AI tailwinds stretched into the new year after lifting the broader market through 2023. Some key winners continued to build on their rallies, with Nvidia and Super Micro Computer up 154% and 212%, respectively. Here are some of the firm's top pick into the second half of the year, as AI shows no signs of a slowdown: Rosenblatt named Advanced Micro Devices among its top picks. The firm's $250 price target implies about 57% upside for shares from Thursday's close.
MU YTD mountain Micron shares this year Shares of Micron have rallied 58% this year, but slumped 7% on Thursday after the memory chipmaker shared in-line guidance . Many on Wall Street had hoped for a stronger outlook as AI drives memory demand. Analyst Barton Crockett highlighted Apple as a stock to follow in the second half. Earlier this month the company unveiled its long-awaited AI vision .