Qualcomm, Arm Look Like Good AI Stocks After DeepSeek. They Need One Thing to Change. - Barron's

1. QCOM and ARM support low-cost AI for mobile devices' growth. 2. Qualcomm's handset revenue grew 13% versus overall market growth at 2.4%. 3. DeepSeek's AI models are enhancing efficiency, running on Qualcomm chips. 4. Apple's upcoming 5G chip switch may impact Qualcomm's revenue in 2H25. 5. Analysts note potential muted impact from premium AI handset sales.