Cantor Fitzgerald reaffirmed its Overweight rating on Nvidia with a $350 price target, suggesting nearly 27% upside from current levels. The firm highlights sustained demand for AI infrastructure as a key growth driver despite economic and supply challenges. Nvidia's recent earnings beat expectations with over $96 billion in quarterly revenue, and management projects continued strong demand with a $108 billion revenue forecast for the next quarter. This optimism aligns with a broader Wall Street consensus rating Nvidia as a 'Strong Buy.'
Nvidia CEO Jensen Huang announced that artificial general intelligence has arrived with the release of OpenAI's GPT-6 Astra, highlighting rapid AI model advancements and the growing revenue potential of Nvidia's computing infrastructure. Intel receiv...
Nvidia recently posted the largest quarter in semiconductor history with a 117% revenue increase in its Data Center segment, yet its stock trades cautiously due to concerns like zero China Data Center revenue guidance and rising memory prices. Analys...
Corning's stock dropped nearly 46% in July 2026, one of its worst monthly declines, despite securing multibillion-dollar contracts with Amazon, Nvidia, and Verizon for AI fiber infrastructure. The selloff followed a slight revenue miss, even as the c...
Big banks like Morgan Stanley and JPMorgan want AI systems they can physically disconnect from the internet for better control and security, signaling a shift from cloud-only AI compute to hybrid models that include on-premises hardware. Nvidia's CEO...
Nvidia Corporation was upgraded to a Buy rating with a $300 fair value after reporting strong Q2 results, including $96.2 billion in revenue and $21.3 billion in free cash flow. The company’s data center revenue was $89 billion, reflecting robust dem...
