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Sunday'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.
Investors have become 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? Buy the dip. Disruptive tariff policies from the White House? Buy the dip. There may come a day when "buy the dip" proves a poor strategy, but recent corrections and bear markets have repeatedly created opportunities to acquire quality assets at a discount. Warren Buffett is the greatest value investor of all time. But even the Oracle of Omaha has limits.
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We've put together a brand-new report profiling 5 small-cap stocks that check all the boxes of Buffett's investing criteria solid financials, durable business models, strong management, and clear growth catalysts.
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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 Today, artificial intelligence dominates the headlines, and the capital spending required to build AI infrastructure is staggering. There's no greater example than NVIDIA Corp. (NASDAQ: NVDA), which has seen explosive growth and is now among the largest companies by market cap. While hyperscalers and chipmakers grab most of the attention, under‑the‑radar tech companies are beginning to offer attractive risk/reward profiles. This recent bout of volatility is a chance to buy the dip in several less‑heralded but profitable names. Below are three companies at the forefront of their fields that are tackling critical AI bottlenecks in quality control, thermal management, and CPU design. KLA Corporation: A Stranglehold on Process Controls As chips become smaller and more complex, quality control grows ever more important. Manufacturing advanced AI chips requires extremely tight tolerances — the smallest nanoscale defect can ruin a high‑value semiconductor — so the cost of defects far exceeds the cost of inspection. The technology offered by KLA Corp. (NASDAQ: KLAC) is essentially mandatory for any chip manufacturer serving data center clients. KLA's inspection and process control systems monitor wafers throughout production, and the company generates recurring revenue from installations and field support. A major growth driver is advanced packaging, which integrates multiple semiconductors into single devices and increases inspection complexity. 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, the stock has pulled back from its late‑October high and is consolidating in a wedge pattern. A breach of the upper trendline typically signals the next leg higher. With the Relative Strength Index (RSI) back below 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 it occupies a unique and strategic position in the AI ecosystem. ARM doesn't manufacture chips; it licenses IP to customers who design and build the silicon. ARM's Neoverse platform has shown strong adoption, 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 north of 34% and added several megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), as customers for custom silicon. 
Although ARM posted record revenue, the shares have had a rocky 2025 and remain below the all‑time high set in July 2024. While 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 200‑day SMA has acted as support in past volatile periods and could be the true support area this time as well. The RSI hints that ARM may be approaching a short‑term bottom, so watch for a reversal off the 200‑day SMA as a potential entry signal. Vertiv Holdings: Innovators in Cooling Technology Data centers generate enormous amounts of heat and need sophisticated cooling systems to avoid damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) specializes in electrical thermal management, and its liquid‑cooling solutions will be critical as data centers scale. A single AI rack can consume energy on par with dozens of homes, so efficient cooling matters. As power density rises, traditional air cooling becomes less effective. Vertiv says its liquid‑cooling technology can be dramatically more efficient than conventional systems, and the addressable market for these solutions is expected to grow at roughly a 20% CAGR over the decade. 
Despite an impressive Q3 2025 earnings beat and an upward guidance revision — including a $9.5 billion order backlog for 2026 — the stock has pulled back from its post‑earnings peak. That pullback appears to be profit‑taking after a year‑to‑date gain of more than 50% for some investors. The company benefits from numerous fundamental tailwinds, and the technical setup is constructive. After a July Golden Cross, the stock has used the 50‑day SMA as support. The recent move looks like a pullback toward that level following an overbought RSI signal. The long‑term uptrend remains intact, and the 50‑day SMA may be a reasonable entry point for new positions.
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