Qualcomm Just Opened a New AI Growth Engine. Here's Why It Matters.
Qualcomm (NASDAQ: QCOM) is trying to turn its power-efficient computing expertise into a real data-center AI business. It's hypercaler customers give the strategy an important proof point, but the bigger upside depends on repeat wins, later chip generations, and attractive margins.
Stock prices used were the market prices of Sept. 18, 2026. The video was published on Oct. 4, 2026.
Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
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Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Qualcomm. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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