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10 AI Stocks Analysts are Tracking Closely

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On Tuesday, October 28, Nvidia CEO Jensen Huang announced that the AI chip maker will build seven new supercomputers for the U.S. Department of Energy. He also revealed that the company has $500 billion in bookings for its AI chips.

Shares of the heavyweight chipmaker closed almost 5% higher on Tuesday, adding over $230 billion in market value. This brought its total value to $4.89 trillion after briefly touching the $4.94 trillion mark, placing it on the verge of becoming the first company worth $5 trillion.

Nvidia is becoming the leading force behind the global rollout of AI, striking new deals and managing escalating US-China trade tensions. Huang has recently revealed that the Chinese government has shut Nvidia out of its market. Moreover, the company had not applied for U.S. export licenses for its newest chips because of the Chinese position.

“They’ve made it very clear that they don’t want Nvidia to be there right now. I hope that will change in the future because I think China is a very important market.”

For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q2 2025.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

10. Bloom Energy Corporation (NYSE:BE)

Number of Hedge Fund Holders: 44

Bloom Energy Corporation (NYSE:BE) is one of the 10 AI Stocks Analysts are Tracking Closely. On October 27, UBS analyst Manav Gupta reiterated a Buy rating on the stock with a $115.00 price target. The firm cited policy tailwinds expected to enable faster grid approvals and fuel data center demand.

UBS pinpointed a recent Bloomberg report about U.S. Energy Secretary Wright sending a draft proposal to the Federal Energy Regulatory Commission (FERC) that would limit the regulator’s review period for data-center connections to the power grid to 60 days. This proposal, if approved, can significantly shorten a process that can currently take years.

With American Electric Power (AEP) already partnering with Bloom Energy to supply power to data centers, BE can supply fuel cells in 6 to 9 months, which is quicker than gas turbines.

If the rule pushes through, BE is going to have a surge in demand for its fuel cells, and is already securing projects.

“Bloomberg reports US Energy Secretary Wright yesterday sent a draft proposal to the Federal Energy Regulatory Commission (FERC) that would limit the regulator’s review period for data-center connections to the power grid to 60 days, expediting a process that can currently extend for years…We have already seen American Electric Power (AEP) tie up with BE to supply power to data centers. Given the longer lead time for gas turbines, one of the faster ways for utilities to secure this the supply of electricity is using BE’s nat gas powered fuel cells. If the Trump administration succeeds in shrinking the timeline of regulatory approval, that would allow data centers to come online at a faster pace. BE has the capacity to supply fuel cells in 6-9 months to the utilities to then move ahead with the project. BE is already securing a number of behind the meter orders to power data centers. This move would result in acceleration of orders for front of the meter solution with potentially more utilities announcing deals with BE similar to the one we saw with AEP.”

Bloom Energy Corporation (NYSE:BE) develops solid-oxide fuel cell systems for on-site power generation, helping meet the growing energy demands of AI data centers.

9. Core Scientific, Inc. (NASDAQ:CORZ)

Number of Hedge Fund Holders: 78

Core Scientific, Inc. (NASDAQ:CORZ) is one of the 10 AI Stocks Analysts are Tracking Closely. On October 28, H.C. Wainwright upgraded the stock from “Neutral” to Buy and set a price target of $25.00. The rating upgrade follows recommendations from proxy advisory firms ISS and Glass Lewis, both of which have issued “against” votes for the proposed acquisition of Core Scientific by CoreWeave (CRWV) scheduled for October 30.

The firm highlighted Core Scientific’s proven competencies, including its ability to develop compute-focused infrastructure quickly and at low cost, its expertise in artificial intelligence compute builds, and its record in customer acquisition and support.

Based on this proven track record and leadership in AI compute build out, the firm’s view of Core Scientific hasn’t changed, and in turn resulted in a rating upgrade.

“Apparently, they are leaning against. Last week, both ISS and Glass Lewis, the two leading proxy advisory firms, conjointly issued “against” votes on behalf of Core Scientific voters in the upcoming Oct. 30 CoreWeave (CRWV; Buy) proposed acquisition. We are certainly not bringing anything new to the table here as a contingent of sharp sell-siders have set new, elevated expectations for Core Scientific and its shares. By way of explanation, we spent last week on the other side of the world, news-wise isolated á la Tom Hanks’ Cast Away, and unable to react quickly, as is our preference—we were the first to upgrade Core Scientific post its bankruptcy emergence Jan. 25, 2024, as detailed here we offer as evidence of understanding the company’s many competencies. Nothing has changed on that front, with the original $10.2B, 12-year HPC hosting deal struck with CoreWeave representing the foundation of the opportunity before Core Scientific’s proven speed-to-market track record. With Core Scientific’s proven proficiency in: (1) developing compute-focused, powered infrastructure at velocity and at low cost; (2) industry-leading artificial intelligence compute build technical savvy; and (3) verified customer acquisition, retention, and support, we are raising our rating to Buy from Neutral and setting a $25 price target.”

Core Scientific, Inc. (NASDAQ:CORZ) has transitioned into an AI business by leveraging advanced infrastructure and expertise in HPC (high-performance computing).

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!