Despite the partnership, Qualcomm (QCOM) arguably benefits more from China’s ban on Apple (AAPL), notes Olivier Blanchard. He discusses the takeaways from the AAPL and QCOM 5G chip deal. QCOM is to supply AAPL 5G modems through 2026. He talks about how the deal provides WCOM the runway to continue to diversify revenue away from AAPL. He then goes over what to watch at AAPL’s “Wanderlust” event. He also highlights tech trends to have on your radar. Tune in to find out more about the stock market today.
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