Investing Experts Steven Cress' top 10 AI stocks
Feb 4, 2026
Steven Cress, Head of Quantitative Strategy at Seeking Alpha, shares his data-driven top 10 AI stock picks and quant approach. He discusses recent AI volatility, why AI remains a multi-year theme, how his quant model selects and ranks names, and brief profiles of standout companies across memory, chips, hardware, software, and healthcare AI.
AI Snips
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Transcript
Episode notes
Hold Means Hold, Sell Means Sell
- Treat a 'hold' recommendation as a hold, not a sell; avoid reacting immediately to a grade change.
- Sell only on explicit 'sell' or 'strong sell' signals when fundamentals deteriorate.
One Breakthrough Can Trigger Broad Panic
- Single-company breakthroughs (e.g., Anthropic) can trigger sharp, short-lived panics across AI-linked stocks.
- Those panic windows often create attractive buying opportunities for quality names.
Quant Reveals Fresh, Daily Signals
- Seeking Alpha's quant process ranks thousands of companies daily across value, growth, profitability, momentum, and EPS revisions.
- That daily, sector-relative ranking lets you spot changes faster than static analyst reports.