In 2026, Big Tech is set to pay $900 billion in what I call 'AI Tolls.'
Every tech company that wants access to AI has no choice but to pay them.
That's why I'm convinced AI Tolls is the closest thing to a 'win/win' trade plan I have seen in this hypergrowth sector. But you don't need to be rich or connected to get in on it…
P.S. Every major tech company racing to scale AI must buy the same key technology at the center of my trade plan. You can unlock its ticker and analysis for just $1 — but only during this Black Friday/Cyber Monday deal.
Today's editorial pick for you
One of the Most Undervalued AI Stocks to Buy Today
Posted On Nov 26, 2025 by Chris Markoch
AI stocks have been on fire in 2025. But this earnings season has shown why there's still a substantial opportunity ahead for AI investors.
Table of Contents
Right now, it’s about infrastructure commitments. Microsoft Corp. (NASDAQ: MSFT) said its capital expenditure (capex) hit $34.9 billion in its most recent quarter. For its full fiscal year 2025, it's on track to invest between $80 billion and $88 billion. Meta Platforms Inc. (NASDAQ: META) also increased its 2025 capex to between $70 billion and $72 billion.
All of which is great news for AI stocks.
Even better, hyperscalers – including Microsoft and Meta – plan to spend more than $300 billion just this year as the race for AI dominance gains momentum.
You may not be familiar with SoundHound, but you’ve probably interacted with its technology. This is the company that provides voice control and audio analytics software to automakers, drive-through restaurants, and other businesses with phone-based menu systems.
This AI Stock is Up 2,074% in Two Years
Over the last two years, shares of SoundHound AI exploded from a low of about $1.02 to a high of $22.17 – a 2,074% return.
Now back to $11.95, SOUN – the $4.88 billion voice AI platform – still offers plenty of upside potential. Earnings have been strong. In its most recent quarter, its EPS loss of three cents beat by two cents. Revenue of $42.7 million, up 217.2% year over year, beat by $9.82 million. SOUN also increased its outlook for 2025 revenue from $160 million to $178 million.
Analysts at Oppenheimer just initiated coverage of SOUN with a Market Perform rating, noting that the company has the potential to be a durable growth compounder.
"The company has a strong conversational AI technology platform that is supported by referenceable customers who view it as a leader in speech-to-meaning capabilities, data sciences, unstructured analytics, and technology vision," added Seeking Alpha.
Seeing Significant Customer Momentum
Despite some recent hiccups, SOUN is seeing a good deal of customer momentum. It's now working with over 30% of the top 20 quick-service restaurants and is expanding with Burger King UK, Church's Texas Chicken, Peet's Coffee and Whataburger. It also just partnered with Red Lobster to roll out an AI-powered phone ordering agent.
Restaurants are a key vertical for SoundHound, but there are others. For example:
SoundHound is working with healthcare giants, including Duke Health, Wellstar Health System, and Englewood Health.
In the automotive sector, SoundHound is working with electric vehiclemanufacturers, with customers including Lucid Motors.
In the financial sector, SoundHound has customers such as BNP Paribas along with regional banks and credit unions.
SoundHound is also working with multi-location retail brands in clothing, fitness, vehicle maintenance, home services, waste management, and more.
Many AI Stocks Won’t Give You a Second Chance
The problem with some AI stocks is their speculative nature. Many are unprofitable, and some have little revenue to justify being priced as anything more than a penny stock.
SoundHound is still unprofitable. However, in its last quarter, the company posted $42.05 million in revenue, a 67.5% year-over-year improvement. Better still, the company is closing in on its first-ever non-GAAP profitable quarter.
Investors have seen many examples of companies like SoundHound, taking off once the company proves it can generate a profit. Analysts give SOUN stock a consensus price target of $17.42. That’s an increase of over 45% from its closing price on November 25.
This means the pullback to around $11, gives you a second chance to scoop up SOUN stock at a discount.
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