Market videos

Schwab Network’s Qualcomm debate contrasts a multiyear Starlink supply deal, with nationwide deployments due in 2027, against smartphone weakness and tougher competition. Tom cites expectations for new-chip revenue to begin in fiscal 2027 and reach about $15 billion in 2029, while warning of lower gross margins. The panel’s November 6 neutral-to-bullish put-spread example risks $850 to make $150, illustrating the cost of its quoted high probability.