Qualcomm Surges as Investor Optimism Grows Over AI Device Boom Waterfield Advisors Equities Head Suggests Staggered Accumulation as Peak Macro Concerns Subside Elon Musk Clarifies SpaceX Not Committed to LongTerm Colossus Lease with Anthropic Persistent Systems and Kong Partner to Enhance Security for Enterprise AI Scaling US and Iran Signal Potential Progress in Talks but Key Disputes Over Uranium and Strait of Hormuz Tolls Remain