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10 AI Stocks Catching Wall Street’s Attention

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Beijing is reportedly boosting domestic AI firms that have received overseas recognition. In its latest, the Chinese artificial intelligence startup Manus was featured for the first time in a state media broadcast. The company has recently registered its China-facing AI assistant.

Manus gained attention in the tech world when it released what it claimed to be the world’s first general AI agent. It stated that it could handle complex tasks with much less prompting compared to chatbots from DeepSeek or ChatGPT.

READ ALSO: GTC Recap and Beyond: 10 AI Stocks on Investor’s Radar and  10 AI Stocks You Need to Watch: News & Ratings  

Investors are celebrating the company as another breakthrough following the low-cost AI models from DeepSeek. However, its availability remained limited after launch. Users aiming to test Manus were frustrated since the product could only be tested with an invitation-only arrangement. Such was the scarcity that critics accused the Manus team of intentionally deploying scarcity marketing tactics.

“The current invite-only mechanism is due to genuinely limited server capacity at this stage.”

-Manus AI’s product partner Zhang Tao.

Nevertheless, Beijing has been supporting Manus’ rollout within China, much like its stance on DeepSeek’s success. On March 20, State broadcaster CCTV devoted television coverage to Manus for the first time. It published a video on the difference between its AI agent and DeepSeek’s AI chatbot.

The company has also completed the registration for its AI assistant Monica. Registration is required for generative AI apps in China, with Manus clearing an important regulatory hurdle.

All generative AI applications released in China are required to abide by strict rules. These rules exist to ensure that these products do not generate content considered sensitive or damaging by Beijing.

Despite its success, Manus has been publicly questioned for the originality of its technology. This is because the product is based on existing large language models (LLMs), whose details the team did not disclose. This is different from the foundation model innovation from DeepSeek.

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. The hedge fund data is as of Q4 2024.

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).

A financial advisor consulting with investors on their portfolio in a large boardroom.

10. Bloom Energy Corporation (NYSE:BE)

Number of Hedge Fund Holders: 42

Bloom Energy Corporation (NYSE:BE) develops solid-oxide fuel cell systems for on-site power generation, helping meet the growing energy demands of AI data centers. On March 20, Morgan Stanley raised the firm’s price target on the stock to $35 from $28 and kept an “Overweight” rating on the shares. According to the firm, Bloom’s solid oxide fuel technology is going to be a key artificial intelligence enabler.

Anticipating a power grid shortfall of 42 gigawatts by 2028, the firm said that recent management meetings have given it confidence that Bloom’s technology can fill the 42GW power shortfall. Moreover, the firm is also hopeful that the company’s balance sheet, product innovation, and sales efforts investments should help the company realize revenues faster. The firm sees a path to its $60 bull case for the shares.

9. International Business Machines Corporation (NYSE:IBM)

Number of Hedge Fund Holders: 60

International Business Machines Corporation (NYSE:IBM) is a multinational technology company and a pioneer in artificial intelligence, offering AI consulting services and a suite of AI software products. On March 17, Erste Group analyst Hans Engel upgraded the stock to “Buy” from Hold. According to the analyst, IBM is poised to grow more strongly this year and next year than in the previous year. This growth is driven by the “solid” growth rates of Red Hat software and increasing implementations of AI applications for customers. The analyst further stated that operating profit is expected to grow slightly faster than revenue.

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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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