In this article, we will discuss 10 Unstoppable AI Stocks to Invest In Now.
According to Morgan Stanley, AI capabilities are expected to expand at a non-linear pace, even faster than the ability of businesses, consumers, and governments to adopt such capabilities. As a result, the difference in adoption curves could act as a defining driver of the stock performance in 2026.
Stephen Byrd, Morgan Stanley’s Global Head of Thematic and Sustainability Research, believes that despite software and hardware becoming more efficient, there is a high chance of compute demand surpassing the supply. Furthermore, AI infrastructure, mainly the data centers, continues to fuel a strong surge in global energy demand. Morgan Stanley noted that energy consumption can increase by 10% per year over the upcoming decade in the US alone.
Morgan Stanley’s Global Investment Committee is of the view that investors can now start transitioning from AI builders (i.e., infrastructure providers) to the successful AI adopters (i.e., organizations that use AI to drive productivity and margins).
Amidst such trends, we will now have a look at the 10 Unstoppable AI Stocks to Invest In Now.
Our Methodology
To list the 10 Unstoppable AI Stocks to Invest In Now, we sifted through online rankings and shortlisted stocks catering to the broader AI sector. Next, we narrowed down the list by choosing the ones that have increased 20% over the past year and in which analysts still see a minimum upside of 20%. We also mentioned hedge fund sentiments around each stock, as of Q3 2025. Finally, the stocks are arranged in ascending order of their hedge fund sentiments.
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 Unstoppable AI Stocks to Invest In Now
10. Ondas Inc. (NASDAQ:ONDS)
1-Year Return: ~702.4%
Average Upside Potential: ~69.4%
Number of Hedge Fund Holders: 20
Ondas Inc. (NASDAQ:ONDS) is one of the Unstoppable AI Stocks to Invest In Now. On February 13, the company announced that its subsidiary, Airobotics, received a new multi-million-dollar order for its Iron Drone Raider™ counter-UAS system. This order is from a European customer in a NATO country.
The order comes after Ondas Inc. (NASDAQ:ONDS)’s operational deployment of the system at the European international airport, which forms part of a separate contract but from the same customer. Notably, the new contract award emphasizes the protection of critical assets present in complex civil environments. This is an area where Iron Drone Raider offers a uniquely differentiated ability.
In a separate release, it was announced that Ondas Inc. (NASDAQ:ONDS)’s smart demining subsidiary, 4M Defense, received a large-scale multi-year demining program in Israel. This came after winning a tender that was valued at more than $30 million. The program covers ~741 acres along the Israel-Syria border.
Ondas Inc. (NASDAQ:ONDS) offers private wireless, drone, and automated data solutions. The company offers Optimus, which is an AI-powered drone with imaging payloads.
