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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
+3.61%
Tip Ranks·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+3.61%

Why Meta Platforms Shares Are Moving Upwards

Meta shares rose 4% after Bloomberg reported a 30% cut in its metaverse budget, shifting focus to AI and advertising. The budget reduction aims to prioritize high-return areas like generative AI tools and ad automation. Despite the cut, Meta remains invested in AI infrastructure, including its Llama model. Investors view the reallocation positively, aligning with Meta's $29 billion bond issuance for AI and capital expenditures.

GuruFocus·
US
META
+3.43%
GuruFocus·
US
META
+3.43%

Why Warren Buffett Is Quietly Increasing His Stake in Alphabet

Warren Buffett, set to retire as Berkshire Hathaway's CEO, approved a new $4.3 billion stake in Alphabet in Q3 2025, despite historically avoiding tech stocks. Berkshire's investment, now worth $5.6 billion, reflects confidence in Alphabet's growth in advertising, cloud, and AI sectors. The decision, likely led by portfolio managers Todd Combs and Ted Weschler, aligns with Berkshire's strategy to capitalize on Alphabet's long-term potential.

Motley Fool·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%
Motley Fool·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%

AlphaFold Powers Engineering of Resilient Crops

Scientists at Michigan State University are using Google DeepMind's AlphaFold to engineer crops that can withstand extreme heat, addressing food security amid climate change. By predicting the structure of the enzyme glycerate kinase (GLYK), researchers have developed hybrid enzymes with enhanced heat stability. This breakthrough could lead to resilient crops, transforming agricultural biotechnology and ensuring stable food supplies in a warming world.

StartupHub·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%
StartupHub·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%

Tesla Model Y L delivery wait time in China extends to Feb 2026

Tesla has extended the delivery wait times for all custom-built Model Y variants in China to February 2026, indicating sold-out production capacity for the year. Customers are encouraged to purchase in-stock vehicles for earlier delivery. The Model Y L, a six-seat SUV, and three five-seat variants have seen significant wait time extensions. Meanwhile, Tesla's Model 3 maintains a 4-6 week delivery wait. Tesla's November sales in China rose by 9.95% year-on-year. BYD leads the global BEV market with a 15.4% share, followed by Tesla at 13.4%.

CnEVPost·
US
TSLA
+1.74%
US
TSDD
-3.41%
US
TSLL
+3.26%
CnEVPost·
US
TSLA
+1.74%
US
TSDD
-3.41%
US
TSLL
+3.26%
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