Top Stocks to Watch in Second Half: Nvidia, Microsoft and More
CNBC's Investment Committee names their top picks for H2, including Nvidia, Toast, Microsoft, and ServiceNow.
The second half of the year is here, and Wall Street's sharpest minds are already placing their bets. CNBC's Investment Committee just dropped their final trade calls, and the names on the list are worth circling on your watchlist right now.
Nvidia leads the pack — no surprise there. The AI chipmaker has been the defining trade of 2024, and the committee still sees runway heading into the back half. If you've been waiting for a pullback to get in, this signal suggests the conviction isn't fading.
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Microsoft and ServiceNow round out the enterprise tech angle. Both companies are deep in the AI integration game, monetizing the infrastructure buildout that Nvidia powers. When the picks cluster around a theme this tightly, that's the market telling you something loud and clear.
Toast is the wildcard on the list. The restaurant technology platform plays a different angle — consumer spending resilience and small-business digital adoption. It's a bet that Main Street keeps spending even if macro headwinds pick up in Q3 and Q4.
Four names, one clear throughline: technology with an AI backbone is where the committee wants to be positioned. Whether you follow these trades directly or use them as a sector compass, the H2 setup is taking shape fast. Continue reading at CNBC.
