How The Motley Fool’s view on $QCOM changed

2026-09-26Bullish
“Meta’s New AI Agent Could Send These 3 Stocks Soaring”
QCOM is a bull thesis based on successful diversification into IoT and data centers, supported by the Meta CPU partnership and raised non-phone revenue targets.

And stock number three will be, as you guessed, another player in the semiconductor field. This company is slightly smaller. It is not among the companies with a market capitalization of one trillion dollars, but it will be Qualcomm, and its stock market symbol is QCOM.

Qualcomm is now famous for its " Snapdragon" chips, which are typically the chips used in smartphones. But recently, in the last year or two, they have actually started to increasingly diversify their business into the automotive market, the Internet of Things ( IoT) market, which I think will be crucial to this wave of artificial intelligence , the computer market, and now they are even starting to enter the data center market.