Good MorningU.S. stocks were mixed late Thursday, with the Dow holding gains while the tech-heavy Nasdaq lagged as Big Tech weakness weighed on sentiment. Micron stood out after a stronger-than-expected earnings report sparked a rally in memory-chip and storage stocks, with analysts pointing to AI data center demand, tight supply, and more durable pricing trends.
Elsewhere in technology, several high-profile growth names came under pressure. Palantir extended its June slide, The Trade Desk remained near recent 52-week lows, Netflix fell to its lowest level in roughly 20 months, and Alphabet slipped amid fresh concern over AI talent departures. Alibaba also dropped after Anthropic alleged the company used fake accounts to extract capabilities from Claude models. Qualcomm gained attention after raising longer-term targets tied to data center and edge AI opportunities.
Macro and consumer headlines remained in focus. Chicago Fed President Austan Goolsbee said core inflation was still too high, keeping rate-cut expectations sensitive to incoming data. Apple’s price increases and broader concerns about hardware costs added to worries that some inflation pressures may persist despite relief from cheaper energy. Crypto-linked assets weakened as bitcoin volatility pressured sentiment, though the ETF flow and liquidation details should be confirmed with a live crypto market source before publication. Featured: ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad) 
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Markets | |
Space infrastructure has rapidly transitioned from a playground for speculative venture capital to a strictly physical, cash-flow-driven defense business. For investors tracking this sector, the challenge is finding businesses that balance high-growth addressable markets with actual, sustainable pr... Read the Full Story |
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From Our Partners | | Three Nobel Prize Winners expose this once-in-a-generation wealth shift:
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Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change. | | Don’t be left behind. Click here now. |
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Consumer Discretionary | |
Carnival (NYSE: CCL) just reported its second fiscal quarter, and it’s clear from the numbers that the company is sailing in the right direction. But warning signs of rough waters ahead spooked investors.
Based on the latest figures, Carnival continues to execute one of the stronger post-pandemic r... Read the Full Story |
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Retail/Wholesale | |
Domino’s Pizza, Inc. (NASDAQ: DPZ) announced the retirement of Chief Executive Russell Weiner Monday afternoon, and investors weren't pleased.
The news sent the already struggling stock to a 52-week low and prompted several analysts to lower their price targets.
The announcement comes as Domino'... Read the Full Story |
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From Our Partners | | For a moment…
Forget about Trump’s ties to Israel.
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Technology | |
Microsoft (NASDAQ: MSFT) investors just got an answer to the question hanging over the artificial intelligence (AI) infrastructure trade. Where does the power come from?
On June 22, Chevron (NYSE: CVX) and Microsoft signed a 20-year power purchase agreement. The deal funds Project Kilby, a 2.67-gig... Read the Full Story |
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Technology | |
How do you value an empire of visual history in the age of artificial intelligence (AI)? For years, stock photo agencies operated as transactional utilities, licensing single images to advertisers and publishers. Today, the fundamental ground is shifting.
The multi-year display partnership between ... Read the Full Story |
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From Our Partners | | Jon Najarian called Tesla a buy in 2014 before the stock climbed as high as 3,392%. He also called Palantir on live TV in 2020 before it surged as high as 2,000%.
Now Najarian has a new prediction centered on Elon Musk - tied to the anticipated SpaceX IPO and what he describes as a potential $44 trillion opportunity. He's sharing the specific moves he thinks investors should consider making now. | | See exactly what Jon Najarian is predicting about SpaceX and Musk |
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Manufacturing | |
In a world where bigger is better, Cerebras Systems (NASDAQ: CBRS) seems to be well positioned. Instead of linking numerous AI cores together, creating data transfer bottlenecks along the way, Cerebras Systems chips are massive, comparable to dinner plates, housing thousands of cores in each.
The a... Read the Full Story |
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Technology | |
Micron’s (NASDAQ: MU) fiscal Q3 results and the strength of its outperformance highlight a persistent problem in today’s market: there is a fundamental misunderstanding of the AI trade. AI isn’t a niche; it's not a bubble. It is the evolution of technology, and that evolution is accelerating.
Lead... Read the Full Story |
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Technology | |
For years, the narrative surrounding artificial intelligence (AI) infrastructure focused on a single bottleneck of obtaining enough physical graphics processing units to train and run massive models. While hardware scarcity defined the early artificial intelligence boom, a structural shift is activ... Read the Full Story |
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Finance | |
European banks delivered their best performance in years in 2025, and investors have been tempted to take profits during the sector’s recent pullback. But this rally is no bubble, and there’s plenty of evidence international bank stocks are still undervalued compared to their domestic peers.
Europe... Read the Full Story |
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Technology | |
Paychex's (NASDAQ: PAYX) stock price declined following its fiscal Q4 earnings report, as macroeconomic headwinds, hiring woes, cautious guidance, and acquisition hurdles weighed on the price action.
However, those same macroeconomic headwinds and hiring woes have yet to be reflected in the jobs da... Read the Full Story |
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Friday's Early Bird Stock Of The Day Qualcomm Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on 3G/4G/5G and other technologies for use in wireless voice and data communications, networking, computing, multimedia, and position location products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing CDMA2000, WCDMA, LTE and/or OFDMA-based 5G standards and their derivatives. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, IoT, and extended reality, and investments, including non-marketable equity securities and, to a lesser extent, marketable equity securities, and convertible debt instruments. It also provides development, and other services and related products to the United States government agencies and their contractors. The company was incorporated in 1985 and is headquartered in San Diego, California. | Should I Buy Qualcomm Stock? QCOM Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Qualcomm was last updated on Saturday, June 27, 2026 at 6:12 PM.
Qualcomm Bull Case -
The current stock price is around $121.99, which is significantly lower than its 1-year high of $259.92, potentially indicating a buying opportunity for investors.
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QUALCOMM Incorporated has a strong return on equity of 42.11%, suggesting effective management and profitability in generating returns for shareholders.
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The company recently authorized a $20 billion share buyback program, which often signals that management believes the stock is undervalued and can enhance shareholder value.
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QUALCOMM Incorporated has increased its quarterly dividend to $0.92 per share, reflecting a commitment to returning capital to shareholders and a healthy dividend yield of approximately 1.9%.
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With a market capitalization of $199.62 billion, QUALCOMM Incorporated is a major player in the semiconductor and telecommunications industry, providing stability and growth potential for investors.
Qualcomm Bear Case -
The company's revenue has decreased by 3.5% year-over-year, which may indicate challenges in maintaining growth and could affect future earnings.
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QUALCOMM Incorporated has a relatively high P/E ratio of 20.59, which could suggest that the stock is overvalued compared to its earnings, making it a riskier investment.
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The firm has a beta of 1.59, indicating higher volatility compared to the market, which could lead to greater price fluctuations and risk for investors.
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Despite the recent dividend increase, the payout ratio is at 40%, which may limit future dividend growth if earnings do not improve.
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QUALCOMM Incorporated's guidance for Q3 2026 EPS is between 2.100-2.300, which may not meet investor expectations if the company fails to achieve these targets.
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