Quietly, some of Wall Street's most-prominent billionaire investors have been dumping shares of the hottest AI stocks.

Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show. Talking about the highlight of the show, it was undoubtedly the keynote from Jensen Huang.

Upstart (NASDAQ: UPST) and Lemonade (NYSE: LMND) are two small AI companies with a combined value of less than $8 billion, as of this writing, but they have the potential to change the world and make investors very wealthy in the process.

What's been the most important driver behind the continued bull market? A good case can be made that it's artificial intelligence (AI). Each member of the so-called "Magnificent Seven" stocks is heavily focused on AI.