In this article, we will take a detailed look at the 10 Buzzing Stocks Everyone is Talking About.
AI stocks are trending as major technology companies continue to invest a fortune in hiring top talent for their future AI plans, with data indicating strong demand for AI products.
Lauren Goode, Wired senior writer, said in a recent program on CNBC that AI remains underhyped in the long term. She was discussing the race among major technology companies to poach top tech talent.
“So, the thing I that researchers and technologists and executives have been saying, at least I’ve heard some of them say around the valley lately, is that what’s going on with generative AI right now, is that it is overhyped in the short term and underhyped in the long term. And so, this is all just still shaking out. It’s still very early days for generative AI. And I think in a sense people are making bets on their teams who they want to be with you know for whatever this sort of super intelligent future future looks like. People have been making some of the comparisons to sports teams saying that these sound a little bit more like locking up people in contracts or packages rather than just like your standard AI or engineering job. But it’s hard to say who ultimately is going to shake out as the quote unquote winner. I think it’s more realistic that there would probably be a lot of winners in this space.”
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10. Textron Inc (NYSE:TXT)
Number of Hedge Fund Investors: 29
Mario Gabelli of GAMCO said in a recent program on CNBC that he likes industrial conglomerate Textron shares.
“Textron Inc (NYSE:TXT) is important because there’s 180 million shares. Scott Donnelly, who runs it, has done a terrific job. And basically, they’re going to earn a little over $6 this year on a non-GAAP basis, a little less than that on a GAAP basis. And the stock has Bell Helicopter. They got replacements for the Blackhawk, but they also have Cessna. And there’s a backlog for the Longitude and the Latitude. And both of those will give them a tailwind, so to speak. And at $85 with that kind of earnings, that is an extraordinarily cheap stock.”
9. National Fuel Gas Co (NYSE:NFG)
Number of Hedge Fund Investors: 35
Mario Gabelli of GAMCO recently explained why he’s bullish on Natrual Fuel Gas during a program on CNBC.
“They have an asset. That asset is fundamental to the United States. They own significant acreage for the last 100 plus years, 100 years, in Pennsylvania, in an area about a 10,000. They own down to the mineral rights to the center of the earth. Secondly you’re going to try to help people in Connecticut and Massachusetts by bringing in NAT gas there and then you’re going also export some as LNG. So the stock is trading at 90 million shares at 85. They’re going to earn close to $7 this year. And so when you take the assets now, one thing that David Bauer, who’s running it, is doing, he’s going to try to buy other what they call LDC’s, local distribution companies. So they have some in Buffalo, they have some in Pennsylvania. I would say if somebody came to him, he’s probably signed some NDAs right now to buy some utility companies in the gas utility area in the Pennsylvania ideally area. So there’s a lot going on.”
8. Crowdstrike Holdings Inc (NASDAQ:CRWD)
Number of Hedge Fund Investors: 64
Wedbush’s Dan Ives was recently asked about the underperformance of cybersecurity stocks this year. Ives said he believes the market is “wrong” on cybersecurity stocks and pointed to a few strong names he’s bullish on, including Crowdstrike Holdings Inc (NASDAQ:CRWD).
“I think it’s really been a rotation. Maybe some of the higher growth in software, some of these other AI places. Cyber has maybe lagged here. I think the market’s gotten it wrong. I think actually when you look at a subsector, cybersecurity could be the biggest subsector of the year for tech. Because what we’re seeing when you look at CrowdStrike, you look at Zscaler, Palo Alto, Check Point—as more moves to the cloud, cybersecurity is going to go hand in hand. So I think this is going to be one of those areas that actually significantly outperforms during earnings season.”
Crowdstrike Holdings Inc (NASDAQ:CRWD) shares are up 36% so far this year.
Artisan Developing World Fund stated the following regarding CrowdStrike Holdings, Inc. (NASDAQ:CRWD) in its second quarter 2025 investor letter:
“Top contributors to performance for the quarter included MercadoLibre, cybersecurity software leader CrowdStrike Holdings, Inc. (NASDAQ:CRWD), NuHoldings (Nubank), Sea, and ARM Holdings. CrowdStrike continued to benefit from an industry backdrop featuring increasing network complexity and heightened security threats, while seeing strong uptake of new customer packages post-service outages last year.”
7. Palantir Technologies Inc (NASDAQ:PLTR)
Number of Hedge Fund Investors: 77
Wedbush’s Dan Ives recently said during a program on CNBC that Palantir Technologies Inc (NASDAQ:PLTR) will be a key beneficiary of President Donald Trump’s “big, beautiful” tax bill.
I think front and center is massive. I— Palantir Technologies Inc (NASDAQ:PLTR)—I think Palantir is going to be a huge beneficiary.
Jackson Peak Capital stated the following regarding Palantir Technologies Inc. (NASDAQ:PLTR) in its Q1 2025 investor letter:
“Palantir Technologies Inc. (NASDAQ:PLTR) was a contributor as a long event-driven trade. We held PLTR into and through its Q4 earnings. The thesis was that it would continue its beat and raise cadence and have investors chasing the right tail as management lays out what’s possible under the new administration in DC, announcing new contract wins. It also benefitted from market structure dynamics with institutions underweight and PLTR joining the Nasdaq 100 index in December.”
6. Vertiv Holdings Co (NYSE:VRT)
Number of Hedge Fund Investors: 90
Stephanie Link, chief investment strategist and portfolio manager at Hightower, explained in a recent program on CNBC why she recently bought Vertiv Holdings Co (NYSE:VRT). Link praised
“I love the theme. I’ve been pounding the table for two and a half years on this theme. Verdive is the very best in the business and I and I just got it got away from me. It was always too expensive and so this stock is down 25% from its highs. Yesterday it was down 12% on the rumors that AWS was building a cooling system. I’m like you’ve got to be kidding me. These guys Vertiv have an end-to-end solution and services and a huge install base. And so down 12% I averaged down and I’m going to continue on any weakness because I still believe very strongly in this decade long theme.”
Carillon Scout Mid Cap Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q1 2025 investor letter:
“Vertiv Holdings Co (NYSE:VRT) provides data center infrastructure equipment and services. The stock suffered amid concerns over a near-term slowdown in orders for its cooling systems, which we believe was primarily due to hyperscalers that are redesigning their data centers to cram more equipment into each server rack. Broader concerns regarding artificial intelligence demand and fears of peak levels of capital spending have also weighed on investor sentiment. We believe a significant number of new data centers must be built to meet the demand for increasing AI training and inference workloads globally. These power-hungry systems generate more heat and require greater power density, which can be addressed by the more efficient power and cooling solutions that Vertiv provides.”
5. Advanced Micro Devices Inc (NASDAQ:AMD)
Number of Hedge Fund Investors: 97
HSBC’s Frank Lee explained in a recent program on CNBC why he raised his price target on Advanced Micro Devices Inc (NASDAQ:AMD) to $200. Lee believes AMD could take in $8 billion in AI revenues and talked about other growth catalysts for the stock that’s up 29% so far this year.
“I think the main thing is that, you know, compared to where we were at the beginning of the year where we got a lot more conservative, in terms of the outlook of Advanced Micro Devices Inc (NASDAQ:AMD) AI revenue. We see some changes in the last couple months that definitely much more constructive, and I think at the beginning of the year, there was very little visibility. The MI325 chip that they launched in the, in in the first quarter wasn’t getting quite the feedback we were expecting. But now as we see the MI355, the feedback’s been a lot more positive, and also we see a big uplift in pricing—much more than we previously expected—and we do see the hyperscalers seem to be interested. So hence we think there could be a big reversal in terms of the AI revenue for for this year. So we now have more than eight billion in revenues, which is considerably higher than the consensus around six.”
Longriver Partners Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its second quarter 2025 investor letter:
“Nvidia’s NVLink, its high-bandwidth interconnect, underpins training at scale, where GPUs must coordinate across racks. NVLink Fusion, announced this year, may extend that advantage by letting custom chips plug into Nvidia’s system rather than replace it. However, many inference tasks can be handled independently, one GPU at a time. That lowers the importance of networking, and with it, Nvidia’s edge in tightly integrated systems.
This has given Advanced Micro Devices, Inc. (NASDAQ:AMD) a window to become more than a second source. Its MI300X is now deployed at Microsoft, Meta, Oracle, and Dell. In some inference workloads, it beats Nvidia’s H100. As one expert put it, “ROCm used to be a science project. Now we’re finally seeing it run real workloads.” AMD plans to ship full-rack MI400 systems next year. It still trails in training, but inference gives it a real wedge into the market.
AMD is also leaning into openness. ROCm is open source, its interconnects run over Ethernet, not proprietary links, and it is sticking with x86 CPUs. That may appeal to buyers wary of lock-in or reluctant to cross-compile for ARM.”
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