10 AI Stocks Investors Should Keep an Eye On

3. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 223

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Investors Should Keep an Eye On. On July 30, Morgan Stanley reiterated the stock as “Overweight” and raised its price to $200 per share from $170.

The analyst noted robust demand for Blackwell chips, which is outpacing supply. Even though supply constraints still persist, the bottleneck will likely ease in the second half of the year. This will, in turn, likely boost earnings. NVIDIA remains Morgan Stanley’s top semiconductor pick.

“We think that the increase in enthusiasm for AI semis is justified by long term strength in the business, and raise targets across the board — though some near term constraints remain. PTs higher across the board, stay OW NVDA AVGO ALAB.”

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, providing high-performance GPUs and platforms that power data centers, autonomous vehicles, robotics, and cloud services.