15 AI News You Should Pay Attention To

Published on November 21, 2024 at 12:34 pm by Usman Kabir in Hedge Funds, Industries, News, Tech

In this article, we discuss the 15 AI news you should pay attention to.

AI themes have dominated stock markets around the world over the past few months. Investment titan Blackrock recently released an investor note on the subject, stressing that as the new year unfolds, AI advancements and diplomatic developments will continue to shape the top market trends. In the note, Jay Jacobs, the US Head of Thematic and Active ETFs at the firm, stated that these two themes stayed in the limelight for virtually all of 2024 and are likely to remain in primary focus for 2025. The note further detailed that 2025 could be a pivotal year for technological progress and adoption in AI tech, as GenAI advances and more sophisticated models were combining to drive meaningful growth in AI capabilities.

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

However, the investment firm also addressed regulatory and geopolitical challenges that were hampering growth. Per the analysts at the firm, the rise and advancements in AI also added strains to the geopolitical map. The note highlighted that regulation and desire to control the technology may lead to divergence between US-focused AI names and those with more global exposure.

Read more about these developments by accessing 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).

An overhead view of a modern networking technology suite in a data center.

AI News You Should Pay Attention To

15. GlobalFoundries Inc. (NASDAQ:GFS)

Number of Hedge Fund Holders: 22

GlobalFoundries Inc. (NASDAQ:GFS) provides a range of mainstream wafer fabrication services and technologies worldwide. It is the third-largest chip foundry in the world and offers a range of AI chip solutions. On November 20, UBS initiated coverage of the stock with a Neutral rating and $47 price target. The company has a favorable position but its markets are likely oversupplied, the advisory told investors in a research note. The advisory sees GlobalFoundries as favorably positioned relative to peers amid geopolitical uncertainty, but still sees mature node markets skewing to oversupply through 2026. As such, it believes the risks offset the stock’s upside potential.

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 November 20, the company announced that it had received a notification letter from Nasdaq, stating that the company is not in compliance with listing rules, which require timely filing of reports with the US Securities and Exchange Commission. Earlier in the week, the company had disclosed that it had submitted a compliance plan to the stock exchange. The company is at the risk of delisting from the Nasdaq exchange after not being able to file an earnings report on time.

13. Fortinet, Inc. (NASDAQ:FTNT)

Number of Hedge Fund Holders: 47

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 20, Skylark Information Technologies, an India-based IT infrastructure firm, announced that it had partnered with Fortinet to establish a new Operational Technology Cybersecurity Centre of Excellence in Chennai. The CoE showcases the Fortinet OT Security Platform, an AI-powered OT threat intelligence system.

12. Twilio Inc. (NYSE:TWLO)

Number of Hedge Fund Holders: 52

Twilio Inc. (NYSE:TWLO) provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications. The company has been integrating artificial intelligence into its platform since last year and has also introduced several new features that leverage AI to help clients gain more business from customers. On November 20, it announced the 16 honorees of the annual AI Startup Searchlight Awards at SIGNAL London 2024. These were selected from over 500 applicants. The winning startups demonstrated innovative use of Twilio communication tools alongside AI and LLMs to transform customer engagement.

11. Cadence Design Systems, Inc. (NASDAQ:CDNS)

Number of Hedge Fund Holders: 53

Cadence Design Systems, Inc. (NASDAQ:CDNS) provides software, hardware, services, and reusable integrated circuit (IC) design blocks worldwide. On November 20, the company announced the development and successful tapeout of a first Arm-based system chiplet. A chiplet is a small, modular integrated circuit that can be combined to create a more complex system-on-chip. These systems are becoming more popular as AI workloads become more demanding, requiring greater power and efficiency.

10. Equinix, Inc. (NASDAQ:EQIX)

Number of Hedge Fund Holders: 55

Equinix, Inc. (NASDAQ:EQIX) is a California-based real estate trust that operates data centers and other technology assets. The firm helps AI businesses host AI infrastructure for AI model development and offers network-rich interconnected locations for AI inference. On November 20, Stifel analyst Erik Rasmussen raised the price target on the stock to $1,080 from $995 and kept a Buy rating on the shares. After having met with management of Equinix at the Nareit REITworld conference, the advisory remains encouraged by the strong messaging around AI and recent results that continue to trend above expectations.

9. 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. On November 20, Evercore ISI maintained an Outperform rating on the stock with a price target of $150, adding the firm to the Tactical Outperform list ahead of earnings. In an investor note, the advisory detailed that Dell is well positioned to report upside to consensus October-end quarter revenue and EPS estimates of $24.69 billion and $2.07, respectively, driven by strength in the ISG segment on the heels of storage, general-purpose compute, and AI server strength, though it expects weaker results in CSG segment to partially offset that strength.

8. QUALCOMM Incorporated (NASDAQ:QCOM)

Number of Hedge Fund Holders: 74

QUALCOMM Incorporated (NASDAQ:QCOM) develops and sells foundational technologies for the wireless industry. On November 20, Susquehanna lowered the price target on the stock to $210 from $230 and kept a Positive rating on the shares. The advisory said the firm shows continued progress on diversification strategy, with edge AI a growth accelerant across the company. In an investor note, the advisory notes the firm is targeting 50/50 Handset/Auto & IoT revenue mix by 2030, though Apple transition impacts growth for the next three years.

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

Number of Hedge Fund Holders: 107

Advanced Micro Devices, Inc. (NASDAQ:AMD) operates as a semiconductor manufacturer. On November 20, tech website PC Gamer reported that plans by the chipmaker to ditch future RDNA 5 graphics architecture in favor of unified UDNA tech were related to adding AI capabilities to AMD gaming GPUs as soon as possible. The report highlights how current gaming graphics cards of AMD are based on the RDNA 3 architecture, while the enterprise, datacenter and AI GPUs are based on the CDNA technology. UDNA would combine the two technologies, while still retaining two separate products, per the report.

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. On November 21, news platform DigiTimes Asia reported that the company was developing a dedicated supply chain cluster on 30 hectares in Taiwan. The report claims that the land for the purpose is located in the Southern Taiwan Science Park. The report further adds, citing sources, that the move is part of a broader plan to strengthen advanced packaging capabilities.

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. On November 20, Varonis Systems, an Israeli software firm that offers AI products for data management and protection, announced that it would be expanding its IaaS security coverage to the Google Cloud. Per Brian Vecci, the CTO of the former, Varonis is a unified platform that identifies and classifies data across cloud environments and detects threats across the entire data estate at scale, in real time.

4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. On November 20, the company posted earnings for the third fiscal quarter, reporting earnings per share of $0.81, beating market estimates by $0.06. The revenue over the period was more than $35 billion, up more than 93% compared to the revenue over the same period last year and beat analyst expectations by close to $1.5 billion. Data center revenue was over $30 billion during the period, up 17% from the second quarter and 112% from a year ago.

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 November 20, the company announced that it would be launching new features for the Messenger application. These new features include AI backgrounds for video calling. Per the company, users will be able to use images from Meta AI as backgrounds for video calls to reflect their moods. Other updates to the Messenger include HD video calls, background noise suppression and voice isolation. Over a billion people across the world use the Messenger application every month.

2. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders: 279

Microsoft Corporation (NASDAQ:MSFT) is a Washington-based technology company. On November 19, news publication Bloomberg reported that the company had signed a deal with book publisher HarperCollins, owned by media giant News Corp, to train artificial intelligence models with nonfiction titles available with the publisher. AI models require large amounts of high-quality data for training. Earlier this year, OpenAI, an AI startup backed by Microsoft, struck a similar $250 million deal with The Wall Street Journal, also owned by News Corp.

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. Deep Instinct, a firm that uses an AI-based deep learning framework for cybersecurity, announced on November 20 that it would be bringing the Deep Instinct DSX for Cloud, a premier cybersecurity product, to the Amazon S3, a cloud object storage platform. The AI-based framework helps Deep Instinct offer companies the ability to protect sensitive data across cloud environments by preventing and explaining unknown threats.

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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 You Should Pay Attention To

Published on November 21, 2024 at 12:34 pm by Usman Kabir in Hedge Funds, Industries, News, Tech

AI News You Should Pay Attention To

15. GlobalFoundries Inc. (NASDAQ:GFS)

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

13. Fortinet, Inc. (NASDAQ:FTNT)

12. Twilio Inc. (NYSE:TWLO)

11. Cadence Design Systems, Inc. (NASDAQ:CDNS)

10. Equinix, Inc. (NASDAQ:EQIX)

9. Dell Technologies Inc. (NYSE:DELL)

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 You Should Pay Attention To

Published on November 21, 2024 at 12:34 pm by Usman Kabir in Hedge Funds, Industries, News, Tech

Share

AI News You Should Pay Attention To

15. GlobalFoundries Inc. (NASDAQ:GFS)

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

13. Fortinet, Inc. (NASDAQ:FTNT)

12. Twilio Inc. (NYSE:TWLO)

11. Cadence Design Systems, Inc. (NASDAQ:CDNS)

10. Equinix, Inc. (NASDAQ:EQIX)

9. Dell Technologies Inc. (NYSE:DELL)

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: