15 AI News That You Should Not Miss

Published on December 4, 2024 at 2:06 pm by Usman Kabir in Hedge Funds, Industries, News, Tech

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

US-China chip wars have been dominating headlines in the AI universe for the past few weeks. After the US announced fresh curbs on export of advanced AI chips to China, the Asian country responded by announcing that it had banned exports to the United States of the critical minerals gallium, germanium and antimony that have widespread military applications. Some of the banned minerals like gallium and germanium are used in semiconductors, while germanium is also used in infrared technology, fibre optic cables and solar cells. Others, like antimony, are used in bullets and other weaponry, while graphite is the largest component by volume of electric vehicle batteries.

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

According to news agency Reuters, the move has sparked fresh concern that Beijing could next target other critical minerals, including those with even broader usage such as nickel or cobalt. China has also blocked some purchases from chipmaker Micron citing security concerns. There are also reports that chipmaker Intel would be the next target following comments from the Cybersecurity Association of China that the American firm has constantly harmed the country’s national security and interests and that its products sold in China should be subject to a security review.

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).

A senior executive looking up at a large boardroom filled with the stocks their company manages.

AI News That You Should Not Miss

15. STMicroelectronics N.V. (NYSE:STM)

Number of Hedge Fund Holders: 18

STMicroelectronics N.V. (NYSE:STM) makes and sells semiconductor products. The company has long-term exposure to structural growth areas such as the energy transition, data centers, and microcontrollers. The firm recently launched the ST AIoT Craft, a new web-based tool that simplifies the development and provisioning of node-to-cloud AIoT (Artificial Intelligence of Things) projects using the machine-learning core of ST smart MEMS sensors. Per a report by tech news platform Express Computer, the tool consumes minimal power and efficiently handles tasks requiring AI capabilities, such as classification and pattern detection.

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

Number of Hedge Fund Holders: 33

Super Micro Computer, Inc. (NASDAQ:SMCI) develops and manufactures high performance server and storage solutions based on modular and open architecture. On December 2, after Super Micro announced the completion of the review by its Independent Special Committee, which expressed the opinion that there is no evidence of misconduct or fraud on the part of management or the board, JPMorgan noted that the next key watch points for investors to monitor include whether the new independent auditors, BDO, accept the findings of the committee or decide to undertake their own independent review and whether Nasdaq supports Super Micro’s request for an extension of time to regain compliance with the Nasdaq continued listing requirements.

13. Okta, Inc. (NASDAQ:OKTA)

Number of Hedge Fund Holders: 47

Okta, Inc. (NASDAQ:OKTA) owns and runs an identity management platform. One of the premier products of the firm is Identity Threat Protection, powered by Okta AI. Per the company, Okta AI is a mixture of machine learning and GenAI algorithms. The company recently posted earnings for the third fiscal quarter, reporting earnings per share of $0.67, beating market estimates by $0.09. The revenue over the period was $665 million, up close to 14% compared to the revenue over the same period last year and beating analyst expectations by more than $15.3 million.

12. DocuSign, Inc. (NASDAQ:DOCU)

Number of Hedge Fund Holders: 42

DocuSign, Inc. (NASDAQ:DOCU) provides electronic signature software in the United States and internationally. It recently launched Docusign AI, a tool that helps businesses transform static, unstructured agreement data into insight and action with AI tools. On December 3, JPMorgan analyst Mark Murphy raised the price target on the stock to $70 from $50 and kept an Underweight rating on the shares ahead of the fiscal Q3 report. The advisory expects the company to relay ongoing progress in operational refinements to the business, which is likely to be supported by commentary around relative stability in underlying demand trends and positive early indications on newer product initiatives. These trends could continue to support a potential pick-up in underlying organic growth trends over the medium-term, the analyst tells investors in a research note.

11. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 60

Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services. News platform Times Tech recently reported that Dell Technologies has announced an expansion to its Dell AI for Telecom program, collaborating with Intel to bring new solutions to CSPs that support network operations and enterprise edge use cases. Per the report, the new solutions help CSPs easily bring AI into their network for efficiency, reliability and cost savings, and build AI solutions at the edge to monetize the investments in their network with the enterprise.

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

Number of Hedge Fund Holders: 64

ASML Holding N.V. (NASDAQ:ASML) makes and sells advanced semiconductor equipment systems. On December 2, ASML stock was in focus as the US Department of Commerce placed additional curbs on China’s access to vital tools and components for AI chips. The new rules restrict sales of 27 types of high-bandwidth memory and chip making equipment, including products made outside the country by American companies, and are in addition to existing curbs affecting advanced logic chips. The US has in the past asked US allies in Europe to follow domestic US chip policies to curb AI development at Chinese firms.

9. Intel Corporation (NASDAQ:INTC)

Number of Hedge Fund Holders: 68

Intel Corporation (NASDAQ:INTC) markets key technologies for smart devices. Latest reports, from news publication Bloomberg, suggest that the Intel search for a new Chief Executive Officer will focus heavily on outsiders as the chipmaker is considering candidates such as Marvell Technology’s Matt Murphy and former Cadence Design Systems CEO Lip-Bu Tan. Per the report, the company is working with executive search firm Spencer Stuart to help find a new CEO and is evaluating candidates to replace the recently-ousted Pat Gelsinger.

8. QUALCOMM Incorporated (NASDAQ:QCOM)

Number of Hedge Fund Holders: 74

QUALCOMM Incorporated (NASDAQ:QCOM) develops and sells foundational technologies for the wireless industry. The company recently announced that it would be appointing Yasumasa Nakayama to vice president and president of QUALCOMM Japan. The move comes as the chipmaker plans to expand from AI-capable phones into markets like industrial IoT, XR, and automotive. These markets also demand high-end AI chips developed by QUALCOMM for mobile phones. Nakayama, who has been at the firm since 2004, played a key role in helping the firm expand from handsets into these growing markets, per a QUALCOMM press release.

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

Number of Hedge Fund Holders: 107

Advanced Micro Devices, Inc. (NASDAQ:AMD) operates as a semiconductor manufacturer. The stock has been in focus over the past week, along with other chipmakers, as the US announced additional curbs on the access of China to vital tools and components for AI chips. In response, four semiconductor associations in China declared processors made in the US as unsafe. News agency Reuters reported that the comments came from groups including Internet Society of China and the China Association of Communication Enterprises. Per the report, in total, the four groups, which released similarly worded statements right after each other, represent roughly 6,400 members combined.

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

Number of Hedge Fund Holders: 158

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) makes and sells integrated circuits and semiconductors. Hua Nan Securities analyst Kevin Su recently noted that the Philadelphia Semiconductor Index was playing catch up with other major indexes on US markets, giving a strong indication to TSM to go higher further, driving the main board higher. In remarks on the chipmaker, Su said that optimism toward artificial intelligence development continues to send TSM shares higher further as they continue to serve as the major AI chip supplier in the world.

5. Alphabet Inc. (NASDAQ:GOOG)

Number of Hedge Fund Holders: 160

Alphabet Inc. (NASDAQ:GOOG) is a California-based technology company that owns and runs the internet search engine Google. The company recently announced that more than 140,000 people had registered for the five-day Gen AI Intensive live course it offered in collaboration with data science firm Kaggle. The company said it was one of the largest developer events ever held. The live course included hands-on code labs on Kaggle where participants could experiment with different gen AI techniques and tools, like the Gemini API, Embeddings, and open source tools like Langraph as well as Vertex AI.

4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. News publication Bloomberg recently reported that Canadian startup Tenstorrent has raised $693 million in a new Series D funding round as it looks to compete with NVIDIA in the artificial intelligence accelerator market. Per the report, the startup raised money from electronics giant Samsung, Amazon founder Jeff Bezos, and investment firm Barclays, among others. The latest round of funding values the startup at more than $2.5 billion, the report added.

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

Number of Hedge Fund Holders: 235

Meta Platforms, Inc. (NASDAQ:META) engages in the development of products that enable people to connect and share with friends and family. On December 3, software firm MongoDB announced that it would be partnering with Meta to focus on integrating the AI models of the latter, including Llama, into the MAAP technology stack. Per the former, the collaboration would enable developers to harness the open-source tools of Meta alongside MongoDB capabilities, accelerating the delivery of AI applications. Future updates will include seamless mapping from MongoDB databases to LlamaStack APIs, simplifying workflows for developers, the firm added.

2. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 279

Microsoft Corporation (NASDAQ:MSFT) is a Washington-based technology company. On December 3, computer software firm PTC announced that it had partnered with Microsoft and carmaker Volkswagen Group to develop a generative artificial intelligence copilot based on the PTC Codebeamer application lifecycle management solution. Per the firm, PTC and Volkswagen Group partnered with Microsoft to help amplify the value of Codebeamer by embedding generative AI with Microsoft Azure AI capabilities. Codebeamer Copilot is expected to release as a beta to select PTC customers in early 2025.

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

Number of Hedge Fund Holders: 286

Amazon.com, Inc. (NASDAQ:AMZN) operates as a technology conglomerate with core interests in the ecommerce business. On December 2, BMO Capital maintained an Outperform rating on the stock with a price target of $236. In an investor note, the advisory noted that AWS would not only benefit from incremental Cloud/AI workloads near term, but also unlock new capabilities through ongoing innovations over the next decade. BMO further stated that Amazon’s ongoing rollout of Same-Day buildings with lower CapEx versus fulfillment centers was improving customer experience levels that would unlock retail free cash flow in 2025.

While we acknowledge the potential of Amazon.com, Inc. (NASDAQ:AMZN) 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 Amazon.com, Inc. (NASDAQ:AMZN) 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.

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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…

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15 AI News That You Should Not Miss

Published on December 4, 2024 at 2:06 pm by Usman Kabir in Hedge Funds, Industries, News, Tech

AI News That You Should Not Miss

15. STMicroelectronics N.V. (NYSE:STM)

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

13. Okta, Inc. (NASDAQ:OKTA)

12. DocuSign, Inc. (NASDAQ:DOCU)

11. Dell Technologies Inc. (NYSE:DELL)

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

9. Intel Corporation (NASDAQ:INTC)

8. QUALCOMM Incorporated (NASDAQ:QCOM)

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

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

5. Alphabet Inc. (NASDAQ:GOOG)

4. NVIDIA Corporation (NASDAQ:NVDA)

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

2. Microsoft Corporation (NASDAQ:MSFT)

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

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 That You Should Not Miss

Published on December 4, 2024 at 2:06 pm by Usman Kabir in Hedge Funds, Industries, News, Tech

Share

AI News That You Should Not Miss

15. STMicroelectronics N.V. (NYSE:STM)

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

13. Okta, Inc. (NASDAQ:OKTA)

12. DocuSign, Inc. (NASDAQ:DOCU)

11. Dell Technologies Inc. (NYSE:DELL)

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

9. Intel Corporation (NASDAQ:INTC)

8. QUALCOMM Incorporated (NASDAQ:QCOM)

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

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

5. Alphabet Inc. (NASDAQ:GOOG)

4. NVIDIA Corporation (NASDAQ:NVDA)

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

2. Microsoft Corporation (NASDAQ:MSFT)

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

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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: