Artificial intelligence (AI) investing is still the market's most prevalent theme. As a result, investors need to pay attention to what's going on and see what stocks are the best buys during any given month. On the flip side, they also need to be aware of stocks that may have gotten too hot and should be trimmed or avoided.

For the last two years, technology stocks have been rocking thanks to an overwhelmingly bullish narrative surrounding artificial intelligence (AI). Among AI's biggest winners have been software businesses,

Nvidia’s data-center sales could disappoint in the first half of the year but that's not a reason to sell the stock, according to Mizuho analysts.