Stocks were mostly higher this week as investors were reminded that earnings are the signal; inflation and geopolitics is noise
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Stocks were mostly higher this week as investors were reminded that earnings are the signal; inflation and geopolitics is noise
The Pacer US Cash Cows 100 ETF (NYSEARCA:COWZ) and the Fundstrat Granny Shots US Large Cap ETF (NYSEARCA:GRNY) sit on opposite ends of how quality gets defined in a large-cap portfolio. COWZ ranks the Russell 1000 by free cash flow yield and takes the top 100 names, a rules-based screen with no human override. GRNY ... GRNY Beat COWZ by 11 Points This Year. Oil Prices and Interest Rates Will Decide Who Wins Next
Shares of Qualcomm (QCOM) are pulling back this week after a massive post-earnings rally. The semiconductor rally slowed this week, with Qualcomm shares plunging more than 11% on May 12 and another 6% on May 14 amid broader risk-off sentiment sweeping through semiconductor stocks. This week’s ...
A company with $503,000 in quarterly revenue is worth nearly $3 billion.
Wondering if QUALCOMM at around US$200 per share still offers value, or if most of the easy upside has already been priced in. The stock is down 1.2% over the last week, but up 50.6% over the past month and 34.2% over the last year. These moves can change how you think about both risk and opportunity. Recent headlines have focused on QUALCOMM's role in semiconductors and its position within broader technology themes. This coverage can influence how investors frame its long term prospects...

While record-breaking rallies in tech push the US market (^DJI, ^IXIC, ^GSPC) to new heights in 2026, are retail investors still as engaged with these market dynamics that come with these massive valuations? Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma comment on the latest trends in retail trading activity observed by JPMorgan.
Shares of wireless chipmaker Qualcomm (NASDAQ:QCOM) jumped 7.6% in the afternoon session after a combination of strong fiscal second-quarter results, promising developments for its data center processors, and a favorable US-China tariff suspension fueled multiple analyst upgrades.
The latest leg of a blistering Nvidia stock rally fueled fresh records for the S&P 500 and Nasdaq Wednesday, after Chief Executive Jensen Huang joined a high-stakes China summit that could determine the next phase of the global AI arms race. Shares of Nvidia rose 2.3%, their sixth consecutive day of gains. In a sign of the chip maker’s dominance over the market, Nvidia in intraday trading became the first company to reach a market capitalization of $5.5 trillion.
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
Yahoo Finance's Julie Hyman and Myles Udland take a closer look at the recent market highs and discuss whether stocks can continue the momentum.
IBM edges Qualcomm as the better AI tech buy now, backed by hybrid-cloud demand, watsonx upgrades, cheaper valuation and steady cash flow.
8.45am: US CPI rises to three-year high US inflation last month was the highest in three years, due to rising energy, housing and food prices. The US consumer price index was up 3.8% year on year in April, up from 3.26% the month before. Month-on-month, CPI increased 0.6%, easing from...
QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Robinhood Stocks to Buy According to Billionaires. On May 9, Tigress Financial Partners raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $280 from $270. It reiterated a Buy rating on the shares. The firm said it sees Qualcomm as an “increasingly compelling investment opportunity” as […]
The phrase, emerging from Southeast Asia, is the best way to describe the market action on Monday. The S&P 500 rose 0.2% while the tech-heavy Nasdaq was up 0.1%. Investors had seen the S&P 500 and Nasdaq finish at a record last week as well.
Qualcomm stock surged Monday and is on pace for its first record close since 2024 as enthusiasm around AI chips and data-center demand continues to build.
Market Catalysts Host Julie Hyman and Yahoo Finance Senior Reporter Brooke DiPalma track several of the day's top trending stock tickers, including memory chip stocks Micron Technology (MU), Intel (INTC), and Qualcomm (QCOM) opening at record highs; shares of Moderna (MRNA) and Novavax (NVAX) reacting to concerns around the hantavirus; and Constellation Energy (CEG) affirming its full-year guidance after beating first quarter earnings estimates.
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 8, 2026, Daiwa analyst Louis Miscioscia upgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Outperform from Neutral and raised the firm’s price target to $225 from $140. The analyst said Qualcomm’s fiscal Q2 results were mixed, with strong growth […]
Shares of Qualcomm (NASDAQ:QCOM) are up roughly 8% to around $237 in early Monday trading, extending one of the most aggressive multi-week runs in large-cap semis. Micron Technology (NASDAQ:MU) is climbing alongside it, up about 4% to around $774. The moves follow a blistering Friday session, when QCOM closed up 8% at $219.09 and MU ... Qualcomm Jumps 8%, Micron Pops 4% as AI Semiconductor Rally Enters Parabolic Phase
While Qualcomm (QCOM) stock has largely been left behind in the AI-driven semiconductor rally over the last few years, the tide appears to have turned for the company, with the stock up by close to 70% over the past month as Qualcomm is positioning for the next phase of AI, one that moves beyond centralized compute and into billions of connected devices. In our previous analysis, we outlined how Qualcomm stock could surge 2x led by edge AI. Here, we outline the specifics of the shift and how Qua
Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
Daiwa upgraded Qualcomm (NASDAQ:QCOM) to Outperform from Neutral on May 8, 2026, raising its price target to $225 from $140. Analyst Louis Miscioscia argues that Qualcomm’s identity is shifting from smartphone chip supplier to broader AI infrastructure participant, and that the market is undervaluing the transition. The $85 price target raised by a single firm ... Daiwa Just Upgraded Qualcomm to Outperform: $225 Price Target Bets on Data Center AI Pivot
Qualcomm Inc. (NASDAQ:QCOM) shares jumped 6% on Friday after Daiwa Securities upgraded the semiconductor company from Neutral to Outperform and raised optimism around its long-term growth opportunities.
Qualcomm stock rallied today on the launch of new Snapdragon mobile chips. But does that warrant buying QCOM shares at a year-to-date high of roughly $202? Let’s find out!
Investing.com -- Qualcomm Inc. (NASDAQ:QCOM) shares rose 6% Friday morning after Daiwa Securities analyst Louis Miscioscia upgraded the chipmaker from Neutral to Outperform with a price target of $225.
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