10 AI Stocks in the Spotlight Right Now

Ark Invest’s Brett Winton directs research and helps set strategy for the Ark Innovation ETF (ARKK) and Ark Space Exploration & Innovation ETF (ARKX). Recently, he has been focused on Big Tech and aerospace.

“We are in the earliest stages of a massive technological transformation here. There’s going to be bumps along the road, but we think the right thing to do is to lean into innovation over the long term.”

– Winton told CNBC’s “ETF Edge.”

Winton is particularly bullish on artificial intelligence infrastructure, stating how he believes that data center investment is soon going to explode.

“I think we’re in the first pitch… We’re still in warmups. We’re still singing the national anthem here. The investment in AI data centers is going to explode. They’re going to build data centers that are 10x the size of the current largest data centers, and that’s going to yield a performance advance in AI that’s mind-blowing even relative to what’s available today.”

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 Q1 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).

An overhead view of a bustling stock exchange, with brokers and traders exchanging stocks.

10. Intel Corporation (NASDAQ:INTC)

Number of Hedge Fund Holders: 91

Intel Corporation (NASDAQ:INTC) is one of the 10 AI Stocks in the Spotlight Right Now.  On July 22, Loop Capital initiated coverage of the stock with a “Hold” rating and $25 price target. According to the firm, TSMC’s advanced node manufacturing is better than Intel’s.

Moreover, the firm believes that TSMC is the “obvious manufacturing partner” for Intel to make its products more competitive with AMD, Nvidia, and Arm. The firm has, at the same time, warned that if Intel Foundry can’t get enough volume from Intel products, then the company may struggle to cover its fixed costs.

This is why it is likely to be more constructive for Intel shares if it shifts away from the foundry.

Intel Corporation (NASDAQ:INTC) designs and sells computing hardware, semiconductor products, and AI-driven solutions for various industries.

9. Snowflake Inc. (NYSE:SNOW)

Number of Hedge Fund Holders: 94

Snowflake Inc. (NYSE:SNOW) is one of the 10 AI Stocks in the Spotlight Right Now. On July 22, Bloomreach, the agentic platform for personalization, announced that it has entered into a new partnership with the Snowflake AI Data Cloud.

The partnership will connect customer data stored in Snowflake with Bloomreach’s AI-powered marketing solutions so that businesses can leverage customer engagement with maximum personalization. Together, the two companies will help bridge the gap between data infrastructure and marketing innovation.

“It’s not enough for marketers to just understand their customers — they need to put that understanding into action, too. This partnership ensures they can activate their Snowflake data instantly and intelligently through Bloomreach, fueling personalized experiences that drive measurable business growth.”

-Meera Murthy, General Manager and Vice President of Product, Bloomreach Engagement.

Snowflake Inc. (NYSE:SNOW) is a cloud-based data storage company providing a data analysis, storage, and sharing platform.