Several companies are making significant strides in the AI sector, impacting both stock performance and strategic partnerships. SentinelOne, despite a 77% stock drop since 2021, is still recommended by Wall Street analysts due to its AI-driven Singularity platform and recent launch of Purple AI Athena, with first quarter revenue jumping 23% to $229 million. Applied Digital saw its stock rise significantly after securing $7 billion in lease deals with CoreWeave for AI data centers. The CE 100 Index was boosted by AI stocks, with C3.ai experiencing a 17% share increase following a 26% revenue rise. Wedbush analysts recommend Baidu and Snowflake, alongside Nvidia, as top AI stock picks for 2025. Zscaler is expanding its cybersecurity offerings through a partnership with Vectra AI, integrating AI-based threat detection tools. However, Meta's upcoming automated AI ad system has caused Publicis and WPP stocks to drop, while Nvidia's stock continues to climb despite U.S.-China trade tensions, with the company developing new chips for the Chinese market. JPMorgan, however, lowered C3.ai's price target due to slow growth.
Key Takeaways
- Wall Street analysts recommend buying SentinelOne despite a 77% stock drop, citing its AI platform and revenue growth.
- Applied Digital's stock jumped following $7 billion in AI data center lease deals with CoreWeave.
- The CE 100 Index was boosted by AI stocks, with C3.ai leading gains after reporting a 26% revenue increase.
- Wedbush recommends Baidu and Snowflake as top AI stock picks for 2025, alongside Nvidia.
- Zscaler and Vectra AI are teaming up to enhance cloud cybersecurity with AI-based threat detection.
- Meta's planned AI ad system caused Publicis and WPP stocks to drop.
- Nvidia's stock is climbing despite U.S.-China trade tensions, with the company developing new chips for the Chinese market.
Wall Street says buy SentinelOne AI cybersecurity stock despite 77% drop
SentinelOne's stock is down 77% from its high in 2021, but Wall Street analysts still recommend buying it. The company's Singularity platform uses AI to protect networks and identities. SentinelOne launched Purple AI Athena in April 2025, which proactively handles threats. In fiscal 2026, SentinelOne's first quarter revenue jumped 23% to $229 million. Analysts predict the stock could climb 33% in the next 12 to 18 months.
Wall Street says buy SentinelOne AI cybersecurity stock despite 77% drop
SentinelOne's stock is down 77% from its high in 2021, but Wall Street analysts still recommend buying it. The company's Singularity platform uses AI to protect networks and identities. SentinelOne launched Purple AI Athena in April 2025, which proactively handles threats. In fiscal 2026, SentinelOne's first quarter revenue jumped 23% to $229 million. Analysts predict the stock could climb 33% in the next 12 to 18 months.
Applied Digital stock jumps after $7 billion AI deal with CoreWeave
Applied Digital's stock rose 54% after announcing two lease deals with CoreWeave. The deals will generate $7 billion in revenue for Applied Digital over 15 years. CoreWeave, backed by Nvidia, will get 250 megawatts of data center capacity in North Dakota. They also have the option to access another 150 megawatts. The deal helps Applied Digital become a key provider for AI and high-performance computing.
Applied Digital stock soars on CoreWeave AI data center lease
Applied Digital's stock jumped 40% after signing two lease agreements with CoreWeave for AI data centers. CoreWeave, which is backed by Nvidia, also saw its shares climb. The agreements are expected to bring in $7 billion in revenue for Applied Digital over about 15 years. CoreWeave will use Applied Digital's data center campus in North Dakota for AI and high-performance computing.
AI stocks boost CE 100 Index with C3.ai and Meta leading gains
The CE 100 Index rose 1.7%, driven by investor interest in AI. C3.ai's shares jumped 17% after reporting a 26% increase in overall revenue. Meta is reorganizing its AI team to speed up the release of new AI products and features. Mastercard launched Small Business Navigator, an AI-powered chatbot for small businesses. Visa's Click to Pay is now available in Hong Kong through ZA Bank.
Wedbush picks Baidu and Snowflake as top AI stocks for 2025
Wedbush analyst Dan Ives believes the AI market will continue to grow in 2025. Ives recommends Baidu and Snowflake as top AI stock picks, in addition to Nvidia. He says Baidu's platform is well-suited for developing AI solutions. Ives also notes that Snowflake is positioned to build its AI pipeline with its Cortex solutions. Snowflake's current-quarter guidance for product revenue is up, driven by rising enterprise demand.
Zscaler and Vectra AI team up to boost cloud cybersecurity
Zscaler is expanding its partnership with Vectra AI to offer AI-based threat detection tools. Vectra AI's tools will now work with Zscaler Internet Access (ZIA). Zscaler provides cloud-based cybersecurity services through 150 data centers. Zscaler recently agreed to buy Red Canary to build a broader security operations platform. Zscaler's stock has advanced 60% in 2025.
Meta's AI ad system causes Publicis and WPP stocks to drop
Shares of Publicis and WPP dropped about 4% after reports that Meta will launch an automated AI ad system. Meta's tool will use real-time data from Facebook, Instagram, and WhatsApp to simplify ad targeting. This could disrupt the market dominance of Publicis and WPP. Publicis uses Adobe's AI and predictive analytics, while WPP uses AI through its WPP Open Platform.
Nvidia stock climbs despite US-China trade tensions
Nvidia's stock is up 0.95% to $136.42, showing investor confidence despite trade tensions between the U.S. and China. The U.S. government may expand export controls on semiconductor technology. Nvidia is developing a new chip for the Chinese market in response to these restrictions. Major Chinese tech companies are exploring alternatives to Nvidia's AI chips. Nvidia's recent earnings report showed strong growth due to high demand for its AI chips.
JPMorgan lowers C3.ai price target due to slow growth
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Sources
- 1 Artificial Intelligence (AI) Growth Stock Down 77% to Buy Hand Over Fist, According to Wall Street
- 1 Artificial Intelligence (AI) Growth Stock Down 77% to Buy Hand Over Fist, According to Wall Street
- A data-center stock is up more than 50% today after sealing a lucrative AI partnership
- Applied Digital shares rip 40% higher on CoreWeave AI lease agreement
- CE 100 Index Gains 1.7% as Investors Send AI-Related Names Higher
- Wedbush reveals best AI stock picks for the second half of 2025
- Zscaler, Vectra AI Expand Cloud Cybersecurity Partnership
- Publicis and WPP drop as Meta unveils automated AI ad system
- Trade War Tensions? Nvidia Keeps Climbing as Wall Street Bets on AI
- JPMorgan Slashes C3.ai (AI) Price Target to $23 on Weak Subscription Growth