AI isn’t just a big-cap game. Bank of America has spotlighted four under-the-radar AI stocks—Datadog, Seagate Technology, Kyndryl, and JFrog—as prime beneficiaries of the AI wave. Datadog already gets 8.5% of ARR from AI-native clients. Seagate’s HAMR tech is ramping up. Kyndryl is winning high-margin deals. And JFrog is booming thanks to AI-linked code usage. Small-cap AI is heating up.