Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
Just For You 3 Under-the-Radar AI Stocks to Buy on the DipWritten by Dan Schmidt. Published 11/15/2025. 
Key Points - Markets have been volatile over the last few weeks, and some stocks have pulled back from previous highs.
- Despite this pullback, the long-term AI uptrend still looks promising, and data center spending continues to reach unprecedented levels.
- These three AI-related stocks could be great 'buy the dip' opportunities for investors who missed the initial rally.
Investors have become conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by the government's aggressive market support during the COVID-19 pandemic. The 2018 bear market? Buy the dip. A new virus shutting down the economy? Buy the dip. Fed starts raising rates with authority? Buy the dip. Does President Trump enact disruptive tariff policies? Buy the dip. There might come a day when buying the dip becomes a poor strategy, but the last few corrections and bear markets have been great opportunities to purchase assets at a discount. Gold has surged past $4,200 an ounce — up sharply over the past year — but Sean Brodrick of Weiss Ratings believes this move could still be in its early stages. After three decades tracking precious metals, he says past gold surges have often been overshadowed by a different type of opportunity that historically delivered far stronger returns than simply holding physical gold.
Sean now believes that pattern may be setting up again, and the strategy behind it doesn't require buying gold coins or bars. For a limited time this weekend, investors can access his full research — including the approach he says could benefit most if this gold cycle continues — for just $19 as part of a special offer. Click here to see how you could benefit before the offer expires Today, artificial intelligence dominates market headlines, and the capital expenditure devoted to AI buildouts is staggering. There's no greater example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and today is on the cusp of becoming the first $5 trillion company in modern history. However, while hyperscalers and chipmakers grab headlines, under-the-radar tech companies may offer outsized returns. This recent bout of market volatility presents an opportunity to buy these less heralded—but still profitable—stocks on the dip. We'll examine three companies at the forefront of their industries that are addressing critical AI bottlenecks in quality control, thermal management, and CPU innovation. KLA Corporation: A Stranglehold on Process Controls As chips get smaller and denser, quality control becomes an increasingly crucial part of manufacturing. Producing advanced AI chips requires tight controls, because the smallest nanoscale variation or defect can render an entire wafer useless. The cost of building defective chips far outweighs the cost of inspection, so the technology offered by KLA Corp. (NASDAQ: KLAC) is essential for any chip maker serving data center clients. KLA's inspection suite checks chips throughout the fabrication process, ensuring each layer and structure is produced accurately. The company manufactures, installs and provides field support for its systems, generating recurring revenue. A significant catalyst for KLA is the growth of advanced packaging, which enables the integration of multiple semiconductors into a single device. Advanced packaging boosts performance but creates more intricate designs that demand even more inspection. In its fiscal Q1 2026 report, KLA management forecast $925 million in revenue from advanced packaging services, a 70% year-over-year increase. 
Despite these tailwinds, the stock has pulled back from the all-time high set in late October. The price is consolidating in a wedge pattern, and breaching the upper trendline typically signals the next leg of a rally. With the Relative Strength Index (RSI) now back under 70, a breakout could be imminent. ARM Holdings: Next-Gen Designs for Next-Gen AI ARM Holdings plc (NASDAQ: ARM) has lagged peers like NVDA, but the British chip designer occupies a unique position in the AI ecosystem. ARM licenses intellectual property rather than manufacturing chips itself, allowing broad adoption across many customers. ARM's Neoverse platform continues to expand, reaching roughly 25% penetration of the data center CPU market earlier this year. In its fiscal Q2 2026 earnings release last week, ARM reported year-over-year revenue growth of more than 34% and now counts many megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), among customers for custom silicon. 
Although revenues are at record levels, ARM shares have had a rocky 2025 and have yet to reclaim the July 2024 high. After flashing a Golden Cross this summer, the stock recently dipped below the 50-day simple moving average (SMA) for the first time since September. The 200-day SMA has provided support during prior volatile periods, and the RSI suggests ARM may be approaching a short-term bottom. Keep an eye out for a reversal off the 200-day SMA as a potential buying opportunity. Vertiv Holdings: Innovators in Cooling Technology Data centers generate enormous amounts of heat, requiring sophisticated cooling systems to prevent equipment damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is an innovator in electrical thermal management, and its liquid-cooling systems will be crucial as data centers scale. Operators aim to pack as many servers as possible into racks, and a single AI rack can consume power comparable to that of 100 households. As power density rises, traditional air-cooling becomes less effective. Vertiv claims its liquid-cooling solutions are 3,000 times more efficient than conventional systems, and the addressable market for its technology is expected to grow at roughly a 20% CAGR through the decade. 
Despite a strong Q3 2025 earnings beat and guidance raise — and a $9.5 billion order backlog for 2026 — the stock has pulled back from its post-earnings high. That decline likely reflects profit-taking after a more than 50% year-to-date run. The company has numerous fundamental tailwinds, and the technical trends also look constructive. After a July Golden Cross, the 50-day SMA has acted as support. The recent RSI overbought signal suggests the price may revisit that level, which could be an attractive entry point for new positions given the intact long-term uptrend.
| 
Post a Comment
Post a Comment