The AI Stock Pulse - Weekly Analysis - Premium Service

September 08, 2025

Here’s our latest AI Stocks Pulse Report — the type of analysis our premium subscribers receive every week.

Each week, we spotlight the best AI stocks using our proprietary methodology — blending growth, quality, valuation, and momentum. The result is a clear, data-driven view of where leadership is emerging across the AI market, with top performers highlighted across multiple timeframes.

Our aim is simple: to help you cut through the noise and identify the most promising opportunities in this fast-moving sector.

Disclaimer: This report is for informational purposes only. It includes AI-generated insights and should not be taken as investment advice. Please consult a qualified financial professional before making investment decisions.

Welcome to this week’s edition of The AI Stock Pulse — Weekly Analysis 

Week of September 8th

📰 Market Recap

AI markets showed steady performance this week, with strength spread across hardware, infrastructure, quantum, and application layers. Connectivity and fintech AI stocks continued to drive leadership, while new additions to the watchlist highlighted growing momentum in networking and cybersecurity

🔑 Key Takeaways

  • AI Stack Leaders: Hardware & Infrastructure remains the strongest year-to-date, while Quantum and Application & Edge posted gains this week.

  • Watchlist: New entrants Arista Networks (ANET) and Zscaler (ZS) strengthen infrastructure and security exposure; no stocks dropped this week.

  • Momentum: Quantum Computing (QUBT), AppLovin (APP), and Celestica (CLS) lead on relative strength.

  • Fundamentals: Broadcom (AVGO), NVIDIA (NVDA), and Taiwan Semi (TSM) maintain perfect scores, underscoring the strength of chipmakers.

  • Performance Leaders: Celestica (CLS) was the standout on the week, while Pagaya (PGY) continues to dominate across 3M, 6M, and YTD.

  • Ones to Watch: CyberArk (CYBR) and Pure Storage (PSTG) are building strength, while Cloudflare (NET) show strong momentum potential.

✅ Full Watchlist

This section presents the complete universe of AI stocks that qualify under our strict selection criteria. To be included, a stock must achieve a Total Score of 70 or higher and a Relative Strength (RS) of 80 or above within our AI universe*. Newly added names are flagged up front to highlight fresh opportunities, while existing members demonstrate sustained strength within the AI landscape.

👉 New additions to the Watchlist this week: Arista Networks Inc. (ANET) and Zscaler, Inc. (ZS)
👉 No stocks dropped from the Watchlist this week

  • Astera Labs, Inc. (ALAB)
    Growth: 100 | Financial Quality: 70 | Valuation: 100 | Total: 93 | RS: 97

  • Arista Networks Inc. (ANET) ⭐ New
    Growth: 100 | Financial Quality: 100 | Valuation: 60 | Total: 96 | RS: 81

  • AppLovin Corporation (APP)
    Growth: 100 | Financial Quality: 75 | Valuation: 100 | Total: 94 | RS: 99

  • Broadcom Inc. (AVGO)
    Growth: 100 | Financial Quality: 100 | Valuation: 100 | Total: 100 | RS: 89

  • Celestica Inc. (CLS)
    Growth: 100 | Financial Quality: 75 | Valuation: 100 | Total: 94 | RS: 99

  • Credo Technology Group Holding Ltd (CRDO)
    Growth: 100 | Financial Quality: 100 | Valuation: 100 | Total: 100 | RS: 98

  • CoreWeave, Inc. (CRWV)
    Growth: 100 | Financial Quality: 25 | Valuation: 0 | Total: 71 | RS: 88

  • Netflix, Inc. (NFLX)
    Growth: 100 | Financial Quality: 75 | Valuation: 60 | Total: 90 | RS: 82

  • Pagaya Technologies Ltd. (PGY)
    Growth: 95 | Financial Quality: 20 | Valuation: 100 | Total: 77 | RS: 93

  • Palantir Technologies Inc. (PLTR)
    Growth: 100 | Financial Quality: 70 | Valuation: 100 | Total: 93 | RS: 98

  • Reddit, Inc. (RDDT)
    Growth: 100 | Financial Quality: 70 | Valuation: 100 | Total: 93 | RS: 96

  • Shopify Inc. (SHOP)
    Growth: 80 | Financial Quality: 75 | Valuation: 0 | Total: 71 | RS: 87

  • Twilio Inc. (TWLO)
    Growth: 80 | Financial Quality: 45 | Valuation: 100 | Total: 73 | RS: 83

  • Upstart Holdings, Inc. (UPST)
    Growth: 100 | Financial Quality: 25 | Valuation: 100 | Total: 81 | RS: 84

  • Zscaler, Inc. (ZS) ⭐ New
    Growth: 68 | Financial Quality: 70 | Valuation: 100 | Total: 71 | RS: 80

📈 Top Momentum Stocks

These stocks exhibit the highest relative strength (RS), highlighting clear leadership in market momentum. In this report, Relative Strength (RS) measures how a stock’s price performance ranks against other stocks in our AI-focused universe. A higher RS score means the stock has been outperforming peers, signaling stronger momentum.

  • Quantum Computing Inc. (QUBT) — RS: 100
    Leading on pure momentum, showcasing speculative strength in quantum tech.

  • AppLovin Corporation (APP) — RS: 99
    Software growth name with robust app-driven AI monetization.

  • Celestica Inc. (CLS) — RS: 99
    Infrastructure provider capitalizing on electronics demand.

  • Credo Technology Group Holding Ltd (CRDO) — RS: 98
    Connectivity leader riding semiconductor tailwinds.

  • Palantir Technologies Inc. (PLTR) — RS: 98
    Government + enterprise AI adoption continues to support strong price action.

📊 Top Fundamentals Stocks

These companies score highest across growth, financial quality, and valuation, making them the strongest fundamentally within our AI universe.

  • Broadcom Inc. (AVGO) — Score: 100
    Chip giant with best-in-class financial profile and valuation.

  • Credo Technology Group Holding Ltd (CRDO) — Score: 100
    Semiconductor connectivity player with flawless metrics.

  • Intuit Inc. (INTU) — Score: 100
    AI-enabled fintech software leader with consistent execution.

  • NVIDIA Corporation (NVDA) — Score: 100
    Undisputed GPU leader driving the AI hardware revolution.

  • Taiwan Semiconductor (TSM) — Score: 100
    World’s leading foundry with critical role in global AI supply chain.

🚀 Performance Leaders

This section highlights the top-performing AI stocks across different time horizons, showing which names have led the market over the past week, month, quarter, half-year, and year-to-date.

1 Week:

  • Celestica Inc. (CLS)
    Electronics manufacturer in hardware & infrastructure.

  • Samsara Inc. (IOT)
    AI-powered IoT and connected operations platform.

  • TELUS International (TIXT)
    AI-driven customer experience and digital solutions.

1 Month:

  • MongoDB, Inc. (MDB)
    Leader in NoSQL databases and AI data management.

  • Pure Storage, Inc. (PSTG)
    AI-optimized flash storage solutions provider.

  • Pagaya Technologies Ltd. (PGY)
    Fintech AI company disrupting lending & credit risk.

3 Months:

  • Viasat, Inc. (VSAT)
    Satellite communications and remote connectivity.

  • Pagaya Technologies Ltd. (PGY)
    Sustained strength in fintech AI.

  • Astera Labs, Inc. (ALAB)
    Connectivity solutions for AI semiconductors.

6 Months:

  • Pagaya Technologies Ltd. (PGY)
    Massive upside in fintech AI applications.

  • Credo Technology Group Holding Ltd (CRDO)
    Semiconductor connectivity growth accelerating.

  • Viasat, Inc. (VSAT)
    Satellite leader benefitting from AI-enhanced networks.

Year-to-Date:

  • Pagaya Technologies Ltd. (PGY)
    The standout fintech AI performer of 2024.

  • Viasat, Inc. (VSAT)
    AI-enabled connectivity growth story.

  • Celestica Inc. (CLS)
    Infrastructure and electronics execution delivering returns.

👀 Ones to Watch

These are stocks that are almost strong enough to make the main Watchlist. They fall into two categories:

  • Fundamental List — companies with solid fundamentals and Relative Strength (RS) scores just below the required threshold.

  • Momentum List — companies showing strong price momentum, but with fundamental scores just short of qualification.

Together, they represent names that could move onto the Watchlist if their strength continues to build.

Fundamental Stocks:

  • CyberArk Software Ltd. (CYBR) — Total: 73, RS: 79
    Identity and access management leader in AI-driven security.

  • Vertiv Holdings Co (VRT) — Total: 88, RS: 78
    Infrastructure provider specializing in data center power & cooling.

  • Pure Storage, Inc. (PSTG) — Total: 83, RS: 78
    Flash storage solutions enabling AI workloads.

Momentum Stocks:

  • Cloudflare, Inc. (NET) — Total: 65, RS: 92
    AI-enhanced content delivery and internet security.

  • JFrog Ltd. (FROG) — Total: 63, RS: 82
    DevOps automation platform with AI integrations.

📌 Final Take

This week underscored the resilience of AI sectors, with connectivity, fintech, and infrastructure companies delivering consistent leadership. Momentum remained concentrated in names like Celestica, Pagaya, and Viasat, while fundamentals stayed anchored by top semiconductor and software players. The addition of Arista Networks and Zscaler to the watchlist highlighted expanding opportunities in networking and cybersecurity, signaling the continued broadening of AI market leadership.

Thanks for being part of the AI Stock Pulse community. We look forward to bringing you more data-driven insights, watchlist updates, and top performers in next week’s edition.

See you then.

The AI Stock Pulse Team

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 AI-generated analysis and should not be solely relied upon for making investment decisions. While the information is believed to be reliable, no representation or warranty is made regarding its accuracy, completeness, or timeliness. 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.