Nvidia, Toast, Microsoft, ServiceNow: Stocks to Watch in H2
CNBC's Investment Committee flags four stocks worth tracking as the second half of the year kicks off.
The back half of the year is here, and CNBC's Investment Committee isn't wasting time. They've zeroed in on four names — Nvidia, Toast, Microsoft, and ServiceNow — as their top picks to watch heading into H2. If you're building a watchlist right now, these are the tickers getting serious attention from the pros.
Nvidia barely needs an introduction at this point. The AI chip giant has dominated 2024 conversation, and the committee still sees it as a cornerstone trade. Microsoft sits alongside it as a megacap play with direct AI exposure through its OpenAI partnership and Azure cloud momentum. These two aren't moonshot bets — they're the backbone of the AI infrastructure story.
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Then there's ServiceNow, the enterprise software name that keeps compounding quietly while flashier stocks grab headlines. It's the kind of stock that rewards patience. Toast rounds out the group as the restaurant tech disruptor — a smaller, higher-risk name that signals the committee isn't just playing it safe with blue chips.
What this four-stock mix really tells you is that the committee is balancing conviction in mega-cap AI with selective exposure to growth names that still have room to run. That's a smart framework for navigating a market that's priced in a lot of good news but still has upside catalysts ahead. Diversification within a theme beats concentration every time when uncertainty is elevated.
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