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The Earnings360 Team
Further Reading 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.
Since the Global Financial Crisis — and reinforced by aggressive government support during the COVID-19 pandemic — investors have become conditioned to buy the dip. The 2018 sell-off? Buy the dip. A pandemic-driven economic shutdown? Buy the dip. The Fed starts raising rates? Buy the dip. Trade-policy shocks? Buy the dip. There may come a time when buying the dip is no longer a winning strategy, but recent corrections and bear markets have repeatedly presented opportunities to buy high-quality assets at discounts. Small Caps Are Moving First as Sectors Shift
Fierce Investor tracks the early tremors inside emerging sectors where momentum often starts. Get alerts built around real-time shifts—not hype cycles. Join Free — Start Tracking New Sector Moves Today, artificial intelligence dominates market headlines, and the capital spending required to build AI infrastructure is staggering. There's no better example than NVIDIA Corp. (NASDAQ: NVDA), which had a market cap above $100 billion in early 2019 and is now on the cusp of becoming one of the largest companies in history. While hyperscalers and chipmakers grab most of the attention, several under-the-radar tech companies are increasingly relevant to the AI buildout — and may offer better risk/reward profiles right now. This recent volatility is an opportunity to buy the dip in these less-heralded, still-profitable names. Below are three companies addressing critical 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 ever more important. Manufacturing advanced AI processors requires extremely tight process control, since tiny nanoscale defects can render a high-value semiconductor unusable. The cost of producing defective chips far exceeds the cost of inspection and metrology, which makes the technology from KLA Corp. (NASDAQ: KLAC) essential for any chipmaker serving data-center customers. KLA's inspection and process-control systems can evaluate wafers at multiple steps in production, helping ensure each layer and structure is fabricated to spec. The company both sells and services this equipment, producing recurring revenue from installation and field support. A major catalyst is the rise of advanced packaging, which lets manufacturers combine multiple chips into a single device but also increases inspection complexity. Advanced packaging improves performance but creates intricate designs that demand more rigorous 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, the stock has pulled back from its late-October peak and is consolidating in a wedge pattern. A breach of the wedge's upper trendline often 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 its business model and ecosystem position are unique. ARM doesn't fabricate chips; it licenses intellectual property that customers use to design their own processors. ARM's Neoverse platform has gained traction in data-center CPUs, reaching roughly 25% market penetration earlier this year. In its fiscal Q2 2026 earnings report, ARM posted year-over-year revenue growth above 34% and said several major hyperscalers, including Meta Platforms Inc. (NASDAQ: META), are customers for its custom silicon. 
Despite record revenue, ARM shares have had a volatile 2025 and remain below the all-time high set in July 2024. After a Golden Cross earlier 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 acted as long-term support in prior rallies and could provide a base this time as well. The RSI also suggests 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 generate enormous quantities of heat, which requires sophisticated cooling systems to avoid damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) develops electrical and thermal-management solutions, and its liquid-cooling systems are poised to become critical infrastructure as data centers scale up. A single AI rack can consume power comparable to that of dozens of homes. As power density grows, traditional air-cooling becomes less effective. Vertiv says its liquid-cooling solutions can be orders of magnitude more efficient than conventional systems, and the addressable market for this technology is expected to grow at roughly a 20% CAGR over the coming decade. 
Despite an impressive Q3 2025 earnings beat and guidance raise — and a roughly $9.5 billion order backlog projected for 2026 — the stock has pulled back from its post-earnings highs, likely due to profit-taking after a strong YTD run. The company benefits from numerous fundamental tailwinds, and its technical indicators look constructive. After a July Golden Cross, the stock has generally used the 50-day SMA for support; the recent RSI overbought signal preceded the pullback toward that level. The long-term uptrend remains intact, and the 50-day SMA could be a reasonable entry point for new positions.
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