We recently published a list of Top 9 AI News and Stock Ratings Today. In this article, we are going to take a look at where Semtech Corp. (NASDAQ:SMTC) stands against other top AI news and stock ratings today.
AI continues to advance at an unprecedented rate and can now even determine how a person is feeling. A Spanish startup, Neurologyca, claimed that its Kopernica AI system can now supposedly read human emotions. It can detect a range of neurological conditions and discern how a person feels, even for a crowd of people.
Meanwhile, the Chinese Institute for Brain Research (CIBR) and NeuCyber NeuroTech said on March 31st that it plans to implant its brain chip into 13 people by year-end, which could mean they would surpass Elon Musk’s neuralink in terms of patient data collection.
As security concerns over the misuse of AI continue to loom, companies are increasingly focusing on the responsible use of the technology by implementing stricter guardrails amid rapid technology development. On March 31st, Anthropic announced implementing updates to its “responsible scaling” policy for AI, defining model safety levels to determine the need for additional security.
For instance, if the company is stress-testing an AI model and believes it could help a “moderately-resourced state program” develop chemical and biological weapons, it will enforce new security protections before launching that technology.
Elsewhere, Anthropic closed a funding round in March, which valued the company at $61.5 billion. However, it is a fraction of the $300 billion valuation OpenAI secured in a recently closed $40 billion round led by SoftBank.
SoftBank is reportedly seeking loans of up to $16.5 billion to fund AI investments in the US, which would mark the biggest borrowing denominated in dollars. Sources told Bloomberg that the bridge loan would have a 12-month tenor and that talks with banks are in early stages. People familiar with the matter added that the terms could change as the negotiations evolve over time.
We selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of the number of hedge funds that hold stakes in them, as of Q4 2024.
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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
A technician looking at a circuit board of analog semiconductor products.
Semtech Corp. (NASDAQ:SMTC)
Number of Hedge Fund Holders: 57
Semtech Corp. (NASDAQ:SMTC) offers high-performance semiconductor solutions, IoT systems, and cloud connectivity services designed to deliver top-quality technology to help organizations create smarter and more connected products sustainably.
On April 1, Semtech Corp. (NASDAQ:SMTC) announced it expanded its optical communications portfolio with DirectEdge 100G per channel single- and multi-mode linear pluggable optics solutions to address power efficiency challenges that emerge in AI infrastructure scaling.
“For hyperscalers running AI workloads, power has become a critical business constraint. Our DirectEdge portfolio benefits hyperscalers by bringing our industry-leading PMDs to successfully deploy LPO while also addressing the power imperative by eliminating power-hungry DSPs. Every milliwatt saved in optical interconnects can be redirected to computational resources, and we believe our LPO solutions are over 50% more power-efficient than comparable DSP-based solutions. For a hyperscale data center with hundreds of thousands of optical modules, this translates to significant energy savings that can be applied to more GPU clusters for AI training and inference.”
-said Weiliang Deng, director of signal integrity product marketing at Semtech Corp.
Overall, SMTC ranks 2nd on our list of top AI news and stock ratings today. While we acknowledge the potential of SMTC 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. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SMTC 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. This article is originally published at Insider Monkey.
