QCOM, NOW, MSFT, IBM: Who Is The A.I. Frontrunner?

Qualcomm (QCOM) exceeded expectations in 3Q and raised guidance, indicating momentum in China and strength in most sectors, notes Daniel Newman. He discusses the outlook for big tech and A.I. He also talks about ServiceNow (NOW) which he says showcased consistent growth in simplifying complex software environments with its AI-powered Now platform. He highlights that Microsoft (MSFT) is the clear front-runner in A.I. focused big tech. It’s driven by strong monetization and adoption narrative. He also looks at IBM (IBM) whose CFO is confident that A.I. and hybrid cloud strategies are meting revenue and margin expectations. Tune in to find out more about the stock market today.