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• DJ How Can Qualcomm Stock Trade More Like Nvidia? Bring AI to Phones and Cars. -- Barrons.com, from 3 hours ago by Dow Jones

  3 hours ago by Dow Jones
  Companies Mentioned: INTC, SSNHZ, AVGO, MSFT, NVDA, QCOM, AAPL, AMD, ARM
  
  By Jack Hough
  
  When Cristiano Amon was made CEO of Qualcomm in summer 2021, he had a wooly chin and mustache. During a recent visit with Barron's, his cheeks were filled in, too. To get the stock price growing, he must now repeat with computer chips what he has done with facial hair: expand richly into new areas. The details of how quickly that can happen are fuzzy.
  

• DJ Why Russia's Nuclear Threats Won't Keep the Stock Market Down -- Barrons.com, from 4 hours ago by Dow Jones

  4 hours ago by Dow Jones
  Companies Mentioned: MSFT, NVDA, AAPL
  
  Karishma Vanjani
  
  The threat of nuclear war seems higher than it has in ages, but the stock market wants what wants -- and it wants to go higher.
  
  The S&P 500 rose more than 0.5% on Thursday and is less than a percentage point away from adding to the more than 50 record highs its hit this year. While investors talk about all the reasons the stock market could blow up -- valuations are sky-high, the growing concentration of Magnificent Seven names, including Nvidia, Apple, and Microsoft, and a resurgence of inflation, among them -- there has been less talk of the actual Armageddon plain sight: Russia's war on Ukraine.
  

• DJ Google Will Survive AI and Break-up Calls. Why Alphabet Stock Could Gain 50%. -- Barrons.com, from 13 hours ago by Dow Jones

  13 hours ago by Dow Jones
  Companies Mentioned: GOOGL, MSFT, AAPL, AMZN, GOOG
  
  Alphabet is fighting the ruling, but other cases loom, including one the U.S. has brought against the company over its advertising business. Appeals are likely to delay any action until 2027 at the earliest. In October, President-elect Donald Trump came out against a Google breakup in favor of making it more fair.