In this article, we discuss 10 important AI news and ratings for today.
In the rapidly shifting landscape of artificial intelligence, the recent market developments have raised important questions about the future of the tech sector. As new players like DeepSeek emerge, the role of AI technologies and their potential to disrupt established companies has become a hot topic. Industry experts, including Greg Fleming, president and CEO of Rockefeller Capital Management, are examining how these changes might affect investment strategies and the broader market.
The Growing Role of Open-Source AI in Shaping Market Dynamics
Greg Fleming recently joined CNBC’s ‘Squawk Box’ and discussed the recent tech sell-off and the impact of DeepSeek on the AI landscape. He emphasized that while it’s unclear whether DeepSeek’s technology is significantly superior, the overall AI space is transformative and will continue attracting substantial investment. Fleming noted that efficiency improvements in AI are expected as the technology progresses, which could lower costs and increase demand. However, he pointed out that the shift towards open-source AI models raises important questions about control and costs, with many companies exploring alternatives to expensive closed systems like OpenAI.
Fleming also addressed the broader implications of AI, suggesting that while some companies may not directly compete in AI development, they could still benefit from AI integration in other ways, like edge computing. He believes the AI market will continue to grow and attract more investment despite potential shifts in leadership among AI providers.
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.
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 Important AI News and Ratings for Today
10. TuanChe Limited (NASDAQ:TC)
Number of Hedge Fund Holders: N/A
TuanChe Limited (NASDAQ:TC) operates an omni-channel automotive marketplace in China, offering marketing, event organization, online services, and support to automakers, dealerships, and other industry participants.
On January 28, TuanChe Limited (NASDAQ:TC) announced plans to integrate DeepSeek’s R1 model into its intelligent service system to advance smart marketing and user interaction. The R1 model, known for its advanced reasoning and self-learning capabilities, will help TuanChe improve data analysis and personalized service recommendations. By using DeepSeek R1’s deep learning algorithms, the company aims to optimize user experience and streamline its platform services. TuanChe sees this adoption as a key step in its digital transformation, positioning itself for further technological advancements in the automotive marketplace.
9. Roadzen, Inc. (NASDAQ:RDZN)
Number of Hedge Fund Holders: 6
Roadzen, Inc. (NASDAQ:RDZN) is an insurance technology company that uses AI to transform auto insurance, offering solutions for product development, claims processing, and road safety.
On January 28, Roadzen (NASDAQ:RDZN) announced that it has integrated DeepSeek’s open-source reasoning model into its MixtapeAI platform, strengthening AI-driven automation for insurance and mobility businesses. MixtapeAI, which already uses models from OpenAI, Google, Anthropic, and Meta, now incorporates DeepSeek R1 to improve intelligent agent capabilities in complex workflows.
The platform ensures strict data sovereignty by confining operations to data centers in the U.S., Europe, and India. CEO Rohan Malhotra highlighted that this integration lowers inference costs and improves AI agents managing tasks such as onboarding, customer support, and policy administration, with global availability and early adoption. Roadzen’s founder and CEO, Rohan Malhotra said:
“As foundation models continue to advance in a hyper-competitive landscape, we believe that the majority of economic value will be realized at the application layer in AI, particularly within the insurance and mobility sectors, and we are excited to lead this change.”
8. Planet Labs PBC (NYSE:PL)
Number of Hedge Fund Holders: 8
Planet Labs PBC (NYSE:PL) designs and launches satellite constellations to provide geospatial data and analytics. Planet Labs signed a $230 million deal with an Asia-Pacific partner to develop Pelican high-resolution satellites, expanding services for government and commercial clients. The agreement, its largest to date, will generate revenue over seven years without additional capital or debt. The company is also advancing AI-driven satellite capabilities, including Pelican-2’s NVIDIA GPU for faster data processing and real-time space-to-space connectivity with NASA. Planet’s geospatial data supports industries like defense, agriculture, and sustainability by providing real-time global insights.
7. Brightcove Inc. (NASDAQ:BCOV)
Number of Hedge Fund Holders: 13
Brightcove Inc. (NASDAQ:BCOV) offers cloud-based video streaming services and solutions for media companies, broadcasters, and other industries.
On January 29, Brightcove officially launched its AI Content Suite following a successful pilot in 2024. This suite introduces AI-powered tools for content creation, metadata optimization, and translation. It helps businesses improve video engagement and streamline production. Key features include automated short-form content generation, format conversion for mobile platforms, metadata enhancement for discoverability, and upcoming multilingual translation support. Companies have reported significant efficiency gains, reducing trailer production time from hours to minutes. Brightcove plans to expand the suite with AI-driven interactivity, personalization, and text-to-video features while maintaining strict security and ethical AI practices.
6. Symbotic Inc. (NASDAQ:SYM)
Number of Hedge Fund Holders: 15
Symbotic Inc. (NASDAQ:SYM) develops automation technologies to optimize pallet and case processing in large warehouses, improving supply chain operations for retail companies.
On January 28, Symbotic (NASDAQ:SYM) announced that it finalized its acquisition of Walmart’s Advanced Systems and Robotics business and signed a commercial agreement to develop AI-powered automation for Walmart’s Accelerated Pickup and Delivery centers. Walmart is funding Symbotic’s development of improved fulfillment systems, committing $520 million, including an initial $230 million payment. If performance goals are met, Walmart plans to deploy systems at 400 stores, with the option to expand further. This deal could add over $5 billion to Symbotic’s backlog and broaden its U.S. market reach.
5. Horace Mann Educators Corporation (NYSE:HMN)
Number of Hedge Fund Holders: 16
Horace Mann Educators Corporation (NYSE:HMN) provides insurance products across property, casualty, life, retirement, and supplemental benefits sectors, focusing on educators and other tax-exempt organizations in the U.S.
On January 29, Horace Mann Educators Corporation introduced Catalyst, a technology-driven platform designed to advance how agents assist educators with financial services. The system integrates AI, predictive analytics, and marketing automation to improve efficiency and customer interactions. A key feature, Snap, quickly digitizes non-digital content to streamline administrative tasks.
Agents can use Catalyst to offer more personalized financial solutions, reinforcing relationships with educators. The platform reflects Horace Mann’s commitment to innovation, equipping agents with advanced tools to deliver better service while strengthening its role in the financial sector.
4. C3.ai, Inc. (NYSE:AI)
Number of Hedge Fund Holders: 17
C3.ai, Inc. (NYSE:AI) provides enterprise AI software and applications across various industries, offering solutions for CRM, inventory optimization, sustainability, risk management, and energy, with strategic partnerships with major tech firms.
On January 28, C3.ai (NYSE:AI) announced that it has earned “Awardable” status in the Department of Defense’s Tradewinds Solutions Marketplace, adding its C3 AI Decision Advantage and C3 AI Contested Logistics solutions. Tradewinds is a platform for sourcing AI, machine learning, and data analytics solutions for government use. CEO Thomas M. Siebel emphasized C3 AI’s experience in defense applications and its role in modernizing operations through AI. The company’s solutions strengthen decision-making and logistics for defense missions, providing intelligence insights and real-time supply chain visibility. Government agencies can access these solutions through the Tradewinds Marketplace for streamlined acquisition.
3. ON Semiconductor Corporation (NASDAQ:ON)
Number of Hedge Fund Holders: 45
ON Semiconductor Corporation (NASDAQ:ON) provides intelligent sensing and power solutions for automotive, industrial, and mobile markets, focusing on electrification, energy sustainability, and semiconductor products for various applications.
On January 22, Susquehanna reduced On Semiconductor’s price target from $80 to $70 while maintaining a Positive rating ahead of its Q4 update. The firm noted potential gains in data centers, PCs, and mobile but describes the overall recovery as inconsistent due to demand uncertainty and inventory challenges. It also highlighted that high expectations for broad-based businesses in Q1 may outweigh any slight improvements in Q4.
2. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 107
Advanced Micro Devices, Inc. (NASDAQ:AMD) creates semiconductors, providing processors and graphics technologies for gaming, data centers, and AI-driven high-performance computing.
On January 29, TipRanks reported that Wells Fargo analyst Aaron Rakers reaffirmed a Buy rating on AMD, with a price target of $165.00. He highlighted the stock’s low valuation near a 52-week low and the potential for upside despite recent revenue and earnings estimate reductions. Rakers pointed to strong growth in AMD’s data center segment, driven by successful Zen4 and Zen5-based EPYC processors. Although there are concerns around the client segment due to supply chain issues, positive long-term trends, including partnerships like Dell, support a favorable outlook for the company.
1. Alphabet Inc. (NASDAQ:GOOGL)
Number of Hedge Fund Holders: 202
Alphabet Inc. (NASDAQ:GOOGL) delivers AI-powered solutions across multiple platforms, advancing cloud services, business tools, and consumer products, with a strong focus on advancing AI research.
On January 29, Google introduced Meridian, an open-source marketing mix model (MMM) designed to help marketers optimize budget allocation. Using Bayesian causal inference (a machine learning approach), it provides deeper insights into marketing impact, including reach, frequency, and external factors. Meridian allows customization, integrates incrementality experiments, and offers access to Google’s MMM Data Platform. A partner program with certified experts is also available for support. Businesses can download Meridian on GitHub or work with partners for implementation.
While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOGL) 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 GOOGL but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap.
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