In this article, we discuss the 15 trending AI stocks on latest ratings and news.
Latest reports indicate that billionaire Masayoshi Son, the founder of Japanese multinational tech firm Softbank, is set to meet Indian Prime Minister Narendra Modi. Per news agency Reuters, the meeting comes as Son eyes more artificial intelligence and technology bets in the third-largest economy in Asia. Reuters further claims that Son already met Mukesh Ambani – the richest man in the South Asian country and the chief of prominent conglomerate Reliance Industries. According to sources quoted by Reuters, the duo discussed potential artificial intelligence opportunities in India. CNBC had earlier reported that Softbank is also exploring an additional $1.5 billion investment in AI startup OpenAI.
Read more about these developments by accessing 10 Best AI Data Center Stocks and 10 Buzzing AI Stocks According to Goldman Sachs.
Meanwhile, another billionaire on the other side of the world is mulling further investments in AI as well. Per a report by news publication The Wall Street Journal, xAI, the AI startup of billionaire Elon Musk, is considering the release of a standalone consumer application that follows the success of ChatGPT by OpenAI. The xAI application would be powered by the Grok bot that the startup is marketing. The app will likely arrive after xAI closes its next funding round, which could reach $5 billion and value the company at $50 billion, per the Financial Times. If successful in raising this amount, xAI would take total raised funding to $11 billion.
Read more about these developments by accessing 30 Most Important AI Stocks According to BlackRock and Beyond the Tech Giants: 35 Non-Tech AI Opportunities.
For this article, we selected AI stocks by combing through news articles, stock analysis, and press releases. These stocks are also popular among 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).
A data center filled with the latest servers and networking equipment representing the company’s cutting edge security infrastructure.
Trending AI Stocks on Latest Ratings and News
15. Semtech Corporation (NASDAQ:SMTC)
Number of Hedge Fund Holders: 32
Semtech Corporation (NASDAQ:SMTC) develops, manufactures, and markets analog and mixed-signal semiconductor and advanced algorithms. On November 26, Roth MKM analyst Scott Searle raised the price target on the stock to $70 from $60 and kept a Buy rating on the shares. Semtech reported a modest beat for Q3, with a healthy guide up for Q4, but the headline number is Data Center, which was up 58% sequentially, driven by a continued recovery and early contribution from its ACC solution, the analyst told investors in a research note.
14. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 33
Super Micro Computer, Inc. (NASDAQ:SMCI) develops and manufactures high performance server and storage solutions based on modular and open architecture. The company recently disclosed, in a filing with authorities, that two loan agreements it had with major financial institutions had been terminated. In an SEC filing, the firm revealed that it had prepaid and terminated loan agreements with Cathay Bank and Bank of America NA on Nov 20. Super Micro is well known for providing servers for NVIDIA Blackwell GPUs but has struggled recently amid a turbulent financial period. It also faces a potential delisting threat after failing to meet Nasdaq’s filing requirements.
13. Zoom Video Communications, Inc. (NASDAQ:ZM)
Number of Hedge Fund Holders: 39
Zoom Video Communications, Inc. (NASDAQ:ZM) provides a unified communications platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. On November 27, Mizuho raised the price target on the stock to $105 from $90 and kept an Outperform rating on the shares. Zoom reported strong fiscal Q3 results and continues to generate best-in-class profitability and cash flow as management executes towards an eventual revenue reacceleration, the advisory told investors in a research note. Longer-term, the advisory expects Zoom to leverage its large installed base to cross-sell Zoom Contact Center and begin monetizing its artificial intelligence functionalities with free-to-paid conversions.
12. Twilio Inc. (NYSE:TWLO)
Number of Hedge Fund Holders: 52
Twilio Inc. (NYSE:TWLO) provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications. The company has been integrating artificial intelligence into its platform since last year and has also introduced several new features that leverage AI to help clients gain more business from customers. On November 27, Tigress Financial raised the price target on the stock to $135 from $85 and kept a Buy rating on the shares as its ongoing leverage of generational AI drives greater product functionality and customer adoption. The advisory believes AI-driven product functionality will continue to drive revenue growth and increase operating efficiencies, driving margin expansion and cash flow growth to continue accelerating business performance trends.
11. Equinix, Inc. (NASDAQ:EQIX)
Number of Hedge Fund Holders: 55
Equinix, Inc. (NASDAQ:EQIX) is a California-based real estate trust that operates data centers and other technology assets. The company recently announced that it had signed a 10-year virtual power purchase agreement with renewable energy firm Neoen to supply 53 MW of solar power to support its facilities in Italy. Per the company, the agreement will see energy from Neoen’s seven solar sites in Northern Italy power Equinix data centres in Milan and Genoa.
10. Dell Technologies Inc. (NYSE:DELL)
Number of Hedge Fund Holders: 60
Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services. The company recently posted earnings for the third fiscal quarter, reporting earnings per share of $2.15, beating analyst expectations by $0.09. The revenue over the period was close to $24.4 billion, up more than 9% compared to the revenue over the same period last year but missing market expectations by $350 million.
9. Analog Devices, Inc. (NASDAQ:ADI)
Number of Hedge Fund Holders: 63
Analog Devices, Inc. (NASDAQ:ADI) designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products. On November 27, Morgan Stanley analyst Joseph Moore lowered the price target on the stock to $248 from $252 and kept an Overweight rating on the shares. Analog reported an in-line October-end quarter and guided for a slightly softer than anticipated January quarter, notes the analyst. While Analog is past the trough and gets high scores for downcycle management, recovery from here is somewhat end-market dependent, the analyst added in a post-earnings note.
8. Intel Corporation (NASDAQ:INTC)
Number of Hedge Fund Holders: 68
Intel Corporation (NASDAQ:INTC) markets key technologies for smart devices. On November 26, investment advisory Citi maintained a Neutral rating on the stock with a price target of $22. In an investor note, the advisory detailed that Intel announced it received a $7.9 billion CHIPS Act grant from the US government, which is lower than the $8.5 billion previously announced due to perceived execution issues and the Ohio plant delay. Per the note, Intel is on track to draw even with TSMC in manufacturing in the second half of 2025, but Citi continues to doubt that foundry will work.
7. CrowdStrike Holdings, Inc. (NASDAQ:CRWD)
Number of Hedge Fund Holders: 74
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-delivered protection across endpoints and cloud workloads, identity, and data. The firm is harnessing artificial intelligence to streamline and strengthen cyber protection. On November 27, Needham raised the price target on the stock to $420 from $360 and kept a Buy rating on the shares. Crowdstrike outperformed all guided metrics in Q3, and Needham sees the relatively unchanged Gross Retention as supporting management’s strategy, in addition to the broader company’s execution in turning a crisis into an opportunity. At the same time, the advisory thinks management is appropriate in its tone that the company is navigating with reduced visibility.
6. Advanced Micro Devices, Inc. (NASDAQ:AMD)
Number of Hedge Fund Holders: 107
Advanced Micro Devices, Inc. (NASDAQ:AMD) operates as a semiconductor manufacturer. Latest reports, published by tech news platform TechSpot, reveal that the chipmaker has been granted a new patent covering the use of glass core substrates, possibly for advanced multi-chiplet processors. Per the report, glass substrates serve as a base for semiconductor devices, enabling advanced packaging and interconnect solutions. Compared to silicon or organic substrates, glass offers superior thermal stability, reduced signal loss, and exceptional dimensional accuracy, making it ideal for high-frequency applications like 5G and AI processing, the report underlines.
5. Alphabet Inc. (NASDAQ:GOOG)
Number of Hedge Fund Holders: 160
Alphabet Inc. (NASDAQ:GOOG) is a California-based technology company that owns and runs the internet search engine Google. On November 26, news publication Bloomberg reported that Google was struggling to watermark content to identify sources of origin as AI-generated deepfakes and misinformation went viral. The report added that Google, along with OpenAI, had been pushing cryptographic signatures to identify if someone tempered with the original content and help trace the editing history. However, people can easily remove such watermarks by taking screenshots of the content, the report underlined.
4. NVIDIA Corporation (NASDAQ:NVDA)
Number of Hedge Fund Holders: 193
NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. On November 27, business news platform Nikkei Asia reported that NVIDIA suppliers were scrambling to prepare for the possibility that Donald Trump will follow through on his vow to slap a 25% tariff on all goods imported from Mexico. The North American country has emerged as a key production hub for server companies in the US that supply NVIDIA. Per the report, some companies are ramping up production capacity on American soil while others say they are pausing planned construction in Mexico.
3. Meta Platforms, Inc. (NASDAQ:META)
Number of Hedge Fund Holders: 235
Meta Platforms, Inc. (NASDAQ:META) engages in the development of products that enable people to connect and share with friends and family. On November 27, tech news platform Silicon Republic reported that a former executive at Meta had teamed up with a former Google executive to launch a new start-up that develops operating systems for AI agents. The startup has already raised nearly $50 million in a funding round, per the report. David Singleton, the former CTO of financial services firm Stripe, is also a partner.
2. Microsoft Corporation (NASDAQ:MSFT)
Number of Hedge Fund Holders: 279
Microsoft Corporation (NASDAQ:MSFT) is a Washington-based technology company. On November 27, Viz.ai, a company working on AI-powered disease detection and intelligent care coordination, announced that it would be partnering with Microsoft to deliver its AI models and care coordination solution with Precision Imaging Network, part of Microsoft Cloud for Healthcare. When combined, the two products deliver a comprehensive solution with more than 48 AI models tightly integrated into clinical workflows, providing actionable clinical insights to help improve patient outcomes.
1. Amazon.com, Inc. (NASDAQ:AMZN)
Number of Hedge Fund Holders: 286
Amazon.com, Inc. (NASDAQ:AMZN) operates as a technology conglomerate with core interests in the ecommerce business. On November 27, India-based information technology company Tech Mahindra announced that it had signed a multi-year Strategic Collaboration Agreement (SCA) with Amazon Web Services (AWS) to develop an Autonomous Networks Operations Platform designed for Communication Service Providers (CSPs) and enterprise customers. Per the infotech firm, the platform would be built on artificial intelligence, machine learning, and generative AI services powered by AWS.
While we acknowledge the potential of Amazon.com, Inc. (NASDAQ:AMZN) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than Amazon.com, Inc. (NASDAQ:AMZN) but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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