In this article, we discuss 8 AI news and ratings making waves on Wall Street.
According to an MIT Technology Review report, ”There can be no winners in a US-China AI arms race,” the US-China AI rivalry, initially centered on economic competition, has shifted toward national security concerns. The US attempted to limit China’s access to advanced semiconductors, but it has only accelerated China’s self-sufficiency. Furthermore, the gap between their AI capabilities has narrowed, with Chinese models achieving similar results using fewer resources.
The real threat is not China’s AI progress but the potential misuse of AI by rogue actors. The report argues that instead of escalating tensions, the US and China should collaborate on AI safety, governance, and research. Cooperation could prevent instability, foster technological progress, and maximize AI’s benefits for global challenges like health care and education.
China’s AI Growth and Tech Valuations in Focus
In a March 18 interview with CNBC, Tim Wang of Monolith Management discussed that open-source AI models like DeepSeek are major enablers in China, as they lower inference costs and promote innovation. He believes that China’s AI development was once thought to be 12–24 months behind the U.S., but is now just 3–6 months behind. Despite strong earnings from major Chinese tech firms, their stock valuations remain significantly lower than their U.S. counterparts.
He noted that while U.S. tech companies have already priced in AI-driven growth, Chinese firms are just beginning to see its impact on revenue and cost efficiency. His firm is bullish on Chinese tech, along with sector-specific companies that have strong proprietary data, a loyal user base, and are actively integrating AI into their operations.
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).
8. Alpha Technology Group Limited (NASDAQ:ATGL)
Number of Hedge Fund Holders: 1
Alpha Technology Group Limited (NASDAQ:ATGL) provides cloud-based IT services, including CRM, enterprise resource planning, AI-powered optical character recognition, and application development for various industries in Hong Kong.
On March 19, AB DAO and Alpha Technology Group Limited (NASDAQ:ATGL) announced their partnership to improve AI and blockchain adoption in supply chain management, enterprise operations, and IoT. ATGL specializes in AI-driven ERP systems for automation, while AB DAO focuses on blockchain-based IoT solutions, including smart energy meters and payment kiosks. By combining their expertise, the companies aim to develop secure and efficient industry solutions, driving innovation in logistics and enterprise management.
7. Research Solutions, Inc. (NASDAQ:RSSS)
Number of Hedge Fund Holders: 8
Research Solutions, Inc. (NASDAQ:RSSS) provides cloud-based research software and services, including discovery, content management, and article access solutions for researchers worldwide.
On March 20, Research Solutions (NASDAQ:RSSS) announced that it has upgraded its AI-powered research tool, Scite Assistant, to improve accuracy in complex research tasks. The latest version integrates OpenAI o3-mini with reasoning, enabling the AI to analyze problems methodically rather than relying solely on pattern recognition. It allows for improved accuracy, nuanced insights, and better handling of conflicting evidence. Users can also adjust the reasoning depth for more tailored responses. Research Solutions has released comparison documents presenting the improvements, highlighting the tool’s improved research capabilities and information synthesis.
6. Innodata Inc. (NASDAQ:INOD)
Number of Hedge Fund Holders: 15
Innodata Inc. (NASDAQ:INOD) provides AI data preparation, data engineering, medical record digitization, and media analytics solutions across various industries worldwide.
On March 18, Innodata Inc. (NASDAQ:INOD) launched the beta version of its Generative AI Test & Evaluation Platform, aimed at improving the safety and performance of enterprise AI models. Using NVIDIA’s inferencing technology, the platform offers automated adversarial testing, vulnerability detection, and model benchmarking to improve AI reliability. Features include risk identification, domain-specific model benchmarking, and advanced reporting for monitoring accuracy, bias, and performance. The full release is expected in Q2 2025.
5. Super Micro Computer, Inc. (NASDAQ:SMCI)
Number of Hedge Fund Holders: 45
Super Micro Computer, Inc. (NASDAQ:SMCI) develops and sells high-performance server and storage solutions worldwide.
On March 19, Super Micro introduced new systems powered by NVIDIA’s Blackwell Ultra platform, including the NVIDIA HGX B300 NVL16 and GB300 NVL72, aimed at handling AI workloads such as inference, agentic AI, and video processing. The company’s advanced liquid-cooling solutions improve efficiency, reducing power consumption by up to 40%.
The NVIDIA Blackwell Ultra platform offers 288GB HBM3e per GPU, doubling compute fabric bandwidth to 800 Gb/s. Supermicro’s B300 NVL16 system features a new 8U platform with a 16-GPU NVLink domain, while the GB300 NVL72 integrates 72 GPUs and 36 CPUs in a single rack for exascale AI performance.
4. Dell Technologies Inc. (NYSE:DELL)
Number of Hedge Fund Holders: 63
Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including infrastructure, cybersecurity, and client devices, across global markets.
At GTC 2025 (March 17–21), Dell Technologies marked the first anniversary of its AI Factory with NVIDIA by introducing new AI PCs, infrastructure, and services to improve enterprise AI adoption. The Dell Pro Max series expands AI developer PCs with models featuring NVIDIA’s Blackwell architecture, including the GB10 and GB300, offering high-performance AI computing.
Dell PowerEdge servers will integrate NVIDIA Blackwell Ultra platforms, supporting GPUs like the HGX B300 NVL16 and GB200 NVL4 for AI model training and HPC workloads. The Dell AI Data Platform with NVIDIA improves data management, while new AI solutions simplify deployments with advanced tools like NVIDIA’s AI-Q Blueprint and AgentIQ Toolkit.
3. Trane Technologies plc (NYSE:TT)
Number of Hedge Fund Holders: 65
Trane Technologies plc (NYSE:TT) develops, sells, and services HVAC and refrigeration solutions for residential, commercial, and transport applications worldwide.
On March 20, Trane Technologies (NYSE:TT) introduced the Trane Fan Coil Wall platform to boost thermal management in data centers. The system is developed in collaboration with industry professionals, and it offers standard and customizable models designed for efficiency, reliability, and seamless integration. The units use chilled water to circulate conditioned air, improving energy efficiency and reducing operational costs. Manufactured in the U.S. with dedicated production capacity, the Fan Coil Wall supports AI and 5G-driven cooling demands. It features lower-power fan arrays, advanced controls, and flexible installation options, aligning with the industry’s focus on sustainability and performance optimization.
2. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 94
Micron Technology, Inc. (NASDAQ:MU) develops and sells memory and storage products for various global markets.
On March 20, Micron Technology reported Q2 revenue of $8.05 billion, a 38.3% increase from the previous year, surpassing estimates by $150 million. Non-GAAP EPS of $1.56 exceeded expectations by $0.14. Operating cash flow rose to $3.94 billion, up from $3.24 billion in the prior quarter and $1.22 billion a year ago. High Bandwidth Memory revenue surpassed $1 billion, while data center DRAM revenue reached a record level, driven by strong AI-related demand. CEO Sanjay Mehrotra highlighted the launch of Micron’s 1-gamma DRAM node and expects record revenue in Q3 and improved profitability in fiscal 2025.
1. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders: 186
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) produces, tests, and sells integrated circuits and semiconductor devices globally.
On March 19, DigiTimes Asia reported that Paul Liu, head of Taiwan’s National Development Council and a Taiwan Semiconductor Manufacturing Company Limited (TSMC) board member, dismissed speculation about TSMC acquiring Intel’s struggling foundry business, stating that such a move has never been discussed at the board level.
Speaking to Taiwan’s Legislative Yuan Economic Committee, Liu addressed concerns over TSMC’s US expansion, emphasizing that setting up new production lines abroad would put US operations three years behind Taiwan. He downplayed fears of US competition, advocating for collaboration rather than rivalry. Liu also projected record private sector investment in 2025, driven by semiconductor expansion and government-backed projects, while highlighting Taiwan’s ongoing efforts to advance IC design, R&D, and semiconductor manufacturing.
While we acknowledge the potential of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 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 TSM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
