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The Earnings360 Team
Today's Featured Content 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.
Since the Global Financial Crisis, investors have been conditioned to "buy the dip," a belief reinforced by the government's aggressive market support during the COVID-19 pandemic. Market shocks — the 2018 sell-off, the pandemic shutdown, rate-hike cycles, or disruptive tariff policies — often prompted the same response: buy the dip. There may come a time when that strategy becomes less reliable, but recent corrections and bear markets have frequently presented opportunities to buy assets at attractive prices. See Where Market Pressure Is Building First
Market Crux tracks inflection zones and early tension points across small caps.
These signals often appear before the first fast move. Get Free Alerts — Follow the Pressure Points Today, artificial intelligence dominates the headlines and the capital expenditures devoted to AI buildouts are staggering. 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 unprecedented scale. While hyperscalers and chipmakers command most of the attention, under-the-radar tech companies are beginning to offer outsized returns. This recent bout of volatility is an opportunity to buy the dip in some lesser-known but 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 get smaller and denser, quality control becomes ever more important. Manufacturing advanced AI chips requires tight tolerances: a nanoscale variation or defect can render an otherwise high-value semiconductor useless. The cost of producing defective chips far outweighs the expense of inspection, which is why the technology from KLA Corp. (NASDAQ: KLAC) is essential for any chipmaker serving data-center customers. KLA's inspection suite can analyze wafers throughout the manufacturing process, ensuring each layer and structure is fabricated correctly. The company sells, installs, and supports these systems, generating recurring service revenue. A key growth driver is advanced packaging, which integrates multiple semiconductors into a single device. Advanced packaging improves performance but creates more complex designs that require additional 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 fundamental tailwinds, KLA's stock has pulled back from its late-October high and is consolidating in a wedge pattern. A breach of the upper trendline would typically signal the next leg of the 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 its business model gives it a unique position in the AI ecosystem. ARM doesn't manufacture chips; it licenses intellectual property to customers who build the silicon themselves. ARM's Neoverse platform is gaining traction, 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 above 34% and noted that several megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), are customers for custom silicon based on its designs. 
Despite record revenue, ARM shares have had a rocky 2025 and have not yet reclaimed the all-time high set in July 2024. The stock flashed a Golden Cross this summer but recently dipped below the 50-day simple moving average (SMA) for the first time since September. The 200-day SMA has provided support in prior volatile stretches and could serve as a durable floor again. The RSI also suggests ARM might be approaching a short-term bottom, so watch for a reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers produce enormous amounts of heat, and sophisticated cooling systems are critical to prevent damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) designs electrical thermal-management systems, and its liquid-cooling solutions will be key infrastructure as data centers scale. Anecdotally, 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 systems are 3,000 times more efficient than conventional approaches, and the addressable market for its technology is projected to grow at about a 20% CAGR through the decade. 
Even after an impressive Q3 2025 earnings beat and a guidance raise — including a $9.5 billion order backlog for 2026 — Vertiv's stock has retreated from its post-earnings high. That pullback looks like profit-taking by long-term holders who are still up more than 50% year to date. The company benefits from numerous fundamental tailwinds, and the technical picture is encouraging. After a July Golden Cross, the stock has used the 50-day SMA for support; the price now appears poised to revisit that level following an overbought signal on the RSI. The long-term uptrend remains intact, and the 50-day SMA could be a reasonable entry point for new positions.
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