US President Donald Trump has signed a “Genesis Mission” order on Monday, a government-wide effort to build an integrated artificial intelligence platform to leverage federal scientific datasets to train next-generation technologies.
The White House said the mission strives to harness massive government scientific datasets “to train scientific foundation models and create AI agents to test new hypotheses, automate research workflows, and accelerate scientific breakthroughs.”
Under the effort, Trump has directed both the U.S. Energy Department and U.S. National Laboratories “to unite America’s brightest minds, most powerful computers, and vast scientific data into one cooperative system for research.”
According to Michael Kratsios, head of the White House Office of Science and Technology Policy, the Genesis Mission strives to use AI to “automate experiment design, accelerate simulation and generate predictive models for everything from protein folding to fusion plasma dynamics. This will shorten discovery timelines from years to days or even hours.”
Trump anticipates several computing partnerships to stem from this project, and has already announced agreements with big names such as Nvidia and Dell.
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.
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10. Baidu, Inc. (NASDAQ:BIDU)
Number of Hedge Fund Holders: 33
Baidu, Inc. (NASDAQ:BIDU) is one of the 10 Hot AI Stocks to Keep on Your Radar. On November 24, JP Morgan upgraded the stock to “Overweight” from Neutral and raised its price target to $188.0 from $110.0. The firm is optimistic on BIDU, noting how AI and cloud are changing the narrative and becoming primary growth engines and value drivers for BIDU.
According to analyst Alex Yao, market is currently underestimating the transition and that investors should buy into the stock now to capture the valuation rerating. Moreover, he noted that Baidu’s cloud revenue growth may accelerate to around 61% in 2026, as compared to 23% in 2025. This acceleration is driven by a surge in sales of Kunlun AI chips.
” With our estimates showing Baidu’s cloud revenue growth accelerating to ~61% in 2026 (vs. ~23% in 2025) thanks to a 6x surge in Kunlun chip sales, and a SOTP valuation framework attributing ~$34B to cloud (~53% of our target price), we believe the market is underestimating this transformation.”
The analyst further noted how domestic demand for AI compute in China remains intense and that hyperscalers are sourcing from local providers even more. That said, it believes that the Kunlun AI chips is best positioned and anticipates chip sales to increase six-fold.
“In addition, we expect GPU compute revenue to maintain triple-digit growth given enterprise mania for model training, fine-tuning and inference. With such infrastructure momentum, we expect Baidu cloud revenue growth of ~61% in 2026, accelerating from ~23% in 2025. This fundamental shift supports our move to a dedicated SOTP valuation. We value Baidu cloud at ~$34B or ~$100 per share, based on 6x 2026E revenue for cloud ex-Kunlun chip sales and 15x 2026E revenue for Kunlun chip.”
Baidu, Inc. (NASDAQ:BIDU) is a Chinese internet giant and AI pioneer, known for its noteworthy investments in artificial intelligence technology and its position as the dominant search engine within the country.
9. Marvell Technology, Inc. (NASDAQ:MRVL)
Number of Hedge Fund Holders: 76
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Hot AI Stocks to Keep on Your Radar. On November 24, HSBC initiated coverage on the stock with a “Hold” rating and an $85 price target. The firm holds a neutral view on Marvell as it believes that Marvell is an “important AI player,” but lacks conviction as compared to stronger competitors.
According to analyst Frank Lee, Marvell may be bullish on its ASIC strategy but Broadcom has clearer ASIC momentum heading into the next cycle.
“Marvell is emerging as an important AI player, driven by its ASIC and optical business. We cover it from Asia as 70%-plus of its revenue comes from the region.”
The firm believes that the ASIC story is not matching expectations for Marvell. Hyperscalers’s rising capex usually implies more demand for ASIC chips. That said, the increase in hyperscaler capex forecasts should boost ASIC’s share of that capex to rise to 13% in 2027e.
Marvell may be optimistic about its ASIC plans, but analysts don’t feel the same optimism.
“While Marvell is bullish about its ASIC strategy, we don’t share its optimism. We expect Marvell’s key rival Broadcom to benefit the most as its ASIC roadmap has greater visibility. Marvell’s share price is down 26% y-t-d, while Broadcom’s is up 53% (vs S&P500: +13%).”
Marvell Technology, Inc. (NASDAQ:MRVL) engages in the development and production of semiconductors, focusing heavily on data centers.
