 After a rough first half of the year, Bitcoin has shown signs of life in the second half of 2026. Though it has remained volatile, it has managed to... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ |
Good MorningThe S&P 500 enters the new week balancing strong corporate earnings against rising oil prices, elevated Treasury yields, and renewed inflation concerns. AI remains an important earnings driver, with Oracle reinforcing the trend last week. The company reported 30% revenue growth and a 121% increase in cloud infrastructure revenue as new data center capacity came online and its backlog continued to expand.
Inflation will take center stage this week. August consumer prices rose 0.4% from July and 3.4% year over year, while producer prices also increased 0.4% for the month. Combined with elevated energy prices, the data strengthened expectations for a rate hike at this week’s Federal Reserve meeting. The two-day meeting concludes Wednesday, the same day August retail sales are released, setting up a potentially volatile midweek session.
The earnings calendar is lighter this week, shifting more attention toward the Federal Reserve and incoming economic data. Investors will also be watching manufacturing and housing reports while looking for continued strength beyond mega-cap technology, particularly in memory, semiconductor, and industrial stocks. Featured: The 7 Stocks Quietly Gaining Attention Right Now (Ad) 
| Markets | |
After a rough first half of the year, Bitcoin has shown signs of life in the second half of 2026. Though it has remained volatile, it has managed to climb by more than 18% in the last month. Bitcoin enthusiasts may be buying in sizable volumes, collectively, and then taking profits, a sign that the... Read the Full Story |
| From Our Partners | | Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film.
Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business. | | Watch the full investigation and decide for yourself |
| Healthcare | |
For small-cap biotech investors, a single date on the calendar can matter more than a quarter's worth of earnings reports. These companies often burn cash for years without product revenue, betting everything on a single clinical trial readout or an FDA decision.
When that moment arrives, there's r... Read the Full Story |
| Industrials | |
Like a rocket that must eventually come back down to Earth after takeoff, space and satellite stock Planet Labs PBC (NYSE: PL) has plummeted from its heights. Through the end of May, PL had risen nearly 160%. The stock had reached a market capitalization of more than $18 billion, despite generating... Read the Full Story |
| From Our Partners | | Nvidia has invested more than 7 billion dollars into a light speed device that could reshape how AI systems operate.
Bill Gates put in over 200 million of his own money, while BlackRock, Vanguard, Morgan Stanley and Norway's sovereign wealth fund are positioning around it. Related stocks have already climbed 133 percent, 217 percent and 320 percent.
Wall Street analyst Jason Bodner, who called Nvidia at 4.50, is sharing his top pick tied to this trend at no cost. | | Click here to see Jason Bodner's free AI stock pick |
| Finance | |
Between climate change and the costs associated with rebuilding homes on the rise due to inflation, homeowners insurance premiums are near all-time highs. While that’s unwelcome news for policyholders, it’s great news for the companies whose underwriters determine the costs.
According to a July 202... Read the Full Story |
| Finance | |
Are traditional financial exchanges at risk of falling behind as trading shifts toward continuous digital venues? For generations, U.S. equity markets have operated on rigid schedules, opening at 9:30 a.m. Eastern time and closing overnight, on weekends, and on holidays. Capital, however, does not ... Read the Full Story |
| | Materials | |
Copper prices recently reached historic milestones, with COMEX futures crossing about $6.87 per pound and London Metal Exchange (LME) cash contracts testing approximately $14,779 per metric ton. A headline-driven pullback linked to delays in proposed U.S. refined copper tariffs briefly paused that ... Read the Full Story |
| Industrials | |
Few stocks have tested investor conviction in 2026 as much as Rocket Lab (NASDAQ: RKLB). After hitting new highs at $151 in May, shares have slid back to around $62, down roughly 8% for the year and testing a level that could make or break the bulls' case. Yet even as the share price has struggled,... Read the Full Story |
| Technology | |
Optical Cable Corporation (NASDAQ: OCC) is poised for explosive upside as the AI industry drives accelerating demand for its products.
OCC manufactures fiber-optic, copper, and hybrid cabling solutions for data centers, enterprise networks, and government customers.
After a long period of pressure,... Read the Full Story |
| Energy | |
Markets have followed a predictable pattern since the United States-Iran conflict commenced. When the price of oil goes up, stocks go down and vice versa.
On Sept. 10, the price of crude oil crossed the psychologically important $100-per-barrel mark. That’s coming right before investors get the lat... Read the Full Story |
| Consumer Discretionary | |
Being dropped from an exclusive club is rarely a good look, and for Nike Inc. (NYSE: NKE), the blow could hardly land at a worse time. The sportswear giant is set to be removed from the S&P 100, the index of America's 100 largest companies, later this month in a symbolic demotion that captures ... Read the Full Story |
| Monday'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 Monday, October 26, 2026 at 6:41 PM.
Qualcomm Bull Case -
QUALCOMM Incorporated is currently trading at $179.60, which is significantly below its 52-week high of $259.92, offering a potential entry point for investors seeking value in a leading semiconductor firm that has demonstrated strong long-term growth with a 3-year total shareholder return of 73.83%.
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The company maintains a consistent dividend policy, having recently reaffirmed a quarterly cash dividend of $0.92 per share, which translates to an annualized yield of approximately 2.09%, providing a steady income stream for investors while the company continues to generate substantial cash flow.
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QUALCOMM Incorporated recently reported revenue of $9.95 billion for the quarter, beating the consensus estimate of $9.69 billion, and maintains a strong financial position with a current ratio of 2.02 and a quick ratio of 1.28, indicating sufficient liquidity to cover short-term obligations.
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As a leader in the Semiconductors & Semiconductor Equipment industry, the company benefits from its Snapdragon platforms that support mobile computing, connectivity, and artificial intelligence, positioning it well to capitalize on the ongoing device boom driven by major technology companies like Apple and Meta.
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Institutional investors continue to show confidence in the company, with several large funds increasing their holdings in the third quarter, such as Robeco Schweiz AG which lifted its stake by 11.6% and McGuire Investment Group LLC which raised its position by 2.3%, suggesting strong professional endorsement of the stock's future potential.
Qualcomm Bear Case -
QUALCOMM Incorporated recently missed its earnings per share expectations, reporting $2.21 EPS against a consensus estimate of $2.23, and its revenue for the quarter was down 4.0% compared to the same period last year, indicating potential challenges in maintaining growth momentum.
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The company has announced plans for worldwide job cuts, as reported by CEO Cristiano Amon, which may signal an effort to reduce costs in response to rising expenses or market pressures, potentially impacting operational stability and employee morale.
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Insider selling has been notable, with CEO Cristiano Amon selling 10,000 shares at an average price of $200.00 and EVP Akash Palkhiwala selling 2,500 shares at $175.06 in recent months, which some investors may interpret as a lack of confidence in the stock's near-term performance.
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The stock has a high beta of 1.65, meaning it is more volatile than the overall market, and it has underperformed its competitors in recent trading sessions despite daily gains, suggesting higher risk for investors seeking stable returns.
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Short interest in QUALCOMM Incorporated has been significant, with 29,809,851 shares shorted as of the latest record date, and the days-to-cover ratio of 3.05 indicates that it would take over three days of average trading volume to cover all short positions, reflecting bearish sentiment among some market participants.
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