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Semtech Corporation (SMTC) Is Powering Nvidia’s AI Revolution

We recently published a list of 10 AI Stocks on Latest News and Ratings. In this article, we are going to take a look at where Semtech Corporation (NASDAQ:SMTC) stands against other AI stocks on latest news and ratings.

Elon Musk recently sparked skepticism in the AI community by claiming that companies funding the Stargate initiative lack the funds to do so. The Stargate initiative is a $500 billion artificial intelligence project recently announced by President Donald Trump. The project aims to build new AI data centers in the US.

Three prominent figures in the initiative are SoftBank CEO Masayoshi Son who will handle the financing, CEO Sam Altman of OpenAI who will be contributing his overall AI expertise, and Oracle executive chairman Larry Ellison who will oversee the buildout. All three joined President Trump on January 21 when he made the Stargate announcement.

READ NOW: 10 AI Stocks Making Waves on Wall Street and 10 AI Stocks to Watch Amid the DeepSeek Buzz

Musk has claimed that this initiative doesn’t have the necessary funding in place, which in turn sparked a dispute between him and Sam Altman. Altman has refuted Musk’s claim, asserting that the funding is in place and that the work has already started. Larry Ellison, in particular, has noted that 10 data centers, each 500,000 square feet, are already under construction in Abilene, Texas, and that 10 more are in the pipeline.

Musk is currently leading Trump’s new government efficiency advisory board, DOGE. He also shares a tense relationship with Altman and is engaged in an ongoing lawsuit with OpenAI. In response to Musk’s claims, Trump answered questions from reporters at the White House, dismissing the criticism. Trump was asked if Musk’s criticism of the deal was a bother to him.

“It doesn’t. He hates one of the people in the deal,” Trump said of Musk. “People in the deal are very, very smart people. But, Elon, one of the people he happens to hate. I have certain hatreds of people, too”.

-President Donald Trump, as reported on Reuters.

Regarding the claims regarding the insufficient funding, Trump said that he doesn’t know but he hopes that they do.

“I don’t know if they do, but you know, they’re putting up the money. The government’s not putting up anything, they’re putting up money. They’re very rich people, so I hope they do”.

A Trump adviser also wondered whether the public dispute may imply an end for Trump and Musk.

“The end may be in sight,” the adviser 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.

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 technician looking at a circuit board of analog semiconductor products.

Semtech Corporation (NASDAQ:SMTC)

Number of Hedge Fund Holders: 32

Semtech Corporation (NASDAQ:SMTC) designs and markets analog and mixed-signal semiconductors, IoT solutions, and advanced algorithms. On January 29, Benchmark Co. analyst Cody Acree reiterated a “Buy” rating on Semtech and set a price target of $82.00. The buy rating is largely on the back of Semtech’s key product win in Nvidia’s Blackwell platform. Semtech’s CopperEdge CTLE, a key networking component in Nvidia’s AI infrastructure, is the key product that has won it a buy rating. This product costs less and utilizes less power compared to other alternatives, positioning SemTech as a major beneficiary of the AI boom. UBS also initiated a Buy rating on the stock on January 17, stating how the CopperEdge CTLE is a cost-effective solution for reducing noise in AI data center networking.

Overall, SMTC ranks 8th on our list of AI stocks on latest news and ratings. While we acknowledge the potential of SMTC 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 SMTC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap

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

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…