In this article, we discuss 9 AI news and ratings to keep on your radar.
Expanding Human Capabilities with AI
Leading AI developers are making artificial general intelligence (AGI) their primary goal, securing billions in funding to advance the technology, as per Bloomberg. AGI refers to AI systems capable of performing as well as or better than humans across most tasks, with the software industry expected to be the first to experience its transformative effects. Eiso Kant, co-founder of Poolside, spoke with Bloomberg’s Tom Mackenzie about AGI and the evolving AI landscape.
Kant noted that AI is already increasing software development efficiency by 20–30%, with over 100 million professional developers worldwide benefiting from these advancements. He envisions a future where AI fully matches human capabilities, significantly expanding the number of effective developers. Poolside focuses on serving large enterprises, such as those in defense and financial services, where most software developers work. Unlike general AI models designed for broad applications, Poolside develops highly specialized AI systems tailored for software engineering, integrating within enterprise environments with advanced infrastructure and security measures.
Kant discussed the timeline for AGI and estimated that by 2027, AI would reach human-level performance in most knowledge-based tasks, especially in software development. He compared the impact to dramatically increasing the global developer workforce, driving down costs, and accelerating technological progress. However, he cautioned that such rapid expansion could disrupt the job market, stressing the importance of a gradual rollout to avoid destabilizing the economy.
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).
9. Navitas Semiconductor Corporation (NASDAQ:NVTS)
Number of Hedge Fund Holders: 13
Navitas Semiconductor Corporation (NASDAQ:NVTS) develops and sells gallium nitride and silicon carbide power chips for applications in electronics, energy, and transportation.
Navitas Semiconductor announced on March 17, that its AI data center power supply units (PSUs), ranging from 3.2kW to 8.5kW, exceed the newly introduced 80 PLUS ‘Ruby’ certification, which sets efficiency requirements up to 96.5%. The PSUs are powered by GaNSafe ICs and GeneSiC Gen 3 ‘Fast’ SiC MOSFETs and also surpass the previous Titanium certification.
Navitas has made significant advancements in AI data center power, releasing high-efficiency PSUs from 2023 to 2024, including an 8.5kW model with 98% efficiency. The company also developed IntelliWeave, a digital control technology that improves efficiency and reduces power losses by 30%. CEO and co-founder, Gene Sheridan commented:
“Compared with Titanium, Ruby cuts the allowable PSU losses significantly and will be critical in enabling the data center industry to reduce its carbon footprint and cut operational costs… With the industry set to consume 1,000 TWh annually by next year, every percentage point improvement in efficiency represents a reduction of 10 TWh, or approximately 3.5 million tons of CO2. Advances in our GaNFast and GeneSiC products enable these targets to be met and significantly exceeded.”
8. VNET Group, Inc. (NASDAQ:VNET)
Number of Hedge Fund Holders: 26
VNET Group, Inc. (NASDAQ:VNET) provides hosting, cloud, and networking services for businesses in China.
On March 14, Citibank raised VNET Group’s price target from $16 to $20 and noted that recent share weakness stemmed from concerns over high capital expenditures and potential equity financing, as well as uncertainty surrounding the H20 ban and order fulfillment. The firm views the $430 million convertible bond issuance as resolving a major overhang. Given the planned 400MW delivery in 2025, Citibank considers the RMB10-12 billion (RMB 1 = US$0.14) capex reasonable and expects 28% EBITDA growth in FY2026. The firm further noted:
“We foresee H20 update likely imminent, and 83% of order delivery this year is pre-committed, which has likely secured AI accelerators supply, and under-delivery concern seems overdone given AI capex cycle has just started amid tight industry supply. We view upcoming Tencent capex plan as potential catalyst. We lifted our FY25-26E EBITDA 1-2% and introduce FY27E, roll forward to FY26 EV/EBITDA with unchanged 16x multiple. Lift TP to US$20 as FY26 is more reasonable benchmark to evaluate return of capital invested this year. Buy.”
7. C3.ai, Inc. (NYSE:AI)
Number of Hedge Fund Holders: 25
C3.ai, Inc. (NYSE:AI) provides enterprise AI software for application development, data analysis, and industry-specific solutions across multiple sectors.
On March 17, C3.ai (NYSE:AI) announced that its offerings are now available in the AWS Marketplace for the U.S. Intelligence Community (ICMP). The platform provided by Amazon Web Services, allows government agencies to easily access and deploy AI software.C3.ai’s listed products including the C3 Agentic AI Platform and its full suite of pre-built applications, such as the C3 AI Defense and Intelligence Suite and C3 Generative AI. Dan Gelston, President of C3.ai Federal Systems, highlighted that making these applications available on ICMP improves accessibility for federal agencies seeking secure and efficient AI solutions. He noted that multiple U.S. Department of Defense agencies already use C3.ai’s technology, benefiting from reduced costs and faster decision-making.
6. Li Auto Inc. (NASDAQ:LI)
Number of Hedge Fund Holders: 28
Li Auto Inc. (NASDAQ:LI) designs, manufactures, and sells premium smart electric vehicles in China, including MPVs and SUVs.
On March 17, Jefferies increased its price target for Li Auto to $37.20 from $31 while maintaining a Buy rating. The firm sees more growth potential for the company in the second half of the year and noted that the market has yet to factor in its AI efforts. Additionally, Li Auto’s early expansion of supercharging stations on highways has contributed to the recent improvement in Mega sales.
In December 2024, Li Auto revealed its plans to shift its focus toward artificial intelligence, aiming to develop a top-tier AI model in China and eventually produce humanoid robots. The company plans to introduce an AI-powered assistant and a mobile app while working toward level-4 self-driving capabilities within three years.
5. Five9, Inc. (NASDAQ:FIVN)
Number of Hedge Fund Holders: 40
Five9, Inc. (NASDAQ:FIVN) provides AI-powered cloud contact center software for customer service, sales, and marketing across multiple channels.
On March 17, Five9 (NASDAQ:FIVN) introduced Spotlight for Five9 AI Insights at Enterprise Connect, improving its AI-driven analytics for customer interactions. The new feature is powered by Five9 Genius AI and enables businesses to extract meaningful insights, automate reporting, and improve decision-making. It allows users to define custom metrics, track hard-to-measure factors like upsell success and retention rates, and quickly implement new analytics without extensive manual work.
Furthermore, Five9 expanded its reporting tools with improvements to Five9 Aceyus VUE, Five9 Analytics, and Five9 Reporting, offering pre-built dashboards and reports for improved operational efficiency. The updates help businesses gain deeper insights into customer experience while simplifying data analysis for large-scale contact centers.
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 and AI cloud services.
On March 17, IREN Limited (NASDAQ:IREN) announced a 600MW grid connection agreement for Sweetwater 2, further advancing its 2GW data center hub in West Texas. Co-CEO Daniel Roberts stated that this expansion strengthens IREN’s position with fully contracted capacity, reducing development risks.
West Texas was selected for its renewable energy, strong fiber connectivity, and efficient cooling systems. Sweetwater 2, covering over 500 acres, is expected to be energized by late 2027, with $4.1 million in non-refundable connection costs and $26.9 million in refundable deposits. IREN is collaborating with AI and cloud computing firms, with Sweetwater 1 scheduled to go live in April 2026 and Sweetwater 2 in late 2027.
3. Zoom Communications Inc. (NASDAQ:ZM)
Number of Hedge Fund Holders: 48
Zoom Communications Inc. (NASDAQ:ZM) provides an AI-driven platform for video conferencing, communication, and collaboration across various industries worldwide.
On March 17, Zoom Communications introduced AI Companion improvements, expanding its capabilities across Zoom Meetings, Zoom Docs, Zoom Phone, and other services. The AI now features agentic skills that automate scheduling, writing, and task execution while integrating with third-party and custom agents. A Custom AI Companion add-on, launching in April, will allow businesses to tailor AI functions to their needs.
New tools include live meeting notes, AI-generated agendas, and writing assistance in Zoom Docs, with releases planned through July. Zoom is also introducing AI-powered solutions for customer service, sales, healthcare, and education, such as clinical note automation and AI-generated lecture summaries. Advanced AI features for contact centers and business services will further make customer interactions better, with many updates rolling out between March and July 2025.
2. ASML Holding N.V. (NASDAQ:ASML)
Number of Hedge Fund Holders: 86
ASML Holding N.V. (NASDAQ:ASML) develops and services advanced lithography systems for semiconductor manufacturing worldwide.
On March 14, TipRanks reported that TD Cowen analyst Krish Sankar reaffirmed a Buy rating on ASML with an unchanged €825 price target. The rating is based on ASML’s strong position in lithography, which is essential for advancements in foundry, logic, and DRAM scaling. The stock’s valuation is seen as attractive, trading at a lower premium than its historical levels and industry peers.
Bookings momentum for early 2025 is considered important for the 2026 outlook, while strong EUV bookings support confidence in ASML’s 2025 targets. Continued integration of EUV layers at customer sites and steady demand for DUV tools reinforce growth expectations. The introduction of high-NA EUV and progress in DRAM scaling are also viewed as positive factors for potential margin expansion.
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, and various industries worldwide.
On March 16, TipRanks reported that Baird analyst Tristan Gerra reaffirmed a Buy rating on Micron with a $130 price target. The analyst’s outlook is based on Micron’s potential growth in AI-related memory products like HBM and LPDDR5, which could boost revenue and margins. A rise in AI-driven demand from China may help ease DRAM pricing pressures, while improvements in NAND flash pricing and smartphone DRAM inventory levels are expected later in the year. Although the forecast remains positive, risks such as pricing fluctuations and broader economic conditions are considered.
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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