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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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1 min read

Nvidia stock could soar 81% if investors recognize its full potential as an AI ecosystem, rather than just a chipmaker, Evercore says

"We think investors underestimate the importance of the chip+hardware+software ecosystem that Nvidi…

Matthew Fox   


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Don't sweat Nvidia's recent sell-off as the stock still has 26% upside, Bank of America says

BofA notes that the latest rout is the ninth time the stock has fallen more than 10% since ChatGPT …

Yuheng Zhan   


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'They're not going to keep buying this': 3 Wall Street analysts explain why Nvidia's best days are behind it

"The higher we go this year, the more we're going to fall next year," said Gil Luria, an analyst at…

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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Stocks could surge another 15% this year with mega-cap tech leaders still nowhere near bubble peaks, Goldman says

The bank said continued "exceptionalism" from the mega-cap tech stocks could drive the S&P 500 to a…

Matthew Fox   


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'1-2 steps ahead of competitors': Here's what Wall Street is saying about Nvidia after its big conference

Nvidia is "further distancing itself with its aggressive cadence of new product launches and more p…

Matthew Fox   


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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 has dethroned Tesla as the most popular stock for day traders

"NVDA looks every day more like the new bellwether of general retail sentiment," Vanda Research sai…

Matthew Fox   


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Hedge funds are dumping tech stocks at the quickest pace in 7 months after piling in ahead of Nvidia's wild earnings report

Hedge funds that piled into the tech trade leading up to Nvidia's earnings are cashing out at the f…

Yuheng Zhan   


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Short-seller Jim Chanos warns Nvidia's epic growth is cannibalizing Big Tech — as the chip titan's value surges by $1 trillion in 4 months

Nvidia is raking in massive profits while its Big Tech customers rack up huge bills buying its chip…

Theron Mohamed   


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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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Nvidia stock has 10% more upside this year after blockbuster earnings show AI dominance has room to run, Wedbush says

Wedbush raised its 12-month price forecast of Nvidia to $850 from $800, with the firm "stepping on …

Aruni Soni   


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The 10 stocks most popular with hedge funds right now, according to Goldman Sachs

Goldman Sachs' VIP hedge fund basket is up 8.7% year-to-date, outpacing the S&P 500's 5.1% return.

Matthew Fox   


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Goldman Sachs now sees the S&P 500 climbing another 4% this year on mega-cap earnings strength

This is the second time since November that Goldman's top US equity strategist has boosted his year…

Matthew Fox   


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An immediate pullback could hit Nvidia's stock with its meteoric rise spurring 'fear and greed,' Bank of America says

Nvidia could fall as much as 11% after earnings, but the volatility will be short-lived, BofA's Viv…

Filip De Mott   


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Nvidia's investment in SoundHound sends shares of the AI voice company soaring 55%

Nvidia revealed a stake in the AI company in a new regulatory filing, as well as an investment in A…

Phil Rosen   


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These are the top 10 holdings of the Mormon Church's $51 billion stock portfolio

The Church of Jesus Christ of Latter-day Saints pared back its exposure to mega-cap tech stocks dur…

Matthew Fox   


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Nvidia climbs to record high as CEO says he's confident regulators will approve Arm acquisition

"I expect this one to take 18 months so that's later this year, early next year. I'm confident abou…

Will Daniel   


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Nvidia extends rally after the company announces a four-for-one stock split

If shareholders approve the proposed stock split on June 3, there will be 4 billion authorized shar…

Will Daniel