According to JPMORGAN, the most important list of AI shares in 2025 recently has recently edited. In this article, we will look at the location where Qualcomm Incorated (nasdaq) exists on other AI shares.
Investors are increasingly concerned about the rise in artificial intelligence, and are wondering if many people are embedded in financial markets on a realistic path. Investment Bank JPMORGAN’s recent reports on topics should focus on the opportunity to win along the AI Value chain. Bank analysts have advised investors to compare the future potential revenue to those that are already embedded in prices. For each JP Morgan, it suggests that the expectation of inexpensive evaluations and a less demanding revenue other than the mega cap high -tech shares needs to be located even in the AI Bulls in 2025. 。
The JPMORGAN’s Investment Outlook 2025 report examines the rising reputation of groups of the seven -magnificent seven shares and its importance on the AI Revolution. Banks are in different ways from the AI theme, but the group of this strain is now nearly 35 % of the market capitalization of S & P 500, and has been returned since early 2023. It emphasizes that it is driving more than 70 %. 。 JPMORGAN emphasizes that the remaining part of the S & P 500 is trading with 19 times, 12 months, while the maximum indexes are currently trading 29 times.
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Analysts, led by JP Morgan’s EMEA’s Chief Market Strategist, Karen Ward, argue that the contradiction between Tech and the rest is impossible. The report emphasizes that a wide range of AI ecosystem can catch up over time if a large number of companies can make sufficient profits to justify the expectations of the already assumed revenue. Instead, it warns that if the universe of a wider company does not see the clear use case of these technology, if you do not want to pay, you are likely to be catch -down scenario. However, I think that there is no catchdown when the powerful foundation of these mega caps is compared to the other parts of today’s S & P 500 and the high -tech bubble in the 2000s.
JPMORGAN has disassembled the AI revolution into five important areas. These have been identified as AI hardware, AI hyper scallers, AI developers, AI integrators, and AI essentials. Hardware companies have been defined as a company that promotes semiconductor design and manufacturing, which is the key to generating computing power. Hyperscalers have been selected as companies that provide physical AI infrastructure such as cloud services and data centers, create custom silicon chips, and build large -scale language models that can be used by other companies. AI developers were recognized as a software company utilizing HyperScaler Technologies to provide solutions to end users.
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The AI Integrator has been fixed as a large organization with sufficient technical functions to build its own AI solution, and as an IT service company that supports them. AI Essentials has been selected as a company that has little influence of technology itself, but provides resources that enable the entire AI value chain to function, such as energy, air conditioning, raw materials, and data to train models. 。 JPMORGAN warns that there is a great gap between the interests of hardware companies and the growth of the AI ecosystem. Banks have warned that this weakness could spread throughout the AI value chain.
The report focuses on the fact that investors’ attention has been focused on AI hardware and AI hyper scallers, and that two areas in the AI industry have been exposed by technology and communication service sector. According to JP Morgan, the high -level evaluation dispersion of these categories suggests that the opportunity of skilled stock pickers continues, but investors can lead to considerable volatility. Must be recognized. This report further emphasizes that these categories are most likely to be exposed to trade tension escalates between the United States and China. Banks predict enough opportunities for AI Essential and AI developer bucket investors over time.
Our methodology
In this article, INVESTMENT BANK JPMORGAN examined notes about the AI industry and selected AI stock. These stocks are also popular among hedge funds. Why are hedge funds interested in stocks accumulated? The reason is easy. Our survey shows that imitation of the best hedge fund top stock pick can exceed the market. Quarterly Newsletter’s strategy has selected 14 small and large stocks every quarter, returned 275 % since May 2014, and broke the benchmark 150 % (see here for details).
Qualcomm Incorporated (QCOM): Leads mobile AI integration with Snapdragon chips
We test the latest 5G devices and demonstrate the company’s commitment to innovation.
Number of hedge fund holders: 74
Qualcomm Incorporated (nasdaq) develops and sells basic technology for the wireless industry. Qualcomm’s AI Initiative is mainly focused on edge computing, and AI processing is given on devices such as smartphones, IoT products, and automatic driving cars, not intensive data centers. This strategy consists of a growing demand for low -delay AI solutions with low energy efficiency. The company’s Snapdragon platform, which integrates advanced AI processing functions, was extremely important in strengthening the market. Functions such as AI on the device, real -time language processing, and advanced imaging technology have contributed to the adoption of Quarcom chips throughout the industry.
According to JP Morgan, the entire QCOM is ranked 16th in an important list of 2025 important AI shares. We acknowledge the possibility of QCOM’s investment, but our guilty ruling has a greater promise to provide higher returns and do it within a shorter time frame. It is the belief that it is holding it. If you are looking for a stock that is more promising than QCOM but is trading less than 5 times the revenue, please see the cheapest AI shares.
Read the following: 20 AI shares that buy a list of AI companies with a market capitalization of less than $ 2 billion now
Disclosure: None. This article was originally published on Insider Monkey.
Adnan is a passionate doctor from Pakistan with a keen interest in exploring the world of politics, sports, and international affairs. As an avid reader and lifelong learner, he is deeply committed to sharing insights, perspectives, and thought-provoking ideas. His journey combines a love for knowledge with an analytical approach to current events, aiming to inspire meaningful conversations and broaden understanding across a wide range of topics.
