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The Earnings360 Team
Just For You 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 been 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? Buy the dip. Disruptive tariff policies? Buy the dip. One day buying the dip may prove a poor strategy, but past corrections and bear markets have offered good opportunities to buy assets at a discount. A major shift is coming to the gold market — the world's largest gold buyer is preparing to launch a new way for everyday Americans to invest in gold with a click, and when it goes live in 2026 it could unleash a wave of demand unlike anything we've seen. Garrett Goggin believes one $1.60 gold stock is positioned to be a prime beneficiary of this surge — a move where even a small price jump could mean a meaningful gain — along with several other miners set to ride the same trend. Click here to see the $1.60 gold stock and Garrett's full list of recommendations 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 one of the largest companies ever by market value. While hyperscalers and chipmakers grab most of the attention, under-the-radar tech companies are starting to offer attractive rewards. This recent market volatility presents an opportunity to buy the dip in these less heralded but profitable names. Below are three companies at the forefront of their industries that are tackling important 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 process controls, since nanoscale variations or defects can render a high-value semiconductor unusable. The cost of producing defective chips far exceeds the cost of quality control, so the systems offered by KLA Corp. (NASDAQ: KLAC) are essential for any chipmaker serving data-center clients. KLA's inspection suite examines chips throughout the manufacturing process to ensure each layer and structure is fabricated correctly. The company manufactures and installs equipment and provides field support, 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 creates more intricate designs that demand additional quality control. 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, KLA shares have pulled back from their late-October high and are consolidating in a wedge pattern. A breach of the upper trendline typically signals the next leg up. 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 trailed some larger peers like NVDA, but the British semiconductor designer occupies a unique position in the AI ecosystem. ARM doesn't manufacture chips; it licenses designs and intellectual property to customers who build the chips themselves. 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 release last week, ARM reported year-over-year revenue growth of more than 34% and noted that several megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), are customers for its custom silicon. 
Despite record revenue, ARM shares have had a rocky 2025 and have not yet reclaimed the all-time high from 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. However, the 200-day SMA has provided support in past volatile periods and could be the true support area now. The RSI also hints that ARM may be nearing a short-term bottom—watch for a reversal off the 200-day SMA. Vertiv Holdings: Innovators in Cooling Technology Data centers generate massive amounts of heat, requiring sophisticated cooling systems to avoid damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is an innovator in electrical and thermal management; its liquid-cooling systems will be crucial as data centers scale up. Operators aim to pack as many servers as possible into racks, 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 can be up to 3,000 times more efficient than conventional systems, and the addressable market for this technology is expected to grow at roughly a 20% CAGR through the decade. 
Despite an impressive Q3 2025 earnings beat and guidance lift—including a $9.5 billion order backlog for 2026—Vertiv's stock has pulled back from its post-earnings high. This dip likely reflects profit-taking by long-term investors who are up significantly year to date. The company benefits from numerous fundamental tailwinds, and the technical setup looks constructive. After a July Golden Cross, the stock has used the 50-day SMA for support; the price now appears headed back toward 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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