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Qualcomm Surges After Daiwa Upgrade, Extending AI-Fueled Rally

The call signals rising confidence in Qualcomm’s move beyond handsets into higher‑margin AI compute.

Lumentum Confirms Nvidia as Customer for New North Carolina Laser Plant as Shares Whipsaw

Texas Instruments Guides Q1 Above Estimates on AI and Industrial Strength

Analog Devices Beats Q4, Lifts Outlook on Industrial and Communications Recovery

Analog Devices Beats Q2 Expectations, Projects Stronger Q3 Performance