NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off

Ghazal Ahmed

Wed, June 24, 2026 astatine 8:48 AM CDT 1 min read

NVIDIA Corporation (NASDAQ:NVDA) is 1 of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More.

On June 23, Bernstein reiterates Nvidia and Broadcom arsenic outperform Bernstein says some stocks are a must-own.

Own some NVDA and AVGO. We get the tendency to play the bottlenecks instead, but they won't yet enactment if these don't; successful the meantime request shows nary signs of slowing, and some stocks surface unreasonably cheap.

Regardless, Nvidia, Micron, and AMD were among the astir notable decliners successful a tech assemblage sell-off connected Tuesday, June 23, arsenic investors moved distant from riskier and precocious maturation stocks pursuing the Federal Reserve's hawkish ostentation connection past week. Investors besides reassessed AI-led valuations and debt-funded infrastructure spending.

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

While we admit the imaginable of NVDA an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double successful 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. 

Disclosure: None. Follow Insider Monkey connected Google News.