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10 AI Stocks Investors Are Watching Closely

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Beijing has been strongly discouraging Chinese firms from using Nvidia’s artificial intelligence chips, particularly for government-related purposes. However, some tech giants remain keen on using them.

In a report from Reuters, sources reveal that big names such as Alibaba and Tencent have been asking for reassurance that their orders of Nvidia’s H20 model are being processed. The AI chipmaker had regained permission to sell these in China back in July.

According to the sources, they are also closely keeping track of Nvidia’s plans for a more powerful chip, tentatively named the B30A, based on its Blackwell architecture.

The B30A will likely be up to six times more powerful than the H20, and will cost almost double the H20, which currently sells for between $10,000 and $12,000.

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. SAP SE (NYSE:SAP)

Number of Hedge Fund Holders: 32

SAP SE (NYSE:SAP) is one of the 10 AI Stocks Investors Are Watching Closely. On September 2, the company announced a comprehensive new approach to digital sovereignty and AI innovation through expanded offerings within its SAP Sovereign Cloud portfolio.

Through these offerings, SAP will provide its European customers access to their comprehensive technology stack, including SAP Cloud Infrastructure and SAP Sovereign Cloud On-Site.

European customers will now have access to new deployment models that are designed to meet regulatory and operational requirements while maintaining data sovereignty.

The company has introduced three deployment options. First, the SAP Cloud Infrastructure uses open-source technologies in SAP’s data center network, with all data stored within EU boundaries.

Second, the SAP Sovereign Cloud On-Site offers SAP-operated infrastructure within a customer-owned/customer-selected data center. Third, the Delos Cloud in Germany focuses on public sector transformation needs.

“The digital resilience of Europe depends on sovereignty that is secure, scalable and future-ready. SAP’s full-stack sovereign cloud offering delivers exactly that, giving customers the freedom to choose their deployment model while helping ensure compliance up to the highest standards.”

-Martin Merz, President, SAP Sovereign Cloud.

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

9. Marvell Technology, Inc. (NASDAQ:MRVL)

Number of Hedge Fund Holders: 76

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 AI Stocks Investors Are Watching Closely. On September 2, the company announced that the Marvell Structera Compute Express Link (CXL) memory-expansion controllers and near memory compute accelerators have successfully completed interoperability testing with DDR4 and DDR5 memory solutions from Micron Technology, Samsung Electronics, and SK Hynix.

This testing follows Marvell’s recent announcement of successful interoperability of Structera CXL Portfolio with AMD EPYC CPU and 5th Gen Intel Xeon Scalable platforms. This makes Structera the only CXL 2.0 product family that features completed interoperability testing across both leading CPU architectures and all three major memory suppliers. This milestone ensures scalable system design, reduced integration risk, and streamlined qualification. Moreover, OEMs and cloud providers have the flexibility to optimize system designs while maintaining supply chain flexibility.

Interoperability is a crucial part of seamless system performance, particularly as data-centric applications become complex and memory becomes an important part of performance.

The Structera product line includes two CXL device families designed to fulfill performance and scalability needs of next-generation cloud data centers.

The Structera A CXL near-memory accelerators integrates 16 Arm Neoverse V2 cores and multiple memory channels for high-bandwidth memory applications.

Meanwhile, the Structera X CXL memory-expansion controllers enable terabytes of memory to be added to general-purpose servers for  high-capacity memory applications.

“As AI and high-performance computing workloads intensify, CXL will help dissolve bottlenecks for demanding workloads that can consume upwards of hundreds of terabytes of memory capacity.”

-Praveen Vaidyanathan, vice president and general manager of Cloud Memory Products at Micron.

Marvell Technology, Inc. (NASDAQ:MRVL) engages in the development and production of semiconductors, focusing heavily on data centers.

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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…