From Nasdaq: 2025-06-16 04:18:00

Nvidia is poised for success in the physical AI market, despite some hedge fund managers selling off shares in the first quarter. On the other hand, hedge funds bought heavily into Uber, a company positioned to benefit from robotaxis and whose stock has seen a significant surge in the past three years.

In terms of investment opportunities, analysts recommend 10 top stocks to buy right now, with significant increases in Uber shares among hedge fund managers. Large institutional investors showed a decline in holding Nvidia shares but an increase in holding Uber shares in the first quarter.

Nvidia leads in data center GPUs with over 90% market share, expected to grow at 28% annually through 2030. The company’s CUDA software platform streamlines AI application development for autonomous vehicles and robots, providing a vertically integrated advantage. Wall Street predicts Nvidia’s earnings to grow at 28% annually over the next three years.

Uber dominates the U.S. ride-sharing market and ranks second in food delivery. The company’s investment thesis includes market share growth in new product categories and advertising revenue. With a focus on autonomous ride-sharing, Uber is positioned as a demand aggregator and works with several companies in this space. The stock trades at a discount and is expected to grow earnings at 25% annually over the next three years. The Motley Fool discloses positions in Alphabet, Nvidia, and Uber Technologies. They have a disclosure policy. The views expressed are of the author and may not reflect Nasdaq, Inc.



Read more at Nasdaq: Billionaires Sell Nvidia Stock and Buy a Robotaxi Stock Up 300% in 3 Years (Hint: Not Tesla)