QUALCOMM Incorporated (QCOM) Slipped Over Memory-Related Supply Constraints in Q1

Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. During the first quarter, the U. S. equity market declined, with the S&P 500 Index falling by 4. 33%.

The fixed-income sector also saw a downturn; the Bloomberg U. S.