Key Points Qualcomm could have more room to surprise investors as it expands beyond smartphones into AI data centers. Marvell is already a major player in AI infrastructure, but expectations are much higher as a result. Qualcomm’s AI pivot could be bigger than the market currently gives it credit for. 10 stocks we like better than Qualcomm › Between Qualcomm (NASDAQ: QCOM) and Marvell Technology (NASDAQ: MRVL) , which of these underdog companies has more upside in selling artificial intelligence (AI) chips? I think Qualcomm is the winner, as it's in the midst of transitioning from a smartphone supplier into a long‑term partner for the biggest cloud and social platforms on the planet, all while still making money from its original business.
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