QCOM Is Up 15% and Nobody's Talking About It — Alphabet and Roblox Are Stealing the Spotlight
Three tickers dominating social feeds this week — and the sentiment gap between them couldn't be wider
Ticker Ratings
$GOOGL is the belle of earnings season and the internet knows it. Bloomberg Intelligence called it the most impressive beat-and-raise quarter among hyperscalers — Google Cloud up 63%, a $460B backlog, and gross margins beating consensus by ~200bps. The stock jumped ~10% on the day, leading Mag 7 gains, and one YouTube analyst is already slapping a $400 price target on it. Reddit's finance subs are losing their minds in the best possible way.
$QCOM quietly had its best single session in seven years — up 15% — after revealing it will ship custom AI chips to a major hyperscaler later this year, with a full data center strategy reveal set for June 24th. The CEO hinted the opportunity could hit multiple billions in fiscal 2027. YouTube and X chatter on Qualcomm is bullish and building fast — this one's a sleeper no more.
Then there's $RBLX, which cratered ~22% after daily active users missed badly, full-year bookings guidance got slashed, and child safety restrictions are apparently killing engagement. YouTube finance channels and Reddit are in full told-you-so mode. When your user base is shrinking AND you're getting regulated, that's not a vibe.