Wedbush Securities’ Dan Ives is joining a new company known as Eightco Holdings. Eightco announced on Monday that Ives is now chairman of the board of directors. At the same time, the company also declared a $250 million private placement to implement a buying strategy around Worldcoin as its main treasury asset.
Worldcoin (WLD) is the native token of the blockchain used in Open AI creator Sam Altman’s biometric identity verification startup, World. According to Ives, World is a potential “de facto standard for authentication and identification in the future world of AI.”
“As someone that’s so passionate about the AI revolution and the future of tech, I view World as really the de facto standard for authentication and identification in the future world of AI. I would not be doing this initiative if it was just a cookie cutter token strategy.”
-Ives told CNBC.
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.
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10. UiPath Inc. (NYSE:PATH)
Number of Hedge Fund Holders: 42
UiPath Inc. (NYSE:PATH) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 5, Needham analyst Scott Berg reiterated a Hold rating on the stock. The rating affirmation follows PATH’s solid second-quarter results against conservative guidance.
The company’s customer retention (NRR) has stopped falling and is holding steady at 108%. This is a good sign after two years of precipitous decline, the firm noted.
Overall, Needham believes that growth may be slow in the near-term but new opportunities and PATH’s improving conditions suggests better times ahead.
“We are incrementally more positive on PATH shares after UiPath reported solid 2Q results against conservative guidance. PATH is showing early stabilization signs with NRR flat Q/Q at 108% after precipitously declining over the last two years. While net new ARR was down 30% Y/Y, guidance implies 2H improvements. Similar volume-based companies in our coverage typically take multiple quarters to work through downsell dynamics before reaccelerating growth. Macro commentary remained steady while Fed spending has started to thaw, unlocking pent-up deal activity from recent quarters. Agentic automation remains key to product vision and early traction appears positive, the opportunity is unlikely to materially contribute to growth until 2HFY27. On guidance, PATH reported a decent raise after adjusting for incremental FX tailwinds.”
UiPath Inc. (NYSE:PATH) is a well-known software as a service (SaaS) enterprise that develops AI-powered automation platforms to help businesses transform their operations.
9. Hewlett Packard Enterprise Company (NYSE:HPE)
Number of Hedge Fund Holders: 60
Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 4, Raymond James analyst Simon Leopold raised the price target on the stock to $30.00 (from $29.00) while maintaining a Strong Buy rating.
The rating affirmation follows HPE’s F3Q25 earnings report which reflected a beat with mixed guidance. AI platform sales are poised for a steep quarter-to-quarter drop, but this is considered normal.
The addition of Juniper is already contributing to the margins, and an analyst meeting in October will further reflect upon the company’s strategy and financial outlook.
“Net, business is tracking well; however, the outlook includes a +30% q/q decline from AI platforms; lumpiness is business as usual. Investors will need to be patient to appreciate the longer term; HPE will host an analyst meeting in October where we expect it will disclose its strategy and financial outlook. Juniper’s inclusion is already helping and contributes to the improving operating margin outlook. HPE will play an increasing roll in AI initiatives with the inclusion of Juniper and the broadening market. We include HPE within the context of an AI networking basket. Our EPS estimates change modestly, and our target goes to $30.”
Hewlett Packard Enterprise Company (NYSE:HPE), an American multinational technology company, provides high-performance computing systems, AI software, and data storage solutions for running complex AI workloads.
8. AppLovin Corporation (NASDAQ:APP)
Number of Hedge Fund Holders: 109
AppLovin Corporation (NASDAQ:APP) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 4, Jefferies analyst James Heaney raised the price target on the stock to $615.00 (from $560.00) while maintaining a Buy rating. The price target raise follows meeting with AppLovin’s CEO/CFO.
Mutiple growth drivers behind an expected fourth-quarter e-commerce advertising inflection have been highlighted by the firm, which includes spend growth from existing advertisers, international audience expansion, and significant new client onboarding.
Some other meaningful growth opportunities for the company include non-gaming apps and in-app purchase games.
“Our key takes from meeting with the APP CEO/CFO: 1) There are numerous drivers behind a Q4 e-comm advertising inflection. 2) Supply expansion into non-gaming apps and in-app purchase games could be a meaningful growth opportunity. 3) Despite significant investment, APP should be able to maintain its 80%+ EBITDA margin. We raise our FY26 rev by 2% and our PT to $615. Our FY26 rev is 6% ahead of street. Based on our more bullish view we are raising our web-based ad estimates. Based on spend growth from existing advertisers, international audience expansion, and significant new client onboarding, we raise our Q4’24 rev est by 1% and are 8% ahead of street. We expect $375M in web-based ad rev, of which roughly ~$170M comes from current advertisers. We also raise our FY26 rev est by 2% and are 6% ahead of street, assuming ~$2B in net web ad rev, which we still view as conservative.”
AppLovin Corporation (NASDAQ:APP) provides a leading marketing platform powered by AI technology.
7. Salesforce, Inc. (NYSE:CRM)
Number of Hedge Fund Holders: 121
Salesforce, Inc. (NYSE:CRM) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 4, CFRA analyst Angelo Zino lowered the price target on the stock to $300.00 (from $375.00) while maintaining a Strong Buy rating.
Analysts at CFRA cut the price target to $300 from $375. However, they still see the stock as attractively valued. This is because even though some people believe that artificial intelligence is going to replace a lot of traditional software, CRM will still be a potential winner in the SaaS shakeup.
The analysts also believe that artificial intelligence will enhance Salesforce’s SaaS offering instead of replacing them.
“We lower our 12-month target to $300 from $375, on a P/E of about 21.3x our CY 27 EPS view of $14.13, a deep discount to historical averages. After posting solid Jul-Q results, we raise our FY 26 (Jan.) EPS estimate to $11.35 from $11.30 and hold FY 27 at $12.58. We start FY 28 EPS at $14.13. While conservative guidance provides ammo to pound the table on the view that AI is eating software, we still see CRM as a potential winner within the SaaS turmoil and view its valuation as highly enticing (about 17x our CY 27 EPS). We believe that AI will be an extension of CRM’s SaaS offerings, not a replacement given its access to enterprise data and solutions. A positive takeaway on the call was that the 60% seq. increase in customers who have gone from pilot to production for its Agentic AI offering, expanding use cases/scaling. We expect CRM’s Agentic enterprise applications to reap considerable productivity improvements/savings that will pave the way toward better monetization/pricing (rising competition a risk).”
Salesforce, Inc. (NYSE:CRM) is a cloud-based CRM company that has gained popularity after it unveiled its AI-powered platform called Agentforce.
6. Oracle Corporation (NYSE:ORCL)
Number of Hedge Fund Holders: 124
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 5, Global Equities Research Analyst Trip Chowdhry raised the price target on the stock to $400.00 (from $250.00) while maintaining an Overweight rating.
According to the firm, a significant shift is taking place in the technology landscape. Hackathons are transitioning toward Context Engineering instead of Agentic AI, a shift that favors Oracle. The firm further stated that Oracle’s Context Engineering is “the mother of all AI Catalysts.”
“Hackathons are shifting to Context Engineering and Away from pure Agentic AI – This is Significant Shift, benefiting ORCL. Just 6 months back, 2025 was supposed to be the year of Agentic Ai, and now Context Engineering has superseded Agentic AI. ORCL Context Engineering is the mother of all Ai Catalysts – Long-term fundamentals of ORCL are Solid. August was a very weak month for IT Deal Closures and ORCL will likely not be immune to it. We expect IT Deal Closure activity to remain subdued up until September 22, 2025, and after that IT Deal activity will pick up through the end of the year. We are expecting Uncertainty in ORCL IT deals to remain for only one Quarter, and Long-term Investors should buy ORCL Stock on this weakness.”
Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider.
5. Broadcom Inc. (NASDAQ:AVGO)
Number of Hedge Fund Holders: 156
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 5, Baird analyst Tristan Gerra raised the price target on the stock to $300.00 (from $210.00) while maintaining an Outperform rating.
The firm noted how Broadcom’s “impressive” execution has resulted in a much larger order than anticipated from OpenAI for the second half of 2026. It also cited “incrementally positive data points” from channel checks regarding Google TPU volumes for Broadcom, which imply strength in multiple AI partnerships.
While the stock may look expensive, the valuation seems justified driven by accelerating AI revenue and a sizable backlog heading into 2026.
“Impressive execution catalyzes a much larger order than we expected from OpenAI in 2H26, while we have recently heard from the channel incrementally positive datapoints regarding Google TPU volumes for Broadcom. We see a strong ramp for Tomahawk 6 next year (more use cases, Mi455). Infrastructure software bookings remain strong with vSphere V9 enabling on-premise applications and running AI workloads. Valuation is rich but likely sustained driven by the expected acceleration in AI revenue in 2026 along with an impressive AI backlog. Outperform-rated.”
Broadcom is a technology company uniquely positioned in the AI revolution owing to its custom chip offerings and networking assets.
4. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 156
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 8, HSBC analyst Erwan Rambourg reiterated a Hold rating on the stock with a $220.00 price target. The rating comes ahead of the tech giant’s upcoming product launch event.
Following Alphabet’s Pixel 10 launch on August 20, Apple will be hosting its iPhone 17 lineup on September 9. The firm discussed what is anticipated at the big launch event such as four iPhone models, including an all-new slim version (“Air”) which will replace the “Plus” model in previous lineups.
Overall, the firm holds high expectations regarding Apple’s products pipeline in 2026-27.
“We expect a lower-priced 17e version coming in 2026. A US survey points towards high pent-up demand, with seven of 10 users expressing interest in upgrading to a 17 model (MacRumors, 1 September 2025). We also expect announcement of a new Apple Watch (11, Ultra 3), new AirPods, and Airtag (possibly an upgraded Vision Pro too). While we do not see the iPhone 17 lineup as introducing a clear step change in Apple’s offering, we have higher expectations from its products pipeline in 2026-27 as reported in the press (Bloomberg 24 August 2025), including a foldable phone and smart glasses. Also in the works is a special 20th anniversary edition iPhone model with curved glass.”
Apple is a technology company known for its consumer electronics, software, and services.
3. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 219
Alphabet Inc. (NASDAQ:GOOGL) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 8, Phillip Securities analyst Serena Lim Yi Qi downgraded the stock from Buy to Accumulate with a price target of $265.00 (from $235.00).
The downgrade follows Alphabet’s US antitrust ruling from last week. Back in 2024, Google was found guilty of an illegal monopoly in search services and text advertising through exclusionary conduct.
However, severe penalties anticipated such as the forced sale of the Chrome browser and restrictions on Android were rejected by the DOJ, driving investor relief. Instead, rulings such as Google being barred from entering into certain exclusive agreements and the requirement to share parts of its search index and user-interaction data were seen less disruptive to its business model.
Following the ruling, Phillip Securities believes that Google will continue benefitting from “AI-driven product enhancement and operational efficiencies.”
“We view the overall ruling positively and believe restrictions on exclusivity have limited impacts on GOOGL given product strength and partner incentives. We downgraded to ACCUMULATE rating but increased DCF target price to US$265 due to recent price rally. We keep our FY25e revenue unchanged, but reduce WACC from 7.7% to 7.4, reflect the ease of investors’ sentiment over the case decision. We expect GOOGL to continue benefitting from AI-driven product enhancement and operational efficiencies.”
Alphabet Inc. (NASDAQ:GOOGL) is an American multinational technology conglomerate holding company wholly owning the internet giant Google, amongst other businesses.
2. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 235
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 4, JPMorgan analyst Harlan Sur reiterated an Overweight rating on the stock with a $215.00 price target.
The rating affirmation follows the firm’s investor group meeting with Toshiya Hari, VP of IR and Strategic Finance at NVIDIA, particularly focusing on its Data Center business.
According to the firm, demand is continuously outpacing supply for Nvidia’s data center products. This had caused lead times to remain stretched but stable at “quarters, not months.” This is despite the sharp ramp of Blackwell Ultra chips in the fiscal second quarter.
“Below are the key takeaways from the meeting. • Demand continues to outweigh supply, keeping lead times stretched but stable; Rubin on track for C2H26 ramp. Even with Blackwell Ultra (BWU) ramping sharply in FQ2 (~50% of Blackwell mix), management noted that lead times have remained fairly consistent (measuring “in quarters, not months”), indicative of demand still outstripping supply more than two years into this AI spending cycle. Looking beyond CY25, NVDA reiterated expectations of growth in CY26 and confirmed that its upcoming Vera Rubin platform has not experienced any delays (despite recent noise to the contrary) and is on track for a C2H26 launch, with all 6 chips that make up the platform having already taped out at TSMC.”
NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 335
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 AI Stocks Gaining Attention on Wall Street. On September 8, Cantor Fitzgerald analyst Deepak Mathivanan reiterated an Overweight rating on the stock with a $280.00 price target.
The rating affirmation follows Amazon’s announcement that it will bring its satellite internet network to JetBlue’s commercial airline customers.
JetBlue is going to be the first airline to implement Amazon’s Project Kuiper satellite technology, offering lower latency and better service than traditional satellite systems.
“AMZN announced a partnership with JetBlue (JBLU, NC) to provide in-flight Wi-Fi via its Kuiper network beginning in FY27E. This marks AMZN’s first U.S. airline deal and highlights meaningful progress towards commercialization. Highlighted in our previous report (here) – AMZN has already deployed 102 satellites into LOE and, if upcoming launches proceed as planned, the constellation could expand to 450 by the end of 2025, likely sufficient to initiate a commercial beta.”
Amazon.com Inc. (AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions.
While we acknowledge the potential of AMZN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AMZN and that has 100x upside potential, check out our report about this cheapest AI stock.
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