In this article, we discuss 10 AI news investors probably missed.
As artificial intelligence continues to reshape industries, experts are increasingly focusing on how its integration will impact investment strategies. The growth of AI presents a unique opportunity for investors to diversify their portfolios, not only by targeting leading tech companies but also by considering the broader ecosystem, including infrastructure and cybersecurity.
How AI is Shaping the Next Wave of ETF Opportunities
In a CNBC interview, Jay Jacobs from BlackRock and ETF expert Dave Nadig discussed the future of ETFs in 2025, particularly focusing on the accelerating phase of AI infrastructure. Jacobs highlighted that AI adoption is still in its early stages, with significant investments being made by megacap tech companies in data centers, chips, and model training. He emphasized the importance of looking beyond just the tech giants, as other sectors like semiconductors, data centers, and software companies are poised to benefit from AI. Jacobs also pointed out that cybersecurity investments are becoming more crucial as the value of data grows.
Nadig added that AI’s impact will also extend to infrastructure sectors, especially power, and emphasized the importance of retail companies integrating AI into consumer devices. Finally, both experts acknowledged the growing importance of physical infrastructure, such as electricity, data centers, and materials like copper, in supporting the rapid expansion of AI technologies.
READ ALSO: 11 Trending AI Stocks on Latest News and Ratings and 10 AI Stocks Taking Wall Street by Storm.
AI as a Business Tool: Evolving Pricing Strategies
On December 10, Bloomberg reported that OpenAI CFO Sarah Friar discussed the potential for charging business users thousands of dollars per month for its AI software to better reflect its value. She explained that for users, such as lawyers or academics, AI tools could function like having a highly skilled assistant, making a higher subscription fee reasonable. Currently, OpenAI offers a $20-per-month plan for consumers and a $200 option for access to more powerful models.
The company also charges businesses on a per-user basis. In the future, Friar suggested the possibility of a value-based pricing model for AI products, based on the benefits companies gain, such as automating tasks and reducing the need for additional employees. This approach could help offset the high costs of developing AI systems.
For this article, we selected AI stocks by going through 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.
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).
10 AI News Investors Probably Missed
10. TSS, Inc. (NASDAQ:TSSI)
Number of Hedge Fund Holders: N/A
TSS, Inc. (NASDAQ:TSSI) offers integration technology services for IT systems, including design, engineering, and project management. The company also provides AI-driven solutions for data centers, network facilities, and security operations, serving both private and government sectors.
TSS (NASDAQ:TSSI) announced a multi-year lease for a 212,793-square-foot facility in Georgetown Logistics Park, Texas, as part of its plan to relocate its headquarters and expand its factory. This move aims to support the company’s growth in AI and high-performance computing infrastructure. CEO Darryll Dewan highlighted the expansion as a key step following a major customer agreement in October, enabling TSS to meet rising demand for AI infrastructure. The new facility, doubling its space, is expected to be operational by early 2025.
9. Rezolve AI Limited (NASDAQ:RZLV)
Number of Hedge Fund Holders: 3
Rezolve AI Limited (NASDAQ:RZLV) specializes in e-commerce AI, using a 300B-parameter language model trained on retail data to develop conversational commerce and agentic apps.
Roth MKM analyst Rohit Kulkarni has initiated coverage of Rezolve AI (NASDAQ:RZLV) with a Buy rating and a $4 price target. Kulkarni highlighted recent partnerships with Microsoft, Google, and Tether Wallet as key growth drivers. Rezolve’s AI solutions aim to replicate the in-store sales experience by improving user interactions in search, comparison, customer service, and post-sale processes. The technology integrates chatbots and conversational workflows into marketing, commerce, and payment platforms.
