In this article, we will take a detailed look at These 10 Stocks are Buzzing After Important Analyst Calls.
Investors are continuing to pour money into AI companies as all indicators point to continued momentum and the strong impact of AI technologies on major aspects of human civilization. Valuations of the Magnificent Seven companies of private markets, including giants like OpenAI, SpaceX, Anthropic, xAI and Databricks, have nearly doubled over the past year to reach a whopping $1.2 trillion, CNBC reported, citing data from Forge Global. This figure is triple the gains of their public market counterparts.
“OpenAI and Anthropic have leapfrogged Stripe and Databricks to rank just behind SpaceX, underscoring AI’s gravitational pull on private capital,” CNBC’s MacKenzie Sigalos reported based on Forge Global’s data. “These seven names are proving that smaller, leaner players can deliver outsized growth without Wall Street’s scrutiny, as abundant private funding increasingly makes public listings optional for the world’s most valuable startups. Since late 2022, their combined value has quadrupled from 264 billion dollars, cementing AI as the defining force behind private market performance.”
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For this article, we picked 10 stocks making moves following latest Wall Street analyst calls. With each stock, we have mentioned its hedge fund sentiment. 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. Agnico Eagle Mines Ltd (NYSE:AEM)
Number of Hedge Fund Investors: 52
Kevin Simpson, Capital Wealth Planning founder and CIO, said in a latest program on CNBC that Agnico Eagle Mines is one of the top gold stocks to buy. The analyst believes the stock has more room to run and highlighted its dividend.
“We look back and we say this is the best year we’ve had since 1979. Gold is up 40% on the year. And I was trying to remember back to 1979. Inflation was running at like 13% back then. Now, it’s less than three. So, where that similarity stops and starts, I’m not exactly sure. Like, Agnico Eagle Mines is an amazing stock. It’s up over a 100% year to date. I think it can continue. Pays only about a 1% dividend, but Frank, for the past 5 years, they’ve been increasing that dividend on an average of 25% per year. Profitable business. Really neat space, and I like the name a lot.”
Rewey Asset Management stated the following regarding Agnico Eagle Mines Limited (NYSE:AEM) in its Q1 2025 investor letter:
“Eagle Mines Limited (NYSE:AEM) was our strongest percentage gainer in the quarter, although we sold the position to zero, half in late January and the balance in mid-March. AEM is a good example of our philosophy of not selling a stock just because its market cap grows out of our Smid range, as it ended 1Q25 at a $53 bil. market cap. Initially, we acquired Kirkland Lake, which was subsequently acquired by AEM for stock. We held the position, and the combined entity posted strong returns for RAM. We sold our position as it rose to our price target on strong gold pricing, and on our view that the medium-term production plateau forecast by the company would likely leave the company as a just a pure play on gold prices. We continue to own Wesdome Gold Mines (WDOFF) which is forecast to post strong production growth and cost reductions and is located in the same Abitibi gold belt sweet spot as AEM’s core operations.”
9. Axon Enterprise Inc (NASDAQ:AXON)
Number of Hedge Fund Investors: 62
Michael Landsberg, Landsberg Bennett Private Wealth Management CIO, recently pitched Axon Enterprise during a program on CNBC as one of the top non-tech stocks to own. Here is why Landsberg is bullish on the company:
“Again, clients have cash today and a lot of times they’ve got overexposure to the Mag 7, which we’re going to probably assume is the case, right? And we find things that are going to grow. There’s about 25 or 30 names in the last six or seven quarters that have outperformed the Mag 7 that aren’t Mag 7 names. So, one of the names I like is Axon Enterprise Inc (NASDAQ:AXON). They make body cams, they make tasers. Those are businesses that aren’t going to go away anytime soon. We sell them everywhere. Anytime you see anybody now that’s arrested, you’ll notice the top right hand corner of the video is Axon Enterprise Inc (NASDAQ:AXON). They have a huge market there. They’re growing, you know, 30% type growth. I think that’s a good name people can own.”
ClearBridge Growth Strategy stated the following regarding Axon Enterprise, Inc. (NASDAQ:AXON) in its second quarter 2025 investor letter:
“The purchases of Howmet Aerospace and Axon Enterprise, Inc. (NASDAQ:AXON) complement existing defense holding L3Harris Technologies, adding exposure to original equipment and aftermarket aerospace and public safety end markets. Both are dominant players in their respective industries with significant runway for growth and margin expansion ahead.”
8. American Express Co (NYSE:AXP)
Number of Hedge Fund Investors: 70
Kevin Simpson, Capital Wealth Planning founder and CIO, said in a recent program on CNBC that American Express can go higher.
“American Express. We think that the millennials and the Gen Z are in this ecosystem. Stocks that make new highs can go higher,” Simpson said.
GreensKeeper Asset Management stated the following regarding American Express Company (NYSE:AXP) in its second quarter 2025 investor letter:
“The top contributor to the portfolio in the second quarter was American Express Company (NYSE:AXP) +18.6%. AXP’s affluent customer base continued to spend in Q1, with revenues up 8% at constant currency, causing the stock to end the quarter just shy of its all-time high. During Q2, AXP announced upgrades to its US Consumer and Business Platinum cards, which will be released later this year. AXP continues to tailor its products to capture the spending of younger consumers, with Millennials and Gen Z now accounting for 35% of total US consumer spending. We believe these investments will strengthen the company’s network effect and further lock young consumers into AXP’s ecosystem as their incomes and card spending continue to rise. Additionally, AXP is widening its use cases on the commercial side of the business with recent product launches tailored towards working capital and expense management. This should expand the number of transactions that AXP can participate in and increase switching costs with commercial card users.”
7. Oracle Corp (NYSE:ORCL)
Number of Hedge Fund Investors: 124
Aswath Damodaran, NYU Stern School of Business professor of finance, said in a recent program on CNBC that in every big “boom” over the past few decades, “architecture companies” initially thrive. However, the “biggest” winners in major booms are product and service companies. The professor predicted that in the coming months and years, companies from the product and services space will “elbow” their way to the front. He mentioned Oracle Corp (NYSE:ORCL) among the few possible winners in this race:
“My guess is in the coming months and years you’re going to see more companies from the product and service space not the architecture space elbow their way to the front because if you look at every big boom going back four decades initially the architecture companies are the beneficiaries Cisco during the dotcom boom eventually though the biggest winner is not one of the architecture companies it’s one of the product and service companies and Oracle Corp (NYSE:ORCL) Palantir Microsoft meta they all want to be there and I think it’d be interesting interesting to see which of those companies ends up being the winner if any of them it could be a company that’s not listed there yet.”
Oracle Corp (NYSE:ORCL) shares skyrocketed after the company’s latest quarterly results. The company said it expects booked revenue to exceed $0.5 trillion. Oracle’s moat is its strong roots in enterprise databases and ERP software that are in high demand with large clients like banks and hospitals. Oracle Corp (NYSE:ORCL) differentiates itself by offering cheaper cloud services while integrating SaaS, ERP, and HCM, creating high switching costs and a durable moat.
Loomis Sayles Growth Fund stated the following regarding Oracle Corporation (NYSE:ORCL) in its second quarter 2025 investor letter:
“Oracle Corporation (NYSE:ORCL) is a leader in the enterprise software market with a strong market position in database, infrastructure and application software, and cloud-based software and services. We believe the company’s competitive advantages include its large and experienced direct sales force, a founder-driven management team that reinvests relentlessly to maintain a leading intellectual property (IP) portfolio and differentiated product suite, and a large installed base of clients with high switching costs where it consistently achieves renewal and retention rates in the mid-90% range. We believe Oracle is well positioned to benefit from the continuing growth in data storage and enterprise application software, as well as the shift to cloud-based solutions.
A long-term fund holding, Oracle reported strong quarterly financial results that were above management guidance and consensus expectations on most measures, including remaining performance obligation (RPO) bookings, a forward-looking measure of revenue. As a result, the company expects revenue growth to accelerate and raised its guidance to at least 16% revenue growth in its 2026 fiscal year, driven by cloud growth in excess of 40%. Oracle is the world leader in its largest business segment, enterprise database software used in customer on-premise IT environments. However, the company continues to focus on transitioning its business from a traditional on-premise, up-front software licensing and maintenance revenue model to a cloud computing subscription-based model where software revenue is recognized over the life of the client’s contract. While there has been pressure on year-over-year overall revenue comparisons during this transition, which started over a decade ago as Oracle released cloud versions of its applications and infrastructure software, as up-front license revenue shifts to subscription revenue, we have long expected this to lead to faster growth over time due to a higher customer lifetime value as the transition progresses. We believe the cloud model also allows Oracle to monetize its services and technology more efficiently and yield savings to the customer… (Click here to read the full text)
6. Advanced Micro Devices Inc (NASDAQ:AMD)
Number of Hedge Fund Investors: 113
Ray Wang, Constellation Research founder and chairman, said in a latest program on CNBC that Nvidia’s latest $5 billion investment in Intel means the company is “getting into” AMD’s business.
“I mean, interesting move here by Nvidia and Intel. And if you’re looking at this, you’re wondering, is this good for Intel? Is it good for Nvidia, what does it mean for Advanced Micro Devices Inc (NASDAQ:AMD) overall? And if you break it down, it really means Nvidia’s getting into Advanced Micro Devices Inc (NASDAQ:AMD) business, using Intel as the way to get system on chips. That means taking a GPU, connecting it with NVLink, which is Nvidia’s connection platform, and getting the ability to bring Intel. So GPUs and CPUs come together, and of course that allows for better gaming desktops, amazing AI laptop processors, accelerated process units. The question really is what does that mean for Intel’s foundry business?” Wang said.
Macquarie Core Equity Fund stated the following regarding Advanced Micro Devices, Inc. (NASDAQ:AMD) in its second quarter 2025 investor letter:
“Advanced Micro Devices, Inc. (NASDAQ:AMD) designs and manufactures semiconductors, including central processing units (CPUs), graphics processing units (GPUs), and other high-performance computing solutions for various markets like gaming, data centers, and AI. The company currently maintains a small market share for GPUs used for AI applications though by 2027, we believe the company will have product on par with the market leader, NVIDIA. Hyperscale customers with deep programming expertise may increasingly decide to dual-source high-end chips leading to much larger revenue and profit gains in coming years for AMD than investors currently expect.”
5. Tesla Inc (NASDAQ:TSLA)
Number of Hedge Fund Investors: 115
Aswath Damodaran, NYU Stern School of Business professor of finance, recently explained in a program on CNBC why he trimmed his stake in Tesla.
“It’s not because I don’t like the company. I like the company. If there’s any company where a CEO can reframe an electric car company into a robotics company, well, Elon Musk is that. I think my concern at with Tesla Inc (NASDAQ:TSLA) has become a political stock and I’m terrible at politics. I don’t want to have investments or I’m trying to figure out what the politics of the model will look like. So my reason for selling Tesla Inc (NASDAQ:TSLA) was not because I don’t like the company but because I don’t want my investments and politics to mix together.”
Tesla recently rallied after Musk bought back $1 billion worth of TSLA shares. Tesla’s EV sales are falling all over the world as the company faces challenges from competitors. Tesla’s global sales in the second quarter fell 14% year over year. Even if Elon Musk increases his focus to fix the company’s problems, it would take a lot of effort to come out of the demand crisis. For example, in California, the largest U.S. market for electric vehicle adoption and sales, Tesla sales fell about 12% year over year in 2024, causing its market share to drop from 60.1% in 2023 to 52.5% in 2024. Was it because Californians are buying fewer EVs? No. Californians purchased more than 2 million electric cars during the year, almost double when compared to the past two years.
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