Insider Monkey·2025-11-30 17:55Core Insights - AI stocks have shown strong performance in 2025, with the Global X Artificial Intelligence & Technology ETF (AIQ) gaining 28.9% and the Roundhill Generative AI & Technology ETF (CHAT) up by 47.2% year-to-date, outperforming the NASDAQ 100 and S&P 500 [2] Industry Overview - The AI market is primarily dominated by major technology companies, with NVIDIA leading in hardware and Amazon, Google, and Microsoft in software [4] - Concerns have emerged regarding the costs of AI development, particularly related to the depreciation of older chips as newer versions are released, drawing parallels to the dotcom bubble of the late 1990s [5] Company Insights - Celestica Inc. (NYSE:CLS): - The company reported $3.19 billion in revenue and $1.58 in adjusted EPS for Q3, exceeding analyst expectations [12] - Barclays and Citi have upgraded the stock, with price targets of $359 and $375 respectively, citing expected growth in hyperscaler capital expenditure [11] - Management indicated strong demand visibility for 12 to 15 months, with some customers providing insights into long-term commitments [13] - HubSpot, Inc. (NYSE:HUBS): - The company reported $809.5 million in revenue, driven by a 21% growth in subscription revenue and 10,900 new customer additions [16] - Despite a reduction in price target by Evercore ISI to $500, the firm noted that net new annual recurring revenue is growing faster than overall revenue [15] - HubSpot's CEO emphasized the strategy of embedding AI across all platforms, which has led to improved customer outcomes, including a 10% increase in sales win rates [17]