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The Earnings360 Team
Today's Bonus News 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. The Fed starts raising rates with authority? Buy the dip. Disruptive tariff policies? Buy the dip. There may come a day when buying the dip is no longer a winning strategy, but recent corrections and bear markets have often been excellent opportunities to acquire assets at a discount. Bitcoin grabs headlines, but smart money likes this token
My research team has identified the token positioned at the absolute center of this incoming capital flood— a project so fundamentally essential to the crypto ecosystem that institutional investors simply cannot ignore it. Click here to get all the details Today, artificial intelligence dominates the market headlines, and the level of capital expenditure dedicated to AI buildouts is staggering. There's no better example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and is now on the cusp of reaching unprecedented market valuations. While hyperscalers and chipmakers grab most of the headlines, under-the-radar tech companies are beginning to offer greater reward potential for investors. This recent bout of market volatility is a chance to buy the dip in these lesser-known but profitable businesses. Below are three companies at the forefront of their respective niches that address critical AI bottlenecks in quality control, thermal management, and CPU innovation. KLA Corporation: A Stranglehold on Process Controls As chips become smaller and denser, quality control grows increasingly important. Manufacturing advanced AI chips requires tight process controls: the slightest nanoscale variation or defect can render a high-value semiconductor useless. The cost of producing defective chips far exceeds the cost of effective quality control. That makes the technology offered by KLA Corp. (NASDAQ: KLAC) essential for any chip manufacturer serving data center customers. KLA's inspection systems can monitor chips throughout the manufacturing process, helping ensure each layer and structure is fabricated correctly. The company manufactures, installs, and supports its systems, generating recurring revenue. A major catalyst for KLA is the growth of advanced packaging, which enables integration of multiple semiconductors into a single device. Advanced packaging enhances performance but creates more intricate designs that require additional quality control. 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 fundamental tailwinds, the stock has pulled back from its late-October high and is consolidating in a wedge pattern. A breach of the wedge's upper trendline often signals the next leg up in a rally. With the Relative Strength Index (RSI) back under 70, a breakout could be approaching. ARM Holdings: Next-Gen Designs for Next-Gen AI ARM Holdings plc (NASDAQ: ARM) has lagged some larger peers, such as NVDA, but the UK-based company occupies a unique and valuable position in the AI ecosystem. ARM does not manufacture chips; instead, it licenses intellectual property to clients who design and build the silicon. ARM's Neoverse platform has shown strong adoption, 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 major hyperscalers, including Meta Platforms Inc. (NASDAQ: META), among its customers for custom silicon. 
Despite record revenue, ARM shares have had a rocky 2025 and have yet to reclaim the all-time high set in July 2024. 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 historically acted as support during volatile periods and may be the real support area this time as well. The RSI also suggests ARM could be approaching a short-term bottom, so investors should watch for a reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers produce tremendous heat, making sophisticated cooling systems critical to prevent damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is a leader in electrical thermal management, and its liquid-cooling systems will be vital as data centers scale up. Providers are trying to pack more servers into racks, and a single AI rack can consume power comparable to that of 100 households. As power density increases, traditional air cooling becomes less effective. Vertiv says its liquid-cooling solutions can be dramatically more efficient than conventional systems, and the addressable market for its technology is forecast to grow at roughly a 20% CAGR over the coming decade. 
Despite an impressive Q3 2025 earnings beat and raised guidance (including a $9.5 billion order backlog for 2026), the stock has pulled back from its post-earnings high—likely a result of profit-taking by investors who are up significantly year to date. The company benefits from numerous fundamental tailwinds, and its technical picture looks constructive. After a July Golden Cross, the stock has used the 50-day SMA for support; following an overbought signal on the RSI, the price appears headed back to that level. The long-term uptrend remains intact, making the 50-day SMA a reasonable entry point for new positions.
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