? Companies developing artificial intelligence (AI) are showing impressive stock growth, driven by the rapid adoption of new technologies across all areas of life and business. The AI race continues to accelerate — companies and governments are investing significant resources in creating intelligent systems capable not only of performing complex tasks but also effectively interacting with people. This is shaping a new technological reality where AI becomes a key driver of innovation and economic growth.
Today, we review key news and analyst opinions on stocks of companies connected to artificial intelligence. We will identify entry points and highlight what to watch closely.
TSMC (TSM)
Goldman Sachs sees short-term growth potential for TSMC’s American Depositary Receipts (ADRs). The premium index is near peak levels, suggesting a possible correction followed by price growth. The main drivers are AI sector sentiment and geopolitical factors.
Oracle (ORCL)
Bank of America raised its target price to $295, an 18% increase over current levels, due to accelerating demand for AI infrastructure. Major IT companies like Microsoft and Meta are actively increasing capital expenditures on AI. However, Oracle’s AI segment revenue growth is still in early stages, so caution is advised.
The company leads in liquid cooling solutions for AI servers. However, margin pressure and competition from major players like Dell raise concerns among analysts. Their ratings range from “buy” to “sell.”
Super Micro Computer (SMCI)
The company is a leader in liquid cooling for AI servers. However, margin pressure and competition from major players like Dell raise concerns among analysts. Their ratings range from “buy” to “sell.”
Monday.com (MNDY)
Baird upgraded the stock rating to “Outperform.” After nearly a 25% drop, an attractive entry point has emerged. The platform confidently leads in AI solutions for business management and is poised for growth.
⚡️Summary: The artificial intelligence sector is rapidly developing, and some leaders have favorable entry points after correction. It is recommended to closely monitor company news and reports.
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