Top AI Stocks to Buy Amid Market Turmoil
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NVDA?
Source: Fool
- Nvidia's Strong Performance: Nvidia reported a 73% revenue increase last quarter, benefiting from $700 billion in AI data center spending, showcasing its robust market position in AI infrastructure, which is expected to continue driving growth.
- Alphabet's Competitive Edge: Alphabet possesses a unique advantage with its Gemini large language model and proprietary TPUs, reducing reliance on Nvidia and enhancing its cost advantage in AI training and inference, likely expanding its market share further.
- Meta's Growth Trajectory: Meta's revenue grew by 24% last quarter, driven by AI improvements in its recommendation algorithms, which enhance user engagement and are expected to boost ad demand and pricing, strengthening the company's profitability.
- AI-Driven Market Potential: The strong performances of companies like Nvidia, Alphabet, and Meta amid ongoing AI advancements indicate significant future growth potential and investment opportunities.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 184.770
Low
200.00
Averages
264.97
High
352.00
Current: 184.770
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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 Stock Pullback Amid Strong Fundamentals
- Stock Pullback: Nvidia's stock has dipped about 1% at the start of 2026, trading near $185 and 11% below its all-time highs; however, the company's business continues to grow at record levels, indicating strong underlying fundamentals.
- Earnings Growth: In fiscal 2026, Nvidia reported earnings per share (EPS) of $4.90, a 67% year-over-year increase, with analysts forecasting EPS to rise to $8.25 in fiscal 2027 and $10.74 in fiscal 2028, reflecting a potential 120% growth in earnings power over two years.
- Revenue Performance: Nvidia generated $68.1 billion in revenue during Q4, marking a 73% year-over-year increase, and analysts predict the company will achieve 70% revenue growth in the coming year, further solidifying its market leadership.
- Market Opportunities: Despite challenges such as trade tensions with China and increased competition, Nvidia is well-positioned to capture demand in multi-trillion-dollar markets through AI infrastructure investments and emerging applications like autonomous systems and physical AI, showcasing a favorable risk-reward profile.
See More
Kite: The First AI Payment Blockchain
- Remarkable Market Performance: Since its launch late last year, Kite's price has surged by 205%, currently boasting a market cap of approximately $513 million, positioning it among the top 100 cryptocurrencies globally, indicating strong market demand and investor interest.
- Significant Investment Potential: With a current price of $0.28, Kite attracts investors looking for bargain-priced cryptocurrencies, reminiscent of early Bitcoin investment opportunities, potentially offering substantial returns for risk-tolerant investors.
- Unique Technological Foundation: Kite is a Layer-1 blockchain specifically designed for autonomous AI agents, serving as a base layer for these agents to manage, trade, and pay for data and services, marking a strategic convergence of AI and blockchain technology.
- Future Growth Expectations: If Kite can compete with Bittensor and reach a market cap of $2.2 billion, investors could see 4-fold returns, with the potential to become a top 10 cryptocurrency, implying a 20-fold investment return, showcasing immense growth potential.
See More
Nebius Partners with Nvidia to Enhance AI Cloud Infrastructure
- Strategic Partnership: Nebius has formed a strategic partnership with Nvidia, which will invest $2 billion to collaboratively design AI factories and optimize inference processes, thereby enhancing Nebius's competitiveness in the AI infrastructure market.
- Stock Surge: Following the announcement of the partnership, Nebius's stock price surged over 16%, reflecting strong market confidence in its future growth potential, with a market cap reaching $24 billion.
- Infrastructure Expansion: Nebius plans to deploy over 5 gigawatts of computing capacity by the end of 2030, leveraging Nvidia's latest accelerated computing platform to meet the surging global demand for AI infrastructure.
- Technology Integration: Nebius's CEO stated that the company has been built for AI since inception, and this new collaboration will enable deeper integration across the entire technology stack from silicon to software, further advancing the development of AI cloud services.
See More
Recent Updates on Nebius and Other AI Stocks
- Stock Price Surge: Nebius's stock price rose by 16.14% in after-market trading on March 11, 2026, indicating optimistic market expectations for its future performance, which may attract more investor interest in the company and its AI technologies.
- Video Update: In today's video, the analyst discusses recent updates affecting Nebius and other AI stocks, providing insights into market trends and investment advice aimed at helping investors make more informed decisions.
- Market Attention: As the AI industry rapidly evolves, Nebius's stock price fluctuations may reflect investor confidence in the potential of AI technologies, further driving the market performance of related stocks.
- Subscription and Offers: The special offer link mentioned in the video may entice more viewers to subscribe, increasing the platform's user base and potentially enhancing future advertising revenue and market influence.
See More
Stocks Decline as Crude Oil Prices Surge Amid Iran Conflict
- Crude Oil Surge: Despite a record release of reserves by the IEA, crude oil prices have surged, leading to a decline in market sentiment as investors grow increasingly concerned about the potential impact on future economic growth.
- Market Decline: Major stock indices fell broadly in response to rising oil prices, reflecting worries that increased energy costs could negatively affect corporate profits, particularly in a high-inflation environment.
- AI Stocks Shine: In contrast to the overall market downturn, positive news from Nvidia and Oracle boosted AI-related stocks, indicating that investor confidence in this sector remains robust despite broader market challenges.
- Geopolitical Impact: The ongoing tensions from the Iran conflict have heightened market uncertainty, with investors expressing concerns over potential disruptions to energy supply chains, thereby affecting overall market performance.
See More
Nvidia Invests $2 Billion in Partnership with Nebius for AI Factories
- Strategic Investment: Nvidia has announced a $2 billion investment in AI cloud provider Nebius, aiming to collaboratively build AI factories and optimize inference processes, thereby enhancing the application capabilities and market competitiveness of AI technology.
- Stock Surge: Following the strategic partnership with Nvidia, Nebius's stock price surged over 16% on Wednesday, reflecting positive market expectations for the collaboration and potentially attracting more investor interest.
- Technology Integration: Nebius will gain early access to Nvidia's latest generation of accelerated computing platforms, which will assist in deploying over 5 gigawatts of capacity by the end of 2030, further solidifying its position in the AI cloud market.
- Market Demand: Nvidia CEO Jensen Huang stated that the partnership will meet the surging global demand for intelligent technology, marking a significant step towards the scalable development of AI cloud services and driving innovation within the industry.
See More
Nvidia Stock Pullback Amid Strong Fundamentals
- Stock Pullback: Nvidia's stock has dipped about 1% at the start of 2026, trading near $185 and 11% below its all-time highs; however, the company's business continues to grow at record levels, indicating strong underlying fundamentals.
- Earnings Growth: In fiscal 2026, Nvidia reported earnings per share (EPS) of $4.90, a 67% year-over-year increase, with analysts forecasting EPS to rise to $8.25 in fiscal 2027 and $10.74 in fiscal 2028, reflecting a potential 120% growth in earnings power over two years.
- Revenue Performance: Nvidia generated $68.1 billion in revenue during Q4, marking a 73% year-over-year increase, and analysts predict the company will achieve 70% revenue growth in the coming year, further solidifying its market leadership.
- Market Opportunities: Despite challenges such as trade tensions with China and increased competition, Nvidia is well-positioned to capture demand in multi-trillion-dollar markets through AI infrastructure investments and emerging applications like autonomous systems and physical AI, showcasing a favorable risk-reward profile.
See More
Kite: The First AI Payment Blockchain
- Remarkable Market Performance: Since its launch late last year, Kite's price has surged by 205%, currently boasting a market cap of approximately $513 million, positioning it among the top 100 cryptocurrencies globally, indicating strong market demand and investor interest.
- Significant Investment Potential: With a current price of $0.28, Kite attracts investors looking for bargain-priced cryptocurrencies, reminiscent of early Bitcoin investment opportunities, potentially offering substantial returns for risk-tolerant investors.
- Unique Technological Foundation: Kite is a Layer-1 blockchain specifically designed for autonomous AI agents, serving as a base layer for these agents to manage, trade, and pay for data and services, marking a strategic convergence of AI and blockchain technology.
- Future Growth Expectations: If Kite can compete with Bittensor and reach a market cap of $2.2 billion, investors could see 4-fold returns, with the potential to become a top 10 cryptocurrency, implying a 20-fold investment return, showcasing immense growth potential.
See More
Nebius Partners with Nvidia to Enhance AI Cloud Infrastructure
- Strategic Partnership: Nebius has formed a strategic partnership with Nvidia, which will invest $2 billion to collaboratively design AI factories and optimize inference processes, thereby enhancing Nebius's competitiveness in the AI infrastructure market.
- Stock Surge: Following the announcement of the partnership, Nebius's stock price surged over 16%, reflecting strong market confidence in its future growth potential, with a market cap reaching $24 billion.
- Infrastructure Expansion: Nebius plans to deploy over 5 gigawatts of computing capacity by the end of 2030, leveraging Nvidia's latest accelerated computing platform to meet the surging global demand for AI infrastructure.
- Technology Integration: Nebius's CEO stated that the company has been built for AI since inception, and this new collaboration will enable deeper integration across the entire technology stack from silicon to software, further advancing the development of AI cloud services.
See More
Recent Updates on Nebius and Other AI Stocks
- Stock Price Surge: Nebius's stock price rose by 16.14% in after-market trading on March 11, 2026, indicating optimistic market expectations for its future performance, which may attract more investor interest in the company and its AI technologies.
- Video Update: In today's video, the analyst discusses recent updates affecting Nebius and other AI stocks, providing insights into market trends and investment advice aimed at helping investors make more informed decisions.
- Market Attention: As the AI industry rapidly evolves, Nebius's stock price fluctuations may reflect investor confidence in the potential of AI technologies, further driving the market performance of related stocks.
- Subscription and Offers: The special offer link mentioned in the video may entice more viewers to subscribe, increasing the platform's user base and potentially enhancing future advertising revenue and market influence.
See More
Stocks Decline as Crude Oil Prices Surge Amid Iran Conflict
- Crude Oil Surge: Despite a record release of reserves by the IEA, crude oil prices have surged, leading to a decline in market sentiment as investors grow increasingly concerned about the potential impact on future economic growth.
- Market Decline: Major stock indices fell broadly in response to rising oil prices, reflecting worries that increased energy costs could negatively affect corporate profits, particularly in a high-inflation environment.
- AI Stocks Shine: In contrast to the overall market downturn, positive news from Nvidia and Oracle boosted AI-related stocks, indicating that investor confidence in this sector remains robust despite broader market challenges.
- Geopolitical Impact: The ongoing tensions from the Iran conflict have heightened market uncertainty, with investors expressing concerns over potential disruptions to energy supply chains, thereby affecting overall market performance.
See More
Nvidia Invests $2 Billion in Partnership with Nebius for AI Factories
- Strategic Investment: Nvidia has announced a $2 billion investment in AI cloud provider Nebius, aiming to collaboratively build AI factories and optimize inference processes, thereby enhancing the application capabilities and market competitiveness of AI technology.
- Stock Surge: Following the strategic partnership with Nvidia, Nebius's stock price surged over 16% on Wednesday, reflecting positive market expectations for the collaboration and potentially attracting more investor interest.
- Technology Integration: Nebius will gain early access to Nvidia's latest generation of accelerated computing platforms, which will assist in deploying over 5 gigawatts of capacity by the end of 2030, further solidifying its position in the AI cloud market.
- Market Demand: Nvidia CEO Jensen Huang stated that the partnership will meet the surging global demand for intelligent technology, marking a significant step towards the scalable development of AI cloud services and driving innovation within the industry.
See More
