In this article, we discuss the 10 Trending ex-US AI Stocks on Latest News and Ratings.
Building the Future of AI in the U.S.
As reported by CNBC on November 13, OpenAI’s “blueprint for U.S. AI infrastructure” outlines plans for AI economic zones, utilizing the U.S. Navy’s nuclear expertise, and attracting private investment in government projects. The proposal includes a North American AI alliance to compete with China and a National Transmission Highway Act to modernize the grid. OpenAI views AI as a transformative technology, driving job creation, economic growth, and advancements in energy and chip manufacturing.
The blueprint recommends speeding up permitting processes and creating research hubs at public universities. It also calls for expanding energy and fiber connectivity with government-backed funding. OpenAI highlights the Midwest and Southwest as ideal areas for AI development, with a focus on renewable energy and data centers. The plan emphasizes the need for 50 gigawatts of energy by 2030 to support AI growth and proposes small modular reactors to expand nuclear power capacity.
Read more about these developments by accessing 14 Trending AI Stocks on Latest Ratings and News and 15 AI News Investors Are Paying Attention To.
The Road Ahead for AI in Business
CNBC recently discussed the future of AI with Kunle Olukotun, co-founder and chief technologist at SambaNova Systems. The discussion centered on the growing demand for AI in 2025, with major tech companies continuing to invest heavily in infrastructure. While these companies are shifting from AI experimentation to deployment, there’s a significant focus on the transition from training models to using them in real-world applications. This change is leading to more complex AI systems, which integrate multiple models for business automation.
Kunle Olukotun expects that in 2025, businesses will move beyond pilot phases, widely adopting AI systems that involve more complex reasoning and interactions, rather than simple chatbots. The key to this shift will be rapid inference capabilities.
Read more about these developments by accessing 30 Most Important AI Stocks According to BlackRock and Beyond the Tech Giants: 35 Non-Tech AI Opportunities.
For this article, we collected the latest AI-related updates around non-US-based stocks from 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).
10 Trending ex-US AI Stocks on Latest News and Ratings
10. Radware Ltd. (NASDAQ:RDWR)
Market Capitalization: $965.463 million
Radware Ltd. (NASDAQ:RDWR) offers cybersecurity and application delivery solutions for cloud and on-premises data centers. Its products include DDoS protection (DefensePro), web application firewalls (Radware Kubernetes), and traffic management tools (Alteon). The company also provides various cloud-based DDoS protection services and threat intelligence solutions.
On November 19, Radware (NASDAQ:RDWR) announced that it launched AI SOC Xpert, a cloud security service that uses artificial intelligence to cut incident resolution times for DDoS and application security by up to 95%. The service automates attack detection, root cause analysis, and remediation, streamlining SOC operations.
Part of the company’s EPIC-AI platform, it improves policy tuning, speeds onboarding, and minimizes manual processes. Radware’s (NASDAQ:RDWR) CTO highlighted its efficiency in combating advanced cyber threats, with the company recognized as a leader in cybersecurity.
9. Kingsoft Cloud Holdings Limited (NASDAQ:KC)
Market Capitalization: $1.566 billion
Kingsoft Cloud Holdings Limited (NASDAQ:KC) offers a range of cloud services primarily in China, including IaaS, PaaS, and SaaS solutions. The company also provides R&D, enterprise digital solutions, and public cloud services across industries such as video, e-commerce, AI, and mobile internet, as well as enterprise cloud services for sectors like finance, public service, and healthcare.
Kingsoft Cloud (NASDAQ:KC) released its unaudited FQ3 2024 results, which showed significant AI-driven growth. Its revenue rose 16% year-over-year to nearly RMB 1.886 billion (RMB1 = US$0.14), driven by AI and ecosystem services. Public cloud revenue rose 15.6% to $167.5 million, supported by higher AI demand, while enterprise cloud revenue increased 16.7% to $101.2 million. CEO Tao Zou highlighted that the revenue growth was driven by AI, which contributed 31% of public cloud revenue.
8. Cellebrite DI Ltd. (NASDAQ:CLBT)
Market Capitalization: $4.082 billion
Cellebrite DI Ltd. (NASDAQ:CLBT) provides digital investigation solutions for cases like human trafficking, terrorism, and corporate security. Its offerings include tools for evidence collection, automated analysis, open-source intelligence, and case management. Clients include government agencies and enterprises worldwide.
On November 20, it was announced that Cellebrite DI Ltd. (NASDAQ:CLBT) and legal and data management software provider, Relativity have launched the integration of Cellebrite’s mobile collection tools, Endpoint Inspector and Endpoint Mobile Now, with the RelativityOne platform. This partnership streamlines mobile data collection for legal processes, reducing the time from days to just over an hour. Following a successful Advanced Access program in mid-2024, the integration improves eDiscovery workflows by allowing remote device data collection and secure transfer directly into RelativityOne. The solution also converts mobile data into Relativity’s Short Message Format for easy review. Legal professionals praised the efficiency and independence the integration provides, addressing increasing demands for mobile data collection in legal cases.
7. Open Text Corporation (NASDAQ:OTEX)
Market Capitalization: $7.522 billion
Open Text Corporation (NASDAQ:OTEX) provides information management products and services, including content services such as collaboration, records management, and archiving. Its Experience Cloud platform covers customer experience, digital asset management, AI insights, and e-discovery.
Open Text (NASDAQ:OTEX) launched Cloud Editions (CE) 24.4 at OpenText World 2024 event, offering AI-driven solutions to improve data connectivity, streamline workflows, and enhance business operations in multi-cloud environments. Key updates include AI tools for customer communications, secure cloud faxing, and advanced data management. New features like Content Aviator and DevOps Aviator use AI to help businesses analyze data and automate processes. These innovations support digital transformation, improve productivity, and drive competitive advantages through scalable, secure solutions.
6. NICE Ltd. (NASDAQ:NICE)
Market Capitalization: $10.67 billion
NICE Ltd. (NASDAQ:NICE) offers AI-powered cloud platforms for digital business solutions globally. Its products include CXone, a cloud-native platform for customer engagement, Enlighten, an AI engine for customer service, and smart self-service tools for organizations to automate customer interactions.
On November 19, NICE (NASDAQ:NICE) announced that its CLUB ONE program, launched in 2023, has reached record membership and over 100,000 completed activities. It offers CX leaders using CXone, opportunities to learn, network, and influence CX innovation. Recognized with an industry award, the program allows members to earn points for activities like certifications and thought leadership, which can be redeemed for rewards.
5. monday.com Ltd. (NASDAQ:MNDY)
Market Capitalization: $12.976 billion
monday.com Ltd. (NASDAQ:MNDY) is an Israel-based company that develops software applications globally, offering a cloud-based Work OS for creating work management tools.
The company serves organizations, educational institutions, government bodies, and business units. It has also launched monday AI to improve the WorkOS platform and enable users to create customized workflows with AI capabilities.
Scotiabank’s Allan Verkhovski began coverage of monday.com (NASDAQ:MNDY) with an Outperform rating and a $325 price target. He noted the software sector’s recent recovery after a challenging year, highlighting opportunities for gains in leading companies and those set to benefit from artificial intelligence. Verkhovski emphasized the importance of selective stock picking, given investor focus on semiconductors and skepticism about the long-term viability of some software businesses.
4. Baidu, Inc. (NASDAQ:BIDU)
Market Capitalization: $30.193 billion
Baidu, Inc. (NASDAQ:BIDU) is a Chinese technology company specializing in search engine services, artificial intelligence, and cloud computing, with a focus on online marketing and digital entertainment.
On November 18, it was announced that Baidu Smart Cloud has launched initiatives to advance artificial intelligence through partnerships and infrastructure development. In Wuhan’s Qiaokou District, it collaborated with local authorities to unveil the Hanjiangwan Artificial Intelligence Industrial Park and establish the Baidu Smart Cloud (Wuhan) New Quality Productivity Industrial Base. This project will focus on AI innovation, data annotation, and talent training.
In Neijiang High-tech Zone, Baidu (NASDAQ:BIDU) signed a strategic agreement to develop a digital intelligence hub centered on data supply, model innovation, and intelligent applications. These efforts aim to boost the digital economy and foster industrial growth in Southwest China.
The original press release was in Chinese, so there may be minor discrepancies due to translation.
3. NXP Semiconductors N.V. (NASDAQ:NXPI)
Market Capitalization: $55.096 billion
NXP Semiconductors N.V. (NASDAQ:NXPI) provides innovative semiconductor solutions for markets such as automotive, industrial, IoT, mobile, and communications infrastructure.
Loop Capital initiated coverage of NXP Semiconductors (NASDAQ:NXPI) with a Buy rating and set a price target of $300. The firm acknowledged that cyclical challenges could slow NXP’s recovery but suggested focusing on companies heavily tied to the automotive market, especially those aligned with its fastest-growing trends. The company is seen as fitting this profile well.
Loop Capital’s positive outlook on (NASDAQ:NXPI) aligns with the company’s recent announcement of a collaboration with MathWorks, a top provider of mathematical computing software (mentioned in our 15 AI News Updates You Might Have Missed report). Together, they are developing the Model-Based Design Toolbox (MBDT) to improve battery management in electric vehicles. As EVs evolve into software-driven systems, AI is expected to significantly influence energy management, reinforcing NXP’s strong position in the fast-growing automotive market.
2. Alibaba Group Holding Limited (NYSE:BABA)
Market Capitalization: $209.375 billion
Alibaba Group Holding Limited (NYSE:BABA) provides e-commerce, cloud computing, digital media, and logistics services globally. The company also is deeply involved in AI and Alibaba Cloud’s Platform for AI is designed for enterprises and developers. It offers cost-effective, scalable tools with over 140 optimization algorithms for tasks like data labeling, model building, training, and deployment, supporting several industry applications.
On November 19, the Financial Times reported that Alibaba (NYSE:BABA) along with China’s major tech companies, ByteDance, and Meituan, are actively building AI teams in Silicon Valley, targeting top US talent. Despite US efforts to limit their advancements, Alibaba is recruiting AI experts in Sunnyvale, focusing on individuals with experience at OpenAI and leading American firms. Smaller Chinese AI startups are also hiring engineers with backgrounds in prominent US research labs and companies.
1. SAP SE (NYSE:SAP)
Market Capitalization: $274.151 billion
SAP SE (NYSE:SAP) provides global software solutions for finance, HR, supply chain, and more. It also delivers industry-specific cloud solutions, working capital management tools, and sustainability services.
On November 20, Canadian SaaS company, Coveo expanded its partnership with SAP (NYSE:SAP) to offer a new SAP-endorsed app, Coveo AI Search and Recommendation for SAP Customer Experience, now available on the SAP Store. This app integrates with SAP Service Cloud, building on Coveo’s first SAP-endorsed solution for SAP Commerce Cloud launched in March 2023.
SAP Endorsed Apps are certified for security and performance. The new app uses AI to improve product discovery and content relevance across customer service and shopping experiences. This integration aims to improve user engagement and satisfaction by providing accurate, personalized results at every touchpoint.
While we acknowledge the potential of SAP SE (NYSE:SAP) 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 SAP but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.
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