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10 AI Stocks Every Investor Should Watch

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A top investor told CNBC that artificial intelligence is in a super cycle that could last as long as 20 years. Raj Ganguly, co-founder and co-CEO of venture capital firm B Capital, believes AI is going to have a significant global impact in the years to come.

“We’re in the very early stages, the third or fourth year of this AI super cycle. And it’s probably a 20-year super cycle. Maybe it’s a 15-year super cycle, but it is going to change the world,” Ganguly said.

Ganguly believes that the AI super cycle, a lengthy period of growth, will “change the world in every aspect,” and the entire industry will witness profound changes.

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 373.4% since May 2014, beating its benchmark by 218 percentage points  (see more details here).

10. CoreWeave, Inc. (NASDAQ:CRWV)

Number of Hedge Fund Holders: 29

CoreWeave, Inc. (NASDAQ:CRWV) is one of the 10 AI Stocks Every Investor Should Watch. On September 23, Melius analyst Ben Reitzer upgraded the stock from Hold to Buy with a price target of $165.00.

The rating upgrade reflects the firm’s positive outlook on the stock as “one of the beneficiaries of accelerating cloud demand both right now and well into the future.”

With Nvidia backing OpenAI, the firm believes that it has better chances of funding its capex plans with everyone else too- benefiting suppliers such as AMD and Dell.

“Bottom Line: We reiterate our Buy rating for Nvidia, who has blunted concerns around custom ASICs in one fell swoop here with this deal. Second, we upgrade CoreWeave to Buy with a target of $165 (23x 2027 EBIT) who is one of the beneficiaries (including buy-rated Microsoft) of accelerating cloud demand both right now and well into the future. Third, if OpenAI is backed by Nvidia – then it has a better chance of funding all its capex plans with everyone else too – from Broadcom to Arista to AMD to Dell (Dell supplies CoreWeave). Don’t be surprised if someone makes an investment in xAI too…”

CoreWeave, Inc. (NASDAQ:CRWV) is a cloud platform provider that provides equipment for AI and other computing purposes.

9. SAP SE (NYSE:SAP)

Number of Hedge Fund Holders: 32

SAP SE (NYSE:SAP) is one of the 10 AI Stocks Every Investor Should Watch. On September 22, BofA Securities analyst Frederic Boulan lowered the price target on the stock to EUR316.00 (from EUR320.00) while maintaining a Buy rating.

Despite shares underperforming the  SX8P by 5pp since Q2 earnings in July, the firm has reiterated SAP as a large cap top pick. The firm believes that SAP’s long-term growth is structural and durable.

SAP’s structural growth is seen driven by both software upgrade and infrastructure migration cycles. SAP is also considered an artificial intelligence beneficiary due to its critical data ownership holding monetization potential through its broad AI product set including SAP Joule and Analytics agents.

“We reiterate our Buy rating and large cap top pick on SAP. The stock is one of our “25 stocks for 2025″ and is on our Europe 1 list of top ideas. Shares have underperformed the SX8P by 5pp since Q2 earnings in July, and the message from back to school conferences remained cautious on short term bookings. However, we view SAP growth as structural, supported by both a software upgrade and infrastructure migration cycles, whilst we see SAP as an AI beneficiary, supported by critical data ownership, with monetization upside via by a broad AI product set across functions including SAP Joule and Analytics agents. At the same time, we expect AI to support operating leverage, with c0.5bn of AI efficiencies targeted and up to 30% efficiency gains in R&D. We continue to see a solid path to revenue acceleration in 2026 and beyond. We reduce forecasts for FX (c50bps impact on 2025 revenue, 100bps 2026), PO down to €316 from €320 (ADR to $371 from $376). Reit Buy with shares on 20x 2026E EBITDA for a highly predictable growth.”

SAP SE (NYSE:SAP) is a leader in ERP software that leverages artificial intelligence to enhance its enterprise resource planning (ERP) solutions.

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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!

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…