Markets

Insider Trading

Hedge Funds

Retirement

Opinion

1281292 - 11759070 - 1

15 Trending AI Stocks on Latest Ratings and News

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

AI data centers and the power needed to keep them running are some of the hottest topics in the technology space. A new report by management consulting firm Gartner sheds expert light on the matter, AI and GenAI are driving rapid increases in electricity consumption, with data center forecasts over the next two years reaching as high as 160% growth. Gartner claims that 40% of existing AI data centers will be operationally constrained by power availability by 2027. Research from the company indicates that the power required for data centers to run incremental AI-optimized servers will reach 500 terawatt-hours (TWh) per year in 2027, which is 2.6 times the level in 2023.

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

Bob Johnson, VP Analyst at Gartner, has said that the explosive growth of new hyperscale data centers to implement GenAI is creating an insatiable demand for power that will exceed the ability of utility providers to expand their capacity fast enough. In turn, per Johnson, this threatens to disrupt energy availability and lead to shortages, which will limit the growth of new data centers for GenAI and other uses from 2026. He added that short-term power shortages are likely to continue for years as new power transmission, distribution and generation capacity could take years to come online and won’t alleviate current problems.

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 close-up of a portfolio of stocks, emphasizing the broad equity portfolio of the company.

Trending AI Stocks on Latest Ratings and News

15. LivePerson, Inc. (NASDAQ:LPSN)

Market Capitalization: $73 Million 

LivePerson, Inc. (NASDAQ:LPSN) engages in conversational artificial intelligence. One of the key product offerings of the firm is Conversational Cloud, a tool that integrates voice, messaging, and generative AI to enable businesses to manage AI-powered conversations across platforms. On November 8, following disappointing earnings results for the third quarter of 2024, Craig-Hallum downgraded the stock to Hold from Buy with a $1 price target.

14. Fabrinet (NYSE:FN)

Market Capitalization: $9 Billion 

Fabrinet (NYSE:FN) offers optical packaging, along with precision optical, electro-mechanical, and electronic manufacturing services. The company produces fiber-optic cables that power telecommunications, AI data centers, and the global Internet infrastructure. On November 14, Barclays initiated coverage of the stock with an Equal Weight rating and a $292 price target. The advisory believes upside is baked in at the current premium valuation. While Barclays appreciates Fabrinet’s strong positioning with Nvidia optical transceivers, it says the timing and magnitude uncertainty on 1.6T ramp could be a concern for shares. It sees a balanced risk/reward at current Fabrinet share levels.

13. Pure Storage, Inc. (NYSE:PSTG)

Market Capitalization: $16 Billion 

Pure Storage, Inc. (NYSE:PSTG) provides data storage technologies, products, and services in the United States and internationally. On November 13, Wells Fargo analyst Aaron Rakers maintained an Overweight rating on the stock with a price target of $75. The analyst thinks Pure Storage’s strategic collaboration and investment with CoreWeave is positive. While noting that the press release does not have a lot of details, the advisory does not believe this deal reflects the anticipated hyperscaler cloud win that Wells and investors are focused on being announced by the end of the year.

12. NRG Energy, Inc. (NYSE:NRG)

Market Capitalization: $19 Billion 

NRG Energy, Inc. (NYSE:NRG) operates as an energy and home services company in the United States and Canada. The firm is emerging as an important AI firm because it produces and sells electricity, vital for powering the AI needs of companies and consumers alike. The company recently announced a partnership with Renew Home to launch a Virtual Power Plant by 2035, capable of generating nearly one gigawatt of capacity. This represents enough to power around 200,000 homes during peak demand periods in Texas.

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 11, BMO Capital analyst Keith Bachman raised the price target on the stock to $88 from $76 and kept a Market Perform rating on the shares. The company reported a mixed quarter, with the results and outlook for organic billings growth seen as weak, though the advisory still believes that the firewall market could improve in FY25 while noting that Fortinet’s free cash flow generation continues to impress, the advisory told investors in a research note.

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. On November 14, the company announced that it would be expanding the Dell AI for Telecom program in a collaboration with Intel. Per the tech firm, the expansion would include new solutions for communications service providers that support network operations and enterprise edge use cases. The partnership highlights an ongoing development towards smarter, more efficient telecom operations powered by AI, the report underscored.

9. Arm Holdings plc (NASDAQ:ARM)

Market Capitalization: $149 Billion

Arm Holdings plc (NASDAQ:ARM) architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. The company recently announced a strategic partnership with Panasonic Automotive Systems that aims to standardize automotive architecture for Software-Defined Vehicles. The two firms are also part of SOAFEE, an industry-led collaboration between companies that brings the automotive and software industries together to make the AI-enabled software-defined vehicle a reality.

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

Market Capitalization: $240 Billion

Advanced Micro Devices, Inc. (NASDAQ:AMD) operates as a semiconductor manufacturer. On November 14, the company released internal benchmarks for its Ryzen AI 9 HX 370 processor. The benchmarks showcase up to 75% faster performance for the AMD chip than Intel’s Core Ultra 7 258V processor. This performance is important as the two companies engage in a battle for AI supremacy, where processing power and speed are of paramount importance. Bank of America recently highlighted in a research note that AMD was showing market share gains over rival Intel, referencing latest PC shipment data that showed 15% quarter-over-quarter growth for AMD as Intel undershipped by 3%.

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 14, the company hosted an Investor Day during which it reaffirmed its long-term targets, buoyed by strong demand for its products and services due to the AI boom. The company said that the emergence of artificial intelligence technology has created a significant opportunity for the semiconductor industry, which is likely to fuel global chip sales to over $1 trillion by 2030. The firm also said it sees an opportunity to increase the number of EUV exposures through the remainder of this decade.

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 13, news publication Forbes reported that a group of 13 former TSM staff have filed a lawsuit against the company in California over an alleged discriminatory scheme that favors Taiwanese foreign workers at its US plants. Per the report, the employees claim that TSM has favored employees who are Taiwanese citizens and forced out American workers. TSM is investing tens of billions to develop chip facilities in America as the AI boom leads to an increase in demand for these chips.

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. On November 14, the EU announced that it had fined the company more than $800 million for breaching EU antitrust rules by tying its online classified ads service Facebook Marketplace to its personal social network Facebook and by imposing unfair trading conditions on other online classified ads service providers. The latest fine comes as the company ramps up investments in AI infrastructure, with Morgan Stanley projecting that the firm expects $52 billion in CapEx by 2025.

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 14, Needham analyst Laura Martin raised the price target on the stock to $250 from $210 and kept a Buy rating on the shares ahead of the firm’s Needham Growth Conference panels that will include some of the company’s former employees. Needham is citing Amazon’s focus on customer-centric innovation, with most of its product development coming directly from customer feedback, along with its focus on scale from the very beginning of all new initiatives, the advisory told investors in a research note.

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 indicate that Gemini, the generative AI assistant offered by Google, is launching on iOS, the mobile software platform of tech giant Apple, as a standalone application. Since its launch, Gemini has become one of the most powerful and popular AI assistants in the world. Tech website Quartz reports that the AI assistant is capable of natural conversations with interruptions and topic changes. It comes to iPhones with ten distinct voice options and supports 12 languages, including Spanish, Arabic, and Hindi, with more planned.

2. Microsoft Corporation (NASDAQ:MSFT)

Market Capitalization: $3.1 Trillion

Microsoft Corporation (NASDAQ:MSFT) is a Washington-based technology company. On November 14, news publication Bloomberg reported that OpenAI, the AI startup backed by multi-billion dollar funding from Microsoft, is on the verge of introducing a new artificial intelligence agent named Operator. The new AI agent can use a computer to complete tasks on a user’s behalf, such as writing code or booking travel, per the report. Microsoft has invested close to $14 billion in the startup over the past five years.

1. NVIDIA Corporation (NASDAQ:NVDA

Market Capitalization: $3.6 Trillion 

NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. On November 14, Wedbush analyst Matt Bryson raised the price target on the stock to $160 from $138 and kept an Outperform rating on the shares ahead of quarterly results. The advisory’s FY2025 numbers increase in line with its increased sales forecast for Q3 revenues, with the upside last quarter flowing into Q4. The increase in Wedbush’s FY2026 revenue and EPS forecast reflects its confidence around spending into the out year. The advisory’s price target lifts in conjunction with the growth in its out-year estimates as Wedbush continues to derive its target by applying a 36-times multiple to its FY2026 EPS.

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.

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.