Corporate Pivot

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Business

Qualcomm's Strategic Pivot: From Smartphone Giant to Telecom, Edge AI, and Automotive Powerhouse

Qualcomm is aggressively diversifying beyond its core smartphone business, forging key partnerships in Open RAN with Rakuten Mobile and 1Finity, launching an Asia-Pacific edge AI initiative, and securing a major automotive design win with ECARX. This strategic expansion signals a fundamental shift for the chipmaker as it aims to become a central player in next-generation infrastructure and intelligent systems.

Business

Arm Holdings Aims for Ninth Straight Earnings Surprise Amid AI Pivot and Valuation Scrutiny

Chip designer Arm Holdings reports its fiscal third-quarter results after the bell Tuesday, with investors watching to see if it can extend its post-IPO streak of earnings beats. While Wall Street anticipates solid growth, the stock's steep decline over the past year underscores persistent concerns over its premium valuation and the tangible payoff from its high-profile AI partnerships.

Business

T. Rowe Price Navigates Market Shifts: Strong Markets Offset Equity Outflows, Strategic Pivot to Alternatives and ETFs Gains Traction

Despite robust global market returns in 2025, T. Rowe Price faced significant net outflows from its traditional equity and mutual fund businesses. However, strategic growth in fixed income, alternatives, and ETFs, alongside key partnerships and a focus on private markets, helped drive assets under management to a record $1.78 trillion. The firm signals a cautious 2026 outlook amid evolving investor preferences and fee pressures.

Business

Duolingo CFO Departure Signals Strategic Pivot: Subscriber Growth and Learning Quality Take Center Stage

The exit of long-time CFO Matt Skaruppa from language learning app Duolingo marks a leadership shift as the company, under CEO Luis von Ahn, doubles down on expanding its paid user base and enhancing educational efficacy. This move highlights the evolving challenges in the competitive edtech landscape, where balancing user growth with monetization remains a tightrope walk.