The global economy seems to be at a time when budgetary ambition is believing with market skepticism, explains Oakglen Wealth. Donald Trump’s presidential election and the republican takeover of the American Senate and the retention of the House of Representatives led to a complicated mix of political objectives. In particular, the larger market’s initial reaction of the positivity given Trump’s growth plans, referring to the continuous outperformance of American assets in the coming year.
Fidelity has an optimistic vision of the financial sector, mainly due to the constant economic growth of the broader American economy. Since the financial sector is cyclic, the performance of the sector is mainly a function of the strength of the broader economy. The American economy has shown momentum and a path to the desired “gentle landing”, explains Fidelity. Consequently, concerns about a slight recession (which could have had an impact on financial actions) are attenuated. A significant difference in the dynamics of the market entering in 2025, compared to the recent years, is the prospect of interest rates.
The H2 2024 began a new rate cycle, cup rates in the United States for the first time since the first days of the pandemic. Banks could benefit from higher interest rates due to the higher Nims. On the other hand, lower rates can help strengthen confidence and reduce pressure on economic growth, which should be beneficial for almost all industries in this sector, estimates loyalty. Within actions, Franklin Templeton has an optimistic vision of computer science, health care, energy, consumption staples and industrial sectors.
According to Russell Investments, the American economy is resilient as it entered 2025, but the coming road should be affected by the dynamics of changing policies. On the positive side, tax reductions and deregulation can offer a significant increase in growth, mainly in domestic and cyclical sectors. The investment company believes that companies taking advantage of AI technologies to improve productivity – mainly in industrialists and health care – should see material improvements in fundamental principles of functioning.
Even if the Méga-Capitaine AI actions have fueled market yields in recent years, leadership has turned to companies by taking advantage of AI to develop real efficiency gains. Russell Investments considers that Trump administration policies offer delicate balancing. It assumes that the new administration will not aggressively pursue policies that can create risks of inflation.
Our methodology
To list the 12 best long -term actions in which invest in high yields, we have examined several financial media reports linked to the best long -term actions to buy. After obtaining an initial list of 20 actions, we chose those that analysts have seen the most upwards. Finally, the actions were classified in the growing order of their average increase potential on February 6. We also mentioned the feelings of the hedge funds around each actions in the third quarter of 2024.
At Insider Monkey, we are obsessed with stocks in which the hedge funds accumulate. The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and large capitalization each quarter and has returned 275% since May 2014, beating its reference with 150 percentage points (See more details here)).
NVIDIA Corporation (NVDA) is the best automation action to buy according to hedge funds?
A close -up of a high -end colorful graphics card being connected to a game computer.
Average upward potential: 36.0%
Number of hedge holders: 193
NVIDIA Corporation (NASDAQ: NVDA) is a leading designer of discreet graphic processing units that improve experience on computer platforms. Joseph Moore of Morgan Stanley has awarded a “overweight” note on the company’s actions, offering a price target of $ 152. The analyst noted that China’s Deepseek, a model of AI corresponding to his American rivals in performance and at a much cheaper cost, has established certain challenges for Nvidia Corporation (Nasdaq: NVDA) around export controls and longer -term investments. Despite these challenges, Moore estimates that short-term checks remain strong for his Hopper platform. The analyst believes that the visibility of Blackwell’s offer has developed and that customers’ desire to spend is clearly visible.
Elsewhere, Ivan Feineseth of Tigress Financial increased the company’s shares to a “strong purchase”, bringing its price target to $ 220. Even if the DEEPSEEK R1 model has requested competitive characteristics at lower costs, Tigress Financial has noted unknown capacities and security problems. The company praised Nvidia Corporation (NASDAQ: NVDA) The essential role of AI and the growth of data centers and considers it as a long -term beneficiary of continuous investments. In addition, legislators in the United States intend to ban Deepseek.
The construction of the IA infrastructure continues to act as a major rear wind for Nvidia Corporation (Nasdaq: NVDA). In particular, cloud service providers, sovereign states and consumer internet companies have fueled AI computer power demand. Fred Alger ManagementAn investment management company, has published its letter as an investor of the fourth quarter 2024. Here did the fund said:
“”NVIDIA Corporation (Nasdaq: NVDA) is one of the main suppliers of graphic processing units (GPU) for a variety of final markets, such as games, PCs, data centers, virtual reality and high performance computer science . The company directs in most of the secular growth categories in computer science, and in particular artificial intelligence and super-composed parallel processing techniques to solve complex calculation problems. In our opinion, Nvidia’s calculation power is a critical Catalyst for AI and therefore essential to the adoption of AI. Actions contributed to performance during the quarter, drawn by high demand for its data center products, in particular the Hopper H200 chips, which have generated billions of two -digit revenues, marking the most product ramp fast in the history of the business. Management provided financial guidelines in the fourth quarter to the fourth quarter superior to the estimates of analysts, as well as resilient operational margins supported by solid demand and limited competition. In our opinion, the leadership of Nvidia in the scaling of AI infrastructure, including the progress of inference and the test of test time (that is to say the reasoning during the ‘Inference), stimulates the adoption between companies and startups, offering continuous demand for its high performance software and software solutions. As older generation chips are reused for inference and that new clusters are deployed, we believe that Nvidia is well positioned to capitalize on the growth of calculation needs in AI applications. »»
NVDA Global rank 5th On our list of the best long -term actions in which invest in high yields. While we recognize the potential of NVDA as an investment, our conviction lies in the conviction that certain deep AI actions are more promising to provide higher yields and do it within a shorter period. If you are looking for a deeply undervalued actions which are more promising than NVDA but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.
