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Angelo Zino with CFRA looks into the earnings potential for Qualcomm (QCOM) and Arm Holdings (ARM). He believes Qualcomm is more of a "value play" but relies on the company's diversification strategy. As for Arm Holdings (ARM), Angelo expects earnings to be "perfectly fine," but will reach proper valuation once Nvidia's (NVDA) Blackwell chips hit the market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about #economy #finance #investing #stockmarket #trading #qualcomm #qcom #arm #holdings #ai #artificialintelligence #technology #earnings #optionstrading