Artificial intelligence (AI) investing has been in the spotlight for the past two years, and nothing should change that in 2025. It's still the infancy of this megatrend, and plenty of stocks are ripe for growth.

Nvidia staged a moderate rebound on Tuesday, rising as much as 3%, following a 17% drop the prior day. More broadly, major US indexes rallied after the S&P 500 and Nasdaq 100 saw sharp losses on Monday amid concerns over the Chinese AI firm DeepSeek's rapid and seemingly cost-effective advances.

Amid the race to compete in artificial intelligence (AI), investors interested in this sector have tended to ignore Qualcomm (NASDAQ: QCOM). Part of the reason for this is that the longtime leader in smartphone chipsets is at a bit of a crossroads regarding its future as it seeks to diversify its product offerings away from smartphones.