Seizing the AI Revolution: Two Stocks Set to Soar

Artificial intelligence (AI) has emerged as a once-in-a-generation investment opportunity, with leading companies witnessing remarkable growth. According to Statista, the AI market is projected to grow at an astonishing 27% annually, reaching a staggering $826 billion by 2030. As savvy trend-following traders, it’s time to pivot our portfolios toward stocks that stand to benefit from this explosive surge. Let’s dive into two potential winners in this space: C3.ai (NYSE: AI) and Dell Technologies (NYSE: DELL).

C3.ai: A Dark Horse in AI Software

C3.ai is currently flying under the radar in the AI software market, often overshadowed by more prominent players like Palantir. However, this dark horse is showing notable promise. The cost of building advanced AI models is decreasing, which could spell explosive demand for AI software in the coming years. C3.ai’s accelerating growth over the past year positions it to deliver substantial gains for shareholders.

Organizations across multiple sectors—including the U.S. military—are harnessing C3.ai’s software for pivotal tasks such as demand forecasting, supply chain management, and operational streamlining. In the fiscal second quarter ending January, C3.ai closed 66 agreements, representing a jaw-dropping 72% increase year-over-year. This momentum is further illustrated by the company’s 26% revenue growth for the last quarter—up from 17% a year prior.

Much of this sales momentum is bolstered by C3.ai’s strategic partnership with Microsoft Azure, which led to 28 new agreements across nine different industries last quarter. Despite these impressive top-line figures, the stock is currently down 28% in 2025. This drop is largely due to the company’s ongoing losses, which stem from recognizing revenue over the subscription term while incurring costs upfront. However, as revenue continues to climb, profit margins are expected to improve.

Management has set its sights on achieving positive earnings by fiscal Q4 2025, making this a volatile yet promising stock. For trend-following investors willing to hold shares for five years, the growth trajectory looks bright, and the potential for significant gains could be well rewarded.

Dell Technologies: Undervalued despite Huge Gains

Most investors associate Dell Technologies (NYSE: DELL) primarily with PCs, but its true strength lies in its booming infrastructure solutions business, particularly in the realm of AI-optimized servers. Over the past five years, Dell’s stock has skyrocketed nearly 400%, yet it still appears undervalued based on recent financial results. This dual focus on PCs and servers sets the stage for continued growth.

While the PC market is slowly recovering from a downturn, Dell’s infrastructure solutions revenue is on a tear, boasting a 22% year-over-year growth in the fourth quarter alone. This surge positions Dell as a key player in the expanding AI landscape. They’ve rolled out the PowerEdge XE9712, a server built with Nvidia technology for large-scale AI deployments and language model training. Recently, Dell secured a deal to provide servers for Elon Musk’s xAI, boosting their AI server backlog to an impressive $9 billion.

What’s particularly exciting for traders is the anticipated PC refresh cycle, driven by the end of support for Microsoft’s Windows 10, which could compel both businesses and consumers to upgrade their systems. In a show of confidence and financial strength, Dell’s management recently raised the annual dividend by 18% to $2.10, backed by a robust 14% year-over-year growth in cash flow.

With analysts projecting long-term annualized earnings growth of 13%, Dell’s stock trades at a modest rate—just 12 times 2025 earnings estimates. This makes it an attractive option for investors looking for gains in a market that’s poised for sustained expansion.

Conclusion: Capitalize on the AI Trend

The AI revolution is undeniably underway, and it presents an excellent opportunity for trend-following traders. C3.ai and Dell Technologies are two stocks that are not only positioned for growth but also hold the potential for substantial long-term gains. As the demand for AI optimizes our world, investing in these companies could very well prove to be a strategic move worth taking.

Stay tuned for more actionable insights as we continue to navigate the fast-paced landscape of trading!