MYSTERIOUS: Dear qualcomm stock fans mark your calendars for june 24 - What They Never Told You

Qualcomm (QCOM) stock has been on steroids with a rally of 86% in the last one month. While Q2 results were largely in-line with estimates, the company provided a muted guidance for Q3 FY26. 

Analysts believe that the company’s hyperscale win is the reason for the rally. According to Qualcomm, a “leading hyperscaler custom silicon engagement” is scheduled for initial shipments later this year. With significant opportunities related to data center and physical AI, the company is potentially at a point of growth acceleration.