Palantir, AMD, Qualcomm: A look at this week's tech earnings

Yahoo Finance Technology Editor Dan Howley joins Morning Brief host Julie Hyman to discuss this week's upcoming tech earnings from Palantir (PLTR), AMD (AMD), and Qualcomm (QCOM).

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Video Transcript

00:00 Speaker A

Dan, we got some more uh big tech to look ahead to and we'll start here from some of the chip makers.

00:07 Dan

Yeah, that's right. We have Qualcomm, AMD, and then obviously Palantier uh coming today. Uh Qualcomm and AMD looking for any kind of, you know, bright spot when it regard uh with with regards to AI. Uh we're going to see uh perhaps the impact of some of those major deals that AMD signed in the prior quarter. You know, they're working with uh OpenAI as well as a slew of other companies trying to kind of wrestle some market share away from Nvidia, which crossed the $5 trillion mark last week uh on that news that uh they were going to be potentially back in China. Uh they also had a few other announcements at their GTC in Washington DC. But for for AMD, uh it really is about trying to ensure that it continues to be a part of the AI conversation. They they obviously will, but it's also about wrestling that market share away uh with their new chips. Uh for Qualcomm, it's about, okay, you've announced that you're getting into the AI data center game with your own AI accelerators. What does that look like going forward? We're not going to see any revenue from that uh in the prior quarter, uh the one that's being reported. So, you know, what what kind of uh light or or or uh uh kind of uh information can CEO Cristiano Amon give us uh with regards to how that may look going forward. Is this going to be a huge driver out of the gate? Is this just another part of the company's bid to kind of uh expand beyond its heavy reliance on the smartphone space? How does that look? And then for Palantier obviously, uh we're looking to see what kind of federal contracts they've signed, what kind of uh commercial contracts they've signed. It's a huge business for them as well. and where they see AI going for them. You know, we talk about Nvidia, uh the the hyperscalers and what not, but Palantier obviously a huge AI play as well.

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