QUALCOMM Included (NASDAQ:QCOM) is included among the many Greatest Dividend Shares for the Greatest Retirement Portfolio.
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QUALCOMM Included (NASDAQ:QCOM) is a number one developer and producer of semiconductors, software program, and wireless technology solutions, with a powerful focus on 5G, Wi-Fi, and artificial intelligence.
In recent quarters, QUALCOMM Included (NASDAQ:QCOM) had hinted at broadening into datacenter accelerator playing cards and system-on-a-card solutions. The firm has now formally launched its AI200 and AI250 accelerator playing cards and racks, designed particularally for AI inference. Wells Fargo analyst Aaron Rakers famous that Qualcomm’s emphasis on rack-scale methods came as a shock.
The analyst highlighted that competitors in the space is intensifying, with Intel’s Crescent Island, AMD’s MI platform and upcoming Helios rack-scale design, and Nvidia’s Rubin CPX all targeting comparable markets. Wells Fargo additionally pointed out QUALCOMM Included (NASDAQ:QCOM)’s recent deal with Saudi Arabia’s Humain, which plans to deploy 200MW of Qualcomm AI methods starting in 2026, a contract estimated to hold about $2 billion in potential income.
Wells Fargo maintains an Underweight score on QCOM with a $140 value goal. Regardless of competitive pressures, QUALCOMM Included (NASDAQ:QCOM) stays an enticeive choice for earnings investors, supported by its consistent dividend payouts. The corporate has raised its dividends for 21 consecutive years.
Whereas we acknowledge the potential of QCOM as an funding, we imagine sure AI shares provide higher upside potential and carry much less draw back threat. In case you’re searching for an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.
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