We recently published Trending Analyst Calls: 10 Stocks to Buy and Sell. IonQ, Inc. (NYSE:IONQ) is one of the trending analyst calls. Bryn Talkington, Managing Partner of Requisite Capital Management, explained in a recent program on CNBC why she sold her position in IONQ Inc (NYSE:IONQ), a quantum computing hardware and software company. The analyst continues to believe in the potential of the quantum computing company, but thinks it will take several years for it to bear fruit. “I actually bought it la ...

Core Viewpoint - The current AI bull run is characterized as a boom rather than a bubble, with expectations for continued growth driven by major technology companies and AI capital expenditures [2][3]. Group 1: AI Market Insights - The AI bull run is showing no signs of slowing down, with notable Wall Street analysts optimistic about its continuation [1]. - Michael Kantrowitz from Piper Sandler emphasizes that the current economic conditions do not suggest an imminent bubble burst, as the economy remains strong and monetary policy is shifting towards easier conditions [3]. Group 2: Hedge Fund Investments - Hedge funds are increasingly investing in specific stocks, with a strategy that has outperformed the market significantly since May 2014, returning 427.7% [6]. - The iShares Biotechnology ETF (NASDAQ:IBB) is highlighted as a potential beneficiary of M&A activity in the biotech sector, driven by the need for big pharma to rebuild their pipelines [7]. - Ares Capital Corporation (NASDAQ:ARCC) is being bought despite credit market concerns, with expectations of a 10% yield and potential for a 20% total return in the coming year [9]. - IONQ Inc (NYSE:IONQ) is viewed as a long-term investment in quantum computing, but analysts caution that profitability may take several years to materialize [10]. - Vertiv Holdings Co (NYSE:VRT) is recognized for its strong position in the data center market, with significant growth potential and a backlog of $8.5 billion [12][13]. - First Solar Inc (NASDAQ:FSLR) is considered a cheap energy stock with potential benefits from increasing AI power demands and supportive U.S. energy policies [16][17]. - Vistra Corp (NYSE:VST) has seen rising stock prices due to expectations of increased power demand from AI, although concerns about valuation have been raised [17].

Group 1: Nvidia - Nvidia has seen a significant increase in demand for its chips due to a surge in data center spending, with revenue from its data center segment rising 142% to $115 billion in fiscal 2025 [5] - The company holds a dominant market share in AI data center processing, estimated between 70% to 95%, and anticipates $2 trillion in AI data center spending over the next few years [6] - Nvidia's latest AI processor, Blackwell, has generated $11 billion in sales, marking the fastest product ramp in the company's history [7] Group 2: Rigetti Computing - Rigetti Computing operates in the quantum computing space, which has the potential to impact various fields, with the market projected to be worth $170 billion by 2040 [8] - The company has partnered with major cloud providers like Amazon and Microsoft, enhancing its credibility in the quantum computing market [9] - Despite a 639% increase in share price over the past year, Rigetti reported a 32% decline in sales in the fourth quarter, totaling $2.3 million, indicating challenges in establishing a foothold in a speculative market [10][11]