Investing.com -- U.S. indices have declined so far on Friday, following a strong run, as markets take a breather and investors digest the latest macroeconomic and geopolitical news.

Here are Investing.com’s stocks of the week:

Nvidia

With CEO Jensen Huang joining U.S. President Donald Trump on his China visit, Nvidia has posted another strong week. During the period, the stock has climbed more than 8%.

In a note to clients, Cantor Fitzgerald analyst C.J. Muse raised the firm’s price target on NVIDIA to $350 from $300, maintaining an Overweight rating.

“Our sense is that LO investors are underweight today and that any real positive momentum in shares will lead to meaningful upside – our only question is when (not if),” the analyst wrote.

Cerebras Systems

Cerebras made its market debut this week, surging at the open. However, it has since declined and now sits around $299.54.

Analysts at Hedgeye added the company as a new long, stating: "We see 55% upside from the $120 IPO price. As semiconductor supply constraints persist, the market is increasingly embracing alternative AI compute architectures. Cerebras (“CBRS”), a 10-year-old AI chip company preparing to IPO, is emerging as a credible beneficiary of this shift."

Cisco Systems

Cisco Systems surged this week, with a 13.4% gain in Thursday’s session following the company’s latest quarterly earnings. The company topped expectations and provided strong quarterly and full-year guidance.

“AI momentum is shining,” said Tuist analyst Matthew Niknam in a note following the release. The firm now has “enhanced confidence in the forward trajectory heading into FY27E, as we believe the company could sustain double-digit EPS growth for a second consecutive year.”

Intel

After a strong run stretching back to early April, Intel shares finally took a breather. On Friday, global chip stocks were also impacted by a sharp selloff in South Korean equities and mounting geopolitical uncertainty as U.S.-Iran talks showed no signs of progress.

On Thursday, UBS said AMD and ARM continued to gain ground in the server chip market at Intel’s expense.

Nebius Group

Finally, Nebius Group shares rallied more than 20% in the last week, boosted by its latest earnings release. The company beat analyst top and bottom-line consensus expectations.

Citizens analyst Greg Miller raised the price target on Nebius Group to $270 from $175, maintaining a Market Outperform rating.

The analyst stated: "Nebius Group N.V. reported 1Q26 results that demonstrate its hyper-growth characteristics, combined with its opportunity and being a company that controls its technology stack, power, and data center capacity.”