Stocks to watch next week: Nvidia, Broadcom, CrowdStrike, UnitedHealth, Marvell

TLDR

• Nvidia remains the central AI stock to watch as investors monitor hardware demand and support levels
• Broadcom faces questions after post-earnings selloff despite strong results
• CrowdStrike fell post-earnings despite raised guidance and stock split announcement
• UnitedHealth is gaining attention as investors move toward defensive health care stocks
• Marvell rose on AI hype but has retreated, making next week a key test for the stock

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Nvidia, Broadcom, CrowdStrike, UnitedHealth and Marvell are the five stocks Wall Street will be watching closely next week. Each of them is at the heart of a major market theme: artificial intelligence, cybersecurity, healthcare, and changing investors’ appetite for risk.

Nvidia and Marvell are leading the AI ​​conversation

Nvidia It remains the most important stock in the market at the moment. It’s the benchmark for AI infrastructure spending, and investors are watching price movements to gauge broader sentiment toward AI trading. Shares fell slightly, but analysts’ conviction in the long-term story remains strong.

Nvidia Corporation, NVDA

Marvel It’s been a big week after Nvidia CEO Jensen Huang suggested the company could one day reach a $1 trillion valuation. Which led to the stock rising. But Marvell then fell along with other chip stocks, leaving investors uncertain heading into next week.

If buyers quickly return to both stocks, it indicates that the AI ​​trade is still healthy. If the weakness continues, it could raise questions about how much growth is already priced into these stocks.

Nvidia is considered the strongest AI player in the long term due to its dominance in GPUs, networking and AI software. Marvell’s focus on custom AI chips and cloud infrastructure has made it one of the most talked-about names on Wall Street.

Broadcom and CrowdStrike test investors’ patience

Broadcom It reported strong earnings but disappointed investors with guidance that fell short of very high expectations. The stock fell sharply. Next week, investors will decide whether this decline represents a buying opportunity or the beginning of a broader decline in AI-related stocks.

CrowdStrike also fell after earnings, although results were strong and the company raised its guidance and announced a stock split. The selling was driven by valuation concerns, not business performance.

Cybersecurity spending continues to grow. Companies are spending more on cloud security, endpoint protection, and AI-powered threat detection. A recovery in CrowdStrike shares would signal a renewed appetite for high-growth software names.

Broadcom remains a major player in the AI ​​space with its custom chipsets and networking products. Any bounce in the stock could lift sentiment in the semiconductor sector.

UnitedHealth is attracting interest as a defensive play

UnitedHealth attracted new attention after an analyst upgrade. With technology stocks swinging sharply, some investors are turning to health care as a more stable option.

UnitedHealth has recurring revenue and a dominant market position. These qualities make them attractive when markets are uncertain.

Investors will be watching whether institutional money continues to flow into healthcare. If that happens, UnitedHealth could become one of the more consistent performers in a volatile market.

Together, these five stocks reflect the biggest themes on Wall Street right now: AI infrastructure, the growth of cybersecurity, and the search for security in uncertain markets.