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Behind the Markets
5 Under-the-Radar AI Stocks to Watch in June
By Thomas Hughes. Date Posted: 5/31/2026.
Key Points
- Five AI-linked stocks across semiconductors, cybersecurity, and emerging tech present potential trading opportunities in June with specific catalysts ahead.
- Zscaler's May selloff is characterized as an overreaction, with analysts seeing up to 65% upside as AI-driven cybersecurity demand remains intact.
- Smaller-cap names such as Aeluma, AirJoule, and Everspin offer higher-risk exposure to AI infrastructure, cooling, and niche memory applications respectively.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
Believe it or not, June is here, along with the summer trading season. That often means lower trading volumes, the potential for volatility, and opportunities for savvy traders. The market rally is broadening, but it remains centered on tech. The stocks with the highest potential for movement and catalysts in play are smaller-cap tech names, though there are still some big moves coming in mega-, large-, and mid-cap stocks as well. The unifying theme is AI; the only question is where in the ecosystem to invest and what the company-specific catalysts may be.
Aeluma: On Track for Commercialization—Deals Are in the Works
Aeluma (NASDAQ: ALMU) is an emerging tech play that is critical to AI, as its photonic and compound semiconductor technologies are game-changers for data centers. The photonic aspect is crucial for connectivity and networking, enabling high-speed, ultra-wideband, low-latency data transmission. Likewise, the company’s manufacturing process enables faster, more efficient compound semiconductor fabrication. The combination promises to unleash AI capacity and power while alleviating bottlenecks throughout the system.
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See the 5 stocks to avoidA critical June catalyst is the expectation of contracts. Aeluma is generating modest sales, but it has yet to secure a major original equipment manufacturer contract. Talks are in progress and are expected to produce results soon, if not in June, then in the following month.
By then, the company will likely provide an update on government contracts and projects, as well as progress on supply chain and capacity expansion. Five analysts rate Aeluma as a Moderate Buy with a $25 price target. Technicals suggest more than 100% upside is possible, provided the expected bullish catalyst emerges.
AirJoule Technologies: Commercialization in Play
AirJoule (NASDAQ: AIRJ) is another emerging tech name with implications well beyond AI. The company harvests water directly from ambient air using waste heat—a process that simultaneously dehumidifies and cools. For data centers, this creates a compelling dual benefit: it reduces the cooling load while producing the pure water those cooling systems need on-site. The result is lower operating costs, greater energy efficiency, and longer hardware life.
Catalysts for AirJoule in June include updates on partnerships and initial deployments, as well as news on when its commercial-scale product will be available. As it stands, the full rollout is expected in late Q4 this year. Five analysts rate this stock as a Moderate Buy and see it advancing by approximately 90% at the consensus.
Amprius Technologies: Ramping Capacity and Accelerating Growth
Amprius Technologies' (NYSE: AMPX) June catalysts include updates on capacity, ecosystem development, and order backlog. The Q1 report showed strength and set expectations for acceleration in the current quarter. Analysts forecast a 90% revenue gain and expect growth to persist at a hyper pace for at least the next 10 quarters.
The Q1 strength was expected, leading to a sell-the-news event compounded by the exchange. AMPX recently issued 2.7 million shares but retired more than 7 million warrants, creating a near-term headwind and setting the stage for a subsequent rally. MarketBeat data show that institutions bought the dip, short interest is down from its peak, and analyst sentiment is firming, pointing to above $20. AMPX’s next earnings release is due in early August.
Zscaler: Irrational Sell-Off Opens Door to Opportunity
Zscaler’s (NASDAQ: ZS) May price plunge was alarming. However, the cause was increased spending, which is tied to demand and AI. Not only is AI driving the need for cybersecurity, but it is also improving it, and Zscaler is doubling down. The company is a mission-critical component of the AI ecosystem, enabling easy-to-use, scalable, cloud-native security that is well-suited to AI. The zero-trust architecture means only qualified agents can access enterprise resources. The takeaway for investors is that Zscaler's results were solid and the AI flywheel is spinning.
Evidence from Zscaler and other AI-focused companies shows that AI spending drives greater demand for AI. ZS’s price should recover, and the rebound may not take long to gain traction. Analysts are lowering targets, but this market has overreacted, falling well below the low end of those targets, with potential for 65% upside at the consensus. The primary catalyst will be news about the sales team transition: good news will strengthen the outlook and put the scale back into Zscaler’s stock price.
Everspin Technologies: Persistent Memory for a Growing Market
Everspin Technologies (NASDAQ: MRAM) is a critical player for AI, not for its impact on data centers, but for its impact on AI applications. The MRAM memory technology provides numerous benefits for niche markets, including consumer wearables, aerospace, and defense, all of which benefit from AI infrastructure and the internet of things (IoT). Advantages include the speed of RAM and the persistence of Flash, combined with radiation and temperature resistance and lower power consumption. While MRAM requires more power to write, it requires no power to persist, making it essential in some use cases.
What the market gets wrong about Everspin is thinking it is another HBM or data center play, when it is really a play on long-term AI applications and physical AI. While revenue has been stagnant for years and has been slow to improve, the AI upcycle has only just begun. The likely outcome is that MRAM technology becomes more widely used over time. Near-term catalysts include a rebuttal to a short report and updates on government contracts.
Microsoft Is Spending Billions on AI, But Investors Aren’t Buying It
By Chris Markoch. Date Posted: 5/28/2026.
Key Points
- Microsoft is investing heavily in AI infrastructure through a massive multiyear CapEx cycle.
- Azure AI revenue growth is accelerating, but investors remain focused on profitability and returns.
- Microsoft Build 2026 could provide important catalysts tied to enterprise AI adoption and Copilot monetization.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
Microsoft Corp. (NASDAQ: MSFT) delivered what, by nearly any conventional measure, was a spectacular quarter.
Revenue climbed, cloud growth reaccelerated, and Azure posted numbers that beat even the most optimistic analyst models.
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Amazon, Google, Meta, and Microsoft have committed $700 billion to AI infrastructure this year - more capital than the entire dot-com buildout.
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See the tickers Chris Rowe has identified before the window closesOn paper, this is a company firing on all cylinders. And yet MSFT shares have shed roughly 15% in 2026, underperforming the broader market at a time when artificial intelligence is supposed to be the defining tailwind of the decade.
The disconnect reflects a fundamental tension at the heart of the Microsoft investment case: the gap between what the company is building and when that buildout is expected to start paying back shareholders.
A $190 Billion Conviction Trade
It’s important to consider counterarguments when investing in any stock. In Microsoft’s case, one of the most compelling arguments centers on capital expenditures (CapEx). Microsoft has committed to spending $190 billion in capital expenditure over the coming years to construct the data center infrastructure it believes will underpin the AI economy.
CEO Satya Nadella has framed this as a once-in-a-generation infrastructure moment—comparable, in Microsoft’s telling, to the buildout of the electricity grid or the early internet backbone. The argument is that whoever controls AI compute at scale in 2026 will extract disproportionate value for the next decade. Walk away from the CapEx now, the logic runs, and you hand the advantage to Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL) or a wave of well-funded challengers.
The company has plenty of cash, ending its most recent quarter with $78 billion in cash and $15.8 billion in free cash flow. Still, $10 billion here and $10 billion there quickly adds up to real money. $190 billion is larger than the GDP of many nations. It dwarfs the CapEx cycles of the prior cloud era. And it runs the risk of compressing margins and consuming free cash flow precisely when investors are scrutinizing every dollar of return.
That’s why Microsoft is likely turning to the capital markets for financing. Adding debt to the balance sheet isn’t the issue. But the cost of financing that debt could be for two reasons.
First, although Microsoft is monetizing AI, it’s not yet doing so at a scale that’s reassuring investors. Second, if inflation remains sticky, the Federal Reserve is not likely to lower rates. Interest rates aren’t punitive on a historic basis, but companies are financing at significantly higher rates than they were just a few years ago.
That said, analysts from HSBC and Morgan Stanley have been taking the other side of that view. In Q3 of its fiscal year 2026, Microsoft generated an annual revenue run rate of over $37 billion. That was up 123% year over year. Both firms are modeling for significantly higher AI revenue, which the market may not be fully pricing in.
Microsoft Build 2026: Wall Street Will Be Watching
Scheduled for June 2–3, 2026, Microsoft Build is the company’s flagship annual event for developers and enterprise customers. In recent years, Build has served as both a product showcase for the developer community and a de facto investor day for anyone trying to read the state of Microsoft’s AI ambitions.
This year, the stakes are unusually high. After a year of aggressive product announcements, Build 2026 is where Microsoft needs to bring it all together. The key questions the market will be asking are: Are enterprise customers actually deploying these tools at scale? Is Azure AI revenue becoming a structurally larger portion of cloud revenue? And what does the agent economy look like in practice?
Catalysts from Build could include meaningful announcements on Copilot monetization, new Azure AI capacity commitments, expanded details on OpenAI integration, or partnerships that signal that enterprise adoption is accelerating. A weak showing—or a conference that feels more aspirational than operational—risks extending the stock’s year-to-date underperformance.
Microsoft is Miscast In the AI Revolution
The chart for MSFT hasn’t changed much in the last few months. On the positive side, it looks like the lows are in. But the stock didn’t get a lift after earnings, which stalled the rally. Now it’s forming what could be a bull flag pattern, but that requires confirmation.
What’s clear is that MSFT isn’t doing much of anything, which traders find frustrating when other AI names are surging. But if investors are expecting Microsoft to behave like a speculative stock, they’re going to be disappointed. This is a stock that investors buy and hold, letting time do the work.
Patience is required, but investors have seen pullbacks in MSFT over the past five years. Each one has been an opportunity to accumulate as the stock has made higher highs. The consensus price target for MSFT is right around $560. That marked the all-time high in October 2025. Wedbush comes in at $575, and other analysts have price targets higher than that.
That optimism is based on what the company is showing in AI revenue right now, and what that will mean for the future. It’s a story that won’t end when a data center is built, which means MSFT is a story that’s still in the early stages.
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