Top 10 Stocks to Buy According to Marshall Wace LLP

4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders as of Q4: 223

Marshall Wace LLP’s Equity Stake: $1.70 Billion 

NVIDIA Corporation (NASDAQ:NVDA) continues to dominate the AI chip industry, holding an 80% market share and maintaining its position as the go-to supplier for the world’s leading tech companies. Despite its high GPU prices, demand for its latest Blackwell architecture has outpaced supply, further solidifying its market control. This dominance has fueled remarkable financial growth, with the company consistently delivering double and triple-digit revenue increases. In its most recent quarter, Nvidia reported a record-breaking $39.3 billion in revenue, marking a 12% sequential increase and an extraordinary 78% year-over-year growth, primarily driven by a 93% increase in its data center segment.

Despite its financial strength, NVIDIA Corporation (NASDAQ:NVDA)’s stock has exhibited volatility, declining 16% year to date and 27% from its peak, even after surpassing Q4 earnings expectations. The AI sector’s rapid evolution, along with concerns over tariffs, regulatory restrictions, and cost-cutting advancements in computing, has created uncertainty in the market. However, investor sentiment could shift as NVIDIA Corporation (NASDAQ:NVDA) prepares for its highly anticipated GTC conference on March 18, where CEO Jensen Huang is expected to unveil key developments that could serve as a catalyst for the stock.

Looking ahead, NVIDIA Corporation (NASDAQ:NVDA) remains optimistic about its long-term prospects, forecasting revenue of $43 billion for the April quarter—a 9% sequential increase and a 65% rise year-over-year. This outlook surpasses analyst expectations of $42.1 billion, reinforcing the company’s ability to drive AI demand and sustain growth despite external pressures. While some investors worry about potential slowdowns due to rising competition, Nvidia’s commitment to annual GPU updates and continuous innovation makes it difficult for rivals to capture significant market share.