10 Hot AI Stocks to Buy Now

2. NVIDIA Corporation (NASDAQ:NVDA)

Magnitude of revision in street 2026 EPS estimates: +73%

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) is a global leader in GPUs, specializing in cutting-edge hardware used in AI training, gaming, and data centers. Its state-of-the-art GPUs are essential for powering AI advancements, including deep learning, autonomous vehicles, and high-performance computing applications, making it a key player in the rapidly growing tech industry. The US-based company ranked first on a recent list of 10 Best Semiconductor Stocks to Buy for the AI Boom.

While the short-term market reaction to DeepSeek’s cost-efficient AI model may have put pressure on high-end semiconductor providers like NVIDIA Corporation (NASDAQ:NVDA), in the long term, this breakthrough could ultimately boost demand for advanced computing solutions, as its success demonstrates that artificial intelligence can become far more accessible and widely adopted, thereby driving a broader overall expansion of the AI ecosystem. This increased adoption is likely to spur further investments in training, cloud services, and data center infrastructure, all of which require more sophisticated and high-performance chips that only leading hardware providers can deliver, thereby creating a larger market for advanced processing units.

The positive surprises delivered by NVIDIA Corporation (NASDAQ:NVDA) have no end in sight, as the company is still finding ways to innovate, niches to expand, and partnerships to forge. As an example, the company is advancing healthcare through AI and accelerated computing, powering AI compute clusters and high-performance computing systems for cloud hyperscalers and healthcare markets. The company announced several strategic partnerships, including IQVIA for clinical trials acceleration, Arc Institute for biology foundation models development, and Illumina for advancing genomics analytics. NVIDIA’s healthcare business spans three major areas: digital health with AI agents for administrative tasks and patient experiences, digital biology representing a $300 billion opportunity in R&D and discovery, and digital devices for robotic medical applications. Furthermore, NVDA is leveraging physical AI capabilities through their three-computer trinity: real-time AI processing, AI development infrastructure, and Omniverse for physics-aware virtual worlds, particularly important for training medical robots and devices. To sum up, the growth opportunities of NVDA aren’t limited by data center demand for GPUs and the potential slowdown in Big Tech Capex appetite; NVIDIA Corporation (NASDAQ:NVDA) is rather creating completely new niches and constantly expanding its total addressable market, which leads to never-ending positive surprises over the analysts’ consensus expectations.