Google’s evisceration of digital media

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Trump has privately shown serious interest in U.S. ground troops in Iran

Trump has privately shown serious interest in U.S. ground troops in Iran NBC News · Courtney Kube, Katherine Doyle, Julie Tsirkin and Gordon Lubold The president’s private comments have focused on deploying a small contingent of troops used for specific strategic purposes, sources say. 

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The rural Democrats who say their party has affordability all wrong

The rural Democrats who say their party has affordability all wrong POLITICO · Irie Sentner Two Democrats running long-shot campaigns in rural regions say their party isn’t hitting the mark to address cost-of-living concerns. 

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Waiting for the check marks

Waiting for the check marks restofworld.org · Bahareh Sahebi The Iranian diaspora faces the gut-wrenching reality of connecting with family in Iran. 

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These drones are not built to kill

These drones are not built to kill thexylom.com · Kang-Chun Cheng 鄭康君 Ukrainian deminers are deploying drones to clear the remnants of Russia’s full-scale invasion — protecting communities and reclaiming land. 

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Hard times for the digital media-sphere

Hard times for the digital media-sphere futurism.com · Joe Wilkins Evidence grows that Google’s AI overviews have eviscerated the media industry. 

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'Heel' review: Found family taken to extremes in creepy kidnapping thriller

‘Heel’ review: Found family taken to extremes in creepy kidnapping thriller indiewire.com · Ryan Lattanzio A Freudian would go to town on filmmaker Jan Komasa’s nail-biter featuring “1917” actor Anson Boon all grown up and chained up in a basement. 

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'Kiss All the Time. Disco, Occasionally' — No one can match Harry Styles' pizazz

‘Kiss All the Time. Disco, Occasionally’ — No one can match Harry Styles’ pizazz the-independent.com · Roisin O’Connor After discovering la dolce vita in Italy, pop’s millennial king wants to make us dance — and respect our mothers. 

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This is what you get when Japanese and Italian food collide

This is what you get when Japanese and Italian food collide Eater · Bettina Makalintal A new wave of wafu Italian restaurants nationwide is blending familiarity and novelty. 

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Alysa Liu: 'If I didn't hit rock bottom, I could not have gone up'

Alysa Liu: ‘If I didn’t hit rock bottom, I could not have gone up’ Rolling Stone · Alex Morris The Olympic gold medalist on dropping out of figure skating, thinking for herself, and her triumphant return to the ice. 

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The World Baseball Classic is a joyful time capsule to the sport's past

The World Baseball Classic is a joyful time capsule to the sport’s past Sports Illustrated · Tom Verducci Venezuela’s win over the Netherlands provided a reminder of how the sport used to be played — and the pride the players carry for their countries. 

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A Saturday Message of Gentle Unfolding

Stories That Inspire

Every day offers a new chance to grow—so explore stories filled with real-life inspiration, practical wisdom, and ideas that fuel your next step forward. Discover uplifting content curated to support your personal growth, and join thousands of readers who visit our site daily for motivation, insight, and a positive boost.

“You don’t have to force anything into bloom—trust that what’s meant to grow will do so in its own perfect time.”

Today, resist the urge to rush or control outcomes. Instead, practice allowing things to unfold organically. Whether it’s a conversation, a project, or your own healing journey, let it happen at its natural pace. Not everything requires your effort to succeed. Sometimes the most powerful thing you can do is simply get out of your own way and trust.MORE INSPIRATION 

You’re always one blessing away from a brighter day… and a bigger life. May these stories, affirmations, prayers, and insights lift your spirits and inspire you to lift others.

Go forth and be blessed!GET BLESSINGS 🕊️

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Beauty by Earth • Nature’s Finest Skincare

Beauty by Earth brings together nature’s finest ingredients and modern formulation to create skin and body care that feels luxurious without the excess. Silky textures, restorative botanicals, and visible results—crafted to elevate everyday rituals. Share them. Keep them. Either way, you’re choosing beautifully.
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Buffett’s $325B Cash Hoard: Gold Next?

Warren Buffett is sitting on $325 billion in cash – his largest hoard ever.

Not because he wants to – but because he can’t find value in the usual places.

Now, as US government spending spirals out of control, Buffett knows he’s losing billions of dollars to inflation. 

That’s why I predict Buffett’s next investment will catch millions of people off guard. 

It’s not another bank… railroad company… or more shares of Apple. 

It’s a gold company. How do I know?

Because the math doesn’t lie:

You can buy the average gold developer for $30 and get back $13 a year —

That’s a 43% ROI annually.

Over 10 years, that’s $130 on a $30 investment.

Tell me where else Buffett can get that.

But there’s one specific miner Buffett likes best:

  • It’s the best-managed major gold miner in the industry…
  • Has massive cash flow…
  • Is trading at a deep discount to fair value…
  • Positioned at the heart of Trump’s new mining push…

Don’t wait for Buffett to reveal his position in his 13F filing on February 17th…

Right now, you have the chance to front-run the greatest investor of all time. Go here and I’ll give you the name and ticker – along with details on my top four small miners.

To your wealth,

Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio

P.S. A lot of investors write in to tell me how much they’ve made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world’s governments are not buying Bitcoin. They’re betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn’t create it?) will be a good bet… until it isn’t. It may end up doing great. Or it may be eclipsed by any number of tech developments. 

Meanwhile, gold will continue to do what it’s done for almost 6,000 years of recorded human history: Protect wealth through chaos. Go here if you want the name and ticker of Buffett’s likely gold play… and details on my top four miners






Further Reading from MarketBeat

Vertiv: A Market Breather for an AI Infrastructure Leader

Submitted by Jeffrey Neal Johnson. Publication Date: 3/4/2026. 

Modern data center corridor with black server racks and a large Vertiv logo overlay, highlighting AI infrastructure and cooling solutions.

Key Points

  • Vertiv has a significant competitive advantage by delivering complete, factory-integrated power and thermal infrastructure systems to its customers.
  • The company’s massive and growing order backlog provides exceptional visibility into future revenue and confirms strong demand from top data center operators.
  • The company has solidified its position as an indispensable “picks and shovels” supplier, providing the mission-critical solutions needed for the AI revolution.
  • Special Report: [Sponsorship-Ad-6-Format3]

Vertiv (NYSE: VRT) has been a standout performer in the AI-driven market, delivering a remarkable 188% return to shareholders over the past year. This climb has put the company squarely on the radar of growth-focused investors. Yet, after reaching all-time highs, the stock has recently pulled back, prompting a key question: is this a temporary pause in a long-term growth story or an early warning sign for a company central to the artificial intelligence (AI)build-out?

Behind AI’s headline-grabbing advances lies a critical and rapidly expanding need for specialized infrastructure. The hardware that powers the AI revolution creates immense operational challenges, and the companies that solve those challenges are becoming indispensable. A closer look at the market dynamics suggests Vertiv is one of those key enablers.

The AI Paradox: More Power, More Problems

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A classic strategy for navigating a technology boom is the picks-and-shovels approach. During the 19th-century gold rushes, the most consistent profits were often made not by the prospectors but by businesses supplying them with essential tools. In today’s AI boom, the “gold” is computing power, and the picks and shovels are the power and cooling systems that make it all work.

This has created a significant infrastructure bottleneck. For decades, computing power improved by shrinking and optimizing processors. Now, AI relies on massively parallel processing, packing thousands of cores onto powerful GPUs. That shift creates power density — an immense concentration of energy and heat in a small space.

An AI server rack can consume enormous amounts of power, generating heat that traditional air-cooling methods — the standard for data centers for decades — can no longer adequately manage. This thermal bottleneck can limit performance and raise operating costs. Without advanced thermal management, multi-billion-dollar investments in AI processors cannot be fully leveraged, making high-end cooling and power solutions mission-critical.

The Go-To Plumber for the AI Era

Vertiv has positioned itself as a primary solution provider to this thermal challenge, building a meaningful competitive moat in the process.

  • Advanced Thermal Management: The company leads in technologies that address the thermal bottleneck. Its portfolio includes a full suite of liquid-cooling solutions, including direct-to-chip systems that apply coolant directly to the hottest components. These systems provide highly efficient heat dissipation for the most demanding AI workloads.
  • The System-Level Advantage: Vertiv’s edge extends beyond single products. It delivers complete, factory-integrated power and thermal infrastructure systems. This approach, exemplified by its Vertiv OneCore solution, simplifies the complex process of building a data center. For operators, it reduces on-site labor and shortens deployment schedules, accelerating time-to-revenue — the speed at which expensive AI hardware can be turned on to start generating income. This capability has led to collaborations such as its recent work with Hut 8 (NASDAQ: HUT) to accelerate large-scale AI facility deployments. Further innovation is evident in recent product launches, including a high-capacity busway system designed to optimize valuable data center floor space.
  • The $15 Billion Backlog: Perhaps the clearest evidence of Vertiv’s market position is its massive order backlog, which stood at $15 billion at the end of the fourth quarter of 2025. That backlog more than doubled from the prior year and provides exceptional revenue visibility for the next 12 to 24 months. It indicates that the world’s largest hyperscale and colocation operators are signing substantial, long-term contracts and choosing Vertiv as a strategic partner for their AI roadmaps.

Price, Performance, and Perspective

After a significant run, the stock’s recent consolidation is worth noting for potential investors. The pullback looks like a natural market response following extraordinary gains, rather than a sign of deteriorating fundamentals.

The company’s price-to-earnings ratio (P/E) of roughly 72x is high and reflects elevated expectations for future growth. While valuation is rich, it is supported by meaningful forward catalysts. The visibility from the company’s large backlog helps provide a clearer path to future earnings growth. Vertiv’s price-to-sales ratio (P/S) of 9.64 is notable, but projected earnings growth of more than 24% next year helps put these metrics into perspective for a company in a high-growth phase.

Wall Street appears broadly positive, with a Moderate Buy consensus rating based on 23 analyst opinions. Following the company’s strong fourth-quarter 2025 results — including earnings per share (EPS) of $1.36, beating consensus by $0.07 — several firms reiterated their confidence and raised price targets, signaling that many analysts see further upside despite the stock’s recent gains.

Why Vertiv’s Role Is Just Beginning

The AI infrastructure build-out is a multi-year secular trend, not a short-lived event. Demand for specialized power and cooling solutions is foundational to the movement, and power-density challenges will intensify as processors become more powerful.

Vertiv’s focused expertise in this niche, its ability to deliver integrated systems, and its sizable $15 billion order book position it well to capture sustained demand. The company is not merely participating in the AI trend; it is a critical enabler. For investors looking to own the essential picks and shovels of the AI revolution, the recent moderation in Vertiv’s stock price could be a compelling reason to research this infrastructure leader further.


Featured Story from MarketBeat

Palantir Stock Rises on Iran Conflict—But Here’s the Real Story

By Chris Markoch. Originally Published: 3/2/2026. 

Palantir control room with data dashboards and AI analytics interface displayed on multiple monitors, representing AI defense contract and decisioning software growth.

Key Points

  • Palantir stock surged on geopolitical tensions, but headline-driven rallies have historically been followed by sharp pullbacks, making timing critical for short-term traders.
  • A new partnership with GE Aerospace and the U.S. Department of Defense highlights Palantir’s expanding AI-driven analytics platform, reinforcing its leadership in defense technology and operational decisioning software.
  • Rapid commercial revenue growth and improving analyst sentiment suggest Palantir is evolving beyond its reliance on government contracts, positioning PLTR as a long-term AI growth stock despite valuation debates and near-term volatility.
  • Special Report: [Sponsorship-Ad-6-Format3]

Palantir Technologies Inc. (NASDAQ: PLTR) stock was up more than 5% in intraday trading on Monday, March 2. The rally followed the initiation of military action by the United States and Israel against Iran. That may present an enticing trade, but remember that rapid gains can reverse just as quickly.

For example, PLTR stock experienced a similar spike when the United States took action related to Venezuela in January. The stock then pulled back quickly, trading near $130 about a week before the conflict with Iran began.

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For traders with a shorter time horizon, that pattern creates a tricky setup.

Repeated event-driven spikes followed by fast reversals make it tempting to treat Palantir as a pure geopolitical proxy rather than a business that is compounding value beneath the headlines.

That approach can work if you’re disciplined about timing entries and exits, but it raises the risk of getting whipsawed if headlines shift or the news is already priced in by the time you react.

For long-term investors, the lesson is different: don’t confuse headline-driven volatility with the company’s underlying progress. Separating short-term noise from fundamentals is one reason Palantir can still make sense as a long-term holding.

Palantir and GE Aerospace Land DoD Partnership for J85 Engine Support

Before the recent hostilities began, there was additional news that bolstered the buy-and-hold case for PLTR. Palantir and GE Aerospace (NYSE: GE) announced a partnership for a contract with the U.S. Department of Defense (DoD).

The partnership covers the J85 engines, manufactured by GE Aerospace, that power T-38 training jets. The contract with the Defense Logistics Agency runs for seven months with the potential for a four-year extension.

Specifically, GE Aerospace is working with Palantir to apply AI and data analytics to predict parts demand, detect supply-chain issues early, and speed decision-making. Prior to the announced partnership, the two companies tested over 6,000 J85 parts and reported improved visibility and fewer delays.

The Contract Highlights the Totality of Palantir’s Business

Cue the critics who will say this is further evidence of Palantir’s reliance on government contracts. That argument is short-sighted for two reasons. It’s true Palantir generates about 55% of its revenue from government contracts. However, “the government” is not a single client like the DoD; it encompasses multiple agencies and contracts, so a deal like this is additive to future growth.

More importantly, the contract could spill over into Palantir’s commercial business. While not guaranteed, GE Aerospace is using Palantir’s software for applications that have obvious crossovers into commercial aviation.

In Palantir’s most recent earnings report, U.S. commercial revenue rose 109% year-over-year for full-year 2025. In Q4 2025, U.S. commercial revenue increased 137% year-over-year versus Q4 2024.

The takeaway is that Palantir, among technology stocks, has emerged as a leader in AI decisioning software used to automate and improve decision-making. It also means the company has established credibility in both the public and private sectors.

Analysts Have Turned Bullish

There are two schools of thought on Palantir’s valuation: one says the stock must fall to justify its current price, the other that the business will grow into the valuation. Recent analyst sentiment suggested, before the military action against Iran, a tilt toward the latter view.

The Palantir analyst forecasts on MarketBeat show at least nine analysts upgraded PLTR in February. The lowest price target among those upgrades was $150, about 12% above PLTR’s close on Feb. 27.

Further support for the bull case comes from institutional ownership. Institutions hold roughly 45% of the float, and inflows have outpaced outflows by about 3:1.

How to Approach PLTR Stock

From a technical perspective, the weekly chart suggests the recent move isn’t occurring in a vacuum. Before the latest headline-driven spike, the last few weekly candles showed signs of stabilization after the recent pullback, with buyers defending the area around the rising 50-week simple moving average near the mid-$150s.

PLTR stock chart displaying three consecutive green candles prior to military operation against Iran.

That behavior can mark the early stages of a trend resumption rather than a one-off relief rally. Volume has also begun to rise on up weeks, which may indicate institutions are accumulating on weakness rather than distributing into strength.

The one missing ingredient is a confirmed momentum shift: the weekly MACD remains negative and has not yet crossed above its signal line. Until that happens, investors should respect the risk of further volatility, even if the broader setup is starting to favor the bulls.

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Featured Link: The Next Commodity Crunch (bigger than oil?)(From Awesomely, LLC)

How a Global Market Reset Will Devastate Retirement Accounts That Aren’t Protected

 The 2026 Munich Security Report Just Called the Global Order “Under Destruction.” Most Americans Have Never Heard of It. 

The System That Supported Markets for Decades Is Shifting. Is Your Retirement Ready? 

Dear Reader,

Every year, the world’s top security and economic minds gather in Munich.

Heads of state. Central bank chiefs. Defense ministers. The people who actually see what’s coming before it arrives.

Their 2026 report just landed.

They describe the current global order in two words:

“Under Destruction.”

Trade fragmentation. Rising power conflicts. Weakened institutions. Growing instability.

The system that supported markets for decades is shifting.

>> See what’s unfolding — and the 3 steps to shield your IRA or 401(k) right now 

When systems shift… markets reprice.

Now add:

  • $38 trillion in U.S. debt — with foreign buyers pulling back.
  • Central banks buying record amounts of gold — quietly, consistently, at scale.
  • Liquidity tightening as confidence in the old system weakens.

If liquidity tightens… if confidence weakens…

Markets reset.

And if your IRA or 401(k) is heavily tied to stocks — you may be more exposed than you realize.

>> Click here to see how thousands of Americans are protecting their retirement savings from a global reset 

The people who wrote that Munich Report aren’t panicking.

They’re positioning.

Central banks are loading up on gold at record levels. Gold has crushed the S&P 500 in 2026.JPMorgan is modeling $6,300 before year’s end.

You can make the same move inside your existing IRA or 401(k) — without penalties, without taxes, without starting over.

>> Learn how to add gold to your IRA or 401(k) — tax and penalty-free — with this free Info Guide 






Additional Reading from MarketBeat.com

Chaos & Crude: 3 Energy Stocks Built to Thrive in This Market

Submitted by Jeffrey Neal Johnson. Published: 3/5/2026. 

Oil tankers with ExxonMobil, Chevron and Oxy flags transit narrow strait.

Key Points

  • Surging insurance costs and rerouted tanker traffic through the Strait of Hormuz are embedding a geopolitical premium into every barrel of oil.
  • Exxon Mobil and Chevron’s global diversification and fortress balance sheets position them to profit from the chaos rather than absorb it.
  • Occidental Petroleum’s fortified balance sheet and significant backing from a major investor create a uniquely compelling opportunity for investors.
  • Special Report: [Sponsorship-Ad-6-Format3]

The daily ticker tape for the energy market can give any investor whiplash. One moment, oil futures surge on fears of a widening conflict in the Middle East; the next, they pull back on the faintest whisper of a diplomatic solution. That extreme volatility — where the price of a paper barrel is driven by algorithmic trading and headline sensitivity — makes it hard to make sound investment decisions.

Beyond the noise of speculative trading, a different and more telling story is unfolding on the high seas. In the physical world of massive steel-hulled tankers and complex logistics, the market is not volatile; it is constrained. The tangible friction in the global energy supply chain is real, costly, and getting worse. For investors who can look past daily digital fluctuations, the disconnect between speculation and physical reality reveals a compelling opportunity in a select group of resilient energy companies.

The Real Price of Passage

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The Strait of Hormuz is the world’s most important energy chokepoint. Approximately 20% of global oil consumption passes through this narrow waterway, making its security fundamental to market stability. With recent geopolitical events, tanker traffic has slowed as shipowners weigh the immense risks. That disruption goes far beyond a simple delay and carries significant financial ripple effects.

The most powerful evidence of this physical-market squeeze comes from the insurance industry. Commercial rates for tankers transiting the region have become so expensive that the U.S. government has stepped in to offer political risk insurance. That is an unmistakable signal that the logistical cost of moving oil has fundamentally increased. Every vessel that is delayed, rerouted, or forced to pay higher premiums adds to the final cost of energy.

This sustained friction creates a geopolitical premium now embedded in the price of every barrel. It establishes a supportive price floor that is detached from the day-to-day news cycle. The environment directly benefits producers with the scale and geographic diversity to navigate the chaos, rewarding their operational strength with higher sustained profitability and stronger stock valuations.

How Global Giants Thrive in Chaos

In an environment defined by logistical uncertainty, scale is not just an advantage; it is a defensive moat. Integrated supermajors, with their vast global footprint from the wellhead to the gas pump, are uniquely equipped to thrive.

Exxon Mobil: The Power of a Pristine Balance Sheet

Exxon Mobil (NYSE: XOM) operates as a financial fortress in the energy sector. It has the size and strength not just to withstand market turbulence, but to capitalize on it. That strength rests on several key pillars:

  • Financial Fortitude: With a market capitalization exceeding $620 billion and a remarkably low debt-to-equity ratio (D/E) of just 0.13, the company has the firepower to absorb shocks and fund projects without financial strain.
  • Geographic Insulation: A significant portion of its production growth comes from assets such as the U.S. Permian Basin and offshore Guyana, which are largely insulated from conflicts in the Middle East.
  • Shareholder Reliability: That operational strength translates into investor returns. The company’s 42-year history of consecutive dividend increases is a testament to its all-weather reliability.

Chevron: Disciplined Operations, Wall Street Confidence

Chevron (NYSE: CVX) exhibits similar strength, founded on disciplined capital allocation and operational excellence. Its status as a Dividend Aristocrat, with 38 straight years of dividend growth, underscores a deep commitment to shareholder value.

The company is managing the temporary shutdown of the Leviathan gas field in the Eastern Mediterranean. That localized issue actually highlights the benefit of Chevron’s global diversification; the financial impact is manageable for a company of this scale.

Despite the regional headwinds, major Wall Street institutions have been raising their price targets on Chevron stock, signaling strong confidence from sophisticated investors in the company’s ability to navigate the current environment.

Occidental: Why This Producer Is Just Built Different

While the integrated giants offer stability, some investors may prefer more direct exposure to rising crude prices. Occidental Petroleum (NYSE: OXY), a company more focused on exploration and production, provides that exposure.

Its stock, which has already gained around 30% this year, often shows greater leverage during oil price rallies.

Normally, this focused model implies higher risk, but two powerful factors have materially de-risked the investment case for Occidental.

  • The Strategic Reset: The recent sale of its chemical division was a decisive move to fortify its financial foundation. A stronger balance sheet makes the company less vulnerable to commodity swings and increases free cash flow available for shareholder returns such as dividends and buybacks.
  • The Buffett Backstop: The most compelling factor is the large ownership stake held by Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A). This is more than a typical institutional holding; it represents one of the world’s most respected investors making a high-conviction bet on Occidental’s asset quality and long-term value. That Buffett Backstop provides a powerful foundation of confidence for other shareholders.

Finding Clarity in the Chaos

Daily headlines will keep driving volatility in the oil sector, but the underlying fundamentals of the physical market tell a clearer story. Sustained logistical friction in the world’s most critical energy corridors is not merely temporary; it has created a durable tailwind for producers that transcends the day-to-day noise.

This environment rewards companies with the scale to manage global complexity, the financial strength to weather uncertainty, and the strategic clarity to execute their plans. ExxonMobil, Chevron, and Occidental Petroleum each offer different but compelling ways to gain exposure to this new market reality. For investors looking to position portfolios for sustained geopolitical uncertainty, the resilience and strategic advantages of these energy leaders merit careful consideration.


Further Reading from MarketBeat

Qualcomm’s Sudden Reversal Signal Could Catch the Bears Offside

Author: Sam Quirke. First Published: 2/27/2026. 

Qualcomm logo displayed above a microchip on a futuristic circuit board, symbolizing semiconductor rebound and bullish momentum in the tech industry.

Key Points

  • After a brutal 30% slide that erased nearly two years of gains, Qualcomm is showing early signs of stabilization.
  • A bullish MACD crossover deep below zero suggests downside momentum may be exhausting itself.
  • With fresh analyst upgrades starting to land and price action firming above recent lows, a base is starting to take shape.
  • Special Report: [Sponsorship-Ad-6-Format3]

After collapsing nearly 30% between the first week of January and the first week of February, tech giantQualcomm Inc (NASDAQ: QCOM) is now trading near $145. It’s been a rough start to the year for investors, with that selloff effectively dragging the stock back to 2020 levels.

Though the stock was already under pressure, the primary catalyst for the selloff was the company’s weak forward guidance in its first report of the year.

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That disappointment accelerated selling in what has long been a frustrating stock for holders, despite Qualcomm’s consistent ability to top earnings and revenue expectations.

Following the selloff, Qualcomm’s relative strength index (RSI) was pushed toward multi-year lows, sentiment collapsed, and many analysts began throwing in the towel.

For a company operating in such a critical part of the semiconductor ecosystem, the capitulation felt definitive. Yet over the past fortnight, something has shifted that’s making investors question whether the worst of the selling is already behind them. Let’s take a closer look.

A MACD Signal That Matters

In mid-February, Qualcomm’s moving average convergence/divergence indicator (MACD) registered a bullish crossover while still deeply in negative territory. That detail matters: a bullish MACD crossover above the zero line can simply confirm ongoing strength, but a crossover from below zero often suggests downside momentum has reached an extreme and is beginning to unwind.

With bears in control throughout January and early February, every bounce was sold into and momentum remained decisively negative. Now, a string of consecutive green sessions suggests short-term control may be starting to tilt back toward the bulls, particularly when viewed alongside the MACD’s bullish crossover.

The last time Qualcomm printed a similar bullish MACD crossover from deep below zero was last April, after the stock had also fallen roughly 30%. That signal marked the low and was followed by a multi-month rally of about 70%. For investors who like a comeback story, it’s a compelling setup.

Price Action Is Quietly Improving

Importantly, the recent signal is not occurring in isolation—price action is beginning to improve. The bears have been unable to push the stock below the immediate post-earnings low, despite the earlier pessimism from analysts. Instead, the stock has turned decisively northward. This doesn’t mean the downtrend is officially broken, but the relentless pressure has eased.

For a stock that surrendered two years of gains in weeks, stabilization is itself notable. When a deeply oversold name rallies in the wake of bad news rather than falling further, it often indicates the worst-case scenario is already priced in.

Analysts Are Starting to Shift

The technical improvement is being accompanied by a subtle change in tone from Wall Street. Earlier this year many analysts downgraded Qualcomm or trimmed price targets after its weak guidance.

In line with stabilizing price action and bullish technicals, that wave of caution now appears to be softening.

This week, Wells Fargo lifted its rating from Underweight to Equal Weight, while Loop Capital went further, upgrading Qualcomm to a Buy. They argued that key near-term headwinds are beginning to ease and that the company’s diversification strategy strengthens its longer-term outlook.

Both Loop Capital and Wells Fargo set fresh price targets of $185, implying roughly 30% upside from current levels and adding to the sense that Qualcomm could be a serious contender for a comeback rally.

What Needs to Happen Next

For this early reversal to develop into something more durable, Qualcomm needs to consolidate recent gains and begin forming a base around $150.

That level is psychologically important and has been a key battleground before. If the stock can hold above the recent lows and start carving out higher lows, confidence should begin to rebuild. A decisive break below $130, however, would likely invite renewed selling.

This remains a stock with real headwinds: handset demand uncertainty persists, and management still needs to restore credibility around forward growth. But markets often turn before fundamentals visibly improve. The bullish MACD crossover deep below zero suggests downside momentum may have already peaked.

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Today’s Bonus Content: My blood is boiling… and yours should be too (From The Oxford Club)