In this article, we discuss 12 AI news and ratings investors probably missed.
AI is transforming industries at a very fast pace, with businesses integrating AI agents to improve efficiency and customer interactions. Bret Taylor, co-founder of Sierra and chairman of OpenAI’s board, discussed the significance of Western leadership in AI innovation, the evolving role of AI in businesses, and the growing competition in the global market in a CNBC interview on March 6.
AI Advancements and the Importance of Western Leadership
Bret Taylor emphasized the need for the Western world to lead in AI innovation, pointing toward its impact on businesses and society. He compared AI agents to past technological shifts like websites and mobile apps, predicting that AI-driven customer interactions will soon become standard. He explained the AI market as having two main components including infrastructure providers like OpenAI, which builds foundational models, and application developers such as Sierra, Harvey, and Cursor, which create AI-driven solutions for industries like customer service, legal, and software development.
Taylor also acknowledged the global competition and that many countries are investing in AI but stressed that Western leadership is crucial to ensure AI models reflect values like freedom and self-expression. While European governments seek more technological independence due to geopolitical factors, he sees a strong demand for US-based AI solutions in Europe and remains optimistic about collaboration. He also views the declining costs of AI as a driver for wider adoption, making advanced AI applications more accessible.
Finally, Taylor discussed the broader implications of AI, as he envisions it transforming education with personalized tutoring, improving healthcare accessibility, and improving industries like software engineering and customer service. He remains optimistic about AI’s societal benefits despite concerns about rapid adoption. Lastly, he highlighted the importance of continued investment in U.S. AI infrastructure, such as Stargate, to support future advancements in AI research and deployment.
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.
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12 AI News and Ratings Investors Probably Missed
12. authID Inc. (NASDAQ:AUID)
Number of Hedge Fund Holders: 1
authID Inc. (NASDAQ:AUID) provides biometric identity verification and passwordless authentication solutions for consumers and businesses through its Verified platform.
On March 6, authID released a whitepaper, Deepfake Countermeasures, outlining strategies to combat deepfake fraud in digital authentication. The report highlights how AI-generated deepfakes can bypass traditional security measures and details authID’s multi-layered detection system, which ensures a billion-to-one false-match accuracy rate.
The company’s technology verifies liveness to prevent spoofing attacks, offering rapid and precise authentication. The whitepaper also covers deepfake attack methods, authID’s advanced detection techniques, and enterprise strategies for mitigating AI-driven fraud. Additionally, it introduced PrivacyKey, a biometric authentication solution that improves security while protecting user privacy.
11. Enveric Biosciences, Inc. (NASDAQ:ENVB)
Number of Hedge Fund Holders: 1
Enveric Biosciences, Inc. (NASDAQ:ENVB) develops small-molecule therapeutics for anxiety, depression, addiction, pain, and cancer, including psilocybin and cannabinoid-based treatments.
On March 6, Enveric announced that it is seeking proposals for the licensing or sale of its PsyAI trademark portfolio, which is no longer a strategic asset due to the company’s focus on developing EB-003, a neuroplastogen for treating neuropsychiatric conditions. The portfolio is held by Enveric’s Canadian subsidiary and was initially intended for AI-driven medical research applications. Given the rising demand for AI in healthcare, the company sees potential value in the PsyAI mark for industries integrating AI with psychiatric medicine.
10. Everspin Technologies, Inc. (NASDAQ:MRAM)
Number of Hedge Fund Holders: 5
Everspin Technologies, Inc. (NASDAQ:MRAM) manufactures and sells Magnetoresistive Random Access Memory (MRAM) products for industrial, medical, automotive, aerospace, and data center applications.
On March 6, Everspin announced that it was awarded a contract to collaborate with a Purdue University-led consortium on the CHEETA program, which integrates MRAM with CMOS for energy-efficient AI computing. The contract is potentially worth up to $10.5 million over four years and includes an initial phase valued at approximately $4 million. Everspin’s MRAM technology developed over nearly two decades and is now being utilized for advanced computing solutions. The project focuses on using MRAM-based In-Memory Compute to significantly reduce power consumption and latency in AI accelerators. Everspin’s AgILYST MRAM aims to improve AI performance and redefine memory architecture for next-generation computing.
9. New Era Helium, Inc. (NASDAQ:NEHC)
Number of Hedge Fund Holders: 5
New Era Helium, Inc. (NASDAQ:NEHC) explores, develops, and produces helium, natural gas, and natural gas liquids.
On March 6, New Era Helium provided an update on its role in supporting AI growth through helium and natural gas production. Helium is essential for semiconductor manufacturing, GPU cooling, and quantum computing, making it a significant resource in AI development. With limited global production, helium remains a critical material.
The company also plans to use its natural gas reserves to generate electricity for AI data centers rather than selling it as a commodity. Its Pecos Slope Gas Field is expected to produce 70+ MW of power for at least 20 years, which will be allocated to AI infrastructure. Moreover, through its joint venture, Texas Critical Data Centers, the company signed an LOI to acquire land in Texas for a 250MW net-zero AI data center campus.
8. Appian Corporation (NASDAQ:APPN)
Number of Hedge Fund Holders: 26
Appian Corporation (NASDAQ:APPN) provides an automation platform that helps businesses design, automate, and optimize processes using AI, process mining, and data integration.
On March 6, Appian launched version 25.1 of its Appian Platform, improving scalability, speed, and performance for enterprise applications. The update improves AI-driven document processing, allowing organizations to handle significantly higher volumes with up to 75 times more documents processed per hour. Data fabric improvements enable syncing up to 10 million rows per record type, improving query performance and scalability. New security features provide better control over field-level data access. The update also introduces process KPI dashboards for centralized monitoring. Appian emphasizes integrating AI with business processes through its advanced data fabric and autoscale process engine.
7. Semrush Holdings, Inc. (NYSE:SEMR)
Number of Hedge Fund Holders: 27
Semrush Holdings, Inc. (NYSE:SEMR) provides a SaaS platform for online visibility management, helping businesses enhance digital marketing and audience engagement.
On March 6, Semrush introduced AI Optimization (AIO), an enterprise solution designed to help businesses monitor and boost their presence in AI-driven search platforms. AIO is currently in closed beta, and it enables companies to track brand mentions across AI search engines like ChatGPT and Perplexity, ensuring accurate representation and optimizing visibility.
With AI influencing consumer decisions and the market growing rapidly, AIO provides real-time insights, strategic brand control, and actionable analytics to improve positioning. Semrush aims to help businesses shape their AI search presence and stay competitive in the evolving digital landscape.
6. PROS Holdings, Inc. (NYSE:PRO)
Number of Hedge Fund Holders: 29
PROS Holdings, Inc. (NYSE:PRO) provides AI-driven software solutions for pricing, sales optimization, and airline revenue management across various industries worldwide.
On March 6, PROS (NYSE:PRO) announced plans to introduce multiple AI agents within its platform at the Outperform with PROS 2025 event. These AI-driven tools aim to advance business decision-making by combining generative AI with real-time prescriptive AI to optimize revenue and profitability.
Among the new AI agents, the Sales Assist Agent helps sales teams overcome stalled deals by providing real-time actions, while the Rebate Assist Agent identifies opportunities for rebates and automates their creation. Additional AI agents will be unveiled at the conference, scheduled for May 12-14, 2025, in Las Vegas. PROS Holding’s Chief Product Officer, Sunil John commented:
“The well-documented problem with Generative AI is that it can produce inaccurate or speculative outputs, especially with numbers and calculations. By combining the power of PROS proprietary Prescriptive AI models with Generative AI, businesses can apply real-time prescriptions and insights to drive precise, actionable decision-making—ensuring accuracy, circumventing AI hallucinations and delivering a direct impact on the bottom line.”
5. TPG Inc. (NASDAQ:TPG)
Number of Hedge Fund Holders: 33
TPG Inc. (NASDAQ:TPG) is an alternative asset manager providing investment management, advisory, and capital structuring services across private equity, real estate, hedge, and credit funds.
On March 6, TPG and Broadvoice announced their partnership with plans to integrate TPG’s Anna, an AI-powered quality assurance tool, into Broadvoice’s GoContact platform. Anna analyzes customer interactions with over 90% accuracy, providing insights to improve agent training and business outcomes. TPG’s expertise in quality assurance has generated $6 billion in ROI for clients. Broadvoice sees Anna as an important addition to its AI-driven solutions, improving efficiency and productivity.
4. IREN Limited (NASDAQ:IREN)
Number of Hedge Fund Holders: 44
IREN Limited (NASDAQ:IREN) operates bitcoin mining data centers and offers high-performance computing, including AI cloud services.
On March 6, IREN released its February 2025 update and reported strong growth in its AI operations. Its AI Cloud Service was near full utilization by month-end, driven by demand for NVIDIA H100/H200 chips, with future expansion planned using Blackwell processors. The Horizon 1 AI data center is advancing, with customer interest exceeding its 75MW capacity, and discussions progressing through due diligence and pricing negotiations.
Infrastructure development continues with site work starting on the 1.4GW Sweetwater 1 project, set for April 2026 energization, while the 600MW Sweetwater 2 connection agreement is being finalized. IREN is also exploring alternative financing options for AI colocation projects.
3. DocuSign, Inc. (NASDAQ:DOCU)
Number of Hedge Fund Holders: 51
DocuSign, Inc. (NASDAQ:DOCU) provides electronic signature and contract management solutions, offering digital agreement tools for businesses and government agencies worldwide.
On March 6, Citi maintained a Buy rating on DocuSign (NASDAQ:DOCU) with a $113 price target ahead of its Q4 earnings report. Analysts, led by Tyler Radke, expressed increased confidence due to positive indicators such as budget flush, AI-powered Intelligent Agreement Management (IAM) adoption, and improved web traffic. Citi anticipates a potential Q4 beat on billings but expects conservative fiscal 2026 guidance due to cloud migration and increased R&D spending for IAM growth. While margin expansion may be limited in Q4, the firm believes leverage could improve in fiscal 2027.
2. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 83
Intel Corporation (NASDAQ:INTC) develops and sells computing hardware, including processors, GPUs, storage, and AI solutions, serving global technology and manufacturing industries.
On March 6, TipRanks reported that DBS analyst Amanda Tan maintained a Hold rating on Intel (NASDAQ:INTC) with a $22 price target, pointing to progress and ongoing challenges. Intel’s roadmap aims to introduce five new process nodes by 2025 to regain technology leadership, but delays and strong competition from AMD have led to market share losses. While initiatives like IDM 2.0 and expanding its foundry business show potential, near-term concerns include margin pressures and operational losses, especially in the Foundry division. Financial recovery is expected by 2027, making Intel’s path to sustained profitability uncertain.
1. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 94
Micron Technology, Inc. (NASDAQ:MU) develops and sells memory and storage products for data centers, mobile devices, automotive, and other industries.
On March 6, Micron Technology announced that the company added Mark Liu and Christie Simons to its board of directors. Liu, who spent over 30 years at Taiwan Semiconductor, held important leadership roles, including co-CEO and executive chairman, helping the company become the largest semiconductor foundry. He is now chairman of J&M Copper Beech Ventures and has prior experience at Intel and AT&T Bell Labs. Simons is a Deloitte & Touche senior partner and is set to retire in May after nearly 30 years, having led Deloitte’s Global Semiconductor Center of Excellence and worked extensively in technology and finance. Micron CEO Sanjay Mehrotra emphasized Liu’s technical and business expertise in scaling semiconductor operations, especially in AI-driven markets, and Simons’ financial and industry knowledge as assets for the company’s strategic growth.
While we acknowledge the potential of Micron Technology, Inc. (NASDAQ:MU) 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 MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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