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Featured Content from MarketBeat 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. Does a president enact disruptive tariff policies? Buy the dip. There may come a time when buying the dip is a poor strategy, but the last several corrections and bear markets have offered attractive opportunities to buy quality assets at a discount. Trump's Next Export Ban Could Reshape the Global Economy
It's not semiconductors, AI chips or quantum computers. But none of those technologies can exist without it. On January 19th, 2026, Trump is expected to ban exports of something every tech company desperately needs—forcing them all to relocate to U.S. soil. See what he's about to ban here… Today, artificial intelligence dominates the headlines, and the scale 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 is now on the cusp of becoming the first $5 trillion company in history. However, while hyperscalers and chipmakers grab headlines, under-the-radar tech companies are beginning to offer outsized rewards to investors. This recent bout of market volatility presents an opportunity to buy the dip in several less-heralded, 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 get smaller and denser, quality control becomes increasingly important. Manufacturing advanced AI chips requires tight controls, since the slightest nanoscale variation or defect can render a high-value semiconductor useless. The cost of producing defective chips far outweighs the expense of inspection and process control—making the technology from KLA Corp. (NASDAQ: KLAC) essential for any chipmaker serving data-center clients. KLA's inspection suite checks chips throughout the manufacturing process, ensuring each layer and structure is fabricated correctly. The company manufactures and installs systems and provides field support, creating recurring revenue. A major catalyst for KLA is the growth of advanced packaging, which integrates multiple semiconductors into a single device and increases the need for stringent inspection. In its fiscal Q1 2026 report, KLA management forecasted $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 high and appears to be consolidating in a wedge pattern. A breach of the upper trendline would typically signal the next leg up in the rally. With the Relative Strength Index (RSI) now back under 70, a breakout could be imminent. ARM Holdings: Next-Gen Designs for Next-Gen AI ARM Holdings plc (NASDAQ: ARM) has lagged larger peers such as 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 their own silicon. ARM's Neoverse platform continues to gain traction, reaching roughly a 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 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 this summer, the stock recently dipped below the 50-day simple moving average (SMA) for the first time since September. The 200-day SMA may offer the real support level, as it has buoyed the price during prior volatile periods. The RSI also suggests ARM shares could be approaching a short-term bottom—watch for a reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers generate immense amounts of heat, requiring sophisticated cooling systems to prevent damage or premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is an innovator in electrical and thermal management whose liquid-cooling systems will be critical infrastructure as data centers scale up. Operators aim to pack as many servers as possible into a facility, and a single AI rack can consume power comparable to that of 100 households. As power density increases, 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 a roughly 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 decline is likely profit-taking from long-term holders who are up more than 50% 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 headed back toward that level after an overbought signal on the RSI. The long-term uptrend remains intact, and the 50-day SMA could be a sensible entry point for new positions.
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