In this article, we discuss 11 AI news and ratings you probably missed.
According to a February research report by Precedence Research, the global AI market is projected to grow from $757.58 billion in 2025 to approximately $3.68 trillion by 2034, with a compound annual growth rate (CAGR) of 19.20%. North America led the market in 2024 with valuations of $235.63 billion, while the Asia Pacific region is expected to see the highest growth rate at nearly 20% during the forecast period.
The U.S. market alone is expected to expand from $146.09 billion in 2024 to $851.46 billion by 2034, growing at a 19.33% CAGR. Some major factors driving AI adoption include increased investment in research, the need for automation across industries, and favorable government initiatives. The report states that major tech companies are accelerating AI advancements, while industries like healthcare, automotive, and financial services are integrating AI to improve operations. Furthermore, the banking, financial services, and insurance sectors are experiencing a surge in AI adoption for fraud detection, data analytics, and cybersecurity.
Hardware-based AI solutions are emerging to improve efficiency, with companies like IBM and Intel developing AI chipsets, the report states. Meanwhile, regulatory changes, such as the European Union’s data protection laws and FDA approvals for AI-based healthcare solutions, are shaping the industry.
AI Investment Shifts Toward Monetization and Sustainability
In a CNBC interview, Rahul Ghosh of T. Rowe Price showed optimism about AI but acknowledged that capital expenditure growth is slowing. While hyperscalers are still increasing their AI-related investments, the projected 44-45% growth for 2025 is far lower than the triple-digit increases seen in recent years. An important concern is how much of this spending is supported by free cash flow compared to leverage, as excessive borrowing could raise sustainability risks. The market focus has shifted from general AI adoption to monetization, with analysts and investors assessing which companies are truly profiting from AI. Large internet and e-commerce firms, especially in the U.S. and China, are leading in AI-driven revenue generation. While major tech players currently dominate the market, Ghosh sees opportunities for smaller AI models that could power new consumer applications.
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 Q4 database of over 1000 hedge funds.
At Insider Monkey we are obsessed with 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).
11 AI News and Ratings You Probably Missed
11. uCloudlink Group Inc. (NASDAQ:UCL)
Number of Hedge Fund Holders: 1
uCloudlink Group Inc. (NASDAQ:UCL) is a Hong Kong-based company that operates a mobile data traffic-sharing platform, offering connectivity solutions for travelers and local users through cloud SIM technology.
On March 3, uCloudlink (NASDAQ:UCL) announced that it will present its latest connectivity solutions at MWC 2025 under the theme “Global First Network: The Ideal Sky-to-Ground Connectivity to Unlock New Revenue – Connecting IoT, People, and Pets.” Its innovations integrate mobile internet, broadband, Wi-Fi, and satellite communication with AI-driven management.
Some major highlights include IoT solutions with AI-powered connectivity, the PetPhone for pet interaction and tracking, the eSIM TRIO for seamless global coverage, and the MeowGo G50 Max mobile hotspot. The CloudSIM Kit enables instant 4G and 5G for IoT devices. uCloudlink aims to expand partnerships with telecom operators to improve service quality and eliminate roaming costs. Live demonstrations and a product launch will take place at Hall 6, Booth #6C73.
10. Renovaro Inc. (NASDAQ:RENB)
Number of Hedge Fund Holders: 1
Renovaro Inc. (NASDAQ:RENB) is a pre-clinical biotechnology company developing cancer and HIV treatments, including therapeutic vaccines and AI-driven cancer detection technology.
On March 3, Renovaro Biosciences (NASDAQ:RENB) announced that it provided initial financing to Predictive Oncology to integrate AI-driven drug discovery, lab services, and business operations in the U.S. and Europe. The collaboration combines Predictive’s extensive biobank and AI technology with Renovaro’s multi-omic (the integration and analysis of data from multiple “omics” fields, such as genomics, proteomics, metabolomics, etc) expertise.
Renovaro CEO David Weinstein highlighted the company’s $15 million equity investment and plans to build a leading diagnostics and drug discovery company. Predictive Oncology CEO Raymond Vennare expects a finalized agreement soon. As part of the deal, Predictive’s shareholders will receive an 18-month $3 Redeemable Preferred share.
