Nvidia, Uber, and Marvell Lead Wall Street's Top Picks

Global stock markets have been volatile due to high bond yields and ongoing tensions between the U.S. and Iran, causing uncertainty in oil prices and inflation. Top Wall Street analysts are recommending three stocks with attractive long-term growth potential: Nvidia (NVDA), Uber Technologies (UBER), and Marvell Technology (MRVL).

Nvidia's recent Q2 results impressed investors, despite supply constraints. The company's FY28 revenue growth outlook of 70% was well above expectations, according to Morgan Stanley analyst Joseph Moore. He reiterated a buy rating on NVDA with a price target of $300, citing the company's 'compelling product cycle, exceptional growth, and valuation below peers.'

Moore believes Nvidia will continue to address bottlenecks and deliver rapid growth, despite supply issues. The analyst highlighted strong performance metrics for Vera Rubin chips, including 30x higher throughput per megawatt and 35x lower token cost compared with Grace Blackwell Ultra.

BMO Capital analyst Brian Pitz also recommended Uber Technologies, citing the company's opportunity in the autonomous vehicle (AV) market. He reiterated a buy rating on UBER with a price target of $119, emphasizing Uber's transition into a diversified marketplace and its growing AV infrastructure capabilities.