U.S. Top Stock Picks from Analysts

NVIDIA

Market Cap: US$2.5t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Broadcom

Market Cap: US$809.2b

Designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide.

Advanced Micro Devices

Market Cap: US$166.8b

Operates as a semiconductor company worldwide.

Shopify

Market Cap: US$130.3b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Applied Materials

Market Cap: US$120.0b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

Arm Holdings

Market Cap: US$114.0b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.

KKR

Market Cap: US$107.4b

A private equity and real estate investment firm specializing in direct and fund of fund investments.

Arista Networks

Market Cap: US$101.1b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Micron Technology

Market Cap: US$99.0b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Mainland China, rest of the Asia Pacific, Hong Kong, Japan, Europe, and internationally.

AppLovin

Market Cap: US$98.7b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

MicroStrategy

Market Cap: US$81.4b

Provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally.

Constellation Energy

Market Cap: US$67.2b

Produces and sells energy products and services in the United States.

Dell Technologies

Market Cap: US$66.5b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

PayPal Holdings

Market Cap: US$66.4b

Operates a technology platform that enables digital payments for merchants and consumers worldwide.

Atlassian

Market Cap: US$58.7b

Through its subsidiaries, designs, develops, licenses, and maintains various software products worldwide.

Marvell Technology

Market Cap: US$54.8b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Coinbase Global

Market Cap: US$46.4b

Operates platform for crypto assets in the United States and internationally.

Vistra

Market Cap: US$43.1b

Operates as an integrated retail electricity and power generation company in the United States.

Robinhood Markets

Market Cap: US$37.8b

Operates financial services platform in the United States.

Block

Market Cap: US$35.9b

Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.

Datadog

Market Cap: US$34.9b

Operates an observability and security platform for cloud applications in the United States and internationally.

HubSpot

Market Cap: US$30.9b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Vertiv Holdings Co

Market Cap: US$29.4b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Monolithic Power Systems

Market Cap: US$28.3b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets.

Las Vegas Sands

Market Cap: US$27.9b

Owns, develops, and operates integrated resorts in Macao and Singapore.

Delta Air Lines

Market Cap: US$27.8b

Provides scheduled air transportation for passengers and cargo in the United States and internationally.

DexCom

Market Cap: US$26.6b

A medical device company, focuses on the design, development, and commercialization of continuous glucose monitoring (CGM) systems in the United States and internationally.

Carnival Corporation &

Market Cap: US$26.4b

A cruise company, provides leisure travel services in North America, Australia, Europe, and internationally.

Microchip Technology

Market Cap: US$26.3b

Engages in the development, manufacture, and sale of smart, connected, and secure embedded control solutions in the Americas, Europe, and Asia.

HP

Market Cap: US$26.3b

Provides personal computing, printing, 3D printing, hybrid work, gaming, and other related technologies in the United States and internationally.

Trade Desk

Market Cap: US$24.3b

Operates as a technology company in the United States and internationally.

Venture Global

Market Cap: US$24.2b

Engages in the development, construction, and production of natural gas liquefaction and export projects near the U.S.

United Airlines Holdings

Market Cap: US$23.4b

Through its subsidiaries, provides air transportation services in North America, Asia, Europe, Africa, the Pacific, the Middle East, and Latin America.

Halliburton

Market Cap: US$22.3b

Provides products and services to the energy industry worldwide.

Synchrony Financial

Market Cap: US$21.4b

Operates as a consumer financial services company in the United States.

Pinterest

Market Cap: US$21.3b

Operates as a visual search and discovery platform in the United States, Canada, Europe, and internationally.