Tech Trends: Jul 30 (5 stories)
Thursday, 30 Jul 2026 Daily Technology GLOBAL
Here is your Daily summary for Technology across the world for Thu 30th July 2026
Qualcomm's weak profit forecast highlights ongoing challenges in the smartphone market, driven by component shortages and rising costs, signaling potential difficulties ahead for the industry. Meanwhile, Microsoft is poised for significant growth in capital expenditures next year, following a strong fourth-quarter earnings report, indicating robust investment in its future.
In the data center sector, Stonepeak's CEO emphasized the growing demand for AI and infrastructure, aligning their investment strategy with these trends. Conversely, Logitech's CEO noted an unusually tight chip supply affecting their operations, further illustrating the ongoing semiconductor crisis. Despite Arm Holdings exceeding sales estimates, investor sentiment remains cautious, reflecting broader concerns in the chip industry.
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Qualcomm Gives Tepid Profit Forecast in Sign of Phone Woes
Bloomberg Technology 29 Jul 2026, 8:02pmQualcomm Inc., the largest maker of smartphone processors, gave a weak profit forecast for the current quarter, signaling that component shortages and rising costs are taking a toll on its main market.
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Microsoft Capex Will Be Very High Next Year, RBC's Jaluria Says
Bloomberg Technology 29 Jul 2026, 8:46pmRishi Jaluria, RBC Capital Markets managing director, software equity research, calls Microsoft's fourth-quarter earnings report "fantastic" and expects very high growth in capital expenditures next year. He speaks on "Bloomberg The Close." (Source: Bloomberg)
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Stonepeak's Dorrell on AI, Data Centers, Infrastructure
Bloomberg Technology 29 Jul 2026, 5:51pmStonepeak Chairman, CEO and co-founder Michael Dorrell talks about opportunities in markets, the growth of artificial intelligence, demand for new data centers and how it all plays into their investment strategy on "Bloomberg Deals." (Source: Bloomberg)
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Logitech CEO Faber Says Chip Supply Is Unusually Tight
Bloomberg Technology 29 Jul 2026, 3:01pmLogitech CEO Hanneke Faber discusses the company’s first-quarter results and the impact of a late-June incident at a key semiconductor supplier. Speaking with Dani Burger on "Bloomberg Open Interest," Faber also discusses gaming demand, component costs and the company's pricing strategy. (Source: Bloomberg)
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Arm Outlook Leaves Investors Unmoved Despite Topping Estimates
Bloomberg Technology 29 Jul 2026, 8:09pmArm Holdings Plc delivered a sales forecast that failed to impress investors, who have grown increasingly wary about chip-industry prospects in recent days.