We recently published a list of 12 Must-See AI News and Ratings You Might Have Missed. In this article, we are going to take a look at where Zebra Technologies Corporation (NASDAQ:ZBRA) stands against other must-see AI news and ratings you might have missed.
Northland Securities recently issued a rating for a stock amidst the DeepSeek AI frenzy. The firm noted that it isn’t concerned about the AI models just yet and that it doesn’t expect big tech giants to cut their capital expenditures when they report their earnings either. In light of this, the CEOs of tech giants such as Meta and Microsoft have recently defended their massive spending, noting how it was crucial to stay competitive in the new field.
Investors panicked after news spread over the weekend about a Chinese startup DeepSeek having released AI models that were built using less power and chips. In response, executives of tech giants are saying that building huge computer networks has been crucial to serving growing corporate needs. Even then, investors have been losing their patience with the huge amounts of spending and a dearth of hefty payouts.
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DeepSeek has been causing a stir in the AI world and refuted the gap that previously existed between the AI capabilities in China and the US. After the first Chinese version of ChatGPT was released, there was a lot of disappointment in China considering it was not on par with ChatGPT. However, DeepSeek’s AI models have shifted the AI narrative completely.
Not only has it sparked a frenzy in the US, but even its domestic competition has been pressurized. This was made evident when Alibaba released a rival to DeepSeek’s model on the Lunar New Year. According to the company, the “Qwen 2.5-Max outperforms … almost across the board GPT-4o, DeepSeek-V3 and Llama-3.1-405B”. Even though DeepSeek’s AI models have been impressive, there is still skepticism and confusion regarding the demand for high-end AI chips and the need for power to run AI-centric data centers.
“There’s plenty of uncertainty over what the true demand for state-of-the-art chips, semiconductor fabrication plants and energy will be”.
-Economist Ed Yardeni said in a note.
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.
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 tech-savvy employee testing a real-time location system in a warehouse.
Zebra Technologies Corporation (NASDAQ:ZBRA)
Number of Hedge Fund Holders: 42
Zebra Technologies Corporation (NASDAQ:ZBRA) is a digital solutions provider offering enterprise asset intelligence solutions in the automatic identification and data capture solutions industry. On January 30, the company announced that it has expanded its Zebra Symmetry™ Fulfillment, Zebra’s comprehensive software solutions leveraging autonomous mobile robots (AMRs) and other technologies for improving warehouse productivity and reducing costs. The AI-powered solution integrates the functions of a warehouse execution system (WES) with robot fleet management and powerful analytics. The Zebra Symmetry™ Fulfillment will allow frontline workers to load and unload orders to and from carts without the need for the AMR to remain permanently attached to each cart, thereby increasing utilization and reducing the number of AMRs required in the fulfillment system. The workers, or pickers, will be able to pick more items in less time. They will be able to do this by coordinating each picker with a team of robots in a precise, directed workflow.
“The Zebra Symmetry Fulfillment solution is designed to help warehouse operations maximize the benefits of AMR-assisted picking to reduce costs and boost productivity. We are excited to bring intelligent automation to our warehouse customers to help ensure every movement is purposeful, every task is completed with precision, and throughput reaches its peak as this solution helps them optimize their labor and robotics resources.”
-Matthew Wicks, Vice President and General Manager, Robotics Automation, Zebra Technologies.
Overall, ZBRA ranks 5th on our list of must-see AI news and ratings you might have missed. While we acknowledge the potential of ZBRA 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 ZBRA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
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Disclosure: None. This article is originally published at Insider Monkey.
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