Cristiano Amon

Money Moves

Leading Qualcomm through a memory shortage and a soft forecast

The Philadelphia Semiconductor Index fell 12.25% on November 5, 2026, to 9,011.14, its worst day since March 2020. The drop pushed the Nasdaq Composite into a correction, closing at 24,315.00, about 12% below the record it set on October 6.

Updated 3 days ago

Rule Changes

Active; testified at trial; Qualcomm called the verdict a win

On October 13, a Delaware jury found Arm breached its architecture license with Qualcomm and interfered with Qualcomm's relationship with Meta. It awarded $2, one dollar for each claim, and both companies called the result a win.

Updated Nov 1

Money Moves

Overseeing the patent cross-licensing deal with Huawei. Qualcomm denies net payer reports.

Huawei and Qualcomm announced a multi-year cross-license on October 5. It covers 5G, computing, and artificial intelligence, plus Qualcomm's purchase of some Huawei U.S. patents. Financial terms were not disclosed. The deal is subject to U.S. regulatory approval.

Updated Oct 16

New Capabilities

As of October 2026: Faces a second Arm rival on Windows after two years as the only one

On June 1 in Taipei, Nvidia CEO Jensen Huang unveiled what the company is calling the RTX Spark Superchip, a 20-core Arm processor co-designed with MediaTek carrying a Blackwell GPU with 6,144 CUDA cores. Microsoft confirmed Windows on Arm support the same morning. ASUS, Dell, HP, Lenovo, Microsoft Surface, and MSI committed to shipping RTX Spark laptops this fall, with Acer and GIGABYTE announced as follow-on brands.

Updated Oct 8

New Capabilities

As of September 2026: Announced the new chips at Snapdragon Summit

Qualcomm's new flagship phone chips are the first mobile processors to break the 5 GHz clock-speed barrier. They're also the first built on TSMC's 2nm process, and they arrive in two versions instead of one.

Updated Sep 23

Rule Changes

As of May 2026: Driving regulatory complaints against Arm in three jurisdictions

Arm Holdings designs the chip architecture found in roughly 99% of smartphones and a growing share of data-center processors. On May 6 it reported record quarterly results. Five days later, Bloomberg revealed the Federal Trade Commission had opened an antitrust probe into how the company distributes those designs.

Updated May 20