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The Earnings360 Team
Today's Featured Article 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. Fed starts raising rates with authority? Buy the dip. Does President Trump enact disruptive tariff policies? Buy the dip. There may come a time when buying the dip proves a poor strategy, but recent corrections and bear markets have offered many opportunities to purchase assets at a discount. Bitcoin's latest pullback has everyone on edge, but dips like this often create the strongest income setups. I've been sharing a simple, low-cost strategy that generates steady weekly payouts tied to Bitcoin's price action — without buying crypto, opening an exchange account, or trading options — and this volatility may actually improve the opportunity. In my new briefing, I walk through how it works, the risks to consider, and why this moment matters for income-focused investors. Watch the Bitcoin Income Briefing here Today, artificial intelligence dominates market headlines, and the scale of capital expenditure devoted to AI buildouts is staggering. There's no clearer example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and is now on the cusp of becoming the first $5 trillion company in history. While hyperscalers and chipmakers grab most of the attention, under-the-radar tech companies are beginning to offer outsized opportunities. This recent bout of volatility presents a chance to buy the dip in less heralded — but still highly profitable — names. Below are three companies at the forefront of their industries that are addressing critical AI bottlenecks in quality control, thermal management, and CPU design. KLA Corporation: A Stranglehold on Process Controls As chips become smaller and denser, quality control is increasingly critical. Manufacturing advanced AI chips requires tight controls because the slightest nanoscale variation or defect can render a high-value semiconductor unusable. The cost of producing defective chips far exceeds the cost of catching defects early, which is why the technology offered by KLA Corp. (NASDAQ: KLAC) is essential for any chip manufacturer serving data-center clients. KLA's inspection suite checks chips throughout the manufacturing process, ensuring each layer and structure is fabricated accurately. The company manufactures, installs, and provides field support for its systems, generating recurring revenue. A major catalyst for KLA is the growth of advanced packaging, which integrates multiple semiconductors into a single device. Advanced packaging improves performance but creates more complex designs that demand even more rigorous inspection. 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 all-time high as price consolidates in a wedge pattern. A breach of the wedge's upper trendline typically signals the next leg up in a rally. 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 like NVDA, but the British semiconductor designer occupies a unique and powerful position in the AI ecosystem. ARM doesn't manufacture chips itself; it licenses intellectual property to clients who build the chips. ARM's Neoverse platform continues to gain traction, reaching a 25% penetration rate of the data-center CPU market earlier this year. In its fiscal Q2 2026 earnings last week, ARM reported year-over-year revenue growth of more than 34% and said several megacap hyperscalers — including Meta Platforms Inc. (NASDAQ: META) — are now customers for its 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 could be the real support zone; it has buoyed the price during previous volatile stretches. The RSI also suggests ARM may be approaching a short-term bottom, so watch for a potential reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers produce massive amounts of heat and require sophisticated cooling systems to avoid damage or premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) specializes in electrical thermal management, and its liquid-cooling systems will be critical infrastructure as data centers scale. Providers aim to pack as many servers as possible into facilities, and a single AI rack can consume power comparable to that of 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 this technology is expected to grow at roughly a 20% CAGR over the decade. 
Despite an impressive Q3 2025 earnings beat and a guidance raise — including a $9.5 billion order backlog for 2026 — the stock has pulled back from its post-earnings high. This pullback likely reflects profit-taking by investors who are up more than 50% year-to-date. The company benefits from numerous fundamental tailwinds, and the technical trends also look promising. Following a July Golden Cross, the stock used the 50-day SMA for support; after an Overbought RSI signal, 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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