Qualcomm (NASDAQ: QCOM) is trying to turn its power-efficient computing expertise into a real data-center AI business. It's hypercaler customers give the strategy an important proof point, but the bigger upside depends on repeat wins, later chip generations, and attractive margins.

Stock prices used were the market prices of Sept. 18, 2026. The video was published on Oct. 4, 2026.

Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Qualcomm. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.