Markets

Insider Trading

Hedge Funds

Retirement

Opinion

10 Buzzing AI Stocks Analysts are Watching

Page 1 of 10

According to Deutsche Bank, 2026 is going to be the hardest year for artificial intelligence. Analysts Adrian Cox and Stefan Abrudan said the technology will survive, but warned that the honeymoon period is over.

They expect AI to be hit by three themes in particular this year: disillusionment, dislocation, and distrust, particularly as concerns accelerate over OpenAI’s high cash burn.

This matters as AI investment and optimism are buoying the global economy, accounting for most of economic and earnings growth in the US last year.

While AI remains transformative, analysts believe its real-world impact has been limited so far. Benefits have been most visible to Silicon Valley and to savvy early adopters, rather than average business leaders who focus on revenues and operational improvements.

The bank also highlighted major bottlenecks across the AI supply chain, including shortages of computing power, memory, energy, and skilled talent.

AI depends on the most complex supply chain in history and any one of hundreds of thousands of components can derail the process.

-Cox and Abrudan wrote.

Memory, they believe, is by far the most critical pressure point as workloads transition from training models to using AI tools. Nevertheless, demand remains strong, with major hyperscalers continuing to invest heavily and governments pushing towards sovereign AI.

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 Q3 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 427.7% since May 2014, beating its benchmark by 264 percentage points (see more details here).

10. ServiceTitan Inc. (NASDAQ:TTAN)

Number of Hedge Fund Holders: 48

ServiceTitan Inc. (NASDAQ:TTAN) is one of the 10 Buzzing AI Stocks Analysts are Watching. On January 20, Morgan Stanley analyst Josh Baer upgraded the stock from Equalweight to Overweight with a price target of $131.00 (up from $125.00). The firm sees ServiceTitan as an underpriced compounder and a leading vertical software asset, very well positioned for AI.

Morgan Stanley’s upgrade comes nearly one year after it initiated coverage of the stock at “Equal-weight,” believing it was a great company and fairly priced. There were some concerns earlier, particularly regarding high investor expectations and valuation, success in Commerical segment, and GTM profitability.

The firm said that it is now constructive across all these areas, which makes it both a great company and a great stock. Morgan Stanley also believes that TTAN is very well-positioned for artificial intelligence.

We see ServiceTitan as an underpriced compounder – a leading vertical software asset very well positioned for AI.

The bank said that the combination of steady growth and margin expansion can drive the stock to its $131 price target. It noted that shares see an attractive upside and a 5:1 bull/bear skew on a one-year horizon, while also viewing the company as a core portfolio holding over the longer term.

It further added that ServiceTitan looks attractive on its own and also when compared to peers in the Vertical software space.

Further, ServiceTitan screens well on an absolute and relative basis to our coverage under our framework for identifying attractive Vertical end-markets and attractive Vertical Software companies.

ServiceTitan Inc. (NASDAQ:TTAN) provides an end-to-end cloud-based software platform in the US and Canada. Its platform connects and manages a range of business workflows.

Page 1 of 10

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.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

• Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential.

• 11 New Issues of Our Premium Readership Newsletter: You will also receive 11 new issues and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.

• One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149

• Bonus Reports: Premium access to members-only fund manager video interviews

• Ad-Free Browsing: Enjoy a year of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.

• 30-Day Money-Back Guarantee:  If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

If you’re thinking about getting in, don’t wait – because once Wall Street catches wind of this story, the easy money will be gone.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99 a month.

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!