Qualcomm (QCOM) is Diversifying Beyond Handsets
Reported by Yahoo Finance · finance.yahoo.com · July 28, 2026
O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter […]
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $QCOM -1.38%
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