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Today's Featured Story Buy The Dip on These 3 Overlooked AI Stocks Written by Dan Schmidt. Published 11/13/2025. Buy The Dip on These 3 Overlooked AI Stocks 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 with authority? Buy the dip. President Trump 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 good opportunities to acquire assets at a discount. Today, artificial intelligence dominates the headlines, and the amount of capex devoted to AI buildouts is difficult to fathom. There's no greater example than NVIDIA Corp. (NASDAQ: NVDA), which surpassed a $100 billion market cap in early 2019 and today is on the cusp of becoming one of the largest companies in history. But while hyperscalers and chip makers dominate attention, under-the-radar tech companies are starting to offer outsized rewards. This recent bout of volatility is a chance to buy the dip in less heralded — but still highly profitable — names. Below are three companies at the top of their industries addressing crucial 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 increasingly critical. Manufacturing advanced AI chips requires tight tolerances — the slightest nanoscale variation or defect can turn a high-yield semiconductor into expensive scrap. The cost of producing defective chips far outweighs the cost of quality control, making the technology offered by KLA Corp. (NASDAQ: KLAC) essential for any chip manufacturer serving data-center clients. Warren Buffett is the greatest value investor of all time. But even the Oracle of Omaha has limits.
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These stocks are flying under Wall Street's radar and still accessible to individual investors like you. >> Click here to get your free copy of this report KLA's inspection suite can analyze chips throughout the manufacturing process, ensuring each layer and structure is fabricated accurately. The company manufactures, installs, and supports its systems (generating recurring revenue), and a major catalyst is the growth of advanced packaging, which combines multiple semiconductors into single devices. Advanced packaging boosts performance but 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. 
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.
Despite these fundamental tailwinds, the stock has pulled back from its late-October all-time high. This may be a temporary consolidation in a wedge pattern; a breach of the upper trendline often signals the next leg higher. 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 has a distinctive business model and a strong position in the AI ecosystem. ARM doesn't manufacture chips; it licenses intellectual property to customers who build the chips themselves. Its Neoverse platform continues to expand, reaching roughly 25% penetration of the data-center CPU market earlier this year. In its fiscal Q2 2026 earnings last week, ARM reported YOY revenue growth of more than 34% and now counts many megacap hyperscalers, including 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. After flashing a Golden Cross earlier 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 acted as support during previous volatile periods and could provide a floor again. The RSI also hints that ARM may 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 massive amounts of heat and require sophisticated cooling systems to avoid damage or premature failure. Vertiv Holdings Co. (NYSE: VRT) is an innovator in electrical and thermal management, and its liquid-cooling systems are becoming crucial infrastructure as data centers scale. Operators aim to pack as many servers as possible into each facility, 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 about a 20% CAGR through 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. That pullback looks like profit-taking after a strong run: many long-term holders are up more than 50% year-to-date (YTD). The company retains strong fundamental tailwinds, and technicals look constructive. Following a July Golden Cross, VRT has used the 50-day SMA for support, and the recent RSI overbought signal suggests a re-test of that level. The long-term uptrend remains intact, making the 50-day SMA a reasonable entry point for new positions.
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