QCOM

MU and semiconductor sales surge as AI demand supports chip growth, with four stocks highlighted for potential upside.

For the second quarter of 2026, Aristotle Capital's Value Equity WM Composite posted a total return of 4.36% pure gross of fees (3.85% net of fees). Corteva, the seed and crop protection company, was one of the largest detractors during the period. Motorola Solutions, the provider of mission-critical communications and security systems, was one of the largest detractors during the quarter.

QUALCOMM is rated a Buy after a 45% pullback, offering an attractive risk-reward profile despite near-term headwinds. QCOM's Handsets segment declined 20% YoY, but Automotive (+61% YoY) and IoT (+9% YoY) are driving non-handset growth. Management targets accelerated non-handset revenue growth, with ambitious expansion into data centers, AI, and automotive markets.

MRVL, AMD and MU rallied as AI optimism, earnings anticipation and strong memory demand powered a semiconductor surge that helped lift the S&P 500 to a record high.

Semiconductor ETFs staged a violent rebound Tuesday as

Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.

Semiconductor stocks just had their toughest month in over a decade. Are they due for a rebound?

Nvidia is a great company with a cheap stock price. AMD should have massive growth in front of it as it rides two powerful trends.

The stock is down about 14% this year, giving investors a roughly 2.5% forward yield -- with potential upside tied to its data center growth push. The dividend looks unusually attractive for a top tech name and is well covered, leaving ample cash to fund expansion.

Qualcomm (QCOM -2.63%) reported revenue declines as the smartphone industry faces headwinds.