11 AI Stocks On Wall Street’s Radar

4. 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. On May 19, Raymond James analyst Srini Pajjuri reiterated a “Strong Buy” rating on the stock with a $150.00 price target. Pajjuri noted that despite the company’s upside in the current quarter, the July 2025 quarter consensus estimates might not fully account for the impact of the recent H20 export restriction.

Strong Blackwell product ramps will allow the company to maintain its trend of revenue increase by $4-5 billion per quarter, as seen sequentially over the last six quarters. However, the H20 restriction is expected to create an estimated $4 billion headwind, potentially limiting sequential growth in the second quarter. Analysts still expect robust hyperscale capital expenditure trends and recent AI diffusion rules changes to allow NVIDIA’s management to be optimistic about the second half of the year.