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Wall Street is more fired up than ever about how high Nvidia stock can go

Nvidia surged a whopping 16% from already-eye-popping levels on Thursday. But analysts don't think …

Matthew Fox   


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1 min read

Why an AI stock that's up 764% over the past year has another 18% upside, according to JPMorgan

"We believe investors should own the AI Server theme given the rapid expansion of the overall marke…

Matthew Fox   


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2 mins read

The stock market could surge 14% as companies adopt AI to boost productivity and profits, Goldman Sachs says

A 14% gain in the stock market sparked by AI-induced profitability gains would send the S&P 500 to …

Matthew Fox   


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Microsoft's 'game changing' AI products should power the stock 15% higher to record highs in 2024, Wedbush says

"We estimate for every $100 of cloud Azure spend with MSFT the last few years there is an increment…

Matthew Fox   


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3 mins read

Wall Street keeps raising price targets for sky-high Nvidia stock. Here's why analysts are still so bullish.

Bank of America, Goldman Sachs, and Bernstein are among firms predicting further upside for Nvidia …

Jennifer Sor   


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Buy these 3 stocks to ride a 2nd wave of AI frenzy as accelerators outperform, BofA says

"Rising tide could create profitable niche for next tier of vendors," analysts at the firm said.

Matthew Fox   


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JPMorgan calls Amazon and Alphabet its 'top picks' for 2024 in bet that mega-cap tech rally will continue

"We anticipate our coverage universe [internet companies] will broadly re-accelerate revenue growth…

Matthew Fox   


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1 min read

Nvidia stock still isn't expensive even at a $2 trillion valuation, BofA says

The firm raised its Nvidia price target to $1,100, implying 24% upside from current levels, ahead i…

Matthew Fox   


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Nvidia will surge another 22%, and is still cheap compared to peers despite nearly doubling this year, Goldman Sachs says

Nvidia's increased cadence of new product innovation should help fend off the competition, accordin…

Matthew Fox   


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4 mins read

'A growth turnaround beginning': Here's what Wall Street expects from Apple's 3rd-quarter earnings

Apple is on deck to report third-quarter earnings. Analysts are focused on the company's AI initiat…

Jennifer Sor   


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2 mins read

Nvidia stock can still climb another 26% as supercomputer launch solidifies its lead in the AI arms race, Bank of America says

The key to Nvidia's success is its full-stack platform that combines both the hardware and software…

Matthew Fox   


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Nvidia stock hits record high as tech earnings reinforce AI bullishness

Nvidia traded as high as $666 per share on Friday, with the stock buoyed by optimism over AI expres…

Yuheng Zhan   


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Microsoft stock will surge another 18% over the next year as the company rides AI momentum, Wedbush says

Microsoft customers are rapidaly adopting its AI functionalities, which will boost the firm's top-l…

Filip De Mott   


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'Reels is outperforming TikTok': Here's what Wall Street expects from Meta's 3rd-quarter earnings

Investors are waiting to see how Meta balances its "year of efficiency" cost cuts with its need to …

Matthew Fox   


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2 mins read

Apple stock has 17% upside because the AI revolution will have to run through its hardware, Wedbush says

Apple will become the gatekeeper of AI consumers, pushing developers to integrate their models to i…

Filip De Mott   


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1 min read

Nvidia could mint $300 billion in AI revenues by 2027, 10 times the expected takings this year, analyst says

Mizuho analyst Vijay Rakesh expects the company to generate $25 billion to $30 billion in AI revenu…

Huileng Tan   


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Nvidia stock has another 125% upside as 'Mother of all cycles' looms, Wall Street firm says

"Nvidia's unmatched software capabilities and exposure to secular AI and data center tailwinds rein…

Matthew Fox   


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3 mins read

'AI demand train running at full speed': Here's what Wall Street expects from Nvidia's first-quarter earnings

"With H100 lead times falling and H200 and GB200 products now in the mix, Nvidia has more levers to…

Matthew Fox