From our partners at Huge Alerts  Banzai International: The AI-Powered Marketing Tech Powerhouse Driving Triple-Digit Growth and Transforming Customer Engagement. With AI headlines heating up, BNZI stands out as a top stock investors shouldn’t overlook. Banzai International (NASDAQ: BNZI) is redefining marketing technology with its AI-driven platforms that help companies grow faster through seamless integrations and mission-critical solutions across Acquisition, Engagement, and Analytics. In Q3 2025, Banzai posted $2.8 million in revenue, up 163% year-over-year, with gross margins soaring to 81.7%, demonstrating operational efficiency and rapid adoption of its offerings. Annual recurring revenue reached $11 million, reflecting a 168% increase from Q3 2024, while net losses narrowed significantly from $15.4 million to $5.9 million, signaling progress toward profitability. With over 140,000 customers and marquee clients such as Cisco, Hewlett Packard, and New York Life, BNZI proves that its AI-enhanced marketing and sales solutions are in high demand. Strategic acquisitions, including the Superblocks AI platform, strengthen BNZI’s SaaS ecosystem by enabling businesses to create launch-ready, SEO-optimized websites and landing pages with ease. Leadership additions—Matt McCurdy as VP of Sales and Dean Ditto as CFO—position the company to accelerate enterprise adoption and expand its customer base further. Supported by a fortified balance sheet, debt reduction, and a new $11 million debt facility, BNZI is executing a disciplined growth strategy that combines AI innovation, customer expansion, and operational efficiency. Investors and marketers alike should watch closely as BNZI leverages technology and scale to dominate the $1.5 trillion marketing technology market. Discover why BNZI is the AI marketing tech growth story to not dismiss in 2026!
Exclusive Content from MarketBeat 3 Picks-and-Shovels Ways to Invest in AI Without Betting on ChipmakersWritten by Leo Miller. Originally Published: 12/29/2025. 
Summary - While headlines swirl around chip developers and hyperscalers, many other stocks are benefiting from AI under the surface.
- EMCOR Group, Cummins, and GE Vernova each provide critical products and services that allow data centers and AI to proliferate.
- These stocks are up more than 35% in 2025, and analysts continue to see upside.
High-end semiconductors and large language models (LLMs) dominate the discussion when it comes to artificial intelligence (AI). Advanced chips are arguably the most important resource for developing AI, and LLMs are the main way people interact with AI today. However, developing AI requires many different industries to work together — from energy to construction to engineering. Buy This AI Stock Tomorrow Morning?
A former hedge fund manager known for spotting early winners is sounding the alarm once again. He called Netflix at $7.78 (up 4,200% since), Apple at $0.35 (up 20,000%), and Amazon at a split-adjust $2.41 (up 3,200%). Now he's turning his focus to a little-known AI company that just earned a near-perfect score in his new proprietary stock grading system. In a brand-new presentation, he reveals the name, ticker symbol, and why this could be the smartest AI move of the year... especially if you're over 50. Click here to watch it before word gets out. AI may be built on cutting-edge chips and headline-grabbing models, but it runs on something far less glamorous: concrete, copper, turbines, transformers, and redundant power. Every new rack of GPUs needs a building to house it, cooling to keep it stable, and electricity that can't blink — even for a second. That's why a different class of winners is emerging from the AI boom: the companies that build data centers, keep them online, and expand the grid to feed their rising load. Among this group, three "pick-and-shovel" stocks are positioned to benefit: EMCOR Group (NYSE: EME), Cummins (NYSE: CMI), and GE Vernova (NYSE: GEV). Even after strong runs, Wall Street analysts still see meaningful upside in each name. EMCOR Group: Data Center Buildouts Are Pushing Contract Backlogs Higher EMCOR is one of the largest specialty contractors in the United States, providing electrical and mechanical construction services. The stock has performed very well in 2025, delivering a total return of approximately 38%. With one quarter left in 2025, analysts expect EMCOR's revenue to rise about 15%. That would be its second-fastest annual revenue growth in the past decade, behind only 2024's 16% gain. Data centers have been a major driver for EMCOR. Last quarter the company said that data center demand pushed remaining performance obligations (RPOs) in its Network and Communications end market to a record $4.3 billion, nearly double the total from a year earlier. Currently, the MarketBeat consensus price target on EMCOR sits near $693, implying roughly 11% upside. Two price targets updated after the company's Oct. 30 earnings release — from DA Davidson and Robert W. Baird — average nearly $757, suggesting about 21% upside. Cummins: Backup Power Demand Is Offsetting a Softer Truck Cycle While many associate Cummins with heavy-duty diesel truck engines, the company has diversified businesses that extend beyond the truck market. Cummins reported a 38% drop in heavy-duty truck component sales last quarter, yet the stock has delivered a total return of over 51% in 2025. The reason: the company's power systems segment is picking up the slack. That segment saw revenue growth of 18%, with North American power generation equipment sales rising 27%, driven in part by data center demand. Cummins supplies very large backup generators to data centers, enabling them to continue operating if they lose access to their primary power source. These generators are critical because power interruptions can make cloud-based applications unavailable and disrupt customers' operations. The MarketBeat consensus price target of $493 implies roughly a 5% downside for CMI. However, price targets issued after the company's Nov. 7 earnings release average about $578, implying roughly 11% upside. Analysts Eye +20% Upside in GEV After Outlook Update GE Vernova, which serves data center demand through its power and electrification segments, has delivered a total return of 103% in 2025. The company is a direct play on the rising electricity needs AI workloads can create. Its power and electrification businesses span the full chain from generation (including gas turbines) to delivery (including transformers and other grid equipment). Last quarter, orders rose 55%, and the company reported a total backlog exceeding $135 billion. By 2028, GE Vernova expects its backlog to grow to $200 billion, with both its gas power equipment and electrification backlog doubling. The company also participates in the small modular nuclear reactor space and expects potential order flow from those products in coming years. The MarketBeat consensus price target of $691 implies less than 4% upside. However, after GEV's Dec. 9 long-term outlook update, subsequent price targets average about $817, suggesting roughly 22% upside. Three Ways to Own the Physical Infrastructure Behind AI EMCOR, Cummins, and GE Vernova illustrate a useful way to think about AI exposure: not just software and chips, but the real-world infrastructure required to build, power, and connect compute at scale. The trade-off is these remain cyclical businesses. Data center capex can slow, project timing can slip, and power-grid bottlenecks can shift demand between quarters. Still, with backlogs, order momentum, and analyst targets that remain constructive even after strong runs, these three names sit squarely in the "picks and shovels" lane of the AI buildout.
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