Group 1 - Qualcomm has experienced a lackluster year but is currently showing signs of improvement and potential growth [1] - The overall trend for data centers remains positive, despite potential volatility from Federal Reserve comments [1] - There is an expectation of continued stimulus in China, which may impact market dynamics [2] Group 2 - Northern Trust has shown stagnant performance over the past three months, indicating a lack of significant movement in its stock [2]