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The AI stocks
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Every Monday, discover which AI stocks top analysts are upgrading, what insiders are buying, and where the best opportunities are right now.

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What you get every Monday

Everything an AI investor needs — nothing you don't.

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Top Movers

The biggest AI stock moves of the week with context on why they moved and what it means for your portfolio.

🎯

Analyst Picks

Upgrades, downgrades, and price target changes from Wall Street's top AI analysts — distilled into what matters.

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Insider Trades

When AI company executives are buying or selling their own stock, you should know. We track every SEC filing.

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Earnings Radar

Upcoming AI company earnings with expectations, key metrics to watch, and how to position beforehand.

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Deep Dives

One company per week gets the full breakdown — business model, competitive moat, valuation, and our take.

Under the Radar

Small and mid-cap AI companies most investors haven't found yet. Early signals before they hit mainstream.

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AI stocks tracked

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Mon

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Here's what an issue looks like

Monday, Feb 3, 2026 Issue #12
BULLISH

NVIDIA's Data Center Revenue Hits New Record — And They're Not Slowing Down

Q4 data center revenue came in at $40.2B, up 93% YoY. The Blackwell architecture is driving a new upgrade cycle that analysts say could sustain growth through 2027...

WATCH

SoundHound AI Lands Its Biggest Enterprise Deal Yet

SOUN surged 12% on news of a multi-year contract with a major automotive OEM. The voice AI company now has $840M in remaining performance obligations...

EARNINGS

This Week's AI Earnings: PLTR, ARM, and the Sleeper Pick Nobody's Watching

Palantir reports Wednesday after close. Expectations are sky-high after the stock's 280% run. Here's what to watch in the numbers...

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Finding the Right AI Stocks to Buy Now

With hundreds of companies claiming to be "AI companies," identifying which AI stocks are actually worth buying requires cutting through the hype. The real opportunities lie in companies with genuine AI revenue, not just AI buzzwords in their press releases.

AI Stocks to Watch helps you find those opportunities. Every week, we analyze which AI stocks are receiving analyst upgrades, where institutional investors are adding positions, and which companies are delivering the earnings growth that justifies their valuations. We track the full AI ecosystem — from the infrastructure layer to the application layer — so you can make informed buying decisions.

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