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NVIDIA (NVDA) Viewed as Key AI Beneficiary, JPMorgan Reiterates Overweight

By Ghazal Ahmed | September 06, 2025, 6:09 AM

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks to Watch Out For in 2025One of the biggest analyst calls on Wednesday, September 3rd, was for Nvidia Corporation. JPMorgan reiterated the stock as “Overweight” and stated that the stock remains well positioned in AI.

“We recently attended Hot Chips 2025 and came away with a renewed sense that explosive growth in AI adoption across consumer and enterprise use cases will continue to drive a multi-year cycle of robust demand for advanced compute, memory and networking technologies…. Against this backdrop of strong AI trends, we continue to view AVGO, NVDA, AMD, MRVL, MTSI and ALAB as key beneficiaries.”

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 10 Must-Watch AI Stocks on Wall Street and 10 AI Stocks Investors Are Watching Closely.

Disclosure: None.

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