"The math just works" when it comes to Nvidia's (NVDA) growth, according to Loop Capital. An analyst with the firm raised its price target to $250 from $175 as the Mag 7 giant hit new all-time highs alongside the NDX. Diane King Hall analyzes the firm's recent note and turns to Nvidia's road ahead as A.I. reclaims the market narrative. However, Diane adds that investors appeared to have completely shaken off DeepSeek and its potential impact on Big Tech.

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LikeFolio's Megan Brantley sees consumers changing their mindsets around Uber Technologies (UBER) and autonomous driving. She talks about ways the company capitalizes on its "captive audience" and how it can keep interest as robotaxi tech evolves. Megan later dives into Uber's partnership with Alphabet's (GOOGL) Waymo and the moat it creates for growth.

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Micron (MU) has recovered significantly alongside other chip stocks after tapping 2-year lows last April. Nick Raich says a "beat doesn't matter" in earnings, suggesting the company needs a raise and other strong indicators of A.I. growth for its rally to continue. Frances Stacy says that could come from demand in customers like Nvidia (NVDA) for Micron's bandwidth memory chips.

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