In this article, we discuss 12 AI news and ratings you should not miss.
As artificial intelligence continues to evolve, investors are closely watching the opportunities emerging in both private and public markets. While some companies have been treated as clear winners, industry experts argue that the race is still in its early stages. Lower financial barriers for startups and increasing demand for AI-driven solutions are reshaping the competitive space, with many companies expected to gain traction in the coming years. The discussion around AI investment is growing, with venture capitalists and analysts weighing in on what the future holds.
The Evolution of AI Investment in Private and Public Markets
Rick Heitzmann, founder of FirstMark Capital, joined ‘Closing Bell’ to discuss the AI private market and investment opportunities, emphasizing that the industry is still in its early stages. He noted that while some have treated certain AI companies as definitive winners, the sector is still evolving, with both infrastructure and applications continuing to develop.
He agreed with Mark Cuban’s view, who said in an earlier interview that DeepSeek’s progress has lowered the financial barriers for AI startups, allowing more companies to compete without massive funding. The shift could lead to increased private investment and a more open playing field for smaller AI firms.
Heitzmann also addressed the lack of public AI companies, agreeing that most investment opportunities remain in private markets. While AI infrastructure firms like CoreWeave and OpenAI may go public soon, many application-layer companies are still establishing their positions. He expects more AI startups to prepare for public offerings in 2025 and 2026 as the industry matures.
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).
12 AI News and Ratings You Should Not Miss
12. ZenaTech, Inc. (NASDAQ:ZENA)
Number of Hedge Fund Holders: N/A
ZenaTech, Inc. (NASDAQ:ZENA) develops cloud-based software solutions for different industries, including medical records, facility management, and public safety, and also manufactures drones.
On February 4, ZenaTech signed a Letter of Intent to acquire its fifth land survey engineering company in Southeast Florida, marking its second acquisition in the region. The acquisition will support the company’s drone-as-a-service (DaaS) business, which uses AI drones with advanced sensors and LiDAR technology for business and government applications. ZenaTech aims to assist border patrol and law enforcement with border protection efforts, especially in addressing illegal immigration.
The drones will improve Florida’s border security by providing real-time surveillance and improving search and rescue operations. ZenaTech’s DaaS model allows businesses and government agencies to access drones and AI-powered services on a pay-as-you-go basis, making drone technology more cost-effective and efficient for tasks like land surveying and security monitoring. The company’s strategy also includes acquiring established land survey firms with skilled surveyors and using drones to streamline land surveying processes.
11. Snow Lake Resources Ltd. (NASDAQ:LITM)
Number of Hedge Fund Holders: 1
Snow Lake Resources Ltd. (NASDAQ:LITM) focuses on exploring and developing uranium and lithium resources.
On February 4, Snow Lake (NASDAQ:LITM) formed a strategic partnership with Exodys Energy Inc. through a memorandum of understanding to explore opportunities in the nuclear energy sector. The collaboration aligns with the growing demand for domestic energy security, following a national energy emergency declaration by U.S. President Donald Trump, and the increasing energy needs of AI-driven data centers. Snow Lake aims to strengthen North American energy independence by using Exodys’ expertise in nuclear fuel recycling and advanced reactor technologies. Frank Wheatley, CEO of Snow Lake said:
“Consistent with our strategy to develop a portfolio of clean energy materials, this strategic partnership with Exodys Energy enables us to pursue opportunities in the nuclear energy sector beyond our current focus on uranium exploration, and positions us as a key player in securing North America’s energy independence.”
