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10 AI Stocks on Wall Street’s Radar

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While the United States is busy forging alliances and striking high-profile artificial intelligence deals, China is quietly making calculated progress of its own. In latest news, DeepSeek, the AI startup from China that wreaked havoc in the tech world not too long ago, has released an upgraded version of its artificial intelligence reasoning model.

While there wasn’t an official announcement made by the startup, the DeepSeek R1 upgrade was released on the AI model repository Hugging Face. The new upgraded version of the DeepSeek R1 model is closely trailing behind OpenAI’s o4-mini and o3 reasoning models on LiveCodeBench, which is a site that benchmarks models against different metrics.

“DeepSeek’s latest upgrade is sharper on reasoning, stronger on math and code, and closing in on top-tier models like Gemini and O3.”

-Adina Yakefu, AI researcher at Hugging Face, told CNBC.

READ ALSO: 12 AI Stocks on Latest News and Ratings and 10 AI Stocks on Wall Street’s Radar.

Yakefu further stated that the new model has “major improvements in inference and hallucination reduction,” and that “this version shows DeepSeek is not just catching up, it’s competing.”

All of these developments from China reveal that the restrictions the United States has been imposing are proving futile. Even Nvidia CEO Jensen Huang criticised the US export controls, stating that the US policy is based on the clearly wrong assumption that China cannot make AI chips.

“The question is not whether China will have AI. It already does.”

-Jensen Huang

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. C3.ai, Inc. (NYSE:AI)

Number of Hedge Fund Holders: 24

On May 29, Morgan Stanley analyst Sanjit Singh raised the price target on C3.ai, Inc. (NYSE:AI) to $22.00 from $20 while keeping an “Underweight” rating.  C3.ai, Inc. (NYSE:AI) is an enterprise artificial intelligence (AI) software company involved in building and operating enterprise-scale AI applications and accelerating digital transformation.

The rating reiteration follows C3.ai’s recent partnership extension with Baker Hughes for an additional three years, along with the company’s reported revenue growth of over 26% in the fourth quarter.

On May 28, C3 and Baker Hughes announced a multi-year renewal and expansion of their joint venture agreement, where the two companies will continue to provide Enterprise AI solutions to the oil and gas and chemical sectors.

Discussing these positive developments, Morgan Stanley noted that

” a 3-year extension of the Baker Hughes partnership and sustained +26% rev growth in Q4 likely qualifies as a better than feared outcome.”

At the same time, the firm also pointed out some concerns regarding the stock. It stated how the company’s long-term growth prospects are questionable since its revenue missed expectations slightly. Moreover, the revenue mix included a high proportion of demonstration licenses and services revenue.

Overall, the firm is cautiously optimistic due to the company’s performance indicators.

“However, a sub rev miss along with a high mix of demonstration licenses and services rev keeps the debate open on the durability of LT growth.”

9. Hewlett Packard Enterprise Company (NYSE:HPE)

Number of Hedge Fund Holders: 45

On May 28, Hewlett-Packard Enterprise Company (NYSE:HPE) announced expansions to its HPE Aruba Networking wired and wireless portfolio, as well as the new HPE Aruba Networking CX 10K distributed services switches. 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.

The HPE Aruba Networking doubles the performance capabilities of widely-deployed data center distributed services switches. These innovations are designed to improve performance, cut costs, and support the growing needs of different types of high-performance computing.

According to Phil Mottram, EVP and general manager of HPE Aruba Networking, the innovations announced by HPE tend to “simplify data center and overall server connectivity at ten times the scale and performance and one-third the cost of traditional enterprise solutions.”

Some of the latest advances announced by the company include the HPE Aruba Networking CX 10040 smart switch, the HPE Aruba Networking CX 6300 series campus switches, new Wi-Fi 7 access points, Application-aware networking across campus switches, and more.

“Data-fueled AI, IoT, and other high-performance applications are driving unprecedented demands for enterprises to provide cost-effective connectivity, no matter where devices and users are or how they access the network. HPE is again raising the bar with innovations that simplify data center and overall server connectivity at ten times the scale and performance and one-third the cost of traditional enterprise solutions.”

-Phil Mottram, EVP and general manager, HPE Aruba Networking.

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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…