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The Earnings360 Team
Further Reading from MarketBeat Media 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 been conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by aggressive government 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? Buy the dip. A president enacts disruptive tariff policies? Buy the dip. There may come a day when buying the dip is a poor strategy, but recent corrections and bear markets have often been excellent opportunities to buy assets at a discount. After picking Nvidia in 2016, before it jumped 27,000%...
Jeff Brown is back with what he believes will be the biggest paradigm shift ever.
Yes, even bigger than AI. And he found one Seattle company that's at the center of this new $100 trillion revolution.
Click here to get the name of this company, completely free of charge... Click here for the details. Today, artificial intelligence dominates market headlines, and the capital expenditure devoted 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 becoming one of the largest companies ever by market value. While hyperscalers and chipmakers grab headlines, under-the-radar tech companies can offer attractive opportunities. This bout of market volatility presents a chance to buy the dip in less-heralded but still profitable names. Below are three companies addressing 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 extremely tight controls — the slightest nanoscale variation or defect can render a high-value semiconductor useless. The cost of producing defective chips far outweighs the expense of quality control, which is why KLA Corp. (NASDAQ: KLAC) is essential for chipmakers serving data center clients. KLA's inspection suite can check chips throughout the fabrication process, ensuring each layer and structure is built accurately. The company manufactures, installs, and supports its systems, generating recurring revenue. A key catalyst is the growth of advanced packaging, which integrates multiple semiconductors into a single device. Advanced packaging boosts performance but creates more complex designs that require even more inspection. In its fiscal Q1 2026 report, KLA forecasted $925 million in revenue from advanced packaging services — a 70% year-over-year increase.  Despite these 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. With the Relative Strength Index (RSI) back under 70, a breakout could be imminent. ARM Holdings: Next-Gen Designs for Next-Gen AI ARM Holdings plc (NASDAQ: ARM) has lagged some larger peers, such as NVDA, but its business model and position in the AI ecosystem are compelling. ARM doesn't manufacture chips; it licenses intellectual property to customers that build the chips themselves. ARM's Neoverse platform is gaining traction, reaching a 25% penetration rate of the data center CPU market earlier this year. In its fiscal Q2 2026 earnings release, ARM reported year-over-year revenue growth of more than 34% and counts many megacap 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 not yet reclaimed 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 previously acted as support during volatile stretches and could serve as the true support area now. The RSI also suggests ARM may be approaching a short-term bottom — watch for a reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers generate massive amounts of heat, requiring sophisticated cooling systems to avoid damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is an innovator in electrical thermal management, and its liquid-cooling systems will be critical as data centers scale. Data centers cram in as many servers as possible, and a single AI rack can consume power comparable to 100 households. As power density rises, traditional air cooling becomes less effective. Vertiv says its liquid-cooling solutions are 3,000 times more efficient than conventional systems, and the addressable market for its technology is expected to grow at about a 20% CAGR through the decade.  Despite an impressive Q3 2025 earnings beat and guidance raise — including a $9.5 billion order backlog for 2026 — the stock has pulled back since its post-earnings high. That pullback likely reflects profit-taking by long-term holders who are up more than 50% year to date. The company benefits from numerous fundamental tailwinds, and the technical picture looks encouraging. After a July Golden Cross, the stock has used the 50-day SMA for support, and the price appears headed back toward that level following an overbought RSI signal. The long-term uptrend remains intact, and the 50-day SMA could be a sensible entry point for new positions.
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