The AI Investing Pulse

September 11th, 2025

In this Week’s Edition:

1. Analysis - Data Drives AI: Oracle Surges, Palantir Powers On, ZoomInfo Breaks Through

2. Stock Ideas - 2 AI stocks that could 10x

3. News - Is the AI bubble about to burst?

4. Startups - Coreweave launches ventures arm for AI startups

5. Trends - Navigating the future: AI, Energy and Healthcare

6. Other News - Leadership in the age of AI: five skills to succeed

Data Drives AI: Oracle Surges, Palantir Powers On, ZoomInfo Breaks Through

In AI, data is the fuel. Just as cars can’t run without energy or fuel, AI models can’t function without clean, reliable information. That’s the job of the Data & Integration AI Stack — collecting, processing, and refining the vast datasets that power modern AI. Without it, even the best models risk falling victim to ‘garbage in, garbage out

This past week, the Data & Integration stack stood out as the best performer across the AI universe, delivering a 1-week price total return of 10.38%. Its performance highlights both robust market activity and investor confidence in the infrastructure that drives the AI revolution. At the centre of this surge were three companies: Oracle Corporation, Palantir Technologies, and ZoomInfo Technologies. Each plays a distinctive role in fuelling and shaping the AI ecosystem.

1. Oracle Corporation $ORCL ( ▼ 5.09% )  

• Sector / Industry: Technology / Software – Infrastructure

• AI Stack Layers: Data & Integration (AI-powered databases), Hardware & Infrastructure (Cloud), Application & Edge (AI in IT Services)

• Market Cap: $922B

• Total Score: 71

• RS Score: 87

• Ranking Status: ✔️ Watchlist

🧠 What the Company Does
Oracle is a global leader in software infrastructure, with a long-standing dominance in databases now enhanced by AI. Its AI-powered databases process and manage the immense datasets that feed today’s AI models. Beyond this, Oracle has reshaped itself into a major AI-enabled cloud provider, extending its presence into Hardware & Infrastructure and Application & Edge services.

💡 Why It Stands Out
Oracle delivered a remarkable 47.2% return in just one week, making it not only the standout performer in the Data & Integration stack but also across much of the AI sector. Its Total Score of 71 and RS of 87 confirm solid fundamentals and powerful momentum. Oracle’s integration with hyperscalers like Amazon, Google, and Microsoft — combined with its sovereign cloud strategy — positions it as a critical player in the AI ecosystem.

2. Palantir Technologies Inc. $PLTR ( ▲ 4.3% )  

• Sector / Industry: Technology / Software – Infrastructure

• AI Stack Layers: Data & Integration (Big Data Analytics, AI in Government & Healthcare), Application & Edge (Decision-making platforms)

• Market Cap: $395B

• Total Score: 93

• RS Score: 96

• Ranking Status: ✔️ Watchlist

🧠 What the Company Does
Palantir specialises in big data analytics, equipping government, healthcare, and enterprise clients with platforms that turn complex information into actionable insights. Through products like Gotham and Foundry, Palantir operates across both Data & Integration and Application & Edge, enabling AI-powered decision-making at scale.

💡 Why It Stands Out
With a Total Score of 93 and RS of 96, Palantir remains one of the highest-rated companies in our model. Its Growth Score and Valuation Score both sit at 100, signalling strong fundamentals paired with attractive pricing. A 6.8% 1-week return reinforces its momentum, solidifying its place as a cornerstone of the AI data revolution.

3. ZoomInfo Technologies Inc. $GTM ( ▼ 0.77% )  

• Sector / Industry: Technology / Software – Application

• AI Stack Layer: Data & Integration (Business data, analytics, sales intelligence)

• Market Cap: $3.6B

• Total Score: 60

• RS Score: 45

• Ranking Status: ❌ Not currently on Watchlist, Fundamental, or Momentum lists

🧠 What the Company Does
ZoomInfo enhances business operations by ensuring data quality. Its core strength lies in data enrichment and hygiene, working with platforms like Snowflake and Salesforce to clean, update, and fill gaps in customer data. By ensuring first-party data remains reliable, ZoomInfo helps prevent the classic pitfall of poor-quality inputs undermining AI models. In short, it supplies the refined “fuel” businesses need for AI-driven strategies.

💡 Why It Stands Out
ZoomInfo may not yet have the scale of Oracle or Palantir, but it impressed with a 12.6% 1-week return. Its Relative Strength rose by 28.3%, signalling accelerating investor interest. Although its Total Score of 60 and RS of 45 fall short of Watchlist thresholds, its Valuation Score of 100 highlights strong potential.

🔍 Final Take

The spotlight on the Data & Integration stack this week reinforces its role as the backbone of AI. Oracle and Palantir exemplify market leadership, combining strong fundamentals with broad relevance across multiple AI stack layers. ZoomInfo, meanwhile, illustrates how smaller players with niche expertise — in this case, data enrichment and hygiene — can deliver compelling performance and attract rising investor attention.

In AI investing, ensuring the flow of reliable, high-quality data is every bit as vital as the models themselves. For investors tracking the AI revolution, the companies in this stack provide the indispensable infrastructure that powers everything else.

_{Disclaimer - This content is provided for informational purposes only and does not constitute investment advice, personal recommendations, or an invitation to engage in any investment activity. The information presented is derived from publicly available sources and should not be solely relied upon for making investment decisions. Always consult with a qualified financial professional before making investment choices. Past performance is not a guide to future performance.}

_{Methodology & Scores - All scores are proprietary and calculated using data from Finbox (powered by S&P Global Intelligence). Total Score combines metrics for Sales and EPS Growth, Financial Quality, and Valuation, to assess overall business strength (out of 100). Relative Strength (RS) Score measures a stock’s price performance relative to the AI universe (173 AI-focused public companies). Ranking Status is assigned based on score combinations: Fundamental: Total Score ≥ 70, RS < 80. Momentum: RS ≥ 80, Total Score < 70. Watchlist: Total Score ≥ 70 and RS ≥ 80.}

TOP AI STOCKS PERFORMANCE

TOP AI ETFs PERFORMANCE

AI STOCKS IDEAS

2 AI stocks that could 10x - The Motley Fool
Two AI stocks are highlighted for their potential to significantly increase investment returns, driven by innovations and market demand within the growing artificial intelligence sector.

Nebius aims to become leading ai infrastructure provider - Yahoo Finance
Nebius Group N.V. is establishing itself as a leader in AI infrastructure, providing advanced computing capabilities across sectors globally, including healthcare and finance, with significant investments and multiple data centres.

Artificial intelligence stocks outlook - Investor’s Business Daily
Analyses of investment prospects in AI stocks, emphasizing their role in enhancing productivity and earnings, while debunking the notion of a speculative bubble.

AI STOCKS & ETFs NEWS

Is the AI bubble about to burst? - Fortune
Concerns are rising that the AI market may be experiencing a bubble, backed by evidence like declining adoption rates and high failure rates of AI projects, indicating potential market correction ahead.

Wall Street analyst warns on AI stock valuations - FXStreet
A Goldman Sachs analyst cautions about high valuations of AI stocks, emphasizing limited investor appetite and uncertainty about AI’s impact.

The AI gold rush: tech giants ride the wave - MarketMinute
The AI sector is rapidly evolving, with major tech companies leading a growth surge. The market for AI-native apps and embodied AI is expanding significantly, fostering advancements in technology and labor dynamics.

AI STARTUPS

Coreweave launches ventures arm for AI startups - Investing.com
CoreWeave has introduced CoreWeave Ventures to invest in early-stage AI startups, offering capital, cloud resources, and expertise to accelerate innovation in the AI ecosystem and infrastructure development.

Motion raises $60 million for AI agents - PYMNTS
Motion has raised $60 million in funding to enhance its AI agent suite for SMBs, achieving a total of $75 million and a $550 million valuation. The platform aims to improve productivity and streamline business workflows.

AI strategies for startups and enterprises - Geeky Gadgets
Key AI strategies for startups and enterprises highlight the need for real-world impact, innovation in application layers, and alignment with market needs to succeed in a rapidly evolving AI landscape.

AI TRENDS

Navigating the future: AI, Energy and Healthcare - J.P. Morgan
The J.P. Morgan podcast discusses how AI, energy trends, and healthcare innovations will reshape the global business landscape over the next decade, emphasizing investment and deal-making opportunities.

Securing tomorrow: cybersecurity 2030 vision - Mastercard
Mastercard outlines its 2030 cybersecurity vision, advocating a resilient and integrated approach to address evolving threats through advanced technologies, shared intelligence, and continuous improvement across the digital payment ecosystem.

Sam Altman: the internet already feels run by AI - CryptoRank
Sam Altman noted that online discussions increasingly mimic AI-generated content, leading to confusion over the authenticity of comments. He attributed this trend to the stylistic influence of large language models on real users.

OTHER

Leadership in the age of AI: five skills to succeed - Teneo
Five essential leadership skills are crucial for managing hybrid teams of humans and AI agents. These skills include AI fluency, emotional intelligence, adaptability, collaboration, and ethical governance.

_{Disclaimer - This content is provided for informational purposes only and does not constitute investment advice, personal recommendations, or an invitation to engage in any investment activity. The information presented is derived from publicly available sources and should not be solely relied upon for making investment decisions. Always consult with a qualified financial professional before making investment choices. Past performance is not a guide to future performance.}

_{*Methodology & Scores - All scores are proprietary and calculated using data from Finbox (powered by S&P Global Intelligence). Total Score combines metrics for Sales and EPS Growth, Financial Quality, and Valuation, to assess overall business strength (out of 100). Relative Strength (RS) Score measures a stock’s price performance relative to the AI universe (173 AI-focused public companies). Ranking Status is assigned based on score combinations: Fundamental: Total Score ≥ 70, RS < 80. Momentum: RS ≥ 80, Total Score < 70. Watchlist: Total Score ≥ 70 and RS ≥ 80.}