In partnership with

The AI Investing Pulse

July 10, 2025

In this Week’s Edition:

1. Analysis - Top AI Stocks Picks for July

2. Stock Ideas - 3 AI stocks could lead the quantum computing revolution

3. News - Soundhound AI future of voice interaction or overvalued investment?

4. Startups - After Circle's 500% surge, VCs say IPO drought may be ending

5. Trends - AI and blockchain convergence

6. Other News - Sam Altman responds to Meta’s poaching of OpenAI staff

Top AI Stocks Picks for July

This month, we’ve analysed the top AI stock picks for July from three well-known sources, MarketBeat, Motley Fool, and Zacks, and evaluated them using our proprietary scoring methodology. By integrating analyst sentiment with objective metrics like fundamentals and momentum, we’ve pinpointed three standout opportunities.

Broadcom, Oracle, and Snowflake rise to the top, companies that not only lead in analyst conviction but also score very well in our model.

1. Broadcom Inc. $AVGO ( ▼ 1.09% )  

• Source: The Motley Fool

• Sector / Industry: Technology / Semiconductors

• AI Stack Layer: Network & Connectivity (AI in Networking Chips)

• Market Cap: $1.3T

• Ranking status: Watchlist

• Why it Stands Out: Broadcom is developing XPUs, custom AI accelerators optimised for specific workloads, offering a cost-effective and powerful alternative to traditional GPUs. These accelerators are gaining widespread adoption among hyperscalers for AI model training and inference. As a result, Broadcom is increasingly seen as a strong contender to Nvidia in the AI compute space, positioning the company as a major player in the ongoing AI arms race.

2. Oracle Corporation $ORCL ( ▼ 1.33% )  

• Source: MarketBeat

• Sector / Industry: Technology / Software - Infrastructure

• AI Stack Layer: Cloud, Edge, Databases

• Market Cap: $662B

• Ranking status: Momentum

• Why it Stands Out: Oracle has successfully transformed from a legacy tech firm into a leading AI-powered cloud company, with a strategic pivot that’s been supercharged by AI demand. It is showing strong annual recurring revenue (ARR) growth, backed by robust guidance and a long-term forecast of double-digit compound annual growth. The company is deeply integrated with hyperscalers like Amazon, Google, and Microsoft, while also emerging as a hyperscaler in sovereign cloud markets. With its global reach and advanced AI capabilities, Oracle is now considered the most ubiquitous database provider in the world.

3. Snowflake Inc. $SNOW ( ▲ 2.51% )  

• Source: MarketBeat

• Sector / Industry: Technology / Software - Application

• AI Stack Layer: Data & Integration

• Market Cap: $74B

• Ranking status: Momentum

• Why it Stands Out: Snowflake provides essential infrastructure for data analytics and AI model training, positioning it as a foundational player in the AI data stack. The company's recently appointed CEO has reinvigorated its growth strategy by strengthening sales channels and revitalising its pipeline. Analyst sentiment remains strong, with a forecasted upside of 15% or more. Snowflake is well-positioned to benefit from the surging demand for data centre capacity driven by accelerated AI adoption.

📋 Additional July Stock Picks

Beyond our top three, several other AI stocks were highlighted across the three sources. NVIDIA (NVDA), featured by Motley Fool, remains a dominant force in AI compute with leadership in GPUs, CUDA, and AI SDKs. Advanced Micro Devices (AMD), from MarketBeat, continues to gain relevance in the hardware race, particularly in CPUs and GPUs. Zscaler (ZS), also highlighted by MarketBeat, shows strong momentum in the cloud security layer of the AI stack. Motley Fool also spotlighted Taiwan Semiconductor (TSMC), a critical player in chip manufacturing for AI hardware, as well as Alphabet (GOOG/GOOGL) and Amazon (AMZN) — both major cloud and AI infrastructure providers, though Amazon did not currently meet Watchlist criteria.

From Zacks’ selection of mid-cap stocks, UiPath (PATH) stands out for its RPA and automation tools, Five9 (FIVN) for contact centre AI, C3.ai (AI) for enterprise AI applications, Qualys (QLYS) for AI-driven cybersecurity, and Fastly (FSLY) for edge and content delivery network (CDN) optimisation. These names may offer differentiated upside as the AI build-out expands across sectors and cap sizes.

🧠 Final Take

Our analysis reaffirms that the most compelling opportunities aren’t always the most talked-about. While Nvidia remains a dominant force in AI and could easily have made the list based on fundamentals alone, its weaker relative strength score kept it just below our top threshold this month.

From the full list of analyst picks, Broadcom, Oracle, and Snowflake emerge as standout candidates, combining fundamentals and relative strength. As earnings season unfolds and AI investment accelerates, these are three names to keep firmly on your radar.

_{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 

3 AI stocks could lead the quantum computing revolution? - Yahoo Finance

What’s the most attractive AI stocks? - markets.com

AI STOCKS & ETFs NEWS 

SoundHound AI future of voice interaction or overvalued investment - Opentools - SoundHound AI specializes in voice AI technology with innovative applications. Despite its capabilities, investors view the company as overvalued due to unprofitability and market risks.

Can Nvidia (NVDA) stock hit $200 by end 2025? - Forbes - Nvidia stock may reach $200 by late 2025, but forecasts suggest a range between $145 and $180, with some risk of downside, reflecting a cautiously optimistic market perspective.

America's largest power grid is struggling to meet demand from AI - Reuters - PJM Interconnection faces surging electricity demand from AI, causing spiking prices and leadership turmoil. Without reforms and investment, risks of blackouts and increased costs loom large.

AI STARTUPS

After Circle's 500% surge, IPO market boost from VCs say drought may be ending - CNBC - Circle's IPO raised $1.05 billion, with a market cap soaring from $8 billion to $43.9 billion, igniting confidence in crypto IPOs and hinting at a recovery in the market.

Arago raises €22.1 million to slash AI energy consumption - EU-Startups - French deeptech company Arago has secured €22.1 million in seed funding to advance its JEF photonic AI chip, aiming to reduce energy consumption in AI systems significantly.

This AI startup cracks open pre-IPO investing for everyone - Forbes - Jarsy is an AI-driven platform that allows everyday investors to buy tokenized shares in private companies before they go public.

AI TRENDS

AI and blockchain convergence - Blockchain - The merging of AI and blockchain is transforming future economies, with significant growth in applications and investments, despite market fluctuations in ETH and SOL prices.

7 game-changing ai trends that may redefine human potential - TechBullion - The seven AI trends that may transform human capabilities and societal interactions, blending human and machine intelligence for enhanced functionality.

OTHER

Sam Altman responds to Meta’s poaching, praises Trump, laughs at Musk - Cybernews - Sam Altman addressed Meta's recruitment of OpenAI staff, emphasising the importance of mission over money and expressing pride in his team's unique culture. He confirmed efforts to enhance compensation to retain key talent amid competition.

How can we create a sustainable AI future - Techradar - Addressing AI's high energy consumption and environmental impact through sustainable practices, e-waste recycling, and strategic resource management is essential for a greener future in AI technology.

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_{Disclaimer - The information contained on this newsletter does not constitute investment advice or a personal recommendation, nor is it an invitation or inducement to engage in investment activity. You should seek independent financial and, if appropriate, legal advice as to the suitability of any investment decision. Past performance is not a guide to future performance. The value of investments, and the income from them, can fall as well as rise. You may not get back the full amount invested and, in some cases, nothing at all. The information presented is based on publicly available data and sources believed to be reliable; however, its accuracy or completeness cannot be guaranteed. Market conditions can change rapidly, and the information provided may no longer be up to date. This content is for informational purposes only and should not be construed as financial, legal, or tax advice. Data sources: S&P Global Market Intelligence}