{"id":516236,"date":"2026-06-24T15:51:12","date_gmt":"2026-06-24T15:51:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/516236\/"},"modified":"2026-06-24T15:51:12","modified_gmt":"2026-06-24T15:51:12","slug":"nvidia-nvda-remains-a-must-own-for-bernstein-despite-tech-sell-off","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/516236\/","title":{"rendered":"NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off"},"content":{"rendered":"\n<p class=\"yf-1fy9kyt\">NVIDIA Corporation (NASDAQ:NVDA) is one of the<\/p>\n<p class=\"yf-1fy9kyt\"><a href=\"https:\/\/www.insidermonkey.com\/blog\/15-ai-stocks-analysts-are-watching-microsoft-nvidia-and-more-1788107\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;15 AI Stocks Analysts Are Watching&quot;}\" class=\"link \">15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\">On June 23, Bernstein reiterates Nvidia and Broadcom as outperform Bernstein says both stocks are a must-own.<\/p>\n<p class=\"yf-1kwbn3\">Own both NVDA and AVGO. We get the desire to play the bottlenecks instead, but they won\u2019t ultimately work if these don\u2019t; in the meantime demand shows no signs of slowing, and both stocks screen unreasonably cheap.<\/p>\n<p class=\"yf-1fy9kyt\">Regardless, Nvidia, Micron, and AMD were among the most notable decliners in a tech sector sell-off on Tuesday, June 23, as investors moved away from riskier and high growth stocks following the Federal Reserve\u2019s hawkish inflation message last week. Investors also reassessed AI-led valuations and debt-funded infrastructure spending.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/06\/094ee83d0d34849418ab9a78e4d78acc.jpeg\" alt=\"NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off\" loading=\"eager\" height=\"512\" width=\"768\" class=\"yf-lglytj  loaded\"\/> NVIDIA (NVDA) Remains a Must-Own for Bernstein Despite Tech Sell-Off      <\/p>\n<p class=\"yf-1fy9kyt\">NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.<\/p>\n<p class=\"yf-1fy9kyt\">While we acknowledge the potential of NVDA an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a class=\"link \" href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:\u00a0best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;&amp;nbsp&quot;}\">\u00a0best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-1fy9kyt\">READ NEXT:\u00a0<a class=\"link \" href=\"https:\/\/www.insidermonkey.com\/blog\/33-stocks-that-should-double-in-3-years-1709437\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:33 Stocks That Should Double in 3 Years;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;33 Stocks That Should Double in 3 Years&quot;}\">33 Stocks That Should Double in 3 Years<\/a> and <a class=\"link \" href=\"https:\/\/www.insidermonkey.com\/blog\/cathie-wood-2026-portfolio-10-best-stocks-to-buy-1716175\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Cathie Wood 2026 Portfolio&quot;}\">Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy<\/a>.\u00a0<\/p>\n<p class=\"yf-1fy9kyt\">Disclosure: None. <a class=\"link \" href=\"https:\/\/news.google.com\/publications\/CAAqLQgKIidDQklTRndnTWFoTUtFV2x1YzJsa1pYSnRiMjVyWlhrdVkyOXRLQUFQAQ?hl=en-US&amp;gl=US&amp;ceid=US%3Aen\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Follow Insider Monkey on Google News;elm:context_link;itc:0;sec:content-canvas\" data-yga=\"{&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yLinkText&quot;:&quot;Follow Insider Monkey on Google News&quot;}\">Follow Insider Monkey on Google News<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. On&hellip;\n","protected":false},"author":2,"featured_media":516237,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,218,219,85660,61,60,1071,3447,80],"class_list":["post-516236","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-growth-stocks","tag-ie","tag-ireland","tag-microsoft","tag-nvidia-corporation","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/516236","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=516236"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/516236\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/516237"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=516236"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=516236"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=516236"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}