In this article, we discuss 8 AI news and ratings making waves on Wall Street.
According to an MIT Technology Review report, ”There can be no winners in a US-China AI arms race,” the US-China AI rivalry, initially centered on economic competition, has shifted toward national security concerns. The US attempted to limit China’s access to advanced semiconductors, but it has only accelerated China’s self-sufficiency. Furthermore, the gap between their AI capabilities has narrowed, with Chinese models achieving similar results using fewer resources.
The real threat is not China’s AI progress but the potential misuse of AI by rogue actors. The report argues that instead of escalating tensions, the US and China should collaborate on AI safety, governance, and research. Cooperation could prevent instability, foster technological progress, and maximize AI’s benefits for global challenges like health care and education.
China’s AI Growth and Tech Valuations in Focus
In a March 18 interview with CNBC, Tim Wang of Monolith Management discussed that open-source AI models like DeepSeek are major enablers in China, as they lower inference costs and promote innovation. He believes that China’s AI development was once thought to be 12–24 months behind the U.S., but is now just 3–6 months behind. Despite strong earnings from major Chinese tech firms, their stock valuations remain significantly lower than their U.S. counterparts.
He noted that while U.S. tech companies have already priced in AI-driven growth, Chinese firms are just beginning to see its impact on revenue and cost efficiency. His firm is bullish on Chinese tech, along with sector-specific companies that have strong proprietary data, a loyal user base, and are actively integrating AI into their operations.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s Q4 database of over 1000 hedge funds.
At Insider Monkey we are obsessed with 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).
8. Alpha Technology Group Limited (NASDAQ:ATGL)
Number of Hedge Fund Holders: 1
Alpha Technology Group Limited (NASDAQ:ATGL) provides cloud-based IT services, including CRM, enterprise resource planning, AI-powered optical character recognition, and application development for various industries in Hong Kong.
On March 19, AB DAO and Alpha Technology Group Limited (NASDAQ:ATGL) announced their partnership to improve AI and blockchain adoption in supply chain management, enterprise operations, and IoT. ATGL specializes in AI-driven ERP systems for automation, while AB DAO focuses on blockchain-based IoT solutions, including smart energy meters and payment kiosks. By combining their expertise, the companies aim to develop secure and efficient industry solutions, driving innovation in logistics and enterprise management.
7. Research Solutions, Inc. (NASDAQ:RSSS)
Number of Hedge Fund Holders: 8
Research Solutions, Inc. (NASDAQ:RSSS) provides cloud-based research software and services, including discovery, content management, and article access solutions for researchers worldwide.
On March 20, Research Solutions (NASDAQ:RSSS) announced that it has upgraded its AI-powered research tool, Scite Assistant, to improve accuracy in complex research tasks. The latest version integrates OpenAI o3-mini with reasoning, enabling the AI to analyze problems methodically rather than relying solely on pattern recognition. It allows for improved accuracy, nuanced insights, and better handling of conflicting evidence. Users can also adjust the reasoning depth for more tailored responses. Research Solutions has released comparison documents presenting the improvements, highlighting the tool’s improved research capabilities and information synthesis.
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