Three AI Stocks Worth Buying This Month
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 30 minutes ago
0mins
Source: Fool
- Nvidia's Strong Growth: Nvidia reported an impressive 85% year-over-year revenue increase in its latest earnings report, with analysts forecasting a 96% revenue growth for the next quarter, indicating sustained demand for its GPUs and a potential stock rally in the second half of 2026, making it an excellent buy in June.
- Meta's Advertising Revenue Recovery: Despite a 4% decline in stock price, Meta's latest quarter saw a 33% revenue increase driven by AI enhancements in ad impressions and conversions, with a current P/E ratio below 20, presenting a compelling investment opportunity as the stock is expected to rebound throughout the year.
- Nebius's Explosive Growth: Nebius's stock has surged 170% this year, with Q1 revenue soaring 684% year-over-year, and projections of 550% revenue growth this year and 219% next year, as the company focuses on AI computing data centers, showcasing significant market potential despite not yet being profitable.
- Sustained Demand in AI Market: With increasing demand for AI computing, Nebius is heavily investing to capture market share, and while execution risks remain, its optimistic growth outlook suggests a continued upward trend through 2026 and beyond.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
Current: 214.250
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
NVIDIA Launches DSX Platform to Redefine AI Factories
- Platform Innovation: NVIDIA's launch of the DSX platform integrates open-source and modular software, providing a comprehensive playbook for AI factory design, deployment, and operations, aimed at accelerating production and enhancing overall operational efficiency by reducing token costs.
- New Software Release: The DSX MaxLPS software combines 45-degree liquid cooling with in-rack optimization technologies, enabling a 40% increase in token performance within a fixed power budget, significantly lowering operational costs and improving GPU utilization.
- Ecosystem Expansion: NVIDIA is partnering with leading Taiwanese system manufacturers to drive the development of the DSX ecosystem, ensuring extreme co-design for AI factories, facilitating rapid deployment and operation on a global scale.
- Market Responsiveness: The introduction of the DSX platform allows infrastructure builders to simulate the entire factory before investment, validating performance to reduce risk and enhance market responsiveness, further solidifying NVIDIA's leadership position in the AI sector.
See More
Nvidia Enters PC Market, Sparking Competition
- Product Launch: Nvidia announced that its RTX Spark Superchip will begin shipping in laptops and desktops this fall through major manufacturers like Dell, HP, and Lenovo, leading to a 1.9% premarket stock price increase, indicating a strong intent to penetrate the PC market.
- Increased Competition: Nvidia's entry has pressured traditional PC processor leaders Intel and AMD, whose stocks fell 6% and 5.2% respectively, suggesting that the market's strong reaction to Nvidia's new product could undermine their dominance in the x86 architecture market.
- Strategic Partnerships: The new chip, developed in collaboration with Taiwan's MediaTek, combines a microprocessor and graphics chip to run Microsoft's Windows for Arm operating system, which is expected to attract more PC manufacturers and further intensify market competition.
- Market Response: Following Nvidia's announcement, Lenovo gained 5.1% in Hong Kong trading, while Dell and HP saw their stocks rise by 2.9% and 4.1% respectively, reflecting investor optimism about the new product and its potential impact on the PC market.
See More
Uber Partners with Autobrains for Robotaxi Launch in Munich
- First Deployment City: Munich will serve as the initial city for the robotaxi program between Uber and Autobrains, pending regulatory approval, marking a significant advancement for Uber in the autonomous driving sector.
- Technological Integration Advantage: The program combines Uber's ride-hailing platform, Autobrains' autonomous driving intelligence, and NVIDIA's Hyperion platform, aiming to tackle the scalability challenges of commercial robotaxi deployment and enhance market competitiveness.
- Investment Expansion Plans: Uber is heavily investing in its robotaxi expansion strategy, planning to deploy 35,000 Lucid electric vehicles across multiple international markets over the next six years, indicating a strategic shift in its approach to autonomous driving.
- Optimistic Market Sentiment: Despite Uber's stock declining over 12% year-to-date, retail investors maintain a bullish outlook on its future, perceiving Uber as having significant potential and low risk in the robotaxi sector.
See More
HPE Launches Next-Gen Server to Meet AI Demands
- New Server Launch: HPE unveiled the ProLiant Compute DL394 Gen12 server at Computex in Taiwan, featuring Nvidia Vera CPUs designed for high-performance AI and data processing workloads, with availability set for fall 2026, addressing the urgent market demand for efficient computing solutions.
- NYSE Collaboration Intent: The New York Stock Exchange expressed interest in leveraging HPE's new servers to enhance its processing capacity, handling over 1.1 trillion messages daily, indicating the significance of HPE's products in financial market infrastructure and further solidifying its position in enterprise computing solutions.
- Positive Market Reaction: HPE's stock rose over 7% in pre-market trading and is on track to hit a new record high, reflecting strong investor anticipation for the new server and the upcoming first-quarter earnings report, showcasing market confidence in HPE's future growth.
- Optimistic Financial Outlook: HPE expects first-quarter revenue of $9.77 billion and earnings per share of $0.53, and despite fierce competition in the IT hardware space, the company's diversification through the acquisition of Juniper Networks enhances its networking business appeal, potentially improving gross margins.
See More
Eli Lilly Poised for Nvidia-Style Growth Surge
- Market Leadership: Eli Lilly currently holds a 60% share of the U.S. GLP-1 drug market, significantly surpassing former leader Novo Nordisk, showcasing its strong competitive position in the rapidly growing weight loss drug market, which is projected to approach $100 billion by the end of the decade.
- Innovation-Driven Growth: The recent launch of Lilly's weight loss drug Zepbound and strong results from late-stage clinical trials indicate that the company's ongoing investment in innovation will bolster its market leadership, further solidifying its advantage in the weight loss sector.
- Strong Stock Performance: Lilly's stock surged over 18% in the past month, surpassing the $1,000 mark, reflecting investor confidence in its weight loss portfolio, especially following the approval of its oral weight loss drug Foundayo, which has significantly enhanced market expectations for future growth.
- Diversified Product Portfolio: Lilly is actively developing a broad portfolio of weight loss drugs, including both oral and injectable options, and with the positive phase 3 trial data for retatrutide, the company is poised to expand its product line further in the coming years, maintaining its leading position in a competitive market.
See More
Three AI Stocks Worth Buying This Month
- Nvidia's Strong Growth: Nvidia reported an impressive 85% year-over-year revenue increase in its latest earnings report, with analysts forecasting a 96% revenue growth for the next quarter, indicating sustained demand for its GPUs and a potential stock rally in the second half of 2026, making it an excellent buy in June.
- Meta's Advertising Revenue Recovery: Despite a 4% decline in stock price, Meta's latest quarter saw a 33% revenue increase driven by AI enhancements in ad impressions and conversions, with a current P/E ratio below 20, presenting a compelling investment opportunity as the stock is expected to rebound throughout the year.
- Nebius's Explosive Growth: Nebius's stock has surged 170% this year, with Q1 revenue soaring 684% year-over-year, and projections of 550% revenue growth this year and 219% next year, as the company focuses on AI computing data centers, showcasing significant market potential despite not yet being profitable.
- Sustained Demand in AI Market: With increasing demand for AI computing, Nebius is heavily investing to capture market share, and while execution risks remain, its optimistic growth outlook suggests a continued upward trend through 2026 and beyond.
See More
NVIDIA Launches DSX Platform to Redefine AI Factories
- Platform Innovation: NVIDIA's launch of the DSX platform integrates open-source and modular software, providing a comprehensive playbook for AI factory design, deployment, and operations, aimed at accelerating production and enhancing overall operational efficiency by reducing token costs.
- New Software Release: The DSX MaxLPS software combines 45-degree liquid cooling with in-rack optimization technologies, enabling a 40% increase in token performance within a fixed power budget, significantly lowering operational costs and improving GPU utilization.
- Ecosystem Expansion: NVIDIA is partnering with leading Taiwanese system manufacturers to drive the development of the DSX ecosystem, ensuring extreme co-design for AI factories, facilitating rapid deployment and operation on a global scale.
- Market Responsiveness: The introduction of the DSX platform allows infrastructure builders to simulate the entire factory before investment, validating performance to reduce risk and enhance market responsiveness, further solidifying NVIDIA's leadership position in the AI sector.
See More
Nvidia Enters PC Market, Sparking Competition
- Product Launch: Nvidia announced that its RTX Spark Superchip will begin shipping in laptops and desktops this fall through major manufacturers like Dell, HP, and Lenovo, leading to a 1.9% premarket stock price increase, indicating a strong intent to penetrate the PC market.
- Increased Competition: Nvidia's entry has pressured traditional PC processor leaders Intel and AMD, whose stocks fell 6% and 5.2% respectively, suggesting that the market's strong reaction to Nvidia's new product could undermine their dominance in the x86 architecture market.
- Strategic Partnerships: The new chip, developed in collaboration with Taiwan's MediaTek, combines a microprocessor and graphics chip to run Microsoft's Windows for Arm operating system, which is expected to attract more PC manufacturers and further intensify market competition.
- Market Response: Following Nvidia's announcement, Lenovo gained 5.1% in Hong Kong trading, while Dell and HP saw their stocks rise by 2.9% and 4.1% respectively, reflecting investor optimism about the new product and its potential impact on the PC market.
See More
Uber Partners with Autobrains for Robotaxi Launch in Munich
- First Deployment City: Munich will serve as the initial city for the robotaxi program between Uber and Autobrains, pending regulatory approval, marking a significant advancement for Uber in the autonomous driving sector.
- Technological Integration Advantage: The program combines Uber's ride-hailing platform, Autobrains' autonomous driving intelligence, and NVIDIA's Hyperion platform, aiming to tackle the scalability challenges of commercial robotaxi deployment and enhance market competitiveness.
- Investment Expansion Plans: Uber is heavily investing in its robotaxi expansion strategy, planning to deploy 35,000 Lucid electric vehicles across multiple international markets over the next six years, indicating a strategic shift in its approach to autonomous driving.
- Optimistic Market Sentiment: Despite Uber's stock declining over 12% year-to-date, retail investors maintain a bullish outlook on its future, perceiving Uber as having significant potential and low risk in the robotaxi sector.
See More
HPE Launches Next-Gen Server to Meet AI Demands
- New Server Launch: HPE unveiled the ProLiant Compute DL394 Gen12 server at Computex in Taiwan, featuring Nvidia Vera CPUs designed for high-performance AI and data processing workloads, with availability set for fall 2026, addressing the urgent market demand for efficient computing solutions.
- NYSE Collaboration Intent: The New York Stock Exchange expressed interest in leveraging HPE's new servers to enhance its processing capacity, handling over 1.1 trillion messages daily, indicating the significance of HPE's products in financial market infrastructure and further solidifying its position in enterprise computing solutions.
- Positive Market Reaction: HPE's stock rose over 7% in pre-market trading and is on track to hit a new record high, reflecting strong investor anticipation for the new server and the upcoming first-quarter earnings report, showcasing market confidence in HPE's future growth.
- Optimistic Financial Outlook: HPE expects first-quarter revenue of $9.77 billion and earnings per share of $0.53, and despite fierce competition in the IT hardware space, the company's diversification through the acquisition of Juniper Networks enhances its networking business appeal, potentially improving gross margins.
See More
Eli Lilly Poised for Nvidia-Style Growth Surge
- Market Leadership: Eli Lilly currently holds a 60% share of the U.S. GLP-1 drug market, significantly surpassing former leader Novo Nordisk, showcasing its strong competitive position in the rapidly growing weight loss drug market, which is projected to approach $100 billion by the end of the decade.
- Innovation-Driven Growth: The recent launch of Lilly's weight loss drug Zepbound and strong results from late-stage clinical trials indicate that the company's ongoing investment in innovation will bolster its market leadership, further solidifying its advantage in the weight loss sector.
- Strong Stock Performance: Lilly's stock surged over 18% in the past month, surpassing the $1,000 mark, reflecting investor confidence in its weight loss portfolio, especially following the approval of its oral weight loss drug Foundayo, which has significantly enhanced market expectations for future growth.
- Diversified Product Portfolio: Lilly is actively developing a broad portfolio of weight loss drugs, including both oral and injectable options, and with the positive phase 3 trial data for retatrutide, the company is poised to expand its product line further in the coming years, maintaining its leading position in a competitive market.
See More
Three AI Stocks Worth Buying This Month
- Nvidia's Strong Growth: Nvidia reported an impressive 85% year-over-year revenue increase in its latest earnings report, with analysts forecasting a 96% revenue growth for the next quarter, indicating sustained demand for its GPUs and a potential stock rally in the second half of 2026, making it an excellent buy in June.
- Meta's Advertising Revenue Recovery: Despite a 4% decline in stock price, Meta's latest quarter saw a 33% revenue increase driven by AI enhancements in ad impressions and conversions, with a current P/E ratio below 20, presenting a compelling investment opportunity as the stock is expected to rebound throughout the year.
- Nebius's Explosive Growth: Nebius's stock has surged 170% this year, with Q1 revenue soaring 684% year-over-year, and projections of 550% revenue growth this year and 219% next year, as the company focuses on AI computing data centers, showcasing significant market potential despite not yet being profitable.
- Sustained Demand in AI Market: With increasing demand for AI computing, Nebius is heavily investing to capture market share, and while execution risks remain, its optimistic growth outlook suggests a continued upward trend through 2026 and beyond.
See More
