Cantor Fitzgerald analyst C.J. Muse maintains an 'Overweight' rating on Nvidia with a 12-month price target of $350, predicting a 52.89% rally from its current $228.92 price. The bullish outlook is driven by Nvidia's leading role in Agentic AI and strong demand growth, which is expected to boost IT capital expenditures among hyperscalers. Despite concerns over AI spending and profit margins, Nvidia's valuation at 13 times 2028 earnings is considered attractive. Wall Street analysts generally agree, with an average 'Strong Buy' rating and a mean target price of $324.32, signaling confidence in Nvidia's potential to reach new all-time highs within the year.
Nvidia shares are trading at $230.47 on Pluang as of Oct 01, 2026 23:25 WIB, close to their 52-week high of $235.75. The stock shows a modest 1-day gain of 0.92% with a market cap of $5.51 trillion, reflecting strong investor interest. This trading activity complements the bullish sentiment highlighted by Wall Street analysts regarding Nvidia's growth prospects in AI and IT spending.
Rising Treasury yields and inflation are causing investors to rethink their portfolio allocations, especially balancing stocks against risk-free rates. Increased AI-related debt issuance and capital expenditures are driving credit risk repricing, ref...
AMD's data center revenue surged 107% last quarter, driven by strong demand for its AI chips from hyperscalers like OpenAI and Meta, with deals reaching gigawatt scales. Despite a 284% stock rise in the past year and positive growth outlook, the curr...
Nvidia now guarantees financing for customers buying its AI chips, exposing it to credit risk if those customers, like CoreWeave, struggle to cover rising interest costs. Nvidia's revenue surged 105.8% to $96.22 billion, driven by AI data center sale...
Nvidia has expanded its stock buyback program by $80 billion, giving it nearly $100 billion in repurchase capacity as demand for its AI chips exceeds supply through at least 2028. The company reported accelerating revenue growth, with Q2 revenue up 1...
AMD reported its fifth consecutive quarter of record server CPU revenue, driven by strong demand for its EPYC processors. However, cloud hyperscalers increasingly develop their own custom Arm-based chips, which could limit AMD's future growth in serv...
