These Are the AI Trades I'd Make Today if I Were Starting My Portfolio From Scratch
The article discusses potential AI investments for a new portfolio, highlighting companies like Qualcomm, Dell, and ServiceNow. Qualcomm is entering the AI data center market with new chip-based accelerator cards, while Dell is expanding its AI infrastructure business. ServiceNow is noted for its workflow solutions that enhance productivity through automation.
- ▪Qualcomm is entering the artificial intelligence data center processing market with new chip-based accelerator cards.
- ▪Dell's AI Factory is helping companies establish the physical infrastructure needed for AI utilization.
- ▪ServiceNow offers workflow solutions that automate repetitive tasks, allowing workers to focus on higher-level work.
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These Are the AI Trades I'd Make Today if I Were Starting My Portfolio From Scratch James Brumley, The Motley Fool Tue, May 26, 2026 at 6:35 AM PDT 6 min read I'm not necessarily unhappy with the artificial intelligence stocks I've added to my portfolio so far. As the old adage goes, though, hindsight is 20/20. If I were picking these stocks today, my exposure to the AI industry would probably look a little different. Here's what I'd buy today, knowing what I know and seeing what I see now. 1. Qualcomm You primarily know it as a maker of high-performance processing chips for mobile phones, although some investors may also know it's tiptoed into the laptop space with its power-efficient AI-capable Snapdragon processors.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Yahoo Finance.