The past few years have been tough on speculative growth stocks like Upstart (NASDAQ: UPST) and SentinelOne (NYSE: S). High interest rates have soured investors' appetite for both stocks and, in Upstart's case, turned the business itself on its head.

But the tide could soon turn: There is growing anticipation of rate cuts this fall, a potential catalyst for stocks like these.

Both companies use artificial intelligence (AI) in their products, and they threaten to disrupt industry incumbents, offering investors intriguing long-term potential.

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Source Fool.com