CNBCยท2025-09-28 11:48Core Insights - Despite macroeconomic uncertainties, companies like Nvidia and MongoDB are positioned to deliver strong returns through technological advancements and AI adoption [1][2] Nvidia - Nvidia has reinforced its dominant market position through innovation and strategic investments, including a $5 billion investment in Intel and a $100 billion investment in OpenAI [3][4] - Evercore analyst Mark Lipacis maintains a buy rating on Nvidia, increasing the price target from $214 to $225, citing Nvidia as the "AI ecosystem of choice" [4][5] - Nvidia is expected to be the preferred supplier for OpenAI, with a deal specifying at least 10 GW of AI infrastructure, and the total addressable market (TAM) historically estimated at $30 billion to $40 billion per GW [6] - Lipacis has raised his 2026 revenue and earnings per share (EPS) estimates for Nvidia by 2%, suggesting that forecasts may be conservative [6][7] MongoDB - MongoDB recently hosted an Investor Session in New York City, focusing on profitable growth and providing a 3- to 5-year financial framework [8] - Needham analyst Mike Cikos reiterated a buy rating on MongoDB, raising the price target from $325 to $365, while TipRanks' AI Analyst also gives it an "outperform" rating with a price target of $355 [8][9] - Cikos expects AI and competitive migrations to drive growth for MongoDB, despite initial investor reactions to revenue growth forecasts being underwhelming [9][10] - The company plans to invest in business growth, focusing on developer awareness, research & development, and sales force optimization, while expecting efficiencies to drive profitable growth [10][11] - Cikos has become more positive on MongoDB's AI positioning, particularly regarding embeddings that connect data with Large Language Models (LLMs) [11][12]