Qualcomm Lost Apple’s Modem Business. Amazon Just Offered a $60 Billion Escape Route.

Quick Read Apple's modem exit slashes QCOM's Apple revenue ~50% quarter-over-quarter, while Amazon's AI data center deal targets $5B in replacement revenue by fiscal 2027. Qualcomm enters a crowded inference market where NVIDIA, Broadcom, Marvell, and AMD already ship custom silicon to hyperscalers at volume. Amazon's $4B warrants only pay if milestones are hit, and 27 analysts cut fiscal 2027 EPS estimates against just three upgrades in 30 days. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Apple didn't make the cut. Enter your email to see the names that beat AAPL. The report is free. Enter your email and see if any of your stocks made the cut.