Diversification

Qualcomm reported strong fiscal Q4 results, exceeding expectations with adjusted EPS of $3.00 and revenue of $11.27 billion. They forecast strong Q1 revenue and EPS, driven by handsets, automotive, and upcoming AI offerings. Facing the anticipated loss of Apple as a modem customer, Qualcomm is diversifying into PCs, VR/AR, and AI chips, directly challenging Nvidia and AMD in the data center AI space with new AI accelerator chips. Handset and automotive revenue saw significant growth, while licensing revenue declined slightly.

Robinhood (HOOD) shares experienced volatility despite Q3 earnings exceeding expectations. Revenue doubled year-over-year, reaching $1.27 billion, with EPS at 61 cents. Net income soared to $556 million. Transaction-based revenue, however, was slightly below estimates. The company’s diversification strategy, including Prediction Markets and the acquisition of Bitstamp, contributes significantly to revenue and aims to challenge traditional wealth management firms. User growth and engagement remain key for long-term success in a competitive market.

InnSuites Hospitality Trust (IHT) reported a strong Q1 2026 with over $2 million in hotel revenue and $2.2 million total revenue. The company is diversifying through investments in clean energy (UniGen Power) and managing InnDependent Boutique Collection (IBC Hotels). IHT maintains a positive outlook, citing strong hotel performance, potential in diversification, and commitment to annual dividends. The annual shareholder meeting is scheduled for August 14, 2025.