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We recently published a list of 11 AI News and Ratings You Probably Missed. In this article, we are going to take a look at where Intel Corporation (NASDAQ:INTC) stands against other AI news and ratings you probably missed.
According to a February research report by Precedence Research, the global AI market is projected to grow from $757.58 billion in 2025 to approximately $3.68 trillion by 2034, with a compound annual growth rate (CAGR) of 19.20%. North America led the market in 2024 with valuations of $235.63 billion, while the Asia Pacific region is expected to see the highest growth rate at nearly 20% during the forecast period.
The U.S. market alone is expected to expand from $146.09 billion in 2024 to $851.46 billion by 2034, growing at a 19.33% CAGR. Some major factors driving AI adoption include increased investment in research, the need for automation across industries, and favorable government initiatives. The report states that major tech companies are accelerating AI advancements, while industries like healthcare, automotive, and financial services are integrating AI to improve operations. Furthermore, the banking, financial services, and insurance sectors are experiencing a surge in AI adoption for fraud detection, data analytics, and cybersecurity.
Hardware-based AI solutions are emerging to improve efficiency, with companies like IBM and Intel developing AI chipsets, the report states. Meanwhile, regulatory changes, such as the European Union’s data protection laws and FDA approvals for AI-based healthcare solutions, are shaping the industry.
AI Investment Shifts Toward Monetization and Sustainability
In a CNBC interview, Rahul Ghosh of T. Rowe Price showed optimism about AI but acknowledged that capital expenditure growth is slowing. While hyperscalers are still increasing their AI-related investments, the projected 44-45% growth for 2025 is far lower than the triple-digit increases seen in recent years. An important concern is how much of this spending is supported by free cash flow compared to leverage, as excessive borrowing could raise sustainability risks. The market focus has shifted from general AI adoption to monetization, with analysts and investors assessing which companies are truly profiting from AI. Large internet and e-commerce firms, especially in the U.S. and China, are leading in AI-driven revenue generation. While major tech players currently dominate the market, Ghosh sees opportunities for smaller AI models that could power new consumer applications.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s Q4 database of over 1000 hedge funds.