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The Earnings360 Team
Today's Featured Story 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. Buying the dip may someday stop working as a strategy, but the last several corrections and bear markets have repeatedly provided opportunities to purchase assets at a discount. What I've uncovered about the true impact of President Trump's tariffs and DOGE initiative has left me deeply troubled. As someone who worked inside the Federal Reserve system and managed billions for America's wealthiest families, I recognize the warning signs others miss. I urge you to see my urgent message immediately. The window for preparation isn't just closing — it's slamming shut. Watching this may be the most consequential few minutes you spend this year. Today, artificial intelligence dominates market headlines, and the amount 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 in corporate history. While hyperscalers and chipmakers draw most of the attention, under-the-radar tech companies are starting to offer outsized opportunities for investors. This recent bout of volatility presents a chance to buy the dip in these less-heralded but still-profitable names. Below are three companies addressing critical AI bottlenecks in quality control, thermal management, and CPU design — each operating at the forefront of its industry. KLA Corporation: A Stranglehold on Process Controls As chips get smaller and denser, quality control becomes increasingly crucial. Manufacturing advanced AI chips requires tight process controls, since the slightest nanoscale variation or defect can render a high-value semiconductor useless. The cost of producing defective chips far outweighs the cost of inspection, so the technology offered by KLA Corp. (NASDAQ: KLAC) is essentially mandatory for any chipmaker serving data-center clients. KLA's inspection suite monitors chips throughout the manufacturing process, ensuring each layer and structure is fabricated to spec. The company manufactures, installs, and supports its systems, generating recurring revenue — but the key catalyst is the growth of advanced packaging, which lets manufacturers integrate multiple semiconductors into a single device. Advanced packaging boosts performance but creates more complex designs that require even more inspection. In its fiscal Q1 2026 report, KLA forecast $925 million in revenue from advanced-packaging services, a roughly 70% year-over-year (YoY) increase. 
Despite these fundamental tailwinds, the stock has pulled back from its late-October all-time high and is consolidating in a wedge pattern. A breach of the upper trendline would typically signal the next leg up, and with the Relative Strength Index (RSI) now 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, such as NVDA, but the British semiconductor designer occupies a unique and powerful position in the AI ecosystem. ARM doesn't manufacture chips; it licenses IP to customers who design and build the chips themselves. ARM's Neoverse platform has seen strong adoption, reaching roughly 25% penetration of the data-center CPU market earlier this year. In its fiscal Q2 2026 earnings release, ARM reported YoY revenue growth exceeding 34% and noted that several megacap hyperscalers, including Meta Platforms Inc. (NASDAQ: META), are customers for custom silicon based on its designs. 
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. However, the 200-day SMA has acted as support during earlier volatile periods and could be the true area of buyers' interest. The RSI also suggests 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 heat, requiring sophisticated cooling systems to prevent damage and premature obsolescence. Vertiv Holdings Co. (NYSE: VRT) is a leader in electrical thermal management, and its liquid-cooling solutions will be critical as data centers scale. 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 options can be dramatically more efficient than conventional systems, and the addressable market for its technology is expected to grow at roughly 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 retreated from its post-earnings high — likely profit-taking after a year-to-date gain exceeding 50% for some investors. The company benefits from numerous fundamental tailwinds, and the technicals look constructive. After a July Golden Cross, the stock has used the 50-day SMA for support, and the price appears to be heading back toward that level following an overbought RSI signal. The long-term uptrend remains intact, and the 50-day SMA could offer a reasonable entry point for new positions.
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