10 AI Stocks in Focus Amid U.S. – China Tariff Pause

3. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 223

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. One of the most notable analyst calls on Monday, May 12, was for Nvidia Corporation. UBS reiterated the stock as “Buy” and lowered its price target on the stock from $180 to $175. The firm said it’s sticking with Nvidia ahead of earnings later this month.

“We expect Q/Q growth to reaccelerate in C2H [calendar] and see F2027/C2026E EPS of nearly $5.90 versus most investors now thinking low $5s. Net, we maintain Buy rated of the stock, but on lower estimates we cut our PT from $180 to $175.”

Nvidia also garnered attention from Wedbush following the recent trade tariff pause between China and the US. Analyst Dan Ives said Nvidia is the biggest winner of the pause in the near-to-medium-term.

“They are going to be one especially given the China tariffs…and we’ll see what happens with the H20.”

-Ives, referencing Nvidia’s AI chip subject to export controls.