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The artificial intelligence
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Comprehensive weekly analysis of the artificial intelligence stocks that deserve a place in your portfolio — backed by analyst data, insider signals, and earnings trends.

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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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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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Identifying Artificial Intelligence Stocks Worth Buying

The artificial intelligence revolution has created a new generation of investment opportunities. From the foundational hardware companies manufacturing the chips and servers powering AI workloads to the innovative software firms deploying AI solutions across healthcare, finance, defense, and consumer applications — the AI stock universe has never been larger or more complex.

Navigating this universe requires more than reading headlines. Our free weekly newsletter digs into the fundamentals that separate genuine AI leaders from pretenders. We analyze revenue concentration, customer retention metrics, gross margin trajectories, and competitive positioning to identify the artificial intelligence stocks that offer the best risk-adjusted returns.

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