Netflix, Oracle and other technology stocks are lifting U.S. indexes Wednesday as their profits pile higher and excitement builds around the moneymaking prospects of artificial intelligence. The S&P 500 was up 0.

But one Wall Street analyst thinks investors should take advantage of that lull. Oppenheimer 's Rick Schafer just made the company one of his top picks for 2025 in the semiconductor sector. His firm's price target of $175 per share would represent a 27% gain from recent levels.

Analysts at Morgan Stanley say Microsoft (NASDAQ: MSFT) is in a "pole position" to capitalize on growing demand for generative artificial intelligence (AI)-powered applications like AI agents. Other analysts seem to agree.

U.S. stock indexes are drifting higher following a mostly encouraging batch of profit reports from big companies.

U.S. stocks are ticking higher following an encouraging update on inflation. The S&P 500 rose 0.4% in early trading Tuesday. The Dow Jones Industrial Average was up 163 points, and the Nasdaq composite was 0.

The past few years have been undeniably profitable for Nvidia ( NVDA 4.43%) investors. The stock price has surged more than sevenfold over the past two years, and today, it topped the charts as the world's most valuable company in terms of market cap.

Nvidia stock rose early Wednesday after President Donald Trump sent another signal to markets that artificial intelligence would be a priority under his new administration. The absence of Nvidia CEO Jensen Huang at the inauguration Monday stuck out as Big Tech CEOs thronged to the event.