Qualcomm Might Be a Hot AI Stock Next Year

Yahoo Finance ·

If you're looking for the next hot AI stock , you may want to give Qualcomm ( QCOM 0.07% ) a closer look. It has trailed most of the high-flying chipmakers with a measly 28% return over the past five years, but a financial turnaround is starting to take shape. The stock's current valuation suggests it will continue to deliver uninspiring results, but recent press releases challenge that view. Although most of Qualcomm's revenue has historically come from smartphones, the company is expanding quickly into chips for AI data centers and humanoid robots. Qualcomm's wearables-specific Snapdragon ARI Gen 1 processor also powers Meta Platforms ' smart glasses, which could become the next smartphone. Any of those catalysts can reinvigorate the sleepy stock, which posted a 3% year-over-year revenue decline in its fiscal 2026 second quarter. While the mainstream demand for AI glasses and humanoid robots remains to be proven, data center chips continue to fly off the shelves.

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