Top Rated Stock | Gold, AI, Big Tech......So Much to Ride, So Hard to Decide?

As the stock market resumes its upward trend while the ongoing gold rally shows no sign of stopping, it seems like “making positive returns” is getting way easier than it used to be. However, Investing, at its core, remains a delicate art that requires timing and choice - not every investment will be a guaranteed win, and making money off stocks is not like picking up money off the street, unless you have these beautiful tickers!

HERE ARE OUR PICKS FOR THIS WEEK!

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NVIDIA Corporation (NVDA): The AI Infrastructure Powerhouse Under Geopolitical Pressure

NVIDIA's latest reported results show compelling top-line momentum. For Q1 FY2026 (ended April 27, 2025), revenue reached $44.1 billion, up 69 % year-on-year (and up 12 % quarter-on-quarter). Data center/inference revenues remain the primary driver: the data center segment grew ~73 % in that quarter.

However, the company flagged a large charge (~$4.5 billion) associated with export restrictions on its H20 chips to China, signalling headwinds from geopolitics.

The secular tailwinds for NVIDIA remain formidable. The explosion of generative AI and large-language-model infrastructure means demand for high-performance GPUs and inference hardware is surging. Analysts are raising NVIDIA's fair value - one article noted “raising fair value to $190 from $170”. The record gross margins (e.g., ~72.4 % in one quarter) reflect pricing power and technical leadership.

In a base case, NVIDIA continues high double-digit growth for several years, driven by AI infrastructure demand, and modest multiple expansion could support further upside. In a bull case - strong China re-access, dominant leadership, new generational architecture - the stock could outperform significantly.

Dell Technologies Inc. (DELL): Infrastructure Pivot from PCs to AI Servers Is Gaining Traction

Dell has repositioned itself: its Q2 FY2026 (ended ~Aug 2025) revenue reached roughly $29.8 billion, marking ~19 % year-over-year growth and an EPS of ~$2.32, beating estimates. The Infrastructure Solutions Group (servers, storage, networking) is growing strongly, especially driven by AI workloads.

Dell is benefitting from the AI infrastructure wave - one article described “unprecedented demand for our AI-optimized servers” with a backlog reported in the ~$9 billion range. The company raised its long-term growth trajectory: revenue growth of ~7-9% annually (up from 3-4%), and adjusted EPS growth of ~15%+ through 2030. So the pivot away from purely PC/consumer hardware toward enterprise/AI infrastructure seems to be bearing fruit.

Dell presents a compelling value/transformational play rather than a pure growth name. Investors are gaining exposure to the AI-hardware cycle at a lower valuation than many peers. If Dell executes, upside is meaningful; if server demand weakens or margins compress, the stock may underperform. For a diversified portfolio, DELL could be a tactical hold or entry point.

Newmont Corporation (NEM): Premium Precious-metals Hedge With Operational Strength

Newmont delivered Q2 2025 adjusted net income of $1.6 billion, equivalent to ~$1.43 per diluted share, beating consensus estimates (~$1.18). The company also reported strong free cash flow (~$1.7 billion) and remains on track to meet its 2025 guidance.

As a major gold (and copper) producer, Newmont offers exposure to precious-metals upside in inflationary, currency-weakness, or crisis scenarios. The gold rally boosts sentiment and supports margins. With strong earnings beats and a disciplined capital return program (including ~$3 billion share-repurchase authorization), the company is executing well.

Newmont fits well as a portfolio hedge / cyclicals complement rather than a high-growth stock. In scenarios where inflation, geopolitics, or currency weakness persist, NEM could outperform. In benign economic scenarios, it may deliver modest returns. It is most likely categorized as a lower-growth, lower-beta defensive play with upside tied to macro stresses. Suitable for portfolios seeking diversification and downside protection.