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'Everyone Has This Wrong,' Says Top BofA Analyst About Nvidia Stock

Bank of America's top analyst, Vivek Arya, argues that concerns about Nvidia's demand and supply limits are misplaced. He maintains an Overweight rating with a $275 price target, suggesting a 50% upside. Arya highlights Nvidia's role in Amazon's AWS cloud AI systems and predicts strong data center sales. Nvidia's stock has a Strong Buy consensus, with a 43% upside potential according to TipRanks.

Tip Ranks·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%
Tip Ranks·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%

NVIDIA AI Fellowships Fuel Next-Gen AI Research

NVIDIA has announced its latest Graduate Fellowship Program recipients, awarding up to $60,000 each to 10 PhD students. This program, in its 25th year, supports research critical to NVIDIA's technological advancements. The fellowships focus on projects in autonomous systems, deep learning, robotics, and more, highlighting NVIDIA's strategic investment in AI talent and innovation. Recipients will also complete a summer internship at NVIDIA, integrating them into the company's research ecosystem. This initiative underscores NVIDIA's commitment to advancing AI and influencing the direction of critical AI development.

StartupHub·
US
NVDL
+4.15%
HK
07788
+4.41%
HK
07388
-4.12%
StartupHub·
US
NVDL
+4.15%
HK
07788
+4.41%
HK
07388
-4.12%

NVIDIA Jetson Edge AI Robotics: Discounts Fuel Innovation

NVIDIA is offering significant discounts on its Jetson developer kits to accelerate edge AI and robotics development. Available until January 11, the initiative aims to democratize high-performance physical AI. Discounts include 20% off Jetson AGX Thor and 50% off Jetson AGX Orin, enhancing accessibility for researchers and developers. The move supports innovation in autonomous systems and advanced robotics, showcasing NVIDIA's commitment to expanding its developer base and fostering intelligent automation.

StartupHub·
US
NVDL
+4.15%
HK
07788
+4.41%
HK
07388
-4.12%
StartupHub·
US
NVDL
+4.15%
HK
07788
+4.41%
HK
07388
-4.12%

The two parties in the United States plan to legislate to prohibit NVIDIA from exporting AI chips to China, with senators stating that national security is of utmost importance

The two parties in the United States plan to legislate to prohibit NVIDIA from exporting AI chips to China, citing national security as crucial. The bill requires the Department of Commerce to stop issuing chip export licenses to China and Russia. Senators believe this move will help maintain the United States' advantage in the AI field. NVIDIA has discussed export controls with U.S. government officials

Stheadline·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%
Stheadline·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%

Asian Citrus Sells Remaining Nvidia Holding; Shares Slip 5%

Asian Citrus Sells Remaining Nvidia Holding; Shares Slip 5%

marketscreener·
HK
00073
+1.52%
US
NVDL
+4.15%
HK
07788
+4.41%
marketscreener·
HK
00073
+1.52%
US
NVDL
+4.15%
HK
07788
+4.41%
Posts
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$Recursion Pharmaceuticals(RXRX.US) Recursion Pharmaceuticals Inc.（RXRX）Weekly Report (2025.11.22-11.29) The extent of your achievements can largely be seen from how much pain you can endure...

$Meta Platforms(META.US)

Meta cutting down the metaverse is literally one of the best things they could do.

No one uses those products and losing $15B a year on it makes no sense.

Rotating the money in...............

$NVIDIA(NVDA.US)

Nvidia planted the seeds for AI Robotics years ago. While the market obsesses over chatbots today, the real fruit will come from digitizing the physical world. The second growth engine...

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$NVIDIA(NVDA.US) Now just want to follow the trend, follow the current value. Don't want to bother with technical analysis. Walking by the sea, money will float along with the water.

  • 0

$NVIDIA(NVDA.US)

People often miss big shifts because they focus on what already exists.

To me, AI entering the physical world feels like the early days of electricity or the PC. Most notice the excitem...

  • 0
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