TLDR
- Nvidia remains the center of the AI trade as demand for its Blackwell chips grows
- Dell Technologies surged after reporting strong AI server orders and raising guidance
- CrowdStrike continues to benefit from rising demand for AI-powered cybersecurity
- Rocket Lab is expanding beyond launches into satellites, defense, and space infrastructure
- Palantir is seeing strong uptake for its AI Platform, though analysts are split on valuation
Here are the five stocks investors are watching most closely heading into next week, and why each one is drawing attention right now.
Nvidia
Nvidia remains the most closely watched stock in the AI trade. The company has been on a strong run as cloud providers and enterprise customers keep reporting rising demand for AI computing.
Investors are focused on Nvidia’s next-generation Blackwell chips, which are expected to drive the next wave of AI infrastructure spending. Wall Street analysts have continued raising price targets, and there is a broad belief that AI capital spending is still in its early stages.
With 51 analyst buy ratings, no sell ratings, and hyperscalers expected to keep spending, Nvidia stays at the top of most watchlists going into the new week.
Dell Technologies
Dell had one of the biggest weeks in the market after delivering earnings that beat expectations by a wide margin. The company reported billions of dollars in new AI server orders and raised its forward guidance.
That news sent shares sharply higher and reinforced the view that enterprise AI infrastructure spending is still strong. Dell is increasingly being seen as one of the clearest AI hardware plays outside of Nvidia.
Analysts are watching Dell’s order backlog closely. A strong backlog would suggest AI hardware demand will stay elevated for several more quarters.
CrowdStrike
CrowdStrike is one of the top cybersecurity stocks in the market right now. The company has been benefiting from rising demand for AI-powered security tools as businesses face more advanced threats.
Investors are watching for earnings updates and new guidance, particularly as cybersecurity remains one of the fastest-growing areas of enterprise tech spending. CrowdStrike’s recurring revenue model and strong margins have made it a favorite among growth investors.
The company holds 39 analyst buy ratings and just five holds, with no sell ratings.
Rocket Lab
Rocket Lab has been drawing more investor attention as it expands beyond rocket launches. The company now has active contracts in satellite manufacturing, defense, and space infrastructure.
The key development investors are watching is the Neutron rocket, a larger launch vehicle that could open up new commercial and government launch markets. The broader space sector has seen some volatility recently due to concerns about launch delays.
Rocket Lab holds eight buy ratings and four holds. Many investors see it as one of the stronger long-term commercial space companies because of its diversified business model.
Palantir
Palantir has been one of the standout AI software stocks over the past year. The company’s Artificial Intelligence Platform, known as AIP, is being used by governments and businesses to integrate AI into daily operations.
Investors are increasingly viewing Palantir as a major enterprise AI software player rather than just a defense contractor. The stock has delivered large gains, but analysts remain divided.
Eleven analysts have buy ratings, while four have sell ratings. The split reflects ongoing debate about whether the stock’s valuation already prices in future growth.
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