15 AI News and Ratings You Should Not Miss

Published on November 18, 2024 at 7:42 am by Usman Kabir in Hedge Funds, News

In this article, we discuss the 15 AI news and ratings you should not miss.

AI technology has forced businesses worldwide to reconsider their money making models. This revolutionary change is now making its way into the government sector as well. According to a report from news agency Reuters, Mothibi Ramusi, the chief of the communications regulator in South Africa, recently said that the information and communications technology sector needs policy and regulatory changes to keep up with emerging technologies. The country is also debating new regulations for mobile virtual networks and spectrum sharing. The regulator has initiated an inquiry into the licensing framework for satellite-internet providers to provide clear rules for potential operators in the country.

Read more about these developments by accessing 10 Best AI Data Center Stocks and 10 Buzzing AI Stocks According to Goldman Sachs.

In Japan, multinational conglomerate Softbank has partnered with chipmaker NVIDIA in a partnership that aims to turn communication base stations from cost centers into AI revenue-producing assets. The latter claims that traditional telco networks are built to handle peak loads and usually use only about one-third of their capacity. With AI-RAN, a new communications tech, they can expect to monetize the remaining two-thirds of the capacity for AI inference services. Softbank estimates a return of up to 219% for every AI-RAN server it adds to its infrastructure.

Read more about these developments by accessing 30 Most Important AI Stocks According to BlackRock and Beyond the Tech Giants: 35 Non-Tech AI Opportunities.

For this article, we selected AI stocks by combing through news articles, stock analysis, and press releases. These stocks are also popular among 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).

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AI News and Ratings You Should Not Miss

15. Tetra Tech, Inc. (NASDAQ:TTEK)

Market Capitalization: $10 Billion

Tetra Tech, Inc. (NASDAQ:TTEK) provides consulting and engineering services in the United States and internationally. The firm provides cooling solutions to data centers. After posting market-beating earnings for the fourth fiscal quarter, Dan Batrack, the CEO of the firm, said the results were driven by increasing demand for differentiated high-end consulting services for managing water resources and resilient infrastructure. He said his firm continued to see strong demand for high-end services in digital modernization of water infrastructure.

14. Super Micro Computer, Inc. (NASDAQ:SMCI)

Market Capitalization: $14 Billion

Super Micro Computer, Inc. (NASDAQ:SMCI) develops and manufactures high performance server and storage solutions based on modular and open architecture. On November 15, Barclays analyst George Wang revealed that he would be suspending coverage of Super Micro due to the resignation of its former auditor and a lack of audited financial statements. The artificial intelligence server company recently said in a filing with the US Securities and Exchange Commission that it needs more time to file its latest quarterly earnings report.

13. Coherent Corp. (NYSE:COHR)

Market Capitalization: $16 Billion

Coherent Corp. (NYSE:COHR) develops, manufactures, and markets engineered materials, optoelectronic components, and devices worldwide. The firm has emerged as an important player in the AI space, marketing 800G transceivers that read and write data at a speed of 800 gigabytes per second. Craig-Hallum recently raised the price target on the stock to $120 from $85 and kept a Buy rating on the shares. The advisory notes Coherent’s strong quarter driven by AI/datacom is not surprising, although upside from gross margin was not necessarily expected that will be enticing for many investors from which to extrapolate.

12. Hewlett Packard Enterprise Company (NYSE:HPE)

Market Capitalization: $27 Billion

Hewlett Packard Enterprise Company (NYSE:HPE) is a Texas-based multinational technology company founded in 1939. The company offers high-performance computing (HPC) systems, AI software, and data storage solutions that help run complex AI workloads. Latest reports suggest that the authorities in the US are reviewing the $14 billion takeover of networking products firm Juniper Networks by HPE. Per a report by Capitol Forum, the DOJ is said to be deciding on whether to clear the deal or block it as soon as next week.

11. Fortinet, Inc. (NASDAQ:FTNT)

Market Capitalization: $72 Billion

Fortinet, Inc. (NASDAQ:FTNT) provides cybersecurity and convergence of networking and security solutions worldwide. The Fortinet SecOps platform offers the broadest range of sensors that utilize AI and other advanced analytics to continuously assess cyberthreats. On November 13, investment advisory Citi raised the price target on the stock to $100 from $76, noting that there is a decisive refresh coming in 2025 and 2026, including an end-of-service catalyst for some of its software that should surprise investors. The company has also benefited from a more robust operating expense leverage to cash conversion than its peers, Citi added.

10. Dell Technologies Inc. (NYSE:DELL)

Market Capitalization: $95 Billion

Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services. Latest reports from tech platform IT Web underline that top executives at Dell have stressed the need for having clean, structured data close at hand to fuel AI applications as local businesses increasingly look for viable use cases. The executives made the comments during the Dell Technologies South Africa Forum 2024 at Kyalami, Johannesburg.

9. QUALCOMM Incorporated (NASDAQ:QCOM)

Market Capitalization: $185 Billion

QUALCOMM Incorporated (NASDAQ:QCOM) develops and sells foundational technologies for the wireless industry. Latest reports from news platform The Pinnacle Gazette suggest that the chipmaker is positioning itself as a key player at the intersection of artificial intelligence and the rapidly growing smartphone market. Besides a supply deal with Apple, there are reports that South Korean electronics firm Samsung will exclusively use QCOM processors for all the flagship S series smartphones in the coming months, moving away from an earlier model that would split production of the S series between QCOM and Samsung’s own Exynos processors.

8. Advanced Micro Devices, Inc. (NASDAQ:AMD)

Market Capitalization: $240 Billion

Advanced Micro Devices, Inc. (NASDAQ:AMD) operates as a semiconductor manufacturer. GIGA-BYTE Technology, a Taiwanese manufacturer and distributor of computer hardware, recently announced that it would be launching the AMD Radeon PRO W7800 AI TOP 48G graphics card. This GPU is based on the AMD RDNA 3 architecture and a massive 48GB of GDDR6 memory, dwarfing its predecessor and promising unparalleled performance for complex design, rendering, and AI model training tasks.

7. ASML Holding N.V. (NASDAQ:ASML)

Market Capitalization: $268 Billion

ASML Holding N.V. (NASDAQ:ASML) makes and sells advanced semiconductor equipment systems. Latest reports, published by news platform Bloomberg, suggest that ASML CEO Christophe Fouquet has acknowledged that the pressure on the US to further restrict semiconductor technology sales to China will likely intensify. He informed investors that while the chip market’s slow recovery possibly extends 2024, both 2025 and 2026 are expected to be growth years for the industry and ASML.

6. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Market Capitalization: $851 Billion

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) makes and sells integrated circuits and semiconductors. Latest reports, published by Phone Arena and GaGadget, contend that the chipmaker has postponed a completion ceremony for the new plant it is building in Arizona. The reports, referring Taiwan media, claim that the ceremony was scheduled to take place on December 6 and was to be attended by US President Biden as well. However, TSM has postponed the ceremony to February, the reports underline.

5. Meta Platforms, Inc. (NASDAQ:META)

Market Capitalization: $1.5 Trillion

Meta Platforms, Inc. (NASDAQ:META) engages in the development of products that enable people to connect and share with friends and family. Investment advisory Morgan Stanley recently penned an investor note to clients on the AI landscape, noting that a latest survey by the advisory shows a low double-digit percentage of US users are using ChatGPT, Gemini and Meta AI daily, similar to what Facebook saw in 2009. The analysts added that innovation across the generative AI space — including new models that have increased reasoning and agent potential — were important to driving further adoption, differentiation and monetization of GenAI.

4. Amazon.com, Inc. (NASDAQ:AMZN)

Market Capitalization: $2.1 Trillion

Amazon.com, Inc. (NASDAQ:AMZN) operates as a technology conglomerate with core interests in the ecommerce business. IoT Analytics, a market research firm, recently released a report quantifying the success of hyperscalers in integrating AI use cases into their cloud offerings. The report claims that AWS has found success with traditional AI case studies, which excludes genAI. The cloud giant led just 15% of total new AI case studies tracked by IoT Analytics, but 85% of those case studies were not based on genAI. IoT Analytics Senior Analyst Dimitris Paraskevopoulos wrote that as AWS further develops its cloud AI offerings, especially genAI, it could start upselling these services to its current and new customer base, see more cloud AI projects, and gain a larger share of new projects.

3. Alphabet Inc. (NASDAQ:GOOG)

Market Capitalization: $2.2 Trillion

Alphabet Inc. (NASDAQ:GOOG) is a California-based technology company that owns and runs the internet search engine Google. Latest reports from tech website 9to5Google contend that an analysis of the latest Google Home APK reveals that Gemini-powered smart speakers and displays might be launching soon. The latest updates will make the speakers and displays AI-capable. Some features that will be added include richer responses, new voices, and better understanding of queries because of the Gemini large language model.

2. Microsoft Corporation (NASDAQ:MSFT)

Market Capitalization: $3.1 Trillion

Microsoft Corporation (NASDAQ:MSFT) is a Washington-based technology company. Mustafa Suleyman, the CEO of Microsoft AI, recently gave an interview to tech platform Times Techies, disclosing that Microsoft AI was developing technology with near-infinite memory capabilities. This advancement, per the executive, is expected to be available by 2025, and would allow AI to retain information indefinitely, thus transforming user engagement. Suleyman predicted that with this capability, AI would not only remember but also utilize past interactions to offer more personalized support, advice, and organization.

1. NVIDIA Corporation (NASDAQ:NVDA)

Market Capitalization: $3.6 Trillion

NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. Latest reports published by DigiTimes Asia contend that the NVIDIA RTX 50 series display cards, also known famously as Blackwell, are set to launch and suppliers are optimistic about the market impact of these cards. The report claims that Auras Technology, a Taiwan-based cooling components supplier for the chipmaker, has predicted that the latest GPUs may seize the whole market starting in December. Auras Technology expects demand for its cooling products to grow across the PC, GPU, and server markets next year.

While we acknowledge the potential of NVIDIA Corporation (NASDAQ:NVDA) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than NVIDIA Corporation (NASDAQ:NVDA) but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Published on May 16, 2026 at by Inan Dogan, PhD

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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.

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15 AI News and Ratings You Should Not Miss

Published on November 18, 2024 at 7:42 am by Usman Kabir in Hedge Funds, News

AI News and Ratings You Should Not Miss

15. Tetra Tech, Inc. (NASDAQ:TTEK)

14. Super Micro Computer, Inc. (NASDAQ:SMCI)

13. Coherent Corp. (NYSE:COHR)

12. Hewlett Packard Enterprise Company (NYSE:HPE)

11. Fortinet, Inc. (NASDAQ:FTNT)

10. Dell Technologies Inc. (NYSE:DELL)

9. QUALCOMM Incorporated (NASDAQ:QCOM)

8. Advanced Micro Devices, Inc. (NASDAQ:AMD)

7. ASML Holding N.V. (NASDAQ:ASML)

6. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

5. Meta Platforms, Inc. (NASDAQ:META)

4. Amazon.com, Inc. (NASDAQ:AMZN)

3. Alphabet Inc. (NASDAQ:GOOG)

2. Microsoft Corporation (NASDAQ:MSFT)

1. NVIDIA Corporation (NASDAQ:NVDA)

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Published on May 16, 2026 at by Inan Dogan, PhD

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

Buy This $3 Stock Now Before the 400% Surge Begins

Published on May 15, 2026 at by Inan Dogan, PhD

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

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15 AI News and Ratings You Should Not Miss

Published on November 18, 2024 at 7:42 am by Usman Kabir in Hedge Funds, News

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AI News and Ratings You Should Not Miss

15. Tetra Tech, Inc. (NASDAQ:TTEK)

14. Super Micro Computer, Inc. (NASDAQ:SMCI)

13. Coherent Corp. (NYSE:COHR)

12. Hewlett Packard Enterprise Company (NYSE:HPE)

11. Fortinet, Inc. (NASDAQ:FTNT)

10. Dell Technologies Inc. (NYSE:DELL)

9. QUALCOMM Incorporated (NASDAQ:QCOM)

8. Advanced Micro Devices, Inc. (NASDAQ:AMD)

7. ASML Holding N.V. (NASDAQ:ASML)

6. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

5. Meta Platforms, Inc. (NASDAQ:META)

4. Amazon.com, Inc. (NASDAQ:AMZN)

3. Alphabet Inc. (NASDAQ:GOOG)

2. Microsoft Corporation (NASDAQ:MSFT)

1. NVIDIA Corporation (NASDAQ:NVDA)

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Published on May 16, 2026 at by Inan Dogan, PhD

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

Buy This $3 Stock Now Before the 400% Surge Begins

Published on May 15, 2026 at by Inan Dogan, PhD

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