$QCOM

Nasdaq hits 29,000 as strong jobs data and semiconductor strength drive markets to records, though software stocks tumble on weak guidance.

US stocks rose after April jobless report beat forecasts with 115k positions added. Unemployment held at 4.3% as wage growth moderated amid easing Middle East tensions.

U.S. stocks declined May 7 as oil prices rose and U.S.-Iran tensions mounted, with the S&P 500 falling 0.38% despite strong earnings support.

Robinson Value Management initiates position in $HOG with 158,986 shares after stock plunges to $17.09; company posts $1.2B Q1 earnings.

Qualcomm shifts focus from smartphones to AI data centers and inference accelerators, gaining hyperscaler interest while trading at attractive 19x earnings valuation.

Citrini Research identifies undervalued semiconductor stocks positioned for Edge AI gains, flagging $QCOM, $SWKS, and $WOLF as potential winners.

Robinson Value Management purchases $3.63M in Robert Half shares, betting the staffing leader is oversold despite AI-driven headwinds that have crushed the stock 35.4% in one year.

$QCOM surges 50% on data center chip win with major hyperscaler; market pivots to AI narrative despite declining smartphone revenue.

Apple's strong Q2 earnings powered U.S. equities to all-time highs Friday, with S&P 500 and Nasdaq 100 advancing on broad tech rally, though energy declined.

Dow Jones surges 1.5% led by industrial stocks amid data-center demand, while mega-cap tech struggles with AI capital spending worries.

S&P 500 consolidates despite hawkish Fed, rising yields, higher oil prices. Index resilience masks deteriorating momentum reliant on mega-cap tech flows.

Qualcomm stock rallies 10.96% after Q2 earnings beat $10.60B revenue and $2.65 EPS, buoyed by automotive growth and AI initiatives despite softer Q3 guidance.

Intel reports strong Q1 2026 earnings with data center revenue surging 22% to $5B+. CEO highlights CPUs' critical role in AI infrastructure as GPU-to-CPU ratio approaches parity.

Qualcomm stock rose 0.95% to $150.26 on OpenAI smartphone chip collaboration reports, highlighting on-device AI growth potential with benefits expected in future product cycles.

S&P 500 holds near records despite $100+ oil, weak breadth, and consumer softening, as AI strength masks broader market fragmentation.

S&P 500 near all-time highs faces consolidation as five Magnificent Seven firms report earnings this week and Federal Reserve meets.

Ten mega-cap companies with $18.59T combined market cap report earnings this week. SanDisk leads volatility at 16.57% on AI-driven NAND demand; Mag Seven stocks show muted 2.7% average moves.

Nvidia reaches $5T market cap as Intel's earnings beat sparks 23.64% surge; AMD and Qualcomm also rally on sector momentum.

Nasdaq 100 reaches record highs as Intel surges 22.6% on earnings beat; semiconductor ETFs post 18th consecutive day of gains amid AI chip demand.

Qualcomm trades at attractive valuations before major investor update, though near-term growth expectations remain muted for the semiconductor giant.