Global Top Stock Picks from Analysts

NVIDIA

Market Cap: US$2.5t

A computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally.

Broadcom

Market Cap: US$809.2b

Designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide.

Taiwan Semiconductor Manufacturing

Market Cap: NT$24.4t

Manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally.

Novo Nordisk

Market Cap: DKK 2.0t

Engages in the research and development, manufacture, and distribution of pharmaceutical products in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.

Advanced Micro Devices

Market Cap: US$166.8b

Operates as a semiconductor company worldwide.

Shopify

Market Cap: US$130.3b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Applied Materials

Market Cap: US$120.0b

Engages in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries.

Arm Holdings

Market Cap: US$114.0b

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products.

KKR

Market Cap: US$107.4b

A private equity and real estate investment firm specializing in direct and fund of fund investments.

Hitachi

Market Cap: JP¥14.8t

Provides digital system and services, green energy and mobility, and connective industry solutions in Japan and internationally.

Arista Networks

Market Cap: US$101.1b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Micron Technology

Market Cap: US$99.0b

Designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Mainland China, rest of the Asia Pacific, Hong Kong, Japan, Europe, and internationally.

AppLovin

Market Cap: US$98.7b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

SK hynix

Market Cap: ₩134.1t

Engages in the manufacture, distribution, and sale of semiconductor products in Korea, China, rest of Asia, the United States, and Europe.

AIA Group

Market Cap: HK$635.6b

Provides life insurance based financial services.

MicroStrategy

Market Cap: US$81.4b

Provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally.

SoftBank Group

Market Cap: JP¥10.3t

Provides telecommunication services in Japan and internationally.

Constellation Energy

Market Cap: US$67.2b

Produces and sells energy products and services in the United States.

Dell Technologies

Market Cap: US$66.5b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

PayPal Holdings

Market Cap: US$66.4b

Operates a technology platform that enables digital payments for merchants and consumers worldwide.

Tokyo Electron

Market Cap: JP¥9.1t

Develops, manufactures, and sells semiconductor and flat panel display (FPD) production equipment in Japan, Europe, North America, Taiwan, China, South Korea, Southeast Asia, and internationally.

Atlassian

Market Cap: US$58.7b

Through its subsidiaries, designs, develops, licenses, and maintains various software products worldwide.

Shin-Etsu Chemical

Market Cap: JP¥8.1t

Provides infrastructure, electronics, and functional materials in Japan.

Marvell Technology

Market Cap: US$54.8b

Provides data infrastructure semiconductor solutions, spanning the data center core to network edge.

Foxconn Industrial Internet

Market Cap: CN¥378.3b

Designs and manufactures communication network and cloud computing equipment, precision tools, and industrial solutions.

Daiichi Sankyo Company

Market Cap: JP¥6.8t

Manufactures and sells pharmaceutical products in Japan, North America, Europe, and internationally.

Coinbase Global

Market Cap: US$46.4b

Operates platform for crypto assets in the United States and internationally.

Adyen

Market Cap: €41.1b

Operates a payments platform in Europe, the Middle East, Africa, North America, the Asia Pacific, Latin America.

Vistra

Market Cap: US$43.1b

Operates as an integrated retail electricity and power generation company in the United States.

Glencore

Market Cap: UK£31.5b

Engages in the production, refinement, processing, storage, transport, and marketing of metals and minerals, and energy products in the Americas, Europe, Asia, Africa, and Oceania.

Infineon Technologies

Market Cap: €36.6b

Engages in the design, development, manufacture, and marketing of semiconductors and semiconductor-based solutions worldwide.

Robinhood Markets

Market Cap: US$37.8b

Operates financial services platform in the United States.

Shenzhen Mindray Bio-Medical Electronics

Market Cap: CN¥272.4b

Shenzhen Mindray Bio-Medical Electronics Co., Ltd.

Block

Market Cap: US$35.9b

Block, Inc., together with its subsidiaries, builds ecosystems focused on commerce and financial products and services in the United States and internationally.

Datadog

Market Cap: US$34.9b

Operates an observability and security platform for cloud applications in the United States and internationally.

DENSO

Market Cap: JP¥5.1t

Engages in the manufacture and sale of automotive parts in Japan, rest of Asia, North America, Europe, and internationally.