Interested in Aeluma, Inc.? Here are five stocks we like best.
Five AI-linked stocks across semiconductors, cybersecurity, and emerging technologies present potential trading opportunities for June and some upcoming events.
Zscaler’s May selloff appears to be an overreaction, as analysts see a rise of up to 65% as AI-driven cybersecurity demand remains intact.
Small cap names like Aeluma, AirJoule, and Everspin offer high risk exposure to AI infrastructure, cooling, and niche memory applications respectively.
Believe it or not, June is here, and with it the summer trading season. That means lower trading costs, less volatility, and opportunities for experienced traders. The market meeting is growing, but remains technology-oriented. The stocks with the highest potential for movement and catalysts in the play are small-cap technology, although there are still big moves coming from large-cap, large-cap, and mid-cap stocks. The unifying theme is AI; the only question is where it is in the investment ecosystem and what the company’s specific incentives might be.
Aeluma: On Track for Commercialization—Deals Are in the Works
Aeluma (NASDAQ: ALMU) is an emerging technology play that is very important in AI, as its photonic and compound semiconductor technologies could change the game for data centers. The image feature is essential for connectivity and networking, enabling high-speed, ultra-wideband, and low-latency data transmission. Likewise, the company’s manufacturing process enables faster, more efficient integrated semiconductor manufacturing. The combination promises to free up AI capacity and power, reducing bottlenecks across the system.
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What matters in June is the anticipation of contracts. Aeluma is doing a little selling, but has yet to get an original equipment manufacturer contract. Negotiations are ongoing and are expected to yield results soon, if not in June, then next month.
At that time, the company will likely provide an update on government contracts and projects, as well as supply chain and energy continuity. Five analysts rate Aeluma a Moderate Buy with a price target of $25. Experts suggest that more than 100% rise is possible, provided the expected bullish catalyst appears.
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ALMU chart showing market consolidation, with the caption “ALMU is ready to break out.”
AirJoule Technologies: Commerce at Play
AirJoule (NASDAQ: AIRJ) is another emerging technology that has implications beyond AI. The company harvests water directly from the surrounding air using waste heat—a process that dehumidifies and cools at the same time. For data centers, this creates a compelling dual benefit: it reduces the cooling load while producing the fresh water that cooling systems need on site. The result is lower operating costs, more energy efficiency, and longer hardware life.
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AirJoule Catalysts in June included updates on partnerships and initial shipments, as well as news on when its commercial-grade product will be available. As it stands, the full rollout is expected to end Q4 this year. Five analysts rate the stock a Neutral Buy and see it with a near 90% upside to consensus.
AIRJ chart showing the stock price action as it moves towards the selloff.
Amprius Technologies: Agile and Accelerated Growth
Amprius Technologies’ (NYSE: AMPX ) June catalysts included updates to its capacity, ecosystem, and order backlog. The Q1 report revealed strength and set expectations for an acceleration in the current quarter. Analysts are predicting a 90% revenue gain and expect continued high-speed growth for at least the next 10 quarters.
The strength of Q1 was expected, leading to a news sale event that was covered by the exchange. AMPX recently issued 2.7 million shares but canceled more than 7 million warrants, creating a windfall near the time of the next meeting. MarketBeat data shows that institutions have bought the dip, short interest is down from its highs, and analyst sentiment is firming, pointing above $20. Total revenue for AMPX is expected in early August.
Zscaler: No-nonsense Marketing Opens the Door to Opportunity
Zscaler’s (NASDAQ: ZS ) May price drop was alarming. However, the cause is increased spending, coupled with demand and AI. Not only is AI driving the need for cybersecurity, it’s improving it, and Zscaler is doubling down. The company is an integral part of the AI ecosystem, facilitating a user-friendly, secure, and secure cloud environment that is ideal for AI. Zero-trust architecture means that only qualified agents can access business resources. The takeaway for investors is that Zscaler’s results have been solid and the AI flywheel is turning.
Evidence from Zscaler and other AI-focused companies shows that the use of AI is driving greater demand for AI. ZS price will recover, and the reversal may not take long to gain strength. Analysts are lowering targets, but this market is overreacting, falling well below the lower bound of those targets, with a possible 65% upside to consensus. The main catalyst will be the news about the change of the sales team: good news will strengthen the opinion and return the scale to the Zscaler stock price.
ZS chart showing the collapse of the “Buy-Zone.”
Everspin Technologies: Continuous Memory for a Growing Market
Everspin Technologies (NASDAQ: MRAM ) is a key AI player, not for its impact on data centers, but for its impact on AI applications. MRAM memory technology offers many advantages in niche markets, including consumer wearables, aerospace, and defense, all of which benefit from AI and Internet of Things (IoT) infrastructure. Advantages include RAM speed and Flash persistence, combined with resistance to radiation and temperature and low power consumption. While MRAM requires more power to write, it doesn’t require power to run, making it valuable in some use cases.
What’s wrong is that the market with Everspin thinks it’s another HBM or gaming data center, when instead, it’s a game for long-term AI applications and real AI. While revenue has stagnated for years and is slow to improve, the AI upcycle is just getting started. The likely result is that MRAM technology becomes more widely used over time. Near-term catalysts include opposing the brief and revisions to government contracts.
Daily MRAM stock price chart showing a sharp price rise at the beginning of 2026 with EMA, MACD, and Stochastic indicators.
The article “5 Under-the-Radar AI Stocks to Watch in June” was originally published by MarketBeat.
