TLDR
- Nvidia’s Blackwell chips are driving continued AI infrastructure demand with 51 analyst buy ratings
- Dell beat earnings expectations and reported billions in new AI server orders, lifting shares sharply
- CrowdStrike holds 39 analyst buy ratings as AI-powered cybersecurity spending rises
- Rocket Lab is expanding into satellites, defense, and space infrastructure beyond rocket launches
- Palantir’s AI Platform is gaining enterprise traction but analysts are divided on its valuation
Nvidia, Dell, CrowdStrike, Rocket Lab, and Palantir are the five stocks investors are watching most closely as AI and tech spending continue to drive markets heading into the new week.
Nvidia and Dell Lead the AI Hardware Story
Nvidia remains the most-watched stock in the AI trade. Cloud providers and enterprise customers keep reporting rising demand for AI computing, and attention is now focused on the company’s next-generation Blackwell chips.
Wall Street analysts have continued raising price targets. With 51 analyst buy ratings and no sell ratings, Nvidia sits at the top of most watchlists.
Dell had one of the biggest weeks in the market. The company reported earnings that beat expectations by a wide margin, announced billions in new AI server orders, and raised its forward guidance.
That news pushed shares sharply higher. Dell is increasingly being viewed as one of the clearest AI hardware plays outside of Nvidia.
Analysts are watching Dell’s order backlog closely. A strong backlog would suggest demand for AI hardware stays elevated for several more quarters.
CrowdStrike, Rocket Lab, and Palantir Round Out the Watchlist
CrowdStrike is one of the top cybersecurity stocks right now. The company is benefiting from rising demand for AI-powered security tools as businesses face more advanced threats.
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 has been drawing more investor attention as it expands beyond rocket launches. The company 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 new commercial and government launch markets.
Rocket Lab holds eight buy ratings and four holds. Many investors see it as one of the stronger long-term commercial space companies due to its diversified business model.
Palantir has been one of the standout AI software stocks over the past year. Its 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.
However, analysts remain divided. Eleven analysts have buy ratings while four have sell ratings, reflecting ongoing debate about whether the stock’s valuation already prices in future growth.
All five stocks are tied to the broader AI spending theme that has driven markets higher in recent months. Dell’s strong earnings and Nvidia’s order flow suggest that AI infrastructure spending is still in an early stage.
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