Top 10 AI Headlines Shaping Wall Street for 2025

8. Monolithic Power Systems, Inc. (NASDAQ:MPWR)

Number of Hedge Fund Holders: 38

Monolithic Power Systems, Inc. (NASDAQ:MPWR) is a global semiconductor company that designs, develops, markets, and sells semiconductor-based power electronics solutions. On December 16, Truist analyst William Stein lowered the firm’s price target on Monolithic Power to $762 from $887 and kept a “Buy” rating on the shares. While the firm is cautious about the semiconductor and artificial intelligence sector, it remains optimistic about stocks such as Monolithic Power. The analysts told investors in a research note that even though there are doubts about Monolithic’s role in Nvidia’s current products, the firm is confident that it will be designed into Blackwell. (Monolithic provides power management solutions for Nvidia’s GPUs). Truist significantly lowered enterprise data revenue estimates for Q1, but highlighted Monolithic’s “likely top position across a breadth of AI customers, supporting solid growth over the next few years”.