In this article, we discuss 11 AI news and ratings on investor radars.
AI is quickly transforming industries and reshaping how businesses operate. From improving productivity and automating routine tasks to driving innovation in fields like healthcare, finance, and technology, AI has become an important tool in today’s digital world. As global investment and competition in AI grow stronger, advancements in both hardware and software are unlocking new possibilities, making AI a significant factor in determining future business and economic landscapes.
How AI Will Revolutionize Industries and Technology
Stephen Pagliuca, Senior Advisor at Bain Capital, discussed AI’s transformative potential with Bloomberg’s Joumanna Bercetche in Dubai. He compared the current AI boom to the internet boom of the late 1990s, predicting a 20-year cycle of increased productivity and widespread integration across industries. He highlighted the significant investments being made in Dubai and the UAE to build an AI infrastructure. Technologies like DeepSeek, which lower the cost of developing AI models, were noted as major advancements that make AI adoption more accessible.
Pagliuca mentioned that companies like Nvidia will remain crucial due to the ongoing demand for powerful chips, even as companies such as Liquid AI, which is one of his investments, focus on reducing the cost of loading AI models and improving edge device performance on phones. He highlighted the transformative effects of AI in industries such as customer service and healthcare, including biotech advancements like simulated clinical trials that could speed up drug development.
Regarding competitions, Pagliuca expects that AI will have multiple winners across several industries due to its input-driven nature, with vertical applications tailored for specific sectors. He also expects the technology may disrupt traditional search engines. While the US has a strong AI development ecosystem, China’s large talent pool and STEM leadership make it a formidable player, and investments from regions like the UAE will further improve global AI development. About US-China competition, he said that he thinks that, “they’ll make each other better actually and it’ll be better for the world in the long run.”
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).
11 AI News and Ratings on Investor Radars
11. Richtech Robotics Inc. (NASDAQ:RR)
Number of Hedge Fund Holders: 1
Richtech Robotics Inc. (NASDAQ:RR) provides automation solutions for the service industry, offering delivery, sanitation, and food service robots to sectors like restaurants, hotels, and hospitals.
On February 12, Richtech Robotics launched the Richtech Accelerator Program to support AI and robotics research at U.S. universities by providing access to its commercially tested robotic systems, such as autonomous mobile robots and robotic arms powered by NVIDIA Jetson Orin Nano. The program aims to improve AI models in areas like machine vision, path planning, and human-robot interaction, benefiting industries like manufacturing and healthcare. Columbia University is the first partner, focusing on Natural Language Processing for seamless human-robot interaction. The program offers access to Richtech’s APIs and two funding options: fully and partially funded.
10. Verint Systems Inc. (NASDAQ:VRNT)
Number of Hedge Fund Holders: 19
Verint Systems Inc. (NASDAQ:VRNT) provides customer engagement solutions, including CX automation, analytics, compliance, and fraud prevention, serving industries like banking, retail, and telecommunications globally.
On February 12, Verint announced the expansion of its Global Innovation Center (GIC) in Bangalore, India, to support its growth in CX Automation and AI-driven business outcomes. The company aims to improve its ability to meet customer needs with advanced AI-powered solutions. Verint has a two-decade presence in India and plans to grow its Bangalore workforce to around 1,000 employees by 2026, focusing on AI, data science, and research roles.
9. Intapp, Inc. (NASDAQ:INTA)
Number of Hedge Fund Holders: 20
Intapp, Inc. (NASDAQ:INTA) offers AI-powered solutions for professional and financial services firms, including deal management, compliance, time management, collaboration, and data integration services.
On February 12, Intapp opened a new R&D center in Lisbon, Portugal, to drive innovation for its AI-powered solutions across advisory, capital markets, and legal sectors. The center will focus on developing vertical AI solutions and expanding its local team, with plans to hire 15 additional staff and offer internships for engineering students. It is located in Parque das Nações and the office provides a collaborative, tech-enabled workspace in Lisbon’s tech corridor. Intapp’s Director of Product Development Operations and Strategy, Hugo Sampaio commented:
“This program allows us to mentor the next generation of innovators while benefiting from fresh perspectives that drive creativity and enhance our AI-powered solutions.”
8. Applied Digital Corporation (NASDAQ:APLD)
Number of Hedge Fund Holders: 26
Applied Digital Corporation (NASDAQ:APLD) provides digital infrastructure, cloud services, and high-performance computing solutions, supporting AI, machine learning, and crypto mining across North America.
On February 12, Applied Digital Corporation announced that it secured $375 million in financing through its HPC subsidiary, APLD HPC Holdings LLC, with SMBC. The funds were partly used to pay off its Macquarie Capital senior secured note, with the rest allocated to developing two data center buildings at the Ellendale HPC Campus. CFO Saidal Mohmand expressed the company’s plans to replace the SMBC loan with permanent project financing once a hyperscaler lease is secured. SMBC’s Nick Donias highlighted the importance of the partnership in supporting Applied Digital’s hyperscale data center expansion. Northland Capital, Milbank, Lowenstein Sandler, and Paul Hastings endorsed the transaction.
7. Extreme Networks, Inc. (NASDAQ:EXTR)
Number of Hedge Fund Holders: 29
Extreme Networks, Inc. (NASDAQ:EXTR) provides software-driven networking solutions, including cloud management, wired and wireless infrastructure, and SD-WAN services for various industries globally.
On February 12, Extreme Networks announced new E-Rate eligible solutions for U.S. K-12 schools and public libraries, including the Extreme Platform ONE, which integrates networking, security, and AI to simplify operations. ExtremeCloud IQ helps IT teams prevent network issues from impacting learning, while ExtremeCloud SD-WAN improves application performance and user access.
ExtremeCloud Universal ZTNA offers identity-based network access and integrates security across networks, devices, and applications. Wi-Fi 7 access points, cloud-managed switches, and Extreme Fabric improve connectivity and network security. The company also provides resources to help schools and libraries with the E-Rate application process. The company’s CCO, Norman Rice commented:
“A robust, reliable network is transformative to both education and K-12 operations. By driving the convergence of AI, networking and security within a single application, Extreme Platform ONE will help schools maximize productivity and IT budgets while providing a solid foundation for next-generation digital learning. Extreme Platform ONE’s rich automation will help teams scale with ease and accommodate the influx of new demands on the network and IT teams in a simple and more flexible way – cutting tasks from hours to minutes. Extreme also helps our customers navigate the E-Rate process by helping them identify the best solutions for their environment and guiding them through the process of eligibility, budget constraints and compliance.”
6. Check Point Software Technologies Ltd. (NASDAQ:CHKP)
Number of Hedge Fund Holders: 32
Check Point Software Technologies Ltd. (NASDAQ:CHKP) provides global IT security solutions, including cloud, network, mobile, endpoint, and IoT protections, along with security architecture, gateways, and support services.
On February 11, Check Point Software and Wiz announced that they formed a strategic partnership to advance hybrid cloud security. By combining Check Point’s cloud network security expertise with Wiz’s Cloud Native Application Protection Platform (CNAPP), the companies aim to close visibility and control gaps between network and cloud security teams.
The integration offers unified security insights, enhanced risk context, prioritized asset protection, and improved operational efficiency across hybrid environments. The collaboration also includes migrating Check Point’s CNAPP customers to Wiz and further investments in cloud technologies, such as generative AI, web application firewalls, and cloud network security solutions.
5. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 33
Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures modular server and storage solutions for enterprise, cloud, AI, and 5G markets, offering hardware, software, integration, and support services globally.
On February 12, Northland analyst Nehal Chokshi raised Super Micro’s price target from $54 to $57 while maintaining an Outperform rating. Despite weak December quarter results and soft March guidance, the analyst highlighted signs of significant differentiation, supporting the belief that the company’s goal of $40 billion in fiscal 2026 sales is achievable. Northland also noted that Super Micro may need to secure more capital if it reaches this sales target, with fiscal Q4 2026 potentially generating $12 billion. The firm believes Super Micro is well-positioned to gain market share in the growing generative AI market.
4. Cognizant Technology Solutions Corporation (NASDAQ:CTSH)
Number of Hedge Fund Holders: 39
Cognizant Technology Solutions Corporation (NASDAQ:CTSH) provides consulting, technology, and outsourcing services across industries like financial services, healthcare, manufacturing, and media.
On February 12, Cognizant announced its partnership with Elektrobit to improve its software-defined vehicle (SDV) solution accelerator by integrating Elektrobit’s SDK for EB corbos AdaptiveCore. The integration aims to help automotive OEMs and Tier 1 suppliers develop scalable and cost-effective SDV architectures, accelerating development cycles to meet market demands.
The accelerator uses Gen AI to improve product development and testing, reduce costs, and streamline the integration of vehicle computers and zonal controllers. The partnership also addresses software complexity, cybersecurity risks, and continuous testing, enabling faster feature additions and improving time to market.
3. Juniper Networks, Inc. (NYSE:JNPR)
Number of Hedge Fund Holders: 47
Juniper Networks, Inc. (NYSE:JNPR) provides network products and services, including routers, switches, security solutions, and AI-driven management tools, serving cloud, service providers, and enterprise markets globally.
On February 12, Juniper Networks announced new additions to its EX4000 Series Switches, designed to support digital transformation with AI and cloud-native architecture. The switches offer fast deployment using Zero-Touch Provisioning and the Mist AI mobile app, which simplifies installation. They also feature perpetual Power over Ethernet for uninterrupted power, quick boot times, and scalability for Wi-Fi 7 environments.
The EX4000 improves Zero Trust security through automated policy enforcement and access validation. Energy-efficient features, such as intelligent fan speed control, support sustainability goals. Juniper’s AI Advanced Care Professional Services further streamline design, deployment, and migrations. Juniper Networks’ Sanjoy Dey, Vice President of Product Management for Campus and Branch, commented:
“The EX4000 Series is more than just a switch—it’s a cornerstone for organizations navigating digital transformation in the next era of AI-Native Networking. The EX4000 was designed with customer input to better prepare organizations for today’s networks. With its agility, resiliency and security, these switches embody Juniper’s commitment to simplifying network operations and enhancing user experiences through AI- and cloud-native solutions. Whether enabling immersive classroom experiences or advancing breakthrough heath care initiatives, the EX4000 empowers global enterprises of all sizes to easily access best-in-class AIOps and seamlessly adapt to the ever-evolving connectivity landscape.”
2. Dell Technologies Inc. (NYSE:DELL)
Number of Hedge Fund Holders: 60
Dell Technologies Inc. (NYSE:DELL) provides integrated IT solutions, including servers, storage, PCs, networking, software, and cybersecurity services, serving businesses and institutions globally.
On February 12, TipRanks reported that Citi analyst Asiya Merchant maintained a Buy rating on Dell Technologies, keeping the price target at $156. Merchant’s optimism is based on improving demand as supply issues ease and positive trends are noted at recent industry events. The company is also expected to see higher AI server margins, boosting profitability. While there are short-term challenges, Dell’s long-term growth is projected to outpace industry averages, supported by a strong backlog and customer engagement.
1. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 68
Intel Corporation (NASDAQ:INTC) develops and sells processors, semiconductors, and computing solutions for industries like cloud, AI, networking, and autonomous driving worldwide.
On February 12, Baird analyst Tristan Gerra discussed potential developments in Intel’s 3nm/2nm fab and noted talks in the Asian supply chain about possible U.S. government involvement. Under this scenario, TSMC could send engineers to assist Intel’s fab operations, potentially spinning off the fab into a TSMC-Intel joint entity eligible for U.S. Chip Act funding. Although unconfirmed and possibly lengthy, the move could help Intel focus on design and platform solutions while easing cash flow and attracting fabless companies to diversify manufacturing. Baird maintains a Neutral rating with a $20 price target.
While we acknowledge the potential of Intel Corporation (NASDAQ:INTC) 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 INTC but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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