We just compiled a list of the 11 AI News and Ratings You Doesn’t Miss.  , In this article, we are going to take a look at where QUALCOMM Incorporated ( NASDAQ: QCOM) stands against the other AI stocks.
With its R1 unit, which offers higher performance for less money, DeepSeek quickly gained popularity in the AI industry. The business has made improvements to improve the efficiency and convenience of AI development. DeepSeek’s rapid progress, despite having a little group, shows the increasing pattern of AI-driven firms scaling with minimum human resources. Its success also shows the broader shift toward open-source AI types, particularly in China, where competition is driving faster innovation and more cost-effective solutions.
The effect of DeepSeek’s R1 unit on financial markets and AI funding strategies was examined by the UBS CIO in a report released on January 31. The company expects continued capital investing by hyperscalers, benefiting silicon companies, and recommended developed coverage across AI’s price chain. R1 increasing AI adoption, as well as analytic advancements and equipment improvements, are contributing to the cost of training big language models. To support investments in AI system, hardware scaling and computational advancement are also still significant.
In addition, China continues to play a major role in AI development, with firms like Alibaba developing economical models. UBS maintained a good view of Chinese internet companies due to their ability to provide configurable, cost-effective AI solutions. The company also emphasized the growth of AI-driven startups by investing in companies with robust customer retention or custom data.
Additionally, the rapid evolution of AI software suggests that investing in real infrastructure over software development is important. AI’s ability to self-improve introduces uncertainty, leading UBS to propose structured materials for uncertainty exposure while avoiding non-physical assets lacking a competitive advantage.
UBS predicts that AI investment will increase in 2025 despite fluctuation, with major tech companies projected to increase capital spending. AI adoption is also rising, supporting cloud growth and monetization. While volatility may be there due to economic and regulatory factors, AI’s long-term outlook remains positive, with both high-cost and low-cost models expected to coexist.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We ranked the stocks according to the sentiment of the 900 hedge funds in Insider Monkey’s database, which is an ascending list of their hedge fund sentiment.
Why are we drawn to the stocks that hedge funds invest in? The reason is simple: based on our research, we have shown that we can outperform the market by imitating the best hedge funds ‘ stock picks. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275 % since May 2014, beating its benchmark by 150 percentage points ( ).
A technician testing the latest 5G device, demonstrating the company’s commitment to innovation.
Number of Hedge Fund Holders: 74
QUALCOMM Incorporated ( NASDAQ: QCOM) develops and licenses wireless technologies, supplies semiconductor solutions, and invests in emerging tech industries globally.
TipRanks reported on February 7 that Benchmark Co. analyst Cody Acree reiterated a Buy rating for Qualcomm and set a$ 240 price target. The company posted record revenue in the December quarter, exceeding expectations, with strength in smartphones, IoT, and automotive. Qualcomm’s chipset business also saw strong year-over-year growth. Future prospects are also positive, which are supported by strategic partnerships, product innovation, and licensing deals with major Chinese OEMs. A Samsung Galaxy S25 exclusive supply agreement and AI-driven opportunities will strengthen its position in the market.
Overall QCOM ranks 1st , on our list of AI stocks in news that investors shouldn’t miss. Although we acknowledge the value of QCOM as an investment, our conviction is rooted in the conviction that AI stocks hold a greater chance of delivering higher returns and doing so more quickly. Check out our report about the if you’re looking for an AI stock that is more promising than QCOM but trades at less than 5 times its earnings.
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Disclosure: None. This article is originally published at , .