We recently published a list of the top 10 AI stocks with the latest analyst ratings and news. In this article, we’ll take a look at where Dell Technologies Inc. (NYSE:DELL) stands relative to other trending AI stocks based on the latest analyst ratings and news.
Cantor Fitzgerald analyst CJ Muse explained on CNBC’s latest show that the investment cycle for AI is unlike anything we’ve seen before. Muse believes big tech companies investing billions of dollars in AI are generating “meaningful” free cash flow.
“This cycle is unlike any other. I think most investors are looking back at the advent of the Internet and how long the Internet infrastructure investment cycle lasted. But this is very different. Investment To be clear, companies, primarily hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building AI. I think this is a multi-year investment cycle.”
The analyst talked about the latest AI models released by OpenAI and said the race is now on the verge of reaching artificial general intelligence (AGI), with companies using more and more computing power to improve the inference capabilities of their AI systems. He said it would require power.
Also read: 7 Best Stocks to Buy for the Long Term and Jim Cramer’s 8 Cheap Stocks to Invest in
In this article, we have selected 10 AI stocks that are currently trending based on their latest analyst ratings and important news. For each stock, we mentioned hedge fund sentiment. Why are we interested in stocks that hedge funds invest in? The reason is simple. Our research shows that by mimicking the top stock picks of the best hedge funds, you can outperform the market. Our quarterly newsletter strategy selects 14 small- and large-cap stocks each quarter and has returned 275% since May 2014, outperforming the benchmark by 150 percentage points (Learn more ).
Stock market data on laptop screen. Photo credit: Alesia Kozik
Number of hedge fund investors: 60
JPMorgan recently named Dell Technologies (NYSE: DELL) a top stock for 2025 and set a $160 price target on the stock.
“We expect demand drivers to expand in 2025 to include traditional IT infrastructure, beyond the intensive investment in AI seen in 2024. Our significant enhancements make us one of the most well-positioned companies within our scope to grow our business. ”
JPMorgan analysts expect earnings from AI Infrastructure to be $2 per share.
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