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10 AI Stocks in the Spotlight Today

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According to a White House official and a person familiar with the initiatives, US President Donald Trump will be announcing $70 billion in artificial intelligence and energy investments in Pennsylvania on Tuesday.

According to the report, Trump will be revealing the details of the initiatives at an event near Pittsburgh. Republican Senator David McCormick will join Trump at the event, who is hosting the first Pennsylvania Energy and Innovation Summit at Carnegie Mellon University.

These investments will be coming from several industries, including new data centers and power grid upgrades, as per reports from the White House Official. It will also include AI training programs and apprenticeships, the official added.

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).

10. SoundHound AI, Inc. (NASDAQ:SOUN)

Number of Hedge Fund Holders: 18

SoundHound AI, Inc. (NASDAQ:SOUN) is one of the 10 AI Stocks in the Spotlight Today. On July 14, Piper Sandler analyst James Fish downgraded the stock from Overweight to “Neutral” with a price target of $12. The firm said it sees a tough setup for the AI company, particularly for the second half of 2025.

“We are downgrading shares of SoundHound from OW to Neutral but reiterating our $12 price target.”

The firm noted that, although there is long-term potential for SoundHound, some deals may be pushed into 2026 for the company. The company is currently facing a challenge in trying to achieve profitability while also investing in its Amelia product line. The firm has highlighted how achieving both effectively can be a challenge for the company, while Amelia’s success can lead to higher earn-outs and dilution.

The firm is particularly concerned about how pressure on second-half estimates may negatively impact SoundHound’s valuation multiple. Currently, it exceeds 20 times the calendar year 2026 estimates.  Piper Sandler is constructive on the company’s long-term opportunities regardless of the downgrade but also acknowledges that execution in the second half of 2025 “could create a squeeze on shares.”

SoundHound AI, Inc. (NASDAQ:SOUN) is a voice artificial intelligence company offering voice AI solutions to businesses.

9. Nebius Group N.V. (NASDAQ:NBIS)

Number of Hedge Fund Holders: 51

Nebius Group N.V. (NASDAQ:NBIS) is one of the 10 AI Stocks in the Spotlight Today. On July 14, Goldman Sachs initiated coverage on the stock with a “Buy” rating and a $68 price target. The firm believes Nebius is a leading provider of AI infrastructure and that the AI cloud company is well-positioned.

Nebius Group, with a market capitalization of roughly $10.5 billion, is a dominant player in the AI Neocloud market. The company is a direct beneficiary of the rising demand for generative AI and customized GPU infrastructure.

“We initiate on Nebius (NBIS), a leading player in the AI Neocloud market (a niche AI GPU infrastructure rental market), with a Buy rating and a 12-month price target of $68 implying 45% upside”

The initiation note by the firm has highlighted Nebius’ key advantages, notably a full-stack software offering, cost efficiencies, and the tendency to operate at scale. These advantages are helping Nebius serve clients that require access to AI compute without having to invest in their own hardware.

Analyst Alex Duval views a favorable risk/reward skew for investors. He estimates a 4:1 upside-to-downside ratio between bull and bear scenarios.

Overall, the firm asserts that Nebius is attractively priced compared to peers, particularly given its role as a pure-play in AI compute infrastructure.

Nebius Group N.V. (NASDAQ:NBIS) is an AI infrastructure firm that builds full-stack infrastructure to enable the growth of the global AI industry, including large-scale GPU clusters, cloud platforms, and tools and services for developers.

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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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