+102%, +40%: As CoreWeave lifts tech, earnings beats power these AI-picked winners

Investing.com — Tech stocks have extended their recent rebound, lifted by a 16% post-earnings surge in CoreWeave (NASDAQ:CRWV) that provided fresh reassurance on enterprise AI cloud demand. The bounce comes as Nvidia’s slide continues to more than 30% from its October peak.

With another crucial wave of AI-infrastructure earnings on deck this week—including Cisco Systems (NASDAQ:CSCO) and Nebius (NASDAQ:NBIS)—it is clear that the market is shifting its focus back to real results, and the biggest breakouts of November are happening in stocks backed by undeniable fundamentals.

And for a limited time, Investing.com’s Early Bird Sale is giving up to 55% off access to the same investor-grade research that has kept premium members positioned ahead of these calls all year long.

In the last week alone, select tech holdings have staged aggressive rallies, with Veeco Instruments Inc (NASDAQGS:VECO) adding +9.9%, Consensus Cloud Solutions (NASDAQGS:CCSI) gaining +15.8%, and Axcelis Technologies Inc (NASDAQGS:ACLS) jumping +15.9%.

But it was our high-conviction enterprise cloud and IT infrastructure powerhouse—flagged by our AI models across two separate strategies—that continues to deliver a massive post-earnings rally, surging +24.87% in November alone to push its total gain to +40.06% since first being picked.

Here are just a few of the other big wins premium members have been positioned ahead of this month: 

• Ardent Health (NYSE:ARDT): +49.04% in Nov alone
• Bobs Discount Furniture (NYSE:BOBS): +28.18% in Nov alone
• CONMED (NYSE:CNMD): +15.62% in Nov alone
• LivaNova PLC (NASDAQGS:LIVN): +15.41% in Nov alone
• Consensus Cloud Solutions (NASDAQGS:CCSI): +15.29% in Nov alone

Among many more!

But the gains don’t stop with this month. Here are some of the longer-term rallies members are still riding since their stocks were first selected:

• Everforth (NYSE:EFOR): +104.78% since picked
• Ardent Health (NYSE:ARDT): +103.98% since picked
• Consensus Cloud Solutions (NASDAQGS:CCSI): +101.54% since picked
• Delek US Holdings (NYSE:DK): +67.01% since picked
• Amneal Pharmaceuticals (NASDAQGS:AMRX): +65.74% since picked

Still not a member? Then here’s your chance to get the full list NOW:

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So which enterprise cloud and IT infrastructure powerhouse continues to climb following a blowout earnings report?

Kyndryl Holdings (NYSE:KD) was flagged by our models as a high-conviction value opportunity across two separate strategies in March. Recent momentum accelerated following a standout Q2 earnings beat—where revenue edged past Street estimates to $3.65 billion alongside adjusted EPS of $0.42—ignited by a 27% surge in hyperscaler cloud partnerships, a 19% leap in lucrative consulting signings, and robust margin expansion.

When our machine learning engine flagged Kyndryl, it identified a steep valuation disconnect caused by an overreaction to governance concerns, rapid acceleration in high-margin modern IT segments, and a fundamentally sound financial footing.

Here is what the models captured ahead of the run:

• Deep Valuation Disconnect & Market Overreaction: Trading at just ~28% of its 52-week high and well below analyst fair value targets of ~$19, KD presented an asymmetric entry point after markets severely overreacted to governance concerns that required zero financial restatements.
• Rapid Acceleration in Core Growth Engines: The underlying business was accelerating in high-value areas, led by a ~58% surge in hyperscaler-related revenue and ~24% growth across its high-margin consulting practice.
• Strong Operating Leverage: Profitability was inflecting sharply, highlighted by a ~30% year-over-year jump in EBITDA.
• Solid Cash Position & Management Conviction: The company held $1.35 billion in cash and generated strong free cash flow, while management demonstrated deep conviction by repurchasing ~$350 million in shares.
• Compelling Asymmetric Risk/Reward: Trading with an ultra-low PEG ratio of just 0.14 and supported by a consensus Wall Street Buy rating, the setup offered exceptional downside protection alongside substantial re-rating potential.

Likewise, Consensus Cloud Solutions (NASDAQ:CCSI) was flagged by our models as a compelling value opportunity in February, kicking off an explosive rally that has propelled shares up more than +100% since being picked. Recent momentum accelerated following a Q3 beat—where EPS of $1.50 topped the $1.44 consensus alongside revenue of $91.0 million—fueled by AI-driven clinical workflows, public sector contract wins, and aggressive share repurchases.

When our machine learning engine flagged CCSI, it identified an extreme valuation disconnect, software-grade gross margins, and deeply entrenched recurring cloud services.

Here is what the models captured ahead of the run:

• Extreme Valuation Disconnect & Street Upside: Picked at a rock-bottom 5.4x P/E, CCSI still offers an asymmetric risk-reward profile after doubling. The stock trades at a heavily discounted forward P/E of 6.88x with an ultra-low 0.48 PEG ratio, while InvestingPro’s Fair Value of $53.43 points to nearly 24% further upside.
• Broad-Based Operating Leverage: Q3 marked CCSI’s third consecutive quarter of year-over-year expansion across revenue, adjusted EBITDA, and free cash flow, demonstrating that top-line gains are translating cleanly to the bottom line.
• AI-Driven Clinical Catalysts: CCSI is rapidly pivoting from legacy digital fax into a comprehensive healthcare interoperability leader, accelerating clinical workflow automation through its proprietary Harmony Platform and the strategic tuck-in of dochealth.
• Sticky Enterprise & Federal Expansion: Corporate net revenue retention improved to 103.1% across a base of ~67,000 accounts. Major public sector milestones—including the VA ECFax mandate and FedRAMP Class D certification—position CCSI to capture high-margin government pipelines.
• Elite Cash Conversion & Share Repurchases: Anchored by 80% gross margins, CCSI is projected to generate $106 million in full-year cash flow. Management is actively redeploying this capital to reward shareholders, aggressively tapping into its $200 million buyback authorization.

Our AI models provide the same detailed rationale for every stock they select or remove, so members know exactly what the data showed at the time.

Backed by professional-grade financial intelligence, our monthly-updated list of tech picks has absolutely crushed the broader market, posting a +165.27% return since launching in November 2023. That is an incredible +87.71% outperformance over the benchmark S&P 500.

*These are real-world numbers, recorded since the official launch of our AI models in November 2023.

With ProPicks, subscribers don’t just receive a list of tickers. They gain access to the precise rationale behind every single addition and removal across our strategies, helping investors make informed, data-backed decisions before the broader market reacts.

Do not miss the opportunity to review the full list of November picks and see exactly where the smart money is moving next.

As part of our Early Bird Sale, you can secure an InvestingPro subscription for up to 55% off!

• Already a member? Jump straight to the FULL list of November picks HERE.
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How the AI Stock Picker Works

At the beginning of each month, our proprietary AI system evaluates thousands of global equities using a complex blend of historical data, valuation signals, and forward-looking growth metrics.

By processing more than 15 years of financial data across more than 150 quantitative models, the engine identifies up to 20 high-conviction stocks per strategy based on their projected medium-term upside potential.

Every month, these strategies undergo a strict rebalancing process. New opportunities are added, strong performers are retained, and stocks that no longer meet the criteria are removed.

To consistently track performance, each strategy utilizes equal weighting across all selected stocks. While investors are free to adjust their own allocations, this structure provides a transparent benchmark for evaluating overall model performance.

The objective is to systematically reposition capital toward the strongest opportunities as market conditions evolve.

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