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Additional 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 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. Did President Trump enact disruptive tariff policies? Buy the dip. There may come a day when buying the dip becomes a poor strategy, but the last few corrections and bear markets have offered opportunities to acquire assets at a discount. Every Monday afternoon, we send out a stock trade idea to some of MarketBeat's best and most valued subscribers. We think you are one of those people...but you are not on our alert distribution list yet. This once a week alert is sent out via SMS so that you can see it right away. Last week's alert was very popular with our subscribers, you won't want to miss out on the next alert -- and it doesn't cost you a thing. We're going to send out another trade idea on Monday around noon, and I want to make sure that you're able to see it. Add your name to the distribution list here Today, artificial intelligence dominates the headlines, and the amount of capital expenditure devoted to AI buildouts is staggering. There's no greater example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and today sits among the largest companies in the market. However, while hyperscalers and chipmakers get most of the attention, under-the-radar tech companies are starting to offer outsized rewards for investors. This recent bout of volatility presents a chance to buy the dip in some less-heralded 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 innovation. KLA Corporation: A Stranglehold on Process Controls As chips become smaller and denser, quality control is increasingly critical. Manufacturing advanced AI chips requires tight tolerances, since the slightest nanoscale variation or defect can render a high-value semiconductor unusable. The cost of producing defective chips far exceeds the expense of quality-control measures. That makes the technology offered by KLA Corp. (NASDAQ: KLAC) essential for any chip manufacturer serving data-center clients. KLA's inspection suite can evaluate chips throughout the manufacturing process, helping ensure each layer and structure is fabricated accurately. The company manufactures, installs, and provides field support for these systems, generating recurring revenue. A significant catalyst for KLA is the growth of advanced packaging, which integrates multiple semiconductors into a single device. Advanced packaging improves performance but also creates more intricate designs that demand even more quality control. In its fiscal Q1 2026 report, KLA management forecast $925 million in revenue from advanced packaging services, a 70% year-over-year (YOY) increase. 
Despite these fundamental tailwinds, the stock has pulled back from its late-October all-time high and is consolidating 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, such as NVIDIA, but the British semiconductor company 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 roughly 25% penetration of the data-center CPU market earlier this year. In its fiscal Q2 2026 earnings last week, ARM reported more than 34% YOY revenue growth and counts megacap hyperscalers such as Meta Platforms Inc. (NASDAQ: META) among 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. Although the stock flashed a Golden Cross this summer, it recently dipped below the 50-day simple moving average (SMA) for the first time since September. The likely support area is the 200-day SMA, which has buoyed the price during prior volatile periods. The RSI also suggests ARM could 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, requiring sophisticated cooling systems to prevent damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is an innovator in electrical thermal management, and its liquid-cooling systems will be critical infrastructure as data centers scale up. Operators are packing more servers into racks, and a single AI rack can consume power comparable to that of 100 average households. As power density rises, traditional air-cooling becomes less effective. Vertiv says its liquid-cooling solutions can be far more efficient than conventional systems — the company cites figures as high as 3,000 times in certain comparisons — and the addressable market for its technology is expected to grow at roughly 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 from its post-earnings high. That pullback likely reflects profit-taking by investors who are already up significantly year-to-date. The company has numerous fundamental tailwinds, and the technical trends also look promising. Following a July Golden Cross, the stock has used the 50-day SMA for support, and the price appears to be headed back to that level after an overbought signal on the RSI. The long-term uptrend remains intact, and the 50-day SMA could offer a reasonable entry point for new positions.
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