In this article, we discuss 13 AI news and ratings you probably missed
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and the UK. President-elect Donald Trump, who is supported by business leaders like Elon Musk, may influence AI policies, with Musk’s experience in AI raising expectations for U.S. advancements. In Europe, the EU’s AI Act has introduced comprehensive regulations, but tensions with U.S. tech companies are still there over its strict measures.
Meanwhile, the U.K. is considering a more flexible, principles-based approach, especially regarding the use of copyrighted content for AI training. Additionally, U.S. and China relations could affect global AI development, with both countries competing for AI dominance and potentially creating safety regulations to prevent uncontrolled AI advancements.
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Navigating the AI Investment Landscape
AI is driving a major transformation in technology as significant investments are being funneled into infrastructure, data centers, and the AI value chain. Companies are rapidly building out AI infrastructure, with an increasing focus on supply chain components beyond just semiconductors, which highlight potential profits in sectors like memory, cooling, and fiber optics.
Jon McNeill, co-founder of Vistashares, discussed the impact of AI infrastructure on investment opportunities in an interview with Romaine Bostick and Scarlet Fu of Bloomberg. He explained that while AI’s impact on data centers is often discussed in terms of semiconductors, the actual supply chain involves different elements, such as memory, cooling, and fiber optics. McNeill emphasized the potential for profits in the AI supply chain, especially for investors looking beyond the major producers to lesser-known companies.
He also addressed the risks of international investments and noted that while the U.S. dominates the AI sector, Asia is rapidly building its own AI infrastructure. McNeill highlighted the growing value of AI applications in autonomous driving and robotics, which could drive significant economic growth. He pointed to large investments in data centers, such as AWS’ $11 billion investment in Georgia, as signs that this growth will continue, with the major tech companies leading the charge in the AI race.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s database of 900 hedge funds.
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 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
13 AI News and Ratings You Probably Missed
13. Garmin Ltd. (NYSE:GRMN)
Number of Hedge Fund Holders: 30
Garmin Ltd. (NYSE:GRMN) designs and manufactures a wide range of wireless devices across fitness, outdoor, aviation, marine, and automotive sectors.
At CES 2025, Garmin (NYSE:GRMN) and Qualcomm Technologies announced the Garmin Unified Cabin 2025. It is an advanced digital cockpit solution powered by the Snapdragon Cockpit Elite platform. The collaboration strengthens their ongoing partnership, introducing scalable domain controller capabilities through a single Garmin control module. The solution offers immersive entertainment across vehicle displays and supports software-defined vehicle architectures.
The system includes generative AI powered by a Neural Processing Unit (NPU) for features like voice assistants and customizable themes. It also incorporates Qualcomm Oryon CPUs, Adreno GPUs, and Hexagon NPUs for advanced multimodal AI performance.
12. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 33
Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures cutting-edge server and storage systems, specializing in AI, cloud computing, and 5G applications.
On January 9, Super Micro (NASDAQ:SMCI) announced that it has started shipping its high-performance X14 systems powered by Intel Xeon 6900 series processors with P-cores, designed for demanding workloads like AI, HPC, and GPU-intensive applications. These systems offer up to 256 performance cores per system, support for MRDIMMs with speeds up to 8800 MT/s, and advanced thermal and liquid cooling options.
The X14 product line includes GPU-optimized servers for large-scale AI and HPC, PCIe GPU systems for flexible GPU configurations, and the industry’s first AI server featuring Intel Gaudi 3 accelerators. Other models include the density-focused SuperBlade, the cost-efficient FlexTwin, and the flagship Hyper rackmount platform, all of which support air or liquid cooling to maximize performance and efficiency.
11. Arm Holdings plc (NASDAQ:ARM)
Number of Hedge Fund Holders: 38
Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU products and related technologies for semiconductor companies, supporting markets such as automotive, consumer tech, and IoT. The company also focuses on AI, offering system IPs, microprocessors, and compute platforms for various applications.
SoftBank Group and Arm Holdings (NASDAQ:ARM) are reportedly exploring a potential acquisition of Ampere Computing, a semiconductor designer backed by Oracle, as per Bloomberg. Ampere was valued at $8 billion during a 2021 SoftBank investment proposal and the company is assessing strategic options and has attracted interest from Arm and other potential buyers. The company has faced challenges in pursuing an IPO and operates in a competitive market with increasing demand for AI-focused chips like Nvidia’s accelerators, the report states. A potential deal would align with Arm’s push to expand into data center processors and improve its capabilities with Ampere’s engineering expertise.
10. Dell Technologies Inc. (NYSE:DELL)
Number of Hedge Fund Holders: 60
Dell Technologies Inc. (NYSE:DELL) offers AI-optimized servers and storage solutions, emphasizing the modernization of infrastructure and improving the performance of business applications.
UBS maintained a Buy rating and $158 target for Dell Technologies, highlighting it as the firm’s top large-cap pick in U.S. Enterprise Hardware and Networking. The firm expects Dell to outperform HP Enterprises in the AI server market within Tier 2 Cloud and Enterprise sectors, driving at least 10% growth in its Infrastructure Solutions Group revenue next year. Dell’s free cash flow is anticipated to rise by 15% in 2025 and by low double digits in 2026, combined with a projected 5% recovery in the PC market.
9. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 68
Intel Corporation (NASDAQ:INTC) designs and manufactures hardware specifically for AI applications, including processors, accelerators, and performance optimization solutions.
Intel Corporation (NASDAQ:INTC) and BUFFERZONE have expanded their partnership and introduced two new AI-powered solutions, SafeBridge AI and Safe Data, as part of BUFFERZONE’s Safe Workspace suite. These tools are optimized for Intel Core Ultra processors and run locally to improve privacy and security without cloud reliance.
SafeBridge AI analyzes files for threats using large language models and sanitizes content through zero-trust Content Disarm and Reconstruction. Safe Data safeguards sensitive files in a virtual vault and protects against ransomware and restricts unauthorized access. BUFFERZONE’s NoCloud approach uses Intel’s integrated CPU, GPU, and NPU for faster, cost-effective, and secure on-device AI processing. Intel praised the collaboration for advancing endpoint security with enhanced privacy and efficiency.
Carla Rodríguez, Vice President and General Manager of Client Software Enabling at Intel commented:
“Intel commends Bufferzone for its innovative AI-driven security solutions and their collaborative work with our teams to enable two new features that run on Intel AI PCs. Bufferzone’s NoCloud approach that runs AI entirely on Intel GPU and NPU accelerators, offers a compelling alternative to traditional detection-based security, providing enterprises with enhanced proactive protection while preserving user privacy.”
8. QUALCOMM Incorporated (NASDAQ:QCOM)
Number of Hedge Fund Holders: 74
QUALCOMM Incorporated (NASDAQ:QCOM) specializes in wireless communication technologies, with substantial investments in AI, 5G, and IoT applications, influencing multiple industries.
Qualcomm Technologies is strengthening its partnership with Sony Honda Mobility to integrate Snapdragon Digital Chassis solutions into future AFEELA vehicles to advance software-defined vehicle technology. This collaboration will bring features such as generative AI for personalized experiences, advanced driver assistance systems (ADAS), and secure, cloud-connected functionality.
The Snapdragon Cockpit Platform improves in-car entertainment and AI-driven personalization, the Auto Connectivity Platform ensures reliable connectivity and precision, and the Ride Platform supports flexible ADAS and automated driving solutions. Deliveries of AFEELA vehicles equipped with these technologies are expected in 2026, with reservations opening this year.
7. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 107
Micron Technology, Inc. (NASDAQ:MU) develops and produces memory and storage solutions, catering to a wide range of markets such as data centers, automotive, consumer electronics, and mobile devices across the globe.
Micron Technology has started constructing a High-Bandwidth Memory advanced packaging facility in Singapore, the first of its kind in the country. It is scheduled to begin operations in 2026 and the facility will support AI-driven demand growth and expand advanced packaging capacity by 2027. The $7 billion investment will initially create 1,400 jobs, with plans to reach 3,000 roles, including packaging development and assembly. The facility aligns with Micron’s sustainability goals which include greenhouse gas reduction and water recycling, and will seek LEED certification. This initiative strengthens Singapore’s semiconductor ecosystem and Micron’s global AI-focused capabilities.
6. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 107
Advanced Micro Devices, Inc. (NASDAQ:AMD) is known for its semiconductor products, delivering processors and graphics units for data centers, gaming, and embedded systems. The company specializes in high-performance computing solutions designed for AI-driven applications.
On January 8, AMD entered a strategic collaboration with Absci Corporation, including a $20 million investment to support the company’s AI-driven drug discovery efforts. By providing AMD Instinct accelerators and ROCm software, AMD is looking to help Absci optimize its AI solutions for biologic drug development, particularly in antibody design.
The partnership will allow Absci to accelerate the creation of next-generation therapeutics while benefiting from AMD’s high-performance computing capabilities. Mark Papermaster, AMD’s CTO, highlighted that the collaboration aligns with AMD’s mission to power demanding AI workloads in innovative fields like drug discovery. He said:
“We are proud to partner with Absci, a company at the forefront of AI-driven drug discovery, to help further accelerate breakthroughs in therapeutics and transform how biologic drugs are developed… Absci’s groundbreaking work in AI drug discovery is a perfect fit for AMD high-performance computing solutions and software, designed for the most demanding AI workloads.”
5. Uber Technologies, Inc. (NYSE:UBER)
Number of Hedge Fund Holders: 136
Uber Technologies, Inc. (NYSE:UBER) offers its proprietary technology across Mobility, Delivery, and Freight segments, providing transportation, delivery services, and logistics solutions.
Announced on January 6, Uber and NVIDIA have partnered to advance AI-driven autonomous driving technology. By using Uber’s extensive trip data, the collaboration will utilize NVIDIA’s Cosmos platform and DGX Cloud to improve AI model development for autonomous vehicles. Cosmos provides advanced tools for creating physical AI systems, while DGX Cloud offers a high-performance AI platform for efficient model development. This partnership aims to accelerate safe and scalable autonomous driving solutions, with further updates expected later this year. Dara Khosrowshahi, CEO of Uber commented:
“Generative AI will power the future of mobility, requiring both rich data and very powerful compute… By working with NVIDIA, we are confident that we can help supercharge the timeline for safe and scalable autonomous driving solutions for the industry.”
4. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 193
NVIDIA Corporation (NASDAQ:NVDA) focuses on AI-powered technologies, providing platforms for data centers, autonomous vehicles, robotics, and cloud computing.
At CES 2025, NVIDIA introduced Project DIGITS, a personal AI supercomputer designed to provide AI researchers, data scientists, and students with access to the powerful NVIDIA Grace Blackwell platform. It features the new GB10 Grace Blackwell Superchip and the system offers a petaflop of AI computing performance for prototyping and running large models. Project DIGITS allows users to develop models on their local systems and deploy them seamlessly to cloud or data center infrastructures.
The system is built for power efficiency as it delivers up to 1 petaflop of AI performance with a standard electrical outlet. It offers 128GB of memory and up to 4TB of storage, which enables developers to run large AI models. Additionally, users can access a range of NVIDIA AI software for experimentation, development, and deployment.
3. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 202
Alphabet Inc. (NASDAQ:GOOGL) provides AI-driven solutions across various platforms, improving cloud services, business collaboration tools, and consumer products, while also focusing on advancing AI research.
At CES 2025, Alphabet Inc. (NASDAQ:GOOGL) announced an upgrade for its Google TV operating system as it integrates Gemini into the Google Assistant voice-control system. This upgrade will be rolled out later in the year and it enables more natural conversations with third-party TVs, eliminating the need for the “Hey Google” prompt.
It also makes content search better and offers deeper YouTube integration, including the ability to access Google Photos. The Gemini upgrade will first appear on third-party TVs from brands like Sony, Hisense, and TCL, following its initial release on Google’s streaming box. Additionally, Google previewed an “always-on” mode for certain TVs, which will display useful information when a user approaches. TCL will be the first to implement this feature in late 2025.
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 279
Microsoft Corporation’s (NASDAQ:MSFT) AI initiatives include advanced cloud offerings, AI-driven business applications, and sophisticated language processing and computing technologies.
Microsoft plans to invest approximately $80 billion in AI-enabled data centers by FY 2025. Over half of this investment will be allocated within the United States, which shows the company’s commitment to the U.S. economy. The investment will help support the development and deployment of AI and cloud-based applications globally. The initiative will improve AI infrastructure and enable further advancements in AI technology and foster partnerships across industries, from chip suppliers to software developers. This large-scale investment is central to ensuring that the U.S. remains a leader in the AI field.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 286
Amazon.com, Inc. (NASDAQ:AMZN) is a key player in AI development, using the technology to improve shopping, entertainment, and operational efficiency.
At CES 2025, Amazon Ads unveiled a new SQL generator for Amazon Marketing Cloud, powered by generative AI. The tool enables advertisers to quickly generate SQL queries for custom audience creation by simply describing their desired audience. It reduces the time spent developing queries from hours to minutes. Advertisers can use these queries to activate audiences across Amazon’s advertising platforms, including streaming TV, audio, and digital ads. The tool simplifies the process and allows for more innovative and effective ad campaigns. Amazon Ads continues to integrate AI into its services to improve productivity and campaign performance.
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