---
title: "Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286680544.md"
description: "Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down"
datetime: "2026-05-17T18:58:22.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286680544.md)
  - [en](https://longbridge.com/en/news/286680544.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286680544.md)
---

# Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [XLK.US](https://longbridge.com/en/quote/XLK.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)

## Related News & Research

- [Nvidia earnings on May 20 could sway AI market sentiment](https://longbridge.com/en/news/286642553.md)
- [Nvidia's $78 billion earnings test could reveal the real AI demand story](https://longbridge.com/en/news/286447895.md)
- [Analysts boost Nvidia outlook as AI demand surges ahead of earnings](https://longbridge.com/en/news/286687423.md)
- [Nvidia’s Jensen Huang urges graduates to seize AI-driven trades boom](https://longbridge.com/en/news/286641434.md)
- [Investors Are Worried the AI Rally Has Gone Too Far. Bernstein Analysts Say Nvidia Stock Is Still ‘Cheap’ Here.](https://longbridge.com/en/news/286275917.md)