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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure as investors react to a massive increase in planned AI-related capital expenditures, despite the company reporting robust revenue growth and strong ad performance. The community remains deeply divided, with many traders viewing the pullback as an overreaction and a buying opportunity, while others express growing frustration with management's spending trajectory and potential regulatory risks.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending due to a blockbuster quarterly report that saw both revenue and EPS significantly exceed analyst expectations, driven by accelerated AWS growth and the rapid expansion of its custom silicon business. Despite the strong fundamental performance, the stock experienced volatile after-hours price action as investors weighed the impressive earnings beat against the company's aggressive, multi-billion dollar capital expenditure plans for AI infrastructure.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is currently capturing market attention as investors weigh the company's progress in its obesity pipeline against recent shifts in the broader GLP-1 sector. The community is actively debating the potential for an acquisition or partnership versus the companys path toward commercialization, while monitoring the upcoming maintenance study data for further validation of its drug candidate's efficacy and tolerability.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors aggressively position ahead of earnings, with significant options volume and analyst price target upgrades highlighting strong confidence in its full-stack AI capabilities and cloud growth. The community is actively debating the sustainability of massive AI capital expenditures, with many focusing on whether the company's clear monetization strategy in search and cloud services will allow it to outperform sector peers.

Hertz Global Holdings, Inc. engages in the vehicle rental business through the Hertz, Dollar, and Thrifty brands. It operates under the Americas Rental Car (RAC) and International Rental Car (RAC) segments. The Americas RAC segment focuses on operations in the United States, Canada, Latin America, and the Caribbean. The International RAC segment includes the provision of rental and sales of vehicles and value-added services in other locations. The company was founded in 1918 and is headquartered in Estero, FL.

Hertz Global Holdings Inc. - Ordinary Shares (New)

Hertz Global Holdings Inc

Hertz Global Holdings is capturing community attention as a potential short squeeze candidate, with investors highlighting significant institutional accumulation and a tight float as drivers for the recent bullish momentum. Discussions are heavily focused on the stock's undervaluation relative to peers, high short interest, and the perceived impact of strategic operational shifts.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is experiencing extreme volatility driven by a massive momentum-fueled rally and speculative squeeze dynamics, with the community actively debating the sustainability of its small float versus the high cost to borrow shares. Sentiment is sharply divided between bulls chasing vertical price targets and skeptics warning of a pending reversal due to the company's lack of fundamental catalysts.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is facing intense polarization as traders debate whether its recent surge is a sustainable turnaround or a manipulative pump driven by institutional positioning ahead of a stock split. The community remains deeply divided, with bulls highlighting record sales growth and structural tailwinds, while vocal bears argue the valuation is untethered from fundamentals and point to persistent risks regarding debt, loan quality, and insider selling.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant volatility as investors weigh strong earnings and Azure cloud growth against concerns over massive, accelerating AI capital expenditures. The community is sharply divided, with some investors scooping up shares on the dip as a long-term buy, while others express frustration over the stock's sluggish price action compared to its peers.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is seeing significant momentum as investors digest an aggressive expansion in AI infrastructure and strategic investments in startups like Anthropic, reinforcing its position as a central player in the AI ecosystem. The stock is drawing substantial community interest ahead of quarterly earnings, with analysts citing strong cloud performance and a robust search business as key drivers for bullish sentiment.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is trending as investors focus on its specialized position in radiation-hardened memory for space, defense, and industrial applications, highlighted by a major multi-million dollar defense contract. The community is actively debating its potential as a long-term structural play in AI-driven data centers and a possible buyout candidate in the semiconductor sector.

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Qualcomm (NASDAQ:QCOM) Upgraded to "Buy" at Summit Insights

Summit Insights upgraded Qualcomm from a "hold" rating to a "buy" rating in a report on Thursday...

Futures Jump After Overnight Rollercoaster Session As Oil Unexpectedly Tumbles, Yen Soars

Futures Jump After Overnight Rollercoaster Session As Oil Unexpectedly Tumbles, Yen Soars

 Futures erase an overnight slide, and have resumed their ascent trading near all time highs, despite a hawkish Fed statement but stronger Mag7 earnings. The hawkish Fed followed by a less hawkish...

Qualcomm Incorporated $QCOM Shares Sold by Exencial Wealth Advisors LLC

Exencial Wealth Advisors LLC lowered its position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 93.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,303 shares of the wireless technology company's stock after selling 78,685 sha...

Why Qualcomm Shares Are Trading Higher By Over 10%; Here Are 20 Stocks Moving Premarket

Qualcomm shares rose 10.6% in pre-market trading after reporting better-than-expected Q2 results. Other gainers include ABTS, AKAN, VSME, OSRH, AREB, VIAV, PI, INM, and MRAM.read more...

<ul class="summary-bullets"><li>Big Tech earnings delivered mixed signals, with rising AI capex plans raising concerns about near-term profitability.</li><li>Oil surged amid escalating tensions with Iran, the United States Oil Fund ETF (USO) has surged 128% this year.&nbsp;</li><li>Investors now turn to PCE inflation data and jobless claims for clues on the Fed’s next move.</li></ul>U.S. stock futures slipped in early trade on Thursday as investors digested the wave of Big Tech earnings and rising geopolitical tensions in the Middle East.&nbsp;Brent crude futures jumped nearly 7% to over $120 following reports that President Trump is reviewing military strike options against Iran to break a nuclear negotiation deadlock. Shares of the United States Oil Fund ETF (USO) have risen over 120% this year so far.&nbsp;As of 4:00 a.m. ET on Thursday: Dow futures were down 0.6%, Russell 2000 futures declined 0.3%, S&amp;P 500 futures were down 0.1%, while Nasdaq futures were flat with a positive bias.Retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, has remained in ‘bullish’ territory, while the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has moved back to ‘bullish’ from ‘neutral’ a day ago, even as four of the largest tech firms are now projecting combined capex of up to $725 billion by 2026.Trending Stocks To WatchMeta (META)&nbsp;stock fell another 9% in early premarket trade on bloated 2026 capex forecast of up to $145 billion and missed user growth. The Zuckerberg-led company signaled that its massive AI investments may take years to yield a significant return.&nbsp;Intel Corp (INTC): Shares continued their upmove from last week’s blowout beat, with fresh boost coming from U.S. President Donald Trump. In addition, news reports suggest it is in conversation with custom chip talks with Apple and Google.&nbsp;Microsoft (MSFT) posted a solid cloud beat, which was offset by a Q4 revenue outlook that missed analyst estimates. Stock fell nearly 2% in early premarket trading on Thursday.Alphabet Inc (GOOGL):&nbsp;Stock rose 6% in early premarket trade, rallying on cloud strength and continued AI momentum.&nbsp;Amazon (AMZN): Stock rose 3% in early premarket trade following a first-quarter beat.Qualcomm (QCOM)&nbsp;shares surged nearly 13% in early premarket trade after announcing in its earnings call that it will soon ship data center chips to a major hyperscale cloud provider.&nbsp;Apple (AAPL)&nbsp;will report its second quarter earnings on Thursday after the bell, its first report since it announced that John Ternus will succeed Tim Cook as CEO.&nbsp;Nvidia (NVDA):&nbsp;Reports suggest that black-market crackdowns in China have doubled the price of B300 AI servers to $1 million each.&nbsp;Shares of&nbsp;Viking Therapeutics, Inc. (VKTX)&nbsp;were under mild pressure in premarket trading on Thursday after the drugmaker said that its newer obesity drug candidate beat Novo Nordisk’s comparable therapy in animal studies.Robinhood (HOOD): Stock took a knock on Wednesday after missing Q1 revenue and EPS estimates.&nbsp;In an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/robinhood-cfo-addresses-hood-stock-selloff-after-q1-earnings-miss/cZBAOTvReEi">exclusive interview</a> with Stocktwits, Robinhood CFO Shiv Verma said the earnings miss was driven by a surge in active traders on lower pricing tiers, not weak demand. He added that April is tracking equity and options volumes at the highest month of the year, and on pace to be the second-best month in company history.&nbsp;Intellia Therapeutics (NTLA): Cathie Wood’s ARK Invest added more shares on Wednesday, along with HOOD.Other tickers trending on Stocktwits&nbsp;at the time of writing included Akanda Corp (AKAN), Jaguar Health Inc (JAGX) and Rolls Royce (RYCEY).Other Catalysts To WatchOn the economic front, traders will be watching the release of the PCE Price Index, a critical inflation gauge, alongside Initial Jobless Claims and the Chicago PMI.&nbsp;On earnings radar, watch out for quarterly reports from Caterpillar Inc (CAT), Eli Lilly (LLY), Mastercard Inc Class A (MA), Royal Caribbean Group Ltd (RCL), and Merck &amp; Co (MRK), among others, before the bell. Apart from Appls, Riot Platforms (RIOT), iBio Inc (IBIO), Rivian Automotive (RIVN), and others, report after-market close today.Editors Note: This copy has been updated to correct an earlier error in which the Amazon CEO was incorrectly referenced under the Alphabet (Google) section. For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Lower As Trump Reviews Iran Strike Option: Why META, INTC, GOOGL, AAPL, QCOM, VKTX Are Keeping Traders Engaged Today

Data from Stocktwits shows that despite volatility, retail traders stayed bullish on SPY and turned positive again on QQQ.

Nasdaq, S&P 500 Futures Slip Ahead Of PCE Data, Oil Jumps On Iran Strike Fears: Why META, INTC, GOOGL, AAPL, QCOM, VKTX Are In Focus

Equity

Data from Stocktwits shows that despite volatility, retail traders stayed bullish on SPY and turned positive again on QQQ.


<ul class="summary-bullets"><li>Qualcomm discussed entering the lucrative data center market.</li><li>QCOM posted muted Q2 results and a Q3 forecast.</li><li>Stocktwits sentiment for QCOM, however, climbed higher in the ‘extremely bullish’ zone.</li></ul>Qualcomm shares gained&nbsp;12% in the early premarket session after the mobile chipmaker said it had bagged an order from a major cloud company, marking its entry into the lucrative data center market.The management’s comment about the new order – the company kept the name of the new customer private – came alongside largely dull results and a forecast.“We now expect initial shipments for a custom silicon engagement at a leading hyperscaler later this calendar year. We look forward to providing an update on our growth initiatives, including opportunities in data center and physical AI at our Investor Day on June 24,” Qualcomm CFO Akash Palkhiwala said on the analyst call.CEO Cristiano Amon said initial shipments for the order would begin in the fourth quarter. “The only thing I can tell you, it is a large hyperscaler, and we're really thinking about a multi-generation engagement,” he said.The development marks a shift for Qualcomm: the company gets about two-thirds of its revenue from chips for smartphones, and the rest from chips for automobiles and IoT devices.<h2 class="st-heading-2">QCOM Results Recap</h2>Revenue rose 3% to $10.6 billion, compared with analyst estimates of $10.59 billion. Handset segment sales declined 13%, while the automotive segment sales increased 38%.Adjusted earnings were $2.65 per share, below the target of $2.56.For the third quarter, Qualcomm expects revenue between $9.2 billion and $10 billion, missing expectations of $10.19 billion. The profit forecast range of $2.10 to $2.30 was also below expectations of $2.42.<h2 class="st-heading-2">Retail’s View On QCOM</h2>On Stocktwits, the retail sentiment for QCOM shifted higher in the ‘extremely bullish’ zone on Thursday, compared to the previous day.“$QCOM is the only company that hasn’t been re-rated for it’s AI progress, and I suspect once this peloton company catches the break aways soon we’ll see just how impactful Qualcomm is,” a trader&nbsp;<a href="https://stocktwits.com/wam82/message/651845261">said</a>.“Every corner of society in every industry will use qualcomm chips in some shape or form. They are affordable, power efficient, and have a proven track record of large scale delivery.”As of their last close,&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm shares</a> were down 8.2% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-rockets-toward-best-month-ever-something-more-than-a-trump-pump-could-be-powering-the-rally/cZBMRMGReEC">INTC Stock Rockets Toward Best Month Ever: Something More Than A Trump Pump Could Be Powering The Rally</a>&nbsp;

Qualcomm headquarters in San Diego, California | Source: Qualcomm

QCOM Stock Rises Premarket: Mystery Cloud Order Overshadows Weak Results, Forecast

The move marks a shift for Qualcomm, which mostly sells chips used in smartphones and automobiles.

<ul class="summary-bullets"><li>The research firm also believes Qualcomm is undervalued, arguing that the company’s underperformance will fade amid rising demand for phones.&nbsp;</li><li>Citrini Research added that Qualcomm is a popular short, but it still stands to benefit from breakthroughs in AI edge or memory efficiency.&nbsp;</li><li>For the upcoming quarter, Qualcomm forecast ​adjusted profit of $2.10 to $2.30 per share, slightly below expectations.</li></ul>Shares of Qualcomm Inc. (QCOM) soared more than 13% in Wednesday’s overnight session, clawing back some of the year-to-date losses, after the chipmaker’s second-quarter (Q2) revenue and earnings beat market expectations.QCOM shares were down nearly 10% this year before the surge in extended trading hours. Meanwhile, Citrini Research sees this downward trend reversing over the next 12 months.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260430_090755828_png_799c7302ab.webp" alt="koyfin_20260430_090755828.png" width="1600" height="1000"><figcaption>QCOM Shares Have Declined This Year | Source: Koyfin</figcaption></figure>The firm also believes Qualcomm is undervalued, arguing that the company’s underperformance will fade amid rising demand for phones. “It’s also just cheap af and eventually the circumstances causing its underperformance will abate and people will still buy phones and eventually it’ll have its day,” the investment research firm said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/citrini/status/2049622244020646043">post</a> on X.Short interest in Qualcomm (QCOM) has risen steadily from 1.5% to 4.1% over the past year, according to Koyfin data. However, the stock remains relatively attractive on valuation, trading at a forward price-to-earnings ratio of about 15x, compared with roughly 50x for Advanced Micro Devices, Inc. (AMD) and 30x for Broadcom Inc. (AVGO).<h2 class="st-heading-2">QCOM’s Edge Case: Citrini Research</h2>The New York-based firm said that Qualcomm is a popular “funding short” that still stands to benefit from breakthroughs in AI or memory efficiency.“So you could imagine a scenario where any significant progress for on-device inference leads to moderating expectations* for data center growth, the popular longs take a hit and QCOM squeezes hard both on improving outlook and a squeeze,” the firm said, while also flagging that greater adoption of edge AI does not eliminate the need for data centers.Citrini also said that it sees Qualcomm as a positive-risk hedge against optimistic AI forecasts. “I see it kind of like a positive expected value hedge against a shock to estimates that could end up being too optimistic if just, like, 20% of inference is done on device,” it said.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_30_at_9_14_20_AM_png_dc71cde8ac.webp" alt="Screenshot 2026-04-30 at 9.14.20 AM.png" width="1179" height="1370"></figure>Recent reports also suggest that Qualcomm is likely to power the next-gen AI smartphone for OpenAI. Taiwan-based market analyst Ming-Chi Kuo said earlier this week that the company would be <a href="https://stocktwits.com/news-articles/markets/equity/qcom-stock-set-to-roar-into-the-week-openai-smartphone-chip-talk-is-lighting-the-fuse/cZBNgslRe2L">developing the smartphone’s processors</a>, with production expected in 2028.<h2 class="st-heading-2">QCOM’s Earnings Snapshot</h2>In Q2, <a href="https://stocktwits.com/news-articles/markets/equity/qcom-stock-surges-over-expectations-of-chinese-smartphone-market-lull-ending/cZBAjklReEn">Qualcomm posted revenue</a> of $10.6 billion, beating Wall Street expectations despite a year-on-year decline of about 3.6%. The company reported earnings of $2.65 a share, beating analyst estimates.For the upcoming quarter, Qualcomm forecast adjusted profit of $2.10 to $2.30 per share, below expectations of $2.43, according to data from Fiscal.ai. However, the company said it will start shipping chips to a large hyperscaler data center customer earlier than the fiscal 2027 timeline previously provided.“We’re pursuing multiple opportunities with large hyperscalers, cloud service providers, sovereign AI projects, and other global partners,” said CEO Cristiano Amon. “Building on that momentum, we’re also entering the custom silicon space, beginning our ramp with a leading hyperscaler.”<h2 class="st-heading-2">Retail Stance On QCOM</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/QCOM">QCOM stock</a> was in the ‘extremely bullish’ territory at the time of writing amid ‘extremely high’ message volumes.One bullish user said QCOM shares were still cheap. “From autonomous cars and robotics to military tech, smart glasses, and sports gear like ski gogles—the applications are endless. The time is now for edge devices,” the user said.<stembedurl>https://stocktwits.com/George_V2/message/651824359</stembedurl>Another bullish user predicted that the company’s shares would reach $200 at the very least. QCOM shares were trading around $174.50 at the time of writing.<stembedurl>https://stocktwits.com/morgangj/message/651843394</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the logo of the American company Qualcomm at the Mobile World Congress 2024. (Photo by Ramon Costa/SOPA Images/LightRocket via Getty Images)

QCOM Still ‘Cheap AF,’ Says Citrini Research After Stock Surges On Q2 Delight

Citrini Research said in a post on X that it expects Qualcomm’s downward trend to reverse over the next 12 months. 

Corning stock falls as its story gets more complicated

Corning (GLW) stock pulled back about 1% after earnings, following a massive run in which shares gained roughly 250% over the past year. The reaction looks odd at first glance because Optical demand tied to AI data centers is accelerating, margins are expanding, and Corning just locked in two new...

Qualcomm Q2 Earnings Call Highlights

Qualcomm (NASDAQ:QCOM) reported fiscal second-quarter 2026 results Tuesday, highlighting record automotive revenue, continued growth in IoT, and a handset business that management said is being...

Seagate adds $15B in market cap on surprise news

Seagate Technology (STX) is on another tear. The stock jumped 11% today on third-quarter results, adding about $15 billion in market value, and is now up roughly 130% this year alone.Investors are...

$QCOM Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $6.92 up 171.37% YoY
• Reported revenue of $10.6B down -3.46% YoY

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Qualcomm, Inc.

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of $6.92 up 171.37% YoY
• Reported revenue of $10.6B down -3.46% YoY

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QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following 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 technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

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Traders are debating the shift from smartphone cyclicality to high-growth opportunities in data center custom silicon and agentic AI.

Record-breaking automotive revenue is being hailed as the key proof that the company's diversification strategy is finally paying off.

The stock's significant after-hours rally has sparked heavy retail speculation about forced short covering and rapid price appreciation.

The fresh 20 billion dollar share buyback authorization is being cited by bulls as a floor for the share price amid earnings volatility.

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