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15 AI Stocks Making Waves on Wall Street

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On Tuesday, June 10, White House AI czar David Sacks said that the chance of American AI chips falling into the wrong hands isn’t as grave as it seems. He also expressed concerns that regulating U.S. artificial intelligence too tightly could hinder growth and give China a chance to step ahead in the AI arms race.

“We talk about these chips like they could be smuggled in the back of a briefcase. That’s not what they look like. These are server racks that are eight feet tall and weigh two tons,” Sacks said at the AWS summit in Washington…They don’t walk out doors. It’s very easy to basically verify that they’re where they’re supposed to be.”

-David Sacks

“I do worry we’re on a trajectory where fear could overtake opportunity and we end up sort of crippling this wonderful progress that we’re seeing.

READ ALSO: 10 AI Stocks on Wall Street’s Radar and 10 Buzzing AI Stocks on Latest News and Ratings.

Sacks’ concerns are valid, with history proving how rigid rules around AI chips exports, particularly in Biden’s era, failed to prevent the birth of disruptors such as DeepSeek. Naturally, Trump rescinded Biden’s executive order, and also the so-called AI diffusion rule, which limited the amount of American AI computing capacity that some countries were allowed to obtain via U.S. AI chip imports.

“We rescinded that Biden diffusion rule, which…made diffusion a bad word. Diffusion of our technology should be a good word.” Sacks said.

For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q1 2025.

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 373.4% since May 2014, beating its benchmark by 218 percentage points  (see more details here).

15. BigBear.ai Holdings, Inc. (NYSE:BBAI)

Number of Hedge Fund Holders: 17

BigBear.ai Holdings, Inc. (NYSE:BBAI) ) is one of the 15 AI Stocks Making Waves on Wall Street. On June 11, the company announced a strategic partnership with Easy Lease PJSC, UAE’s leading provider of integrated mobility solutions, and Vigilix Technology Investment L.L.C, a specialist in technology investments and advisory services.

Through this partnership, the UAE and the broader region will be able to undergo digital transformation through the acceleration, development, and deployment of innovative AI-enabled solutions. The three companies will be leveraging their expertise in AI, operations, and strategic advisory services to develop advanced technologies for the region’s high-growth industries.

Leading the collaboration is BigBear.ai, which will focus on developing and integrating the advanced AI tools. Meanwhile, Easy Lease will be responsible for providing its operational leadership and market reach, and Vigilix with regional insights for successful market impact.

“This partnership is both a privilege and a milestone for BigBear.ai. It is a powerful endorsement of our technology and values. This project also marks a major first step in our international expansion. Together with Easy Lease and Vigilix, we are committed to advancing the UAE’s AI capabilities, delivering mission-critical systems that enhance safety, mobility, and operational effectiveness across the region.”

-Kevin McAleenan, CEO of BigBear.ai.

BigBear.ai Holdings, Inc. (NYSE:BBAI) is an artificial intelligence specialist that provides decision intelligence solutions for national security, digital identity, supply chain and logistics, enterprise operations, and manned-unmanned teaming in autonomous systems.

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

Number of Hedge Fund Holders: 40

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 15 AI Stocks Making Waves on Wall Street. On June 11, the company announced an expansion of the industry’s broadest portfolio of solutions designed for NVIDIA Blackwell Architecture to the European market.

The 30+ solutions offer the most comprehensive and efficient solution stack for NVIDIA HGX B200, GB200 NVL72, and RTX PRO 6000 Blackwell Server Edition deployments. These solutions will accelerate the deployment of European enterprise AI factories across any environment.

Supermicro’s solution stack will not just enable the deployment of NVIDIA Enterprise AI Factory validated design, but also support the upcoming introduction of NVIDIA Blackwell Ultra solutions, anticipated later this year. This includes the NVIDIA GB300 NVL72 and HGX B300.

A major highlight of Supermicro’s latest offerings is its DLC-2 liquid cooling technology, which has the ability to remove up to 250kW of heat per rack. Through this innovation, customers will be able to deploy much more compute power within existing facility constraints, all while maintaining optimal thermal performance for sustained AI workloads.

“With our first-to-market advantage and broad portfolio of NVIDIA Blackwell solutions, Supermicro is uniquely positioned to meet the accelerating demand for enterprise AI infrastructure across Europe. Our collaboration with NVIDIA, combined with our global manufacturing capabilities and advanced liquid cooling technologies, enables European organizations to deploy AI factories with significantly improved efficiency and reduced implementation timelines. We’re committed to providing the complete solution stack enterprises need to successfully scale their AI initiatives.”

-Charles Liang, president and CEO of Supermicro.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

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A New Dawn is Coming to U.S. Stocks

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…