota bZ4X gives Waymo a vehicle designed for its next phase of international deployment.
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Hardware
Nvidia Pushes Into Data Center CPUs With Strong Vera Results
Nvidia (NASDAQ: NVDA) has moved deeper into data-center processors with Vera, an 88-core server CPU using the company's custom Olympus architecture.
The processor supports 176 threads and is designed for large databases, software workloads, and high levels of simultaneous activity.
Vera marks a major change from Nvidia's earlier Grace processor, which used an off-the-shelf Arm core design. Building its own CPU core gives Nvidia greater control over performance, memory access, power use, and future processor development.
Memory Bandwidth Leads the Design
The processor supports up to 1.5 TB of LPDDR5X memory and delivers up to 1.2 TB per second of memory bandwidth. High bandwidth helps the CPU move large volumes of information between applications, databases, and connected computing systems.
Vera also includes 88 PCIe lanes, supports CXL 3.1, and offers a configurable power range between 250 and 450 watts. Nvidia designed the chip for data-heavy server tasks rather than adapting a consumer processor for enterprise use.
Vera Challenges Established Server Chips
Early independent testing showed strong Python performance and competitive results against AMD EPYC Turin and Intel Granite Rapids processors.
Vera matched or beat those chips in several backend and general server tests, although x86 processors remained stronger in some front-end workloads.
Nvidia is entering a server CPU market long controlled by Intel and AMD. Vera lets the company supply more of the computing system around its GPUs, rather than leaving the processor layer to competitors.
Broadcom's acquisition of VMware, one of the largest tech deals in history, closed in which year after a lengthy regulatory review? |
Recent Tech Movers
SiTime (NASDAQ: SITM)
AI Timing Chips, Now Much Cheaper
SiTime makes MEMS-based precision timing chips, the clocks that keep data moving in sync across AI servers, optical modules, and networking gear.
The stock fell sharply in October and sits well below its 52-week high. Your catalyst is third-quarter results on Wednesday, November 4, after the close. Even after the pullback, it trades at a rich forward multiple, so it still needs a clean beat.
Skyworks Solutions (NASDAQ: SWKS)
Setting Up for the Smartphone Cycle
Skyworks sells the radio-frequency chips that let your phone talk to a cell tower, and on October 5 it closed its merger with Qorvo, combining the two biggest U.S. suppliers under one ticker. Apple is historically its biggest customer.
Shares trade close to their 52-week high. Your catalyst is fiscal fourth-quarter results on Tuesday, November 3, after the close, the first report since the deal closed.
The December-quarter guide will show how the combined company is tracking and how much Apple content it holds. Integration costs are the main risk.
Amdocs (NASDAQ: DOX)
Telecom Software Leaning Into AI
Amdocs runs the billing and customer-care back ends for most of the world's big telecom operators. AT&T and Vodafone are anchor accounts, and management has been rolling out agentic AI features for your carrier's customer service.
The stock trades at a single-digit forward earnings multiple and sits well below its 52-week high. Fiscal fourth-quarter results are due in mid-November, a dated check on whether the AI push shows up in bookings.
If you want AI exposure without paying 60x revenue, this is one of your cleaner entry points.
Single Energy Ticker (Sponsored)
Not long ago, chipmakers had the upper hand.
Electricity suppliers have it now, because power has quietly become the AI boom's bottleneck.
Who supplies the power?
Data centers took 4.4% of U.S. electricity in 2023.
Lawrence Berkeley National Laboratory projects up to 12% by 2028.
Text me the ticker and story
The grid was not built to carry that, and one American energy company is already feeding the demand.
I'd like the stock's name
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Don’t Overlook This Tech Stock
Applied Optoelectronics (NASDAQ: AAOI)
A Small Optics Name with a Dated Catalyst
Applied Optoelectronics builds optical transceivers that move data between servers in AI data centers.
It just finished a $600 million at-the-market stock sale at an average price of about $105 a share, mainly to expand data center optics manufacturing. The stock sits well below that sale price and far under its 52-week high.
Your catalyst is third-quarter results on Thursday, November 5, after the close. The Marvell and Lumentum talks show how strategic optical capacity has become.
The risk: The company keeps issuing stock to fund growth, so dilution is real.
Everything Else
🎯 The names that led last time won’t lead forever, which is why these seven emerging leaders deserve a look before they become household names.
☁️ Microsoft reported 48% growth in Azure revenue as demand for cloud computing accelerated, offering a brighter outlook for AI infrastructure spending.
🔐 Nvidia faced fresh antitrust scrutiny as the Justice Department questioned its $12.9 billion acquisition of AI platform Hugging Face.
💻 Qualcomm partnered with defense startup Anduril to develop a new line of American-made laptops, expanding its push into domestic computer manufacturing.
📡 T-Mobile completed a pioneering AI-powered network test alongside Nokia and Nvidia, demonstrating GPU-based radio technology on its live 5G network.
🏭 STMicroelectronics forecast stronger chip demand as expanding AI data-center and satellite orders supported its semiconductor recovery.
That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.
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—Noah Zelvis
Tech Stock Insider