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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%

Next week, the "Google Chain Core" Broadcom earnings report is coming

Citigroup and Goldman Sachs report predict that driven by the open use of Google's TPU and a surge in AI spending, Broadcom's upcoming financial report will once again exceed expectations, with its AI revenue expected to achieve triple-digit growth in the fiscal year 2026. Although OpenAI's "capital expenditures far exceed revenue" model has been pointed out to show signs of a bubble, before the demand cools down, Broadcom, as a core supplier, will continue to benefit from the capital chase for AI

Wallstreetcn·
US
AVGO
+0.11%
Wallstreetcn·
US
AVGO
+0.11%

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
+3.61%
Stheadline·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+3.61%

In "The Big Banks," Citigroup raises Apple's target price to $330 and maintains a "Outperform" rating

Citi has raised Apple's target price to $330, maintaining an "Outperform" rating. The report points out that Apple has performed excellently in financial predictability, with iPhone sales hitting a record high, and expects revenue and profit growth of 3% to 5% for the fiscal years 2026 to 2027. Citi believes that Apple has a unique position in the field of artificial intelligence, and if it resolves the AI product delay issues, there is significant upside potential for its stock price

AASTOCKS·
US
AAPL
-1.21%
US
AAPB
-2.88%
US
AAPD
+1.19%
AASTOCKS·
US
AAPL
-1.21%
US
AAPB
-2.88%
US
AAPD
+1.19%

CNBC Daily Open: Money, money, money, in Nvidia's world

Nvidia is experiencing a surge in cash reserves, sitting on $60.6 billion by October end, up significantly from January 2023. This wealth has enabled substantial investments in other companies and significant buybacks and dividends, highlighting Nvidia's unique position in the current economy. Other news includes Microsoft's price hikes, Bitcoin's volatility, and Apple executive departures.

CNBC·
US
NVDA
+2.12%
CNBC·
US
NVDA
+2.12%
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