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.
9. Inseego Corp. (NASDAQ:INSG)
Number of Hedge Fund Holders: 13
Inseego Corp. (NASDAQ:INSG) develops cloud-managed wireless WAN and edge solutions, offering 4G and 5G connectivity products for businesses, consumers, and governments.
On March 3, Inseego announced its latest 5G Advanced Mobile Broadband and Fixed Wireless Access (FWA) solutions, highlighting its use of Qualcomm’s Dragonwing FWA Gen 4 Elite platform. The company completed the first live data call on its new FX5000 cellular router at the event, emphasizing its focus on scaling FWA for enterprise and industrial users.
Additionally, Inseego introduced the M5000 5G Advanced MiFi hotspot, featuring the Qualcomm X85 5G Modem-RF System for secure and high-speed connectivity. The new solutions use AI-driven improvements for faster speeds, better Wi-Fi traffic management, and optimized data prioritization. Through its Inseego Connect platform, businesses gain improved device management and API support.
8. Teradata Corporation (NYSE:TDC)
Number of Hedge Fund Holders: 26
Teradata Corporation (NYSE:TDC) provides a hybrid cloud analytics platform and consulting services, helping enterprises manage and analyze data across different industries.
On March 3, Teradata (NYSE:TDC) introduced Enterprise Vector Store, an in-database solution designed for efficient vector data management, crucial for Trusted AI. The system processes huge amounts of vector data within Teradata’s hybrid cloud platform, ensuring fast response times and cost-effective scalability. Future integration with NVIDIA NeMo Retriever will improve retrieval-augmented generation applications and AI-driven insights.
The solution brings together structured and unstructured data across multiple formats, supporting AI-powered use cases like augmented call centers, where AI agents provide real-time, context-aware responses. Enterprise Vector Store is designed for flexible deployment across cloud and on-premises environments and is currently in private preview, with general availability set for July 2025.
7. Bentley Systems, Incorporated (NASDAQ:BSY)
Number of Hedge Fund Holders: 35
Bentley Systems, Incorporated (NASDAQ:BSY) provides infrastructure engineering software solutions, including modeling, simulation, and cloud applications for engineers and planners worldwide.
On March 3, Seequent, a Bentley Subsurface Company, introduced Seequent Evo, a cloud-based platform that centralizes geoscience data for better collaboration and decision-making. It integrates data from Seequent and third-party tools, supports AI and machine learning, and offers open APIs for future innovation. Two new applications were also launched including BlockSync, which improves real-time collaboration on block model data, and Driver, which is an AI-powered tool that automates geological analysis for improved 3D modeling.
6. Credo Technology Group Holding Ltd (NASDAQ:CRDO)
Number of Hedge Fund Holders: 43
Credo Technology Group Holding Ltd (NASDAQ:CRDO) provides high-speed connectivity solutions for Ethernet applications, serving hyperscalers, OEMs, and data centers.
On March 3, Credo Technology Group (NASDAQ:CRDO) announced that its PCIe 5.0 “Toucan” retimer has successfully passed PCI-SIG Compliance Workshop #133 in Taipei. The achievement ensures its compliance with PCIe 5.0 standards and secures its place on the PCI-SIG Integrators List.
Phil Kumin, AVP of Product for PCIe/CXL, emphasized that this milestone validates Credo’s leadership in high-speed connectivity and reinforces the reliability of its technology for AI infrastructure. PCI-SIG President Al Yanes acknowledged Credo’s contribution to advancing PCIe technology. The Toucan retimer offers low latency, extended reach, and high performance, which support robust PCIe system designs.
5. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 45
Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures high-performance server and storage solutions for data centers, cloud computing, AI, and edge computing worldwide. On February 28, Super Micro announced that it is expanding in Silicon Valley with a third campus reaching nearly 3 million square feet to support liquid-cooled data centers for AI and HPC. CEO Charles Liang highlighted the company’s ability to produce thousands of server racks monthly. The expansion will create hundreds of jobs, with support from San Jose Mayor and PG&E.
4. Dell Technologies Inc. (NYSE:DELL)
Number of Hedge Fund Holders: 63
Dell Technologies Inc. (NYSE:DELL) provides computing, storage, networking, cybersecurity, and IT solutions for businesses and consumers worldwide.
On February 28, Goldman Sachs analyst Mike Ng reaffirmed a Buy rating on Dell Technologies with a $145 price target. His positive outlook is based on strong Q4 FY25 earnings, driven by Infrastructure Solutions Group (ISG) performance, which compensated for weaker Client Solutions Group results. Some of the key factors include strong ISG margins, AI server growth, and a focus on high-margin products. While there are challenges in AI server orders, Dell’s substantial backlog and upcoming PC refresh cycle in FY26 indicate growth potential, supported by early market recovery signs.
3. MongoDB, Inc. (NASDAQ:MDB)
Number of Hedge Fund Holders: 70
MongoDB, Inc. (NASDAQ:MDB) provides database solutions, including its cloud-based Atlas service, Enterprise Advanced for businesses, and a free Community Server, along with consulting and training services. On March 3, Monness Crespi upgraded MongoDB from Sell to Neutral without setting a price target ahead of its Q4 earnings release on Wednesday. The firm sees potential for MongoDB in the database market, cloud computing, and generative AI but noted strong competition. It expects the company’s growth to slow to 19% and anticipates Q4 revenue of $547 million with an EPS of $1.06.
2. QUALCOMM Incorporated (NASDAQ:QCOM)
Number of Hedge Fund Holders: 79
QUALCOMM Incorporated (NASDAQ:QCOM) develops wireless technologies, supplies chips for mobile, automotive, and IoT devices, licenses patents, and invests in emerging industries worldwide.
On March 3, Qualcomm introduced advancements in wireless connectivity and on-device AI, highlighting its leadership in 5G and beyond. The company unveiled the Qualcomm X85 5G Modem-RF, an AI-powered solution offering peak download speeds of 12.5 Gbps, along with new 4G IoT modems, including one with an integrated SIM for low-power connectivity across different IoT applications.
Qualcomm also presented progress in 5G Open RAN, with Viettel deploying a live 5G O-RAN Massive MIMO network and NTT DOCOMO selecting vRAN solutions powered by Qualcomm’s Dragonwing technology. Additionally, the Qualcomm Dragonwing FWA Gen 4 Elite Platform introduced 5G Advanced capabilities, integrating AI for improved network performance and supporting Wi-Fi 7.
The company reaffirmed its role in shaping 6G and wireless evolution while emphasizing hybrid AI. It expanded its collaboration with IBM to improve enterprise AI solutions and presented agentic AI across Snapdragon-powered smartphones, PCs, and smart glasses. Demonstrations included AI-driven interfaces for media, productivity, and multimodal interactions.
1. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 83
Intel Corporation (NASDAQ:INTC) develops and sells computing hardware, software, and semiconductor products, including processors, GPUs, storage, and AI solutions for various industries.
On March 3, TipRanks reported that Bernstein analyst Stacy Rasgon maintained a Hold rating on Intel (NASDAQ:INTC) with an unchanged $25 price target. Rasgon pointed out ongoing challenges in Intel’s Foundry business transformation, concerns over adopting TSMC processes, and leadership changes affecting execution. While Intel is optimistic about its technology roadmap, weaknesses in customer service and execution are still there. The company targets break-even by 2027 with revenue growth expected later in the decade.
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 time frame. 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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