In this article, we discuss 13 AI news and ratings you probably missed
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and the UK. President-elect Donald Trump, who is supported by business leaders like Elon Musk, may influence AI policies, with Musk’s experience in AI raising expectations for U.S. advancements. In Europe, the EU’s AI Act has introduced comprehensive regulations, but tensions with U.S. tech companies are still there over its strict measures.
Meanwhile, the U.K. is considering a more flexible, principles-based approach, especially regarding the use of copyrighted content for AI training. Additionally, U.S. and China relations could affect global AI development, with both countries competing for AI dominance and potentially creating safety regulations to prevent uncontrolled AI advancements.
READ ALSO: 15 AI Stocks That Skyrocketed in Q4 and 14 AI Stocks Making Waves on Wall Street.
Navigating the AI Investment Landscape
AI is driving a major transformation in technology as significant investments are being funneled into infrastructure, data centers, and the AI value chain. Companies are rapidly building out AI infrastructure, with an increasing focus on supply chain components beyond just semiconductors, which highlight potential profits in sectors like memory, cooling, and fiber optics.
Jon McNeill, co-founder of Vistashares, discussed the impact of AI infrastructure on investment opportunities in an interview with Romaine Bostick and Scarlet Fu of Bloomberg. He explained that while AI’s impact on data centers is often discussed in terms of semiconductors, the actual supply chain involves different elements, such as memory, cooling, and fiber optics. McNeill emphasized the potential for profits in the AI supply chain, especially for investors looking beyond the major producers to lesser-known companies.
He also addressed the risks of international investments and noted that while the U.S. dominates the AI sector, Asia is rapidly building its own AI infrastructure. McNeill highlighted the growing value of AI applications in autonomous driving and robotics, which could drive significant economic growth. He pointed to large investments in data centers, such as AWS’ $11 billion investment in Georgia, as signs that this growth will continue, with the major tech companies leading the charge in the AI race.
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).
13 AI News and Ratings You Probably Missed
13. Garmin Ltd. (NYSE:GRMN)
Number of Hedge Fund Holders: 30
Garmin Ltd. (NYSE:GRMN) designs and manufactures a wide range of wireless devices across fitness, outdoor, aviation, marine, and automotive sectors.
At CES 2025, Garmin (NYSE:GRMN) and Qualcomm Technologies announced the Garmin Unified Cabin 2025. It is an advanced digital cockpit solution powered by the Snapdragon Cockpit Elite platform. The collaboration strengthens their ongoing partnership, introducing scalable domain controller capabilities through a single Garmin control module. The solution offers immersive entertainment across vehicle displays and supports software-defined vehicle architectures.
The system includes generative AI powered by a Neural Processing Unit (NPU) for features like voice assistants and customizable themes. It also incorporates Qualcomm Oryon CPUs, Adreno GPUs, and Hexagon NPUs for advanced multimodal AI performance.
12. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 33
Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures cutting-edge server and storage systems, specializing in AI, cloud computing, and 5G applications.
On January 9, Super Micro (NASDAQ:SMCI) announced that it has started shipping its high-performance X14 systems powered by Intel Xeon 6900 series processors with P-cores, designed for demanding workloads like AI, HPC, and GPU-intensive applications. These systems offer up to 256 performance cores per system, support for MRDIMMs with speeds up to 8800 MT/s, and advanced thermal and liquid cooling options.
The X14 product line includes GPU-optimized servers for large-scale AI and HPC, PCIe GPU systems for flexible GPU configurations, and the industry’s first AI server featuring Intel Gaudi 3 accelerators. Other models include the density-focused SuperBlade, the cost-efficient FlexTwin, and the flagship Hyper rackmount platform, all of which support air or liquid cooling to maximize performance and efficiency.