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Top 10 AI Stocks Analysts Are Monitoring

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CNBC has recently confirmed that artificial intelligence firm Anthropic has closed its latest Series E funding round at a $61.5 billion post-money valuation. Led by Lightspeed Venture Partners, the $3.5 billion round also included investors such as Salesforce Ventures, Cisco Investments, Fidelity Management & Research Co., General Catalyst, D1 Capital Partners and Jane Street.

According to Anthropic, the latest funding shall be used to advance the development of next-generation AI, particularly to “expand its compute capacity, deepen its research in mechanistic interpretability and alignment, and accelerate its international expansion in Asia and Europe.”

READ ALSO: 10 Buzzing AI Stocks Dominating Headlines and 10 AI Stocks to Watch Now

“The latest investment “fuels our development of more intelligent and capable AI systems that expand what humans can achieve” and that “continued advances in scaling across all aspects of model training are powering breakthroughs in intelligence and expertise.”

– Krishna Rao, Anthropic’s CFO, said in a release.

The latest announcement by Anthropic follows the launch of Claude 3.7 Sonnet and Claude Code, with the former being a hybrid reasoning model and the latter being an agentic coding tool. According to Anthropic, its Claude 3.7 Sonnet has set a new high-water mark in coding abilities, setting the stage for developing AI systems that can serve as true collaborators in the future.

It further elaborated how businesses are increasingly turning to Claude to transform their operations. From Thomson Reuters’ tax platform CoCounsel using it to assist tax professionals; to Novo Nordisk leveraging Claude to reduce clinical study report writing; and even powering Amazon’s Alexa+, Anthropic is committed to leveraging artificial intelligence to help advance human progress.

Meanwhile, the Claude Code has been an early product but has been an asset for test-driven development, debugging complex issues, and large-scale refactoring. Anthropic plans to continually improve it based on its usage, with the goal of better understanding how developers use Claude for coding to inform future model improvements.

For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q4 2024.

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A financial analyst giving a presentation to a group of investors about annuity insurance.

10. SoundHound AI (NASDAQ:SOUN)

Number of Hedge Fund Holders: 11

SoundHound AI (NASDAQ:SOUN) is a voice artificial intelligence company offering voice AI solutions to businesses. On March 3rd, the stock was revisited by H.C. Wainwright analyst Scott Buck who maintained a “Buy” rating with a $26.00 price target. Buck is optimistic about SoundHound AI based on its fourth-quarter performance, with the company exceeding both revenue and adjusted EBITDA expectations.

This has led to an upward revision in 2025 revenue guidance, reflecting the company’s organic growth potential. The company anticipates significant sales momentum for its AI solutions across various sectors such as automotive, healthcare, and financial services. SoundHound AI also maintains a solid financial position and is managing its balance sheet effectively, further reinforcing a positive outlook for the stock.

9. Bloom Energy Corporation (NYSE:BE)

Number of Hedge Fund Holders: 42

Bloom Energy Corporation (NYSE:BE) develops solid-oxide fuel cell systems for on-site power generation, helping meet the growing energy demands of AI data centers. On February 28, BofA raised the firm’s price target on the stock to $20 from $18 and kept an “Underperform” rating on the shares. The firm discussed how the company has delivered a strong earnings beat.

As KR Sridhar, CEO of Bloom Energy noted, it is becoming the choice of power for large data centers and businesses. However, the firm is concerned because Bloom’s backlogs and orders have disappointed, and it is unclear what will happen to 2025 demand once tax credits expire. The analysts also noted how Bloom Energy has removed MW acceptance and product economics disclosures at a crucial time, noting that these metrics had flaws but signify a lack of transparency.

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