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Insights into John Hussman (Trades, Portfolio)'s Strategic Moves in Q1 2026

GF Securities sees AMD, Intel and Qualcomm benefiting from rising AI server demand.

Qualcom Surges on Bold 2028 Data Center Chip Bet and AI Demand Wave

More than a dozen top U.S. business leaders will travel to China for President Trump’s visit this week with Chinese President Xi Jinping, representing various American industries from finance to manufacturing.

US equity indexes traded mixed midday Monday, while crude oil futures rose, after President Donald T

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.

By Karen Freifeld WASHINGTON, May 11 (Reuters) - Nvidia CEO Jensen Huang is not going to Beijing during President Donald Trump's trip to China this week, a person familiar with the matter said on

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.

Elon Musk, Apple's Tim Cook, GE Aerospace's Larry Culp and ‌Boeing's Kelly Ortberg will join U.S. President Donald Trump on his visit ‌to China this week, a White House official told Reuters. Others taking part include Meta's Dina ​Powell McCormick, Blackrock's Larry Fink, Blackstone's Stephen Schwarzman, Cisco's Chuck Robbins, Micron's Sanjay Mehrota, Mastercard'ss Michael Miebach, Qualcomm's Christiano Amon and Visa's Ryan McInerney, the official said.

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 […]

Look at the most actively traded stocks on the S&P 500 this morning and you'll find some of the past few days' usual suspects: After powering the index to a fresh record Friday, chipmakers are the stocks changing hands the most this morning, extending their breakneck run-up.

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

Intel Corporation (NASDAQ:INTC) is one of the 12 Best Photonics Stocks to Buy Now. On May 5, Reuters reported that Intel Corporation (NASDAQ:INTC) has appointed Alex Katouzian to manage its PC and physical artificial intelligence branch, confirming the company’s statement that he will take over in May. Katouzian, more than a 20-year Qualcomm veteran, will […]

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

Micron and AMD lead another semiconductor rally

Moderna jumps after the U.S. health department says a passenger on a repatriation flight tested mildly positive for hantavirus. Moderna says it’s working on an ‘early-stage and ongoing’ treatment for hantavirus.

Qualcomm (NasdaqGS:QCOM) CEO says the company is developing next-generation AI devices in partnership with nearly all major AI players. The plan focuses on AI-native consumer hardware such as glasses, wearables and ambient devices that sit beyond traditional smartphones. This shift points to a broader role for Qualcomm chips across emerging AI agent and wearable use cases. For investors who know Qualcomm mainly for smartphone processors and connectivity, this push into AI wearables and...

Qualcomm says the company has a growing opportunity in data.

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

The top dot-com stocks were making history 2000. Today's Nasdaq winners are crushing those gains.

The phone is dying. Cristiano Amon knows what's replacing it—he just won't tell you yet.

In recent weeks, Intel and Apple reached a preliminary agreement for Intel to manufacture some of the chips that power Apple devices, while Intel also named former Qualcomm executive Alex Katouzian to lead its Client Computing and Physical AI Group and confirmed Pushkar Ranade as chief technology officer. Together with Intel’s new AI-focused leadership structure and an expanded push into factory optimization and advanced computing, the Apple deal signals a broad attempt to reposition the...

With a YTD Return of 15.76% as of May 7, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Best Stocks to Buy to Beat the S&P 500. On May 1, Argus raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $180. It reiterated a Buy rating following the company’s earnings report. The firm said Qualcomm […]

Introduction Over more than three decades, Arm evolved into a leading CPU architecture supplier for smartphones and embedded devices, licensing CPU architectures and core designs to customers such as Apple (AAPL), Qualcomm (QCOM), Nvidia (NVDA), Samsung, and MediaTek instead of manufacturing chips itself. In 2025, that business model began changing with the introduction of Arm’s ... Arm Is Quietly Becoming The CPU Backbone Of AI

Investing.com -- Wall Street has risen to new record highs on Friday, bouncing back from losses in the prior session, boosted by a jump in chip stocks and a stronger-than-expected April U.S. jobs report.

Shares of Qualcomm (NASDAQ:QCOM) are heading higher Friday, trading at around $215 intraday and up roughly 6% on the session. The move caps a parabolic stretch that has put QCOM stock up 70% over the past month. That kind of vertical move on a $200 billion-plus mega-cap is rare. It’s also forcing investors to ask ... Qualcomm Just Ripped 70% in a Month. Is It Time to Sell in May and Go Away?

Semiconductor gains, strong payrolls, and a resilient US-Iran ceasefire helped push US equities higher.

US stock market rose Friday as a strong April jobs report and peace deal progress lifted risk appetite into the close.

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

HubSpot downgraded, Qualcomm upgraded: Wall Street's top analyst calls