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10 AI Stocks Making Big Moves on Wall Street

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In line with Beijing’s push for technological self-sufficiency in the AI arms race, Huawei has unveiled new AI infrastructure to boost compute power and better compete with rival Nvidia.

According to the tech giant, it plans to launch its new “Atlas 950 SuperCluster” as early as next year. Nvidia, on the other hand, has acknowledged that competition has undeniably arrived.

“The competition has undeniably arrived and is gaining momentum. Customers will choose the best technology stack for running the world’s most popular commercial applications and open-source models.”

-Nvidia spokesperson told CNBC in a statement.

Huawei announced that it would be rolling out three new versions of its Ascend chips through the end of 2028. The purpose of each release is to “double compute” capabilities with each one.

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. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Number of Hedge Fund Holders: 66

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the 10 AI Stocks Making Big Moves on Wall Street. On September 18, Jefferies analyst Joseph Gallo raised the price target on the stock to $515.00 (from $500.00) while maintaining a Buy rating.

The rating affirmation follows Jefferies attendance at CrowdStrike’s Fal.Con conference and investor briefing where the firm recapped how Crowdstrike focused on its expanding product portfolio in artificial intelligence and identity security.

Jefferies believes the stock still has upside.

“We attended Fal.Con & the investor briefing which focused on the expanding prod portfolio into AI/Identity & new FY27 guidance for 20%+ yoy NNARR growth implying 22% yoy total ARR growth (2 pts above cons). Given management’s historical prudence + AI likely not being factored in yet, we believe upside remains possible. CRWD’s ROI as a platform remains evident (partner/customer convos remained positive & win rates high) justifying a premium 59x EV/CY26E FCF.”

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is a leader in AI-driven endpoint and cloud workload protection.

9. monday.com Ltd. (NASDAQ:MNDY)

Number of Hedge Fund Holders: 67

monday.com Ltd. (NASDAQ:MNDY) is one of the 10 AI Stocks Making Big Moves on Wall Street. On September 18, KeyBanc analyst Jackson Ader reiterated an Overweight rating on the stock with a $330.00 price target. The rating reiteration follows the company’s investor day at its Elevate Conference in New York.

The firm discussed how Monday.com set a 2027 revenue target of $1.8B, below prior expectations. This is why it is lowering its revenue estimates for the next couple of years. However, the target doesn’t include AI products contributions, which may add upside later.

“Today we attended monday.com’s investor day at its Elevate Conference in New York. There were a couple of key takeaways from the product side, but in fairness, these were completely trumped by the 2027 revenue target set at $1.8B. The target, framed as a base case by management, is below estimates entering today. No need to hide it, we are lowering our revenue estimates for the next couple years, but it is worth noting that the target excludes contributions from AI products like Vibe and Agents that are either coming soon or launched but far too early to build into revenue targets.”

monday.com Ltd. (NASDAQ:MNDY) develops software applications globally, offering a cloud-based Work OS for creating work management tools.

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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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