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Qualcomm Is Remaking Itself Into an AI Company. Its Shares Look Dirt Cheap. Chris Neiger, The Motley Fool June 29, 2026 4 min read QCOM +5.80% NVDA +0.37% Explore stocks on Coinbase Trading disclosure Many technology companies were off to the races when the AI boom first started, but Qualcomm (NASDAQ: QCOM) initially seemed slow to adapt. Not anymore. The company has shifted its strategy toward

Many technology companies were off to the races when the AI boom first started, but Qualcomm ( QCOM +5.80% ) initially seemed slow to adapt. Not anymore. The company has shifted its strategy toward artificial intelligence processors, applying its existing knowledge of edge computing to AI. It recently made a nearly $4 billion acquisition of an AI company to expand its reach for data center tech.

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Anthropic, the AI company that makes Claude, confidentially filed to go public with the U.S. Securities and Exchange Commission.

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Nvidia(NVDA1.38%)isn't just a company that designs GPUs and products that support its hardware ecosystem; it also has an investment wing. While its portfolio of outside holdings is not as big as some companies hold, it is sizable, and taking note of what Nvidia owns is a smart strategy, because it has more information than the average investor about what's going on inside some of these companies.

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The financing myth of self - learning AI is telling us one thing - in this AI arms race, even researchers themselves are being "swept up".In 1956, a group of scientists gathered in Dartmouth to formally discuss for the first time "whether machines can think". They optimistically thought they could solve this problem in one summer.Seventy years later, this question still remains unanswered. However