Beth Kindig, technology analyst at the I/O Fund, thinks Nvidia (NASDAQ: NVDA) will ride the artificial intelligence (AI) boom to a $10 trillion valuation by 2030. Should that forecast prove correct, the semiconductor company would be worth more than what Apple, Microsoft, Amazon, and Tesla are currently worth combined.

Despite the strong outlook for the industry, Wall Street analysts only expect one of these enterprise-software leaders to keep climbing higher over the next 12 months. Palantir has a median-price target of $38 per share, based on the estimates of 22 analysts. That implies a downside of 30% from its share price, as of this writing.

U.S. stocks edged lower as momentum came out of the torrid “Trump trade” that swept Wall Street following Donald Trump’s presidential victory. The S&P 500 slipped 0.3% Tuesday, coming off its latest record.

Stocks that pay dividends usually outperform stocks that don't over time. Bank of America thinks Eli Lilly stock could rise more than 40% in the year ahead. Microsoft's software and cloud infrastructure businesses are performing so well that Morgan Stanley expects a 30% gain in the year ahead.