Analysts on CNBC's Halftime Report shared their final trade recommendations, highlighting Nvidia, Toast, Microsoft, and ServiceNow. The selections were driven by recent corporate developments and analyst upgrades, reflecting shifting market dynamics in the tech sector.

Joseph M. Terranova, senior managing director for Virtus Investment Partners, recommended NVIDIA Corporation (NASDAQ: NVDA). Nvidia expanded its Washington D.C. presence on June 12 by appointing veteran lobbyist Bruce Andrews as chief external affairs officer to steer government affairs amid escalating U.S.-China tensions over advanced AI chips. Andrews will report to General Counsel Tim Teter.

Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, named Toast, Inc. (NYSE: TOST) as his final trade. Piper Sandler analyst Billy Fitzsimmons assumed coverage of Toast on June 11, assigning an Overweight rating and setting a price target of $32.

Rob Sechan, CEO of NewEdge Wealth, picked Microsoft Corporation (NASDAQ: MSFT). Microsoft announced 4,800 job eliminations in a company note on Monday, a move that could impact its operational efficiency.

Stephanie Link, chief investment strategist at Hightower Advisors, recommended buying ServiceNow, Inc. (NYSE: NOW). Guggenheim analyst John Difucci upgraded ServiceNow from Neutral to Buy on July 1, setting a $125 price target.

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Nvidia Corp. expanded its presence in life sciences AI through separate initiatives with Certara Inc. and Silo Pharma Inc. Certara is integrating Nvidia’s BioNeMo Agent Toolkit into its AI-driven drug development platform, while Silo Pharma’s subsidiary, QwikAgents, has joined the Nvidia Developer Program to strengthen its AI agent capabilities.

Certara Integrates Nvidia BioNeMo Into AI Drug Development Platform

Certara is partnering with Nvidia to advance its open, integrated AI platform by combining its scientific software, regulatory expertise, and proprietary datasets with AI-first, agentic frameworks. Under the collaboration, the Nvidia BioNeMo Agent Toolkit will become one of several agentic frameworks available within Certara’s platform. The toolkit is designed to turn AI agents into autonomous life sciences researchers by providing access to Nvidia’s life sciences technology stack while complementing Certara’s biosimulation models, regulatory expertise, and scientific teams.

AI Agents Target Drug Development Workflows

Specialized AI agents will analyze scientific models, datasets, and domain expertise across multiple stages of drug development. These agents can support tasks such as optimizing dosing strategies using systems pharmacology models, analyzing clinical datasets, simulating patient and clinical trial scenarios, evaluating ADMET properties, assembling regulatory-ready evidence, and assessing early-stage drug discovery hypotheses. The technology is intended to enhance the work of biosimulation experts and scientific teams by accelerating insight generation while keeping scientists at the center of decision-making.

Silo Pharma Subsidiary Joins Nvidia Developer Program

Silo Pharma announced its wholly owned subsidiary, QwikAgents, has joined the Nvidia Developer Program. QwikAgents’ platform automates complex workflows using autonomous AI agents capable of reasoning, taking action, and interacting with enterprise systems. The platform also incorporates persistent memory, intelligent routing across multiple large language model providers, browser automation, and secure data management to support scalable AI-driven operations. Participation in the Nvidia Developer Program will provide QwikAgents with access to Nvidia’s AI software ecosystem, development frameworks, technical training, and optimization resources. Silo Pharma expects these resources to help accelerate platform enhancements as it expands AI agent capabilities for enterprise customers.