Why did DBS consider Qualcomm (QCOM) in 2025 as a purchase?

Recently, we have released a list of 10 AI news that should definitely be seen. In this article, let’s take a look where Qualcomm Incorporated (nasdaq) can withstand other AI news.

President Trump has announced a major investment initiative in the United States, including a joint venture called Stargate with Openai, SoftBank, Oracle, and UAE MGX. Initially, it gained $ 100 billion and has grown up to $ 500 billion in four years. This venture begins with Texas and focuses on the construction of a large data center that creates more than 100,000 US employment. The announcement was held in the White House, with Softbank’s Masayoshi son, Sam Altman, Rally Ellison, who opened.

The launch of the AI ​​Initiative caused public conflicts among major technical leaders. ELON MUSK criticized the partnership between Openai and the project, questioning the financial support of companies, such as SoftBank, claiming that the necessary funds are insufficient. Openai’s Sam Altman immediately refute MUSK’s claim in X post.

Also read: 10 AI News should not be overlooked, and make a wave to make 10 AI news in Wall Street.

In addition, CNBC reported that President Trump has used an emergency declaration to promptly track the construction of an artificial intelligence power plant. Plants are exempted from climate signatures and can use fuel containing coal in the backup power. The purpose is to promptly meet the increase in energy demand in AI data centers, as the power consumption is expected to increase significantly. High -tech companies are focusing on renewable energy, but natural gas is expected to play an important role in their reliability and faster developments. Trump emphasized that plants bypassed conventional power grids and connected directly to the data center.

In this article, AI Stock was selected by reviewing news articles, inventory analysis, and press releases. The shares have been listed in the 900 hedge fund’s insider monkey database.

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We test the latest 5G devices and demonstrate the company’s commitment to innovation.

Number of hedge fund holders: 74

Qualcomm Incorporated (nasdaq) specializes in wireless communication technology and has invested a lot in AI, 5G, and IoT applications, affecting multiple industries.

DBS analyst FANG BOON Foo reconfirmed the cost of $ 215 with the price target of Qualcomm (nasdaq), according to the TipRanks report on January 23. Qualcomm’s strengths are focusing on the recovery of the smartphone market and the entry into the AI-PC market via the Snapdragon X platform, an AI-drive smartphone equipped with Snapdragon 8 elite platforms. The company is also diversifying in high -growth areas such as automobiles, IoTs, and edge networking, reducing the dependence on smartphones. The powerful dividend policy up to 2026, the return of capital, and the expansion partnership with Apple provide stability despite the issues such as the demand and recovery of Chinese smartphones and support the positive outlook. Masu.

As a whole, QCOM is ranked third in the list of AI news. Let’s definitely take a look. We acknowledge the possibility of QCOM’s investment, but our beliefs have a higher profile of AI shares and have a greater promise on doing so in a shorter time. There is a belief. If you are looking for AI shares that are more promising than QCOM but are trading less than 5 times the revenue, see the report on 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.