Three AI Stocks Flying Under the Radar to Buy Before July Ends

Industry
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Summary · why it matters

Three artificial intelligence stocks are flying under the radar as July ends, each benefiting from the AI buildout with distinct business models. Palantir Technologies saw its shares fall nearly 20% year to date despite fiscal first-quarter revenue jumping 84.7% to $1.63 billion, with U.S. commercial revenue up 133% and management raising full-year revenue guidance to between $7.65 billion and $7.66 billion. Astera Labs, a fabless semiconductor company providing connectivity fabric for AI racks, posted first-quarter revenue of $308.4 million, a 93.4% increase, and gained from Nasdaq-100 inclusion and the launch of its Scorpio X-Series switch targeting a $20 billion market by 2030. Cloudflare is repositioning as the network layer for agentic AI, with first-quarter revenue rising 33.5% to $639.8 million and current remaining performance obligations growing 34%, while guiding full-year revenue to between $2.805 billion and $2.813 billion.

Impact on stocks 3

Artificial Intelligence▲ · 2 stocks
Astera Labs, Inc.
ALAB
▲ PositiveDemandrelevance

Revenue surged 93.4% to $308.4M, driven by AI connectivity demand, and Scorpio X-Series targets $20B market.

Cloud & Digital Infrastructure▲ · 1 stocks
Cloudflare Inc
NET
▲ PositiveDemandrelevance

Revenue up 33.5% to $639.8M, CRPO growing 34%, repositioning as network layer for agentic AI.

Theme Impact 5

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