In this article, we look at 10 AI news and ratings you should take a look at.
AI Accessibility and Global Growth
In a CNBC interview, Clement Delangue, CEO of Hugging Face, discussed some important developments in the AI industry and focused on OpenAI, DeepSeek, and the role of open-source innovation. He noted the increasing global attention on AI and the discussions surrounding major industry shifts but emphasized that his priority remains on actual AI development rather than business transactions. He welcomed efforts to make OpenAI more open-source-oriented and stated that greater contributions to open science could have a significant global impact.
Delangue talked about the rapid rise of DeepSeek, whose open-source model has gained widespread adoption, with over a thousand variants developed and millions of downloads on Hugging Face. He pointed out that DeepSeek’s model has already surpassed Llama and Mistral in popularity and is on track to become the most widely used model on the platform. Unlike proprietary AI services that cater to API users, DeepSeek primarily attracts AI builders who run and customize models independently. He suggested this segment could eventually outgrow the user base of API-driven AI platforms.
Delangue also affirmed that DeepSeek’s reported $6 million training cost and lower inference expenses appear accurate. He praised its detailed research paper and the transparency enabled by open-source releases, which allow others to replicate its results. Hugging Face is working on its own replication effort, OpenR1, to provide further transparency on training data and methodologies, making it accessible to developers with limited budgets.
Moreover, Delangue acknowledged DeepSeek’s ability to train models using less advanced, legally compliant chips but left open the possibility that it had access to more sophisticated hardware. He noted, however, that AI advancements in training efficiency could reduce reliance on high-end chips, promoting broader accessibility in the field.
Finally, Delangue observed that DeepSeek’s success has inspired greater ambition in many countries, including Europe, where governments are increasing AI investments. He sees a growing consensus on the benefits of open-source AI. He also noted that China’s AI progress, while surprising to some, was predictable due to its increasing contributions to open-source AI and research. He suggested that other countries, including India, could follow a similar approach to accelerate their AI capabilities and compete at the highest levels.
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 database of 900 hedge funds.
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10 AI News and Ratings You Should Take a Look At
10. ZenaTech, Inc. (NASDAQ:ZENA)
Number of Hedge Fund Holders: N/A
ZenaTech, Inc. (NASDAQ:ZENA) develops cloud-based enterprise software for multiple industries and manufactures drones.
On February 11, ZenaTech (NASDAQ:ZENA) announced that its subsidiary, ZenaDrone, is working toward Green UAS certification for its IQ Square drone, aimed at land surveys, infrastructure inspections, and defense applications. The certification improves cybersecurity and supply chain compliance to make the drone more suitable for government and commercial buyers.
The AI-powered IQ Square drone features advanced imaging, a 20-minute flight time, and autonomous charging capabilities. ZenaDrone has previously conducted trials with the US Air Force and Navy Reserve and plans to manufacture defense-compliant drones in Arizona.
9. 8×8, Inc. (NASDAQ:EGHT)
Number of Hedge Fund Holders: 12
8×8, Inc. (NASDAQ:EGHT) provides cloud-based communication and contact center solutions, including voice, video, messaging, AI-powered engagement, and API services for businesses and organizations.
On February 11, 8×8, Inc. reported strong growth in AI-powered CX solutions, with customer self-service adoption rising 130% year-over-year and AI interactions increasing 370%. Some customer wins included finance, retail, travel, insurance, and manufacturing companies. New features include AI-powered secure payments, voice directory enhancements, improved support tools, and mobile device management. The updates improve efficiency and customer experience across 8×8’s contact center and unified communications platform. CEO Samuel Wilson commented:
“Organizations are increasingly recognizing that long-term growth hinges on repeat customers, and the key to earning that loyalty is exceptional customer satisfaction. Businesses that prioritize seamless operations and outstanding service aren’t just meeting expectations—they’re creating the conditions for customers to return, advocate, and drive sustainable success… The 8×8 Platform for CX is proving essential for organizations as they embrace AI to simplify complexity and fuel sustainable growth—empowering CX and IT leaders to transform fragmented interactions into seamless, impactful experiences that exceed customer expectations.”
8. IonQ, Inc. (NYSE:IONQ)
Number of Hedge Fund Holders: 17
IonQ, Inc. (NYSE:IONQ) develops quantum computing systems and provides cloud-based access and related services. On February 11, IonQ (NYSE:IONQ) and General Dynamics Information Technology (GDIT) announced that the companies have partnered to develop quantum computing applications for government and defense sectors. By combining IonQ’s quantum expertise with GDIT’s experience in government missions, the companies want to improve quantum AI, resource optimization, and anomaly detection. The collaboration follows their previous work with an intelligence agency for better data analysis using quantum and AI technologies.
7. Intapp, Inc. (NASDAQ:INTA)
Number of Hedge Fund Holders: 20
Intapp, Inc. (NASDAQ:INTA) provides AI-powered software solutions for deal management, compliance, time tracking, collaboration, and data integration, serving private capital, investment banking, legal, accounting, and consulting firms.
On February 11, Intapp announced that New Forests has implemented Intapp DealCloud to improve investor relations and fundraising operations. The AI-powered platform centralizes proprietary and third-party data, providing real-time analytics to improve investor outreach, event planning, and decision-making. DealCloud’s automation features streamline workflows, track investor interactions, and support targeted relationship management. New Forests’ investor relations team can now efficiently manage fundraising activities and personalize engagement strategies. Intapp emphasized that the collaboration will help New Forests strengthen investor relationships, optimize capital-raising efforts, and reduce manual processes.
6. Brookfield Asset Management Ltd. (NYSE:BAM)
Number of Hedge Fund Holders: 22
Brookfield Asset Management Ltd. (NYSE:BAM) specializes in alternative asset management across renewable energy, infrastructure, private equity, real estate, credit, and insurance solutions.
On February 10, Brookfield Asset Management, in collaboration with French President Emmanuel Macron, announced a €20 billion investment plan to expand AI infrastructure in France. The initiative includes up to €15 billion for data centers, led by Brookfield’s portfolio company Data4, which aims to build over 500 MW of capacity and triple that by 2030.
An additional €5 billion will go toward AI-related infrastructure, including data transfer, chip storage, and energy generation. Brookfield is a major global investor in digital infrastructure, renewables, and semiconductors and has been active in France since 2015 and recently opened a Paris office to support its growing investments. President Macron said:
“The €20 billion investment by Brookfield notably through Data4 will allow France to remain in the race alongside major AI players. This investment demonstrates France’s attractiveness. We have the knowledge, the talents, and the decarbonized energy needed to accelerate in AI. We must not slow down, the world is accelerating. This is a battle for independence.”
5. Ranpak Holdings Corp. (NYSE:PACK)
Number of Hedge Fund Holders: 26
Ranpak Holdings Corp. (NYSE:PACK) provides protective packaging and automation solutions for e-commerce and industrial supply chains, offering paper-based void fill, cushioning, wrapping, and cold chain insulation products.
On February 11, Ranpak Holdings announced an exclusive partnership with Rabot to expand its AI-driven packaging ecosystem. The agreement will introduce Rabot’s Vision AI platform to Ranpak’s global customers, beginning with North America. Rabot’s AI camera system analyzes packing operations, helping businesses reduce material waste, improve efficiency, and boost quality assurance by up to 60%. The partnership supports Ranpak’s broader strategy of integrating AI into packaging automation, complementing its existing solutions like DecisionTower and Pickle Robot.
4. Energy Transfer LP (NYSE:ET)
Number of Hedge Fund Holders: 29
Energy Transfer LP (NYSE:ET) operates natural gas, crude oil, and NGL pipelines, storage, and processing facilities while also providing fuel distribution and related energy services.
On February 10, Energy Transfer LP signed a long-term agreement to supply natural gas to CloudBurst Data Centers’ upcoming AI-focused facility in Central Texas. Energy Transfer will provide up to 450,000 MMBtu per day, generating around 1.2 gigawatts of power for at least 10 years, through its Oasis Pipeline, pending CloudBurst’s final investment decision.
If approved, operations are expected to begin in Q3 2026. It marks Energy Transfer’s first direct supply deal with a data center, with plans to expand similar agreements across its extensive pipeline and storage network. CloudBurst aims to collaborate further on future data center locations near Energy Transfer’s infrastructure.
3. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 33
Super Micro Computer, Inc. (NASDAQ:SMCI) develops and manufactures high-performance server and storage solutions, offering modular systems, server management software, and support services for data centers, cloud computing, AI, and edge computing.
On February 10, CFRA upgraded Supermicro (NASDAQ:SMCI) to Buy from Hold, setting a $48 price target. The firm expects the company’s margins to recover to the mid-teens and sees potential market share growth due to its fast development and expanding product lineup. CFRA highlighted SMCI’s strong position in liquid cooling and its advantage with Nvidia’s Blackwell B200 rack solutions, which strengthen its leadership in AI infrastructure.
2. NetApp, Inc. (NASDAQ:NTAP)
Number of Hedge Fund Holders: 38
NetApp, Inc. (NASDAQ:NTAP) provides enterprise software, storage solutions, and cloud services across multiple industries worldwide.
On February 11, NetApp introduced the ASA A20, A30, and A50 storage systems to improve block storage for businesses of all sizes, starting at $25K. These systems offer easy deployment, scalable performance, and built-in security, including a ransomware recovery guarantee. NetApp is also expanding its cyber resiliency with AI-driven ransomware protection for SAN environments and a recovery assistance program.
Additionally, the new ASA systems will be available in FlexPod converged infrastructure to simplify data center operations. Experts see these solutions as a cost-effective way for businesses to modernize storage amid IT skill shortages. The company’s SVP and GM of Enterprise Storage, Sandeep Singh commented:
“In less than a year, NetApp has refreshed our entire unified, block-optimized, and object portfolio and highlighted our commitment to relentless innovation… With the industry’s most comprehensive storage lineup with built-in cyber resiliency, we offer systems that are faster, simpler, more scalable, and more affordable than the competition—tailored to any workload or budget. NetApp enables customers to rise to the challenges and opportunities of modern data management with an intelligent data infrastructure that optimizes operations, reduces risks, and accelerates AI transformation.”
1. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders: 158
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) produces and sells integrated circuits, offers wafer fabrication, packaging, and testing services, and supports various industries, including high-performance computing and automotive.
Reuters reported on February 10 that OpenAI is advancing its plan to develop an in-house AI chip and is set to send its first design to TSMC for fabrication in the coming months. Targeting mass production in 2026, the chip will be built using TSMC’s advanced 3-nanometer process, incorporating high-bandwidth memory and networking features similar to Nvidia’s chips. The project is led by Richard Ho and developed with Broadcom and it aims to reduce OpenAI’s reliance on Nvidia. While the initial chip will primarily focus on running AI models, future iterations may expand its capabilities. Success in this effort could provide OpenAI with an alternative to Nvidia and greater control over its AI hardware.
While we acknowledge the potential of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as an investment, our conviction lies in the belief that 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 TSM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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