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The best AI stocks
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Weekly intelligence on the most promising AI stocks for long-term investors — analyst consensus, insider activity, competitive positioning, and valuation analysis.

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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.

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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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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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Smart AI Stock Investing Starts Here

Artificial intelligence is the defining investment theme of this decade. Global AI spending is projected to exceed $3 trillion by 2033, creating massive opportunities for investors who can identify the right companies early. But the AI landscape is complex — semiconductor companies, cloud providers, software platforms, and emerging pure-play AI firms all compete for investor attention.

AI Stocks to Watch simplifies this complexity. Our free weekly newsletter analyzes the AI stocks worth investing in across every layer of the AI stack. We examine valuation metrics, revenue growth trajectories, competitive moats, and the catalysts that could drive outperformance. Whether you're building a concentrated AI portfolio or adding AI exposure to a diversified strategy, our analysis helps you invest with conviction.

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