These Are the AI Trades I'd Make Today if I Were Starting My Portfolio From Scratch
2026-05-26 09:35:00 ET
I'm not necessarily unhappy with the artificial intelligence stocks I've added to my portfolio so far. As the old adage goes, though, hindsight is 20/20. If I were picking these stocks today, my exposure to the AI industry would probably look a little different. Here's what I'd buy today, knowing what I know and seeing what I see now.
You primarily know it as a maker of high-performance processing chips for mobile phones, although some investors may also know it's tiptoed into the laptop space with its power-efficient AI-capable Snapdragon processors. What most investors may not realize, however, is that Qualcomm (NASDAQ: QCOM) is now entering the artificial intelligence data center processing market.
Although it's far from dethroning Nvidia on this front, in October, the company unveiled its AI200 and AI250 chip-based accelerator cards meant for AI inference. And just last month, it confirmed it's got at least one hyperscaler customer on board. More are almost certainly in the works, as the industry clamors for more supply at lower price points and more cost-effective operations.
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