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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};be("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat(Vn)),notifLabel:document.querySelector(".".concat($n))};t.notifDropdown&&ro(e,t)}))}()}};]]>Billy Duberstein, The Motley FoolSun, Sep 14, 2025, 7:55 PM 7 min readSome artificial intelligence stocks have inked big deals with OpenAI, and their values have skyrocketed.However, some AI beneficiaries had lackluster second-quarter earnings seasons and pulled back to below-market valuations.Believe it or not, these AI beneficiaries trade cheaper than the market. Don't be afraid to buy.10 stocks we like better than Super Micro Computer ›Many artificial intelligence (AI) stocks have taken off this year, rebounding strongly from early-year weakness. Still, there has been differentiation among AI beneficiaries. For instance, companies that have inked deals with current leader OpenAI, such as Oracle (NYSE: ORCL) and Broadcom (NASDAQ: AVGO), have soared. Meanwhile, those perceived to be on the outside of OpenAI and its immediate suppliers have lagged.Yet, while investors have bid up recent outperformers to stratospheric valuations, we're really just in the second inning of the artificial intelligence revolution. That means certain stocks that have sold off for short-term reasons this summer could be excellent pickups to ride the AI wave, as long as they find their place in this ongoing paradigm shift. In that light, the following three look like strong buys on weakness.Super Micro Computer (NASDAQ: SMCI) has been on a roller-coaster ride over the past year, crashing after its accounting firm quit last October, only to recover strongly after its new accountant gave the thumbs-up to its books in February.However, Supermicro's stock sold off after its recent earnings report, which underwhelmed on both the top and bottom lines. Supermicro said that its customers were a bit slow in making architectural decisions, while tariffs and write-downs on old inventory pressured gross margins.But there could be better things on the horizon. Supermicro still grew revenue 47% in the fiscal year ending in June and forecasted at least 50% revenue growth in fiscal 2026. Supermicro management also said it expects to increase its large-scale data center customers from four to between six and eight in fiscal 2026. That could be a good thing for customer diversification.Meanwhile, Supermicro is just ramping up its data center building block solutions (DCBBS), wherein the company will install not just server racks but also an entire data center in turnkey fashion, greatly speeding up deployment. Those efforts should help margins grow back toward the company's old range of between 14% and 17%, up from 11.2% in the latest fiscal year, even if those margins don't get all the way there in 2026.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,584.29 -3.18 (-0.05%)Dow 3045,834.22 -273.78 (-0.59%)Nasdaq22,141.10 +98.00 (+0.44%)Russell 20002,397.06 -24.47 (-1.01%)VIX14.76 +0.05 (+0.34%)Gold3,686.40 +12.80 (+0.35%)PortfolioSign in to access your portfolioSign inTop gainersIONQ IonQ, Inc. 55.61 +8.56 (+18.19%)WBD Warner Bros. Discovery, Inc. 18.87 +2.70 (+16.70%)BMNR Bitmine Immersion Technologies, Inc. 55.09 +7.30 (+15.28%)BTDR Bitdeer Technologies Group 16.15 +2.04 (+14.46%)RGTI Rigetti Computing, Inc. 19.09 +2.40 (+14.38%)Top losersOPEN Opendoor Technologies Inc. 9.07 -1.45 (-13.78%)CACC Credit Acceptance Corporation 474.44 -50.56 (-9.63%)NAMS NewAmsterdam Pharma Company N.V. 24.19 -2.41 (-9.06%)ANET Arista Networks Inc 139.39 -13.65 (-8.92%)ARX Accelerant Holdings 17.21 -1.49 (-7.97%)Most activeOPEN Opendoor Technologies Inc. 9.07 -1.45 (-13.78%)WBD Warner Bros. Discovery, Inc. 18.87 +2.70 (+16.70%)TSLA Tesla, Inc. 395.94 +27.13 (+7.36%)NVDA NVIDIA Corporation 177.82 +0.65 (+0.37%)RGTI Rigetti Computing, Inc. 19.09 +2.40 (+14.38%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersOPEN Opendoor Technologies Inc. 9.07 -1.45 (-13.78%)ADBE Adobe Inc. 349.36 -1.19 (-0.34%)WBD Warner Bros. Discovery, Inc. 18.87 +2.70 (+16.70%)TSLA Tesla, Inc. 395.94 +27.13 (+7.36%)FIGR Figure Technology Solutions, Inc. Class A Common Stock 32.50 +1.39 (+4.47%)Top economic events