Markets

Insider Trading

Hedge Funds

Retirement

Opinion

15 Trending AI Stocks on Latest News

In this article, we discuss the 15 trending AI stocks on latest news.

Artificial intelligence has established deep roots within human society in a very short space of time. The latest manifestation of this is the latest advertisement by Coca-Cola, one of the most popular drink brands in the world, which was made entirely using AI features. However, these advertisements have not been well-received on social media. Per a report by news platform Forbes, the AI-generated Christmas ads have sparked mockery and caution from social media users. The ads were created by Secret Level, Silverside AI and Wild Card, who used AI models Leonardo, Luma, Runway, and Kling, for creative inspiration.

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

Meanwhile, finance news publication Financial Times reports that China’s biggest tech groups are building artificial intelligence teams in Silicon Valley. Per the report, the Chinese are hoping to poach staff from US rivals who could help them make up ground in the race to profit from generative AI. FT claims that Alibaba, ByteDance and Meituan are three Chinese firms that have been expanding their offices in California in recent months. This is part of a larger push that comes despite Washington’s efforts to slow down their work by restricting exports of the highest-end AI chips to the Asian country.

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 young professional in a suit examining stocks on a tablet computer in a mid-town office building.

Trending AI Stocks on Latest News

15. SiTime Corporation (NASDAQ:SITM)

Market Capitalization: $4 Billion     

SiTime Corporation (NASDAQ:SITM) provides silicon timing systems. The firm markets micro-electromechanical systems that are designed to improve performance in data centers, 5G networks, and AI-driven applications. On November 6, Barclays analyst Tom O’Malley raised the price target on the stock to $130 from $90 and kept an Underweight rating on the shares following the earnings report. The firm recently posted earnings for the third quarter of 2024 in which it beat market expectations on earnings per share and revenue by $0.14 and over $2 million respectively.

14. Entegris, Inc. (NASDAQ:ENTG)

Market Capitalization: $14 Billion 

Entegris, Inc. (NASDAQ:ENTG) develops, manufactures, and supplies micro contamination control products, specialty chemicals, and advanced materials handling solutions. The firm markets specially mixed liquids and gasses that are used in semiconductor manufacturing facilities. BMO Capital analyst Bhavesh Lodaya recently lowered the price target on the stock to $135 from $145 but kept an Outperform rating on the shares after its Q3 earnings miss and below-consensus guide. The company’s performance is a reflection of the health of the overall semis-market, and its slower rate of outperformance in 2024 is due to delayed tech/node transitions and new material adoptions, though these are expected in 2025, which along with improving Y/Y fundamentals should drive strong earnings growth for Entegris, the analyst told investors in a research note.

13. 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 18, the stock surged more than 15% after the company announced that it had engaged the services of an independent auditor and submitted a compliance plan to Nasdaq. The firm has been in hot waters after it informed authorities recently that it would be unable to file quarterly earnings on time. This had raised fears the firm would be delisted on the Nasdaq stock exchange.

12. ON Semiconductor Corporation (NASDAQ:ON)

Market Capitalization: $29 Billion   

ON Semiconductor Corporation (NASDAQ:ON) provides intelligent sensing and power solutions in the United States and internationally. The firm markets innovative power supply solutions used to power high-density servers that can handle the larger data loads and intense power consumption required to power many Gen-AI applications and tools. KeyBanc analyst John Vinh recently penned an investor note on the company, highlighting the launch of its analog mixed-signal platform Treo, which, per the analyst, should generate margin-accretive revenue in 2025. The analyst further added that some Tier 1 suppliers were increasing their working relationship with On, as they look to hold lower levels of inventory, with Volkswagen cited as one example. The company is also making share gains in silicon carbide at Tesla, Vinh noted.

11.  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. On November 18, tech firm Penguin Solutions announced that it would be partnering with Dell Technologies to deliver complete AI solutions that accelerate customers’ time to value through validated, high-performing AI infrastructure. These end-to-end Penguin OriginAI solutions combine Dell PowerEdge AI-optimized servers, Dell PowerScale storage and Dell PowerSwitch data center switches with Penguin’s validated solution architectures.

10. Intel Corporation (NASDAQ:INTC)

Market Capitalization: $110 Billion     

Intel Corporation (NASDAQ:INTC) markets key technologies for smart devices. Latest reports, published by Bloomberg Law, suggest that the company faces a class action lawsuit over selling old processing units that chronically overheat, freeze and crash. According to the report, a complaint filed in court in the US on November 15 alleges that the Core 13 and Core 14 central processing units sold by the firm, which are used to power desktop computers, are defective. The defect causes the processors to overheat and damages them permanently.

9. QUALCOMM Incorporated (NASDAQ:QCOM)

Market Capitalization: $185 Billion 

QUALCOMM Incorporated (NASDAQ:QCOM) develops and sells foundational technologies for the wireless industry. Latest reports, published by news platform DigiTimes Asia, suggest that South Korean electronics giant Samsung is considering partnering with QUALCOMM for production of advanced 2nm and 3nm chips. Samsung is reportedly considering the switch to advanced chips to power AI-capable future smartphones as it ups the ante in the battle for smartphone supremacy with US-based electronics firm Apple. Samsung already uses QCOM chips in Galaxy phones.

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

Market Capitalization: $240 Billion

Advanced Micro Devices, Inc. (NASDAQ:AMD) operates as a semiconductor manufacturer. On November 18, the company announced that it would be partnering with technology company IBM to deploy AMD Instinct MI300X accelerators as a service on IBM Cloud. Per the two companies, the offering is expected to be available in the first half of 2025 and aims to enhance performance and power efficiency for Gen AI models and high-performance computing applications for enterprise clients.

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

Market Capitalization: $268 Billion 

ASML Holding N.V. (NASDAQ:ASML) makes and sells advanced semiconductor equipment systems. On November 12, investment advisory Bernstein named ASML among a basket of equities that face another possible wave of China export restrictions from US lawmakers. Per the advisory, wafer fabrication equipment exports to China appear in the sights of officials. Lawmakers in the US had earlier sent a letter to ASML, pressing for information regarding sales to China. The letter warned that the PRC now purchases more semiconductor manufacturing equipment than the United States, South Korea, and Taiwan combined.

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. On November 18, Barclays analyst Tom O’Malley released an investor note on the chip markets, noting that capex spending for next year is likely to be flattish compared to expectations of growth, with Taiwan Semiconductor appearing poised to convert nodes – moving to N3 from N5 – while Samsung has had issues with its 3 nanometer yields. In aggregate, the analyst predicts a much more flattish wafer fab equipment year in 2025 than Street estimates.

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. Cerebras Systems, an AI company, recently announced that it had set a new performance record for Llama 3.1 405B – one of the world’s largest and most capable openly available AI foundation models. The AI firm further noted that data from third party benchmark firm Artificial Analysis showed that Cerebras Inference on Llama was up to 75 times faster than offerings from other hyperscalers.

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. On November 15, Clean Air Task Force (CATF), a non-profit dedicated to advancing carbon-free energy solutions, released a report detailing that AI can fast forward fusion’s energy development by enhancing research, optimizing designs, improving diagnostics, and streamlining workflows. Fusion is a natural process that generates energy and can be replicated in controlled environments. The report, supported by Amazon, also found that by advancing fusion energy technologies, AI can further power the digital transformation of industries by delivering scalable carbon-free energy to grids in a way that complements existing renewable energy technologies like wind and solar.

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. On November 18, Barclays analyst Tom O’Malley discussed the efforts of Google in AI chip design as part of a broader note on the semi industry, highlighting that Google’s TPU v6 is not expected to come into the supply chain until late in the second quarter of 2025, with v5 expected to tick down in January and April, implying a bit of an air pocket before material volume increase in July.

2. Microsoft Corporation (NASDAQ:MSFT)

Market Capitalization: $3.1 Trillion

Microsoft Corporation (NASDAQ:MSFT) is a Washington-based technology company. On November 14, the company announced the successful testing of Orca-AgentInstruct, an agentic solution for synthetic-data generation. According to the tech giant, AgentInstruct can generate tailored datasets, comprising both prompts and responses, from raw data sources, paving the way to building a synthetic data factory for model fine-tuning. The announcement aims to disprove fears that training AI models on artificially-created data causes them to collapse.

1. NVIDIA Corporation (NASDAQ:NVDA

Market Capitalization: $3.6 Trillion 

NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. Latest reports, published by news platform The Information, suggest that new Blackwell chips being shipped by the chipmaker are facing overheating issues with accompanying servers. Blackwell chips previously faced production delays over design issues. The company has asked suppliers to change the design of the server racks several times to resolve overheating problems, the report claims. A company spokesperson told news agency Reuters that the engineering iterations are normal and expected.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

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

Dr. Inan Dogan

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.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

I’ve compiled everything you need to know about this groundbreaking company in a detailed, members-only report.

Trust me — you’ll want to read this report before putting another dollar into any tech stock.

For a ridiculously low price of just $9.99 a month, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s what to do next:

1. Subscribe to our Premium Readership Newsletter for just $9.99 a month. (33% Off – was $14.99).

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

<b>Cancel anytime.</b> Turn off auto-renewal via our website with just a click.

 

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

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

Since March 2017, my stock picks have returned 16.5% annually. Today, I’ve found an opportunity even bigger than my British American Tobacco call.

Two years ago, Wall Street wrote off British American Tobacco (BTI) as a “melting ice cube.” The stock had crashed 40% from its peak, and consensus said the business was dying.

We looked under the cover and realized they were wrong.

We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

While the market panics over a surface-level revenue decline, our PhD-led research shows management has actually surgically cut $100 million in waste to focus on high-margin growth.

This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

Get the ticker for our new “Underdog” pick and the full BTI case study for just 99 cents.

This exclusive offer is for NEW newsletter subscribers ONLY! Join our Premium Readership Newsletter for only $0.99 and become part of a savvy investor community.!

This offer vanishes in 7 days, so don’t miss your chance to lock in market beating returnsSign up NOW! The monthly newsletter comes with a 30-day, no-risk money-back guarantee. This offer is available to the first 1000 new investors who respond.

Regular price $9.99/mo. Cancel anytime.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $0.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

Regular price $9.99/mo. Cancel anytime.