April’s market turbulence revealed major mispricings. At Marathon Money, we’ve been tracking stocks where valuation doesn’t match the story from AI innovators to politically fueled energy plays to dividend-rich sleepers. Here’s a breakdown of the top names we’re watching right now.
AI Stocks Positioned for the Future
Artificial intelligence isn’t a trend—it’s the infrastructure of the next economy. These companies are building the foundation.
Innodata (INOD)
A pure-play data engineering firm fueling enterprise AI. High risk, high reward, with serious contracts already in place.
Ambarella (AMBA)
Specializes in edge AI chips for autonomous systems and cameras. Oversold during chip sector weakness, but the demand curve is intact.
Symbotic (SYM)
Automated warehouse systems with Walmart backing. Still early, but the contracts and margins are scaling up fast.
Political Tailwinds Behind Resource Stocks
Policy shifts can create pricing imbalances. These companies are moving as geopolitics reshapes global supply chains.
MP Materials (MP)
The U.S.’s only major rare earth producer. Gained momentum after renewed political interest in domestic mineral sourcing.
The Metals Company (TMC)
A speculative seabed mining firm. Recently surged after executive orders supporting U.S. critical mineral independence. Still underfollowed.
Dividend Strength and Value You Can Hold
When uncertainty hits, cash flow matters. These undervalued stocks offer stability, upside, or both.
Utilities with Yield and Safety
- Evergy (EVRG)
- Duke Energy (DUK)
- WEC Energy (WEC)
Steady dividend payers with low volatility and consistent earnings in all cycles.
Energy and Commodities
- SM Energy (SM)
- Iamgold Corp. (IAG)
- ZIM Integrated Shipping (ZIM)
Names that throw off cash and trade far below intrinsic value. Volatile but fundamentally strong.
Discounted Growth
- Micron Technology (MU)
Leading in AI memory chips, yet still trades at a discount to Nvidia and peers. Undervalued relative to its role in the future of computing.
Small-Cap Financials and REITs
- NBT Bancorp (NBTB)
- TowneBank (TOWN)
- First National Corp. (FXNC)
- CareTrust REIT (CTRE)
Low analyst coverage and price-to-book ratios, but strong balance sheets, clean operations, and dependable yield.
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