Deloitte 2026 Manufacturing Outlook Highlights Tech and Supply Chain Resilience Early Signs of AI Job Disruption Emerge in Latest Employment Data Qualcomm Stock Surge Reflects Growing Investor Confidence in AI Device Boom Microns New Milestone Dicks Earnings and Paxtons Victory Over Cornyn Lead CNBC Morning Squawk Billionaire Rotates from Cloud to AI Strategic Shift or Market Overreaction Rising Private Credit Defaults Pose Challenges for Banks and Insurers Gold Market Consolidation Tests LongTerm Bullish Outlook