Market-Crushing Momentum: My Top 5 AI Stocks

Jul. 29, 2025 4:30 PM ET, , , , , , , 15 Comments

Summary

  • Last week U.S. President Donald Trump's administration unveiled the "AI Action Plan" to encourage U.S. dominance over AI technology.
  • The federal push for increased AI innovation and infrastructure comes as AI helps fuel banner profits this earnings season.
  • AI companies raised $52B in the first quarter of this year, fueled heavily by the SoftBank-led $40B investment in OpenAI— the largest VC deal in history.
  • I have identified five top AI stocks that have exhibited enduring momentum and high earnings growth potential despite an overall volatile market environment.
  • My top five AI-leveraging stocks for this month have returned an average of ~11.8% over the past month, 77.6% YTD and ~142.8% over the past year.
  • Alpha Picks members get exclusive access to our real-world portfolio. See all our investments here »
Keyboard with redo key connected to AI

J Studios

AI Drives Investment Trends In 2025

On July 23, U.S. President Donald Trump's administration unveiled the "AI Action Plan" to encourage U.S. dominance over AI technology. The strategy includes over 90 federal policies aimed at paring back regulation, investing in AI infrastructure such

I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.

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Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool designed to help long-term investors create a best-in-class portfolio.

Steve is passionate and dedicated to removing emotional biases from investment decisions. Utilizing a data-driven approach, he leverages sophisticated algorithms and technologies to simplify complex, laborious investment research, creating an easy-to-follow, daily updated grading system for stock trading recommendations.

Steve was previously the Founder and CEO of CressCap Investment Research until its acquisition by Seeking Alpha in 2018 for its unparalleled quant analysis and market data capabilities. Prior to that, he had also founded the quant hedge fund Cress Capital Management, after spending most of his career running a proprietary trading desk at Morgan Stanley and leading international business development at Northern Trust.

With over 30 years of experience in equity research, quantitative strategies, and portfolio management, Steve is well-positioned to speak on a wide range of investment topics.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of CLS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.

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