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Berenberg Initiates Coverage, Names Rubrik as Top Pick for Direct Exposure to Data Explosion, AI Themes

Viking Holdings Ltd. (NYSE:VIK) is one of the best new stocks to invest in. On November 21, Jefferies analyst David Katz raised the firm’s price target on Viking Holdings to $60 from $59 with a Hold rating on the shares. This sentiment came after the company posted strong Q3 2025 financial results. Jefferies reports that initial projections for 2026 suggest strong performance in the Ocean and River segments for Viking Holdings. The company’s capital strategy remains unchanged, prioritizing ROI in growth over immediate capital returns.

In Q3, Viking Holdings made a revenue of $2.00 billion, which rose by 19.12% from the year-ago period and also surpassed guidance by $5.53 million. The company achieved its highest-ever quarterly Adjusted EBITDA of $704 million, marking a 26.9% year-over-year increase and resulting in an adjusted EBITDA margin of 52.8%. Net income reached $514 million, an improvement of $135 million compared to the same quarter in 2024. This performance translated to an Adjusted EPS of $1.20, which was up 33.2%.

Advanced bookings for 2025 totaled $5.6 billion, which is 21% higher than in 2024. Bookings for 2026 were already substantial at $4.9 billion, 14% higher than 2025’s booking value at the same time last year. This strong demand led to high utilization, with 96% of 2025 capacity and 70% of 2026 capacity already sold.

Viking Holdings Ltd. (NYSE:VIK) engages in the passenger shipping and other forms of passenger transport in North America, the UK, and internationally. It operates through the River and Ocean segments.

While we acknowledge the potential of VIK to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VIK and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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

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.

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