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.... |
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 System That Supported Markets for Decades Is Shifting. Is Your 401(k) Ready? (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 | | The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month.
The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine.
Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar. | | Watch the full documentary before December's economic summit in Miami |
| 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 | | SpaceX lost 26% of its value in days, wiping out $50 billion of Elon Musk's net worth. Morningstar had flagged the IPO as overvalued by nearly half before the offering even settled.
Preserve Gold's free 2026 Gold and Silver Kit shows how to move part of an eligible 401(k) or IRA into physical gold or silver, tax and penalty free, backed by a price-match guarantee and no-fee buybacks. | | Get your free Precious Metals Guide today |
| 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 |
| From Our Partners | | In 1975 the Fed raised rates and gold fell 50 percent. Headlines called the gold bull market dead. Instead gold climbed from 100 dollars in 1976 to 850 dollars by 1980, a 750 percent gain in under five years.
Today the new Fed chair has floated another rate hike, and investors are reacting the same way they did in 1975. Analyst Garrett Goggin, CFA, CMT, founder of Golden Portfolio, says the setup rhymes with that era. | | See the full 1970s to today gold market comparison now |
| 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 Friday, September 11, 2026 at 6:22 PM.
Qualcomm Bull Case -
QUALCOMM Incorporated has secured a multi-generational custom-silicon partnership with Amazon Web Services, a major AI infrastructure customer, which provides significant validation for its challenge to Nvidia in data-center computing and supports a CFO target of roughly $5 billion in future data-center revenue.
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The stock is currently trading at $181.97, which is below the average analyst target price of $204.10, suggesting potential upside as investors increasingly view automotive and data-center chips as growth engines that can offset slowing handset sales.
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QUALCOMM Incorporated offers a dividend yield of 2.09% with a payout ratio of 42.59%, providing a steady income stream for investors while the company maintains a strong return on equity of 38.36% and a net margin of 21.01%.
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Institutional investors own 74.35% of the company's stock, with significant recent increases in stakes by major funds such as California State Teachers Retirement System and BlackRock, indicating strong confidence in the company's long-term diversification story.
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The company's financial health is supported by a current ratio of 2.02 and a debt-to-equity ratio of 0.46, providing a solid balance sheet to fund its expansion into automotive, IoT, and data-center markets.
Qualcomm Bear Case -
Apple's iPhone 18 Pro includes Apple's in-house C2 modem, signaling continued efforts to reduce reliance on QUALCOMM Incorporated, which presents a long-term risk to the company's handset revenue and margins as further modem insourcing occurs.
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QUALCOMM Incorporated's latest quarterly results showed weaker year-over-year earnings and revenue, with revenue down 4.0% compared to the same quarter last year and earnings per share of $2.21 missing analysts' consensus estimates of $2.23.
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The consensus rating for the stock is "Hold" with an average target price of $204.10, reflecting limited certainty about near-term earnings growth despite optimism about the longer-term diversification story, as seen in mixed analyst actions like Piper Sandler moving the stock to "Hold."
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Insider selling has been notable, with EVP Akash Palkhiwala selling 2,500 shares on September 11th and other executives like CAO Patricia Y Grech selling all their shares, which may signal a lack of confidence in the current stock price or near-term outlook.
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The company's revenue growth has slowed significantly, with year-over-year growth sliding from 10.0% to declines of 3.5% and 4.0% in recent quarters, leaving investors dependent on automotive, IoT, and data-center expansion to sustain the recovery.
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