3 Tech Funds to Boost Your Portfolio as Nasdaq Hits All-Time High
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 07 2025
0mins
Should l Buy NVDA?
Source: NASDAQ.COM
Nasdaq Performance: The Nasdaq reached a record high of 20,601.10, driven by optimism over potential interest rate cuts and strong performance from large-cap technology companies, particularly in the AI sector.
Investment Opportunities: Investors are encouraged to consider tech mutual funds like Fidelity Select Computers Portfolio, Janus Henderson Global Technology and Innovation Fund, and Red Oak Technology Select, which have shown impressive returns and low expense ratios, as the tech sector continues to thrive amid easing geopolitical tensions and trade agreements.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 185.410
Low
200.00
Averages
264.97
High
352.00
Current: 185.410
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Nvidia Stock Projected to Reach $300
- Price Projection: Nvidia's current stock price is around $175, and to reach $300 by year-end, it would need to rise over 70%, a target that appears realistic given the company's growth potential and market conditions.
- Surge in Capital Expenditure: Meta Platforms reported $72.2 billion in capital expenditures for 2025, with expectations to increase this to between $115 billion and $135 billion in 2026, while Alphabet plans to spend $175 billion to $185 billion in 2026, driving significant demand for Nvidia GPUs and enhancing its market position.
- Earnings Expectations: With Nvidia's current price-to-earnings ratio at 40, achieving a stock price of $300 requires at least $7.50 in earnings per share, and analysts project $7.66 for FY 2027, providing strong support for the stock's upward trajectory.
- Market Opportunities: As investments in data centers continue to rise, Nvidia stands to benefit from this trend, particularly in 2026, where it is expected to experience dual earnings growth, further solidifying its leadership in the AI sector.
See More
Montage Technology Shares Surge 60% on Hong Kong Debut, Raising $902 Million
- Strong Debut Performance: Montage Technology's shares surged approximately 60% on their Hong Kong debut, climbing from the offering price of HK$106.89 to HK$171, indicating robust market demand for its high-performance semiconductors and reinforcing its position in the cloud computing and AI sectors.
- Significant Fundraising: The IPO raised $902 million, reflecting strong investor interest in Chinese AI and semiconductor firms, particularly as the public tranche was oversubscribed by more than 700 times and the international offering was nearly 38 times covered.
- Intensifying Market Competition: Despite Montage's successful listing, competition is heating up, with Huawei and its chip unit HiSilicon holding a leading share of the domestic market, suggesting that the push for self-sufficiency will lead to fiercer rivalry within the industry.
- Evolving Policy Landscape: As the Chinese government intensifies efforts for self-sufficiency in advanced chips, the recent approval for Nvidia's H200 imports under specific conditions highlights the uncertainty in policy that could impact market dynamics.
See More
Dow Jones Industrial Average Surpasses 50,000 for First Time
- Historic Milestone: The Dow Jones Industrial Average surpassed 50,000 for the first time on February 6, marking a significant transformation from a 12-stock index to a diverse group of 30 multinational companies, enhancing investor confidence in future market performance.
- Growth Potential Analysis: Based on an average annual return of 7.89% over the past 93 years, the Dow is projected to reach 100,000 by 2035, while an 8.22% return over the last 50 years suggests it could achieve this milestone by the end of 2034, indicating strong market growth potential.
- Impact of Modernization: The Dow's compound annual growth rate of 11.95% over the past decade, driven by S&P Dow Jones Indices' modernization efforts and the inclusion of several
See More
Software Stocks Decline and Investment Opportunities
- Market Decline: The S&P North American Technology Software Index has fallen 30% from its September all-time high, entering bear market territory primarily due to investor concerns that AI tools will reduce demand for existing products, leading to widespread pressure on software stocks.
- Microsoft Growth Potential: Microsoft's median target price suggests a 50% upside, driven by its strong position in enterprise software and the application of generative AI assistants, which propelled a 160% increase in paid Microsoft 365 Copilot seats in the December quarter.
- ServiceNow Market Leadership: ServiceNow's leadership in IT asset and service management has distinguished it in AI applications, with fourth-quarter revenue rising 20% to $3.5 billion and a non-GAAP operating margin expanding to 31%, indicating robust profitability.
- Investment Timing: Despite the pressure on software stocks, analysts believe this is a good time to invest, as Microsoft and ServiceNow's stock prices have fallen 26% and 52% from their historical highs, respectively, with analyst target prices implying 50% and 83% upside potential.
See More
SoftBank Expects Strong Profit from OpenAI Investment
- Profit Expectations: SoftBank anticipates a $4.45 billion investment gain in its upcoming quarterly report, stemming from its $22.5 billion investment in OpenAI, indicating a successful strategic positioning in the AI sector.
- Financing Plan Scrutiny: Investors are closely monitoring how SoftBank will finance future investments in OpenAI, especially after selling $5.8 billion in Nvidia shares and part of its T-Mobile stake to support this bet, highlighting liquidity management challenges.
- Rising Leverage Levels: SoftBank's asset-to-debt ratio is expected to rise to 21.5% by the end of December, up from 16.5% three months prior, reflecting increased financial pressure from high-risk investments that could impact future financing capabilities.
- Intensifying Market Competition: Although OpenAI was once seen as the dominant player, its growth outlook and revenue forecasts are now on par with competitors, posing challenges to SoftBank's investment risk and market confidence.
See More
Cisco Launches New Chip to Accelerate AI Infrastructure
- Chip Launch: Cisco unveiled its Silicon One G300 switch chip in San Francisco, expected to be available in the second half of the year, designed to accelerate information transfer between AI systems over hundreds of thousands of connections, directly competing with offerings from Broadcom and Nvidia.
- Technological Innovation: The chip utilizes Taiwan Semiconductor's 3-nanometer manufacturing technology and features several 'shock absorber' capabilities aimed at maintaining network stability during data traffic spikes, thereby enhancing the efficiency of AI computing tasks.
- Performance Improvement: Cisco anticipates that the new chip will enable certain AI computing tasks to be completed 28% faster by automatically rerouting data around network issues within microseconds, significantly improving overall end-to-end network efficiency.
- Intensifying Market Competition: As competition in the AI sector heats up, Cisco's new product will directly contend with networking chips from Nvidia and Broadcom, highlighting the critical role of networking technology in AI infrastructure.
See More
Nvidia Stock Projected to Reach $300
- Price Projection: Nvidia's current stock price is around $175, and to reach $300 by year-end, it would need to rise over 70%, a target that appears realistic given the company's growth potential and market conditions.
- Surge in Capital Expenditure: Meta Platforms reported $72.2 billion in capital expenditures for 2025, with expectations to increase this to between $115 billion and $135 billion in 2026, while Alphabet plans to spend $175 billion to $185 billion in 2026, driving significant demand for Nvidia GPUs and enhancing its market position.
- Earnings Expectations: With Nvidia's current price-to-earnings ratio at 40, achieving a stock price of $300 requires at least $7.50 in earnings per share, and analysts project $7.66 for FY 2027, providing strong support for the stock's upward trajectory.
- Market Opportunities: As investments in data centers continue to rise, Nvidia stands to benefit from this trend, particularly in 2026, where it is expected to experience dual earnings growth, further solidifying its leadership in the AI sector.
See More
Montage Technology Shares Surge 60% on Hong Kong Debut, Raising $902 Million
- Strong Debut Performance: Montage Technology's shares surged approximately 60% on their Hong Kong debut, climbing from the offering price of HK$106.89 to HK$171, indicating robust market demand for its high-performance semiconductors and reinforcing its position in the cloud computing and AI sectors.
- Significant Fundraising: The IPO raised $902 million, reflecting strong investor interest in Chinese AI and semiconductor firms, particularly as the public tranche was oversubscribed by more than 700 times and the international offering was nearly 38 times covered.
- Intensifying Market Competition: Despite Montage's successful listing, competition is heating up, with Huawei and its chip unit HiSilicon holding a leading share of the domestic market, suggesting that the push for self-sufficiency will lead to fiercer rivalry within the industry.
- Evolving Policy Landscape: As the Chinese government intensifies efforts for self-sufficiency in advanced chips, the recent approval for Nvidia's H200 imports under specific conditions highlights the uncertainty in policy that could impact market dynamics.
See More
Dow Jones Industrial Average Surpasses 50,000 for First Time
- Historic Milestone: The Dow Jones Industrial Average surpassed 50,000 for the first time on February 6, marking a significant transformation from a 12-stock index to a diverse group of 30 multinational companies, enhancing investor confidence in future market performance.
- Growth Potential Analysis: Based on an average annual return of 7.89% over the past 93 years, the Dow is projected to reach 100,000 by 2035, while an 8.22% return over the last 50 years suggests it could achieve this milestone by the end of 2034, indicating strong market growth potential.
- Impact of Modernization: The Dow's compound annual growth rate of 11.95% over the past decade, driven by S&P Dow Jones Indices' modernization efforts and the inclusion of several
See More
Software Stocks Decline and Investment Opportunities
- Market Decline: The S&P North American Technology Software Index has fallen 30% from its September all-time high, entering bear market territory primarily due to investor concerns that AI tools will reduce demand for existing products, leading to widespread pressure on software stocks.
- Microsoft Growth Potential: Microsoft's median target price suggests a 50% upside, driven by its strong position in enterprise software and the application of generative AI assistants, which propelled a 160% increase in paid Microsoft 365 Copilot seats in the December quarter.
- ServiceNow Market Leadership: ServiceNow's leadership in IT asset and service management has distinguished it in AI applications, with fourth-quarter revenue rising 20% to $3.5 billion and a non-GAAP operating margin expanding to 31%, indicating robust profitability.
- Investment Timing: Despite the pressure on software stocks, analysts believe this is a good time to invest, as Microsoft and ServiceNow's stock prices have fallen 26% and 52% from their historical highs, respectively, with analyst target prices implying 50% and 83% upside potential.
See More
SoftBank Expects Strong Profit from OpenAI Investment
- Profit Expectations: SoftBank anticipates a $4.45 billion investment gain in its upcoming quarterly report, stemming from its $22.5 billion investment in OpenAI, indicating a successful strategic positioning in the AI sector.
- Financing Plan Scrutiny: Investors are closely monitoring how SoftBank will finance future investments in OpenAI, especially after selling $5.8 billion in Nvidia shares and part of its T-Mobile stake to support this bet, highlighting liquidity management challenges.
- Rising Leverage Levels: SoftBank's asset-to-debt ratio is expected to rise to 21.5% by the end of December, up from 16.5% three months prior, reflecting increased financial pressure from high-risk investments that could impact future financing capabilities.
- Intensifying Market Competition: Although OpenAI was once seen as the dominant player, its growth outlook and revenue forecasts are now on par with competitors, posing challenges to SoftBank's investment risk and market confidence.
See More
Cisco Launches New Chip to Accelerate AI Infrastructure
- Chip Launch: Cisco unveiled its Silicon One G300 switch chip in San Francisco, expected to be available in the second half of the year, designed to accelerate information transfer between AI systems over hundreds of thousands of connections, directly competing with offerings from Broadcom and Nvidia.
- Technological Innovation: The chip utilizes Taiwan Semiconductor's 3-nanometer manufacturing technology and features several 'shock absorber' capabilities aimed at maintaining network stability during data traffic spikes, thereby enhancing the efficiency of AI computing tasks.
- Performance Improvement: Cisco anticipates that the new chip will enable certain AI computing tasks to be completed 28% faster by automatically rerouting data around network issues within microseconds, significantly improving overall end-to-end network efficiency.
- Intensifying Market Competition: As competition in the AI sector heats up, Cisco's new product will directly contend with networking chips from Nvidia and Broadcom, highlighting the critical role of networking technology in AI infrastructure.
See More
