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The best stocks
for AI exposure

Every Monday, discover the best stocks to gain AI exposure — from infrastructure plays to pure-play AI companies to the under-the-radar names most investors miss.

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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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The Best Stocks for AI Investment Exposure

Gaining exposure to the artificial intelligence megatrend doesn't mean buying one or two obvious names. The best stocks for AI span multiple layers of the technology stack — chip designers, data center operators, cloud providers, software platforms, and the end-market companies deploying AI to transform their businesses. Understanding where value is being created and captured is the key to building a winning AI portfolio.

Our free weekly newsletter maps the AI investment landscape and highlights the best stocks for gaining targeted AI exposure. We analyze which companies are generating real AI revenue versus those riding the hype cycle, track where institutional money is flowing, and identify the inflection points that create outsized returns. From mega-cap stability to small-cap upside, we cover the full spectrum.

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