Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $300.00 price target on NVIDIA (NASDAQ: NVDA).The analyst comments "This ...

(Premium-only article. Please sign in or upgrade to SI Premium to view.)

AI Analyst Comments Hot Comments

JPMorgan: 'we believe NVDA’s vertically integrated platform is difficult to replicate'March 17, 2026 7:43 AM Uber shares rise as company partners with Nvidia on robotaxi rolloutMarch 17, 2026 6:32 AM Stifel on Texas Instruments (TXN): 'favorably positioned'March 17, 2026 6:28 AM Truist on NVIDIA (NVDA): 'Three huge demand drivers: inference, agents, and physical AI'March 17, 2026 6:14 AM Evercore ISI on NVIDIA (NVDA): 'Extreme Co-Design, Extreme Agentic Token Growth'March 17, 2026 6:01 AM BofA on NVIDIA (NVDA): 'Now $1.0tn+ sales for CY25-27, CPU/LPU incremental'March 17, 2026 5:59 AM Wolfe on NVIDIA (NVDA): 'The most significant disclosure was an update to the prior October $500bn revenue disclosure'March 17, 2026 5:58 AM Morgan Stanley on NVIDIA (NVDA): 'lays out a winning strategy'March 17, 2026 5:57 AM Stifel on NVIDIA (NVDA): 'The $1-Trillion Inflection Point'March 17, 2026 5:56 AM Goldman Sachs Takeaways on NVIDIA (NVDA) GTC KeynoteMarch 17, 2026 5:56 AM Lynx Equity: 'Could NVDA lose share at OpenAI? We think so'March 17, 2026 5:54 AM Active options: NVDA TSLA AMZN MSFT INTC SOFI MU PLTR MSTR AMD AVGO March 17, 2026 5:51 AM NVIDIA (NVDA) call put ratio 1.7 calls to 1 put amid NVIDIA GTC 2026March 17, 2026 5:37 AM Nebius Teams With NVIDIA to Build Cloud for Robotics and Physical AIMarch 17, 2026 5:36 AM Keybanc Recaps NVIDIA (NVDA) GTC KeynoteMarch 17, 2026 5:34 AM Stocks expected to have increasing option volume: NVDA CRWV TSM BABA SNDK WDC BABA LULU DLTR GETY MTN USO CWCOMarch 17, 2026 5:26 AM NVIDIA Taps 51WORLD as Global L4 Simulation Partner at GTCMarch 17, 2026 12:35 AM CATCHES Launches Generative AI with Physics-Based Sizing Technology for Fashion E-Commerce with AMIRI Powered by NVIDIAMarch 16, 2026 5:27 PM Nvidia stands alone at top of “AI mountain” following GTC, per Wedbush's IvesMarch 16, 2026 5:08 PM Salesforce partners with NVIDIA to deploy AI agents in enterprise workflowsMarch 16, 2026 4:58 PM Amazon partners with NVIDIA on in-vehicle AI assistant technologyMarch 16, 2026 4:47 PM NVIDIA releases open blueprint for physical AI data processingMarch 16, 2026 4:44 PM NVIDIA, T-Mobile pilot AI infrastructure for edge computing applicationsMarch 16, 2026 4:44 PM NVIDIA partners with industrial software companies on AI integrationMarch 16, 2026 4:44 PM NVIDIA partners with robotics companies for physical AI deploymentMarch 16, 2026 4:44 PM NVIDIA and Global Robotics Leaders Take Physical AI to the Real WorldMarch 16, 2026 4:41 PM NVIDIA and Global Industrial Software Giants Bring Design, Engineering and Manufacturing Into the AI EraMarch 16, 2026 4:40 PM NVIDIA, T-Mobile and Partners Integrate Physical AI Applications on AI-RAN-Ready InfrastructureMarch 16, 2026 4:40 PM NVIDIA Announces Open Physical AI Data Factory Blueprint to Accelerate Robotics, Vision AI Agents and Autonomous Vehicle DevelopmentMarch 16, 2026 4:37 PM NVIDIA releases Dynamo 1.0 software for AI inference scalingMarch 16, 2026 4:37 PM NVIDIA Enters Production With Dynamo, the Broadly Adopted Inference Operating System for AI FactoriesMarch 16, 2026 4:36 PM NVIDIA to Launch L4 Software-Driven Robotaxis on Uber Across 28 Cities by 2028March 16, 2026 4:30 PM Adobe and NVIDIA announce strategic partnership for AI creative toolsMarch 16, 2026 4:30 PM Adobe and NVIDIA Announce Strategic Partnership to Deliver the Next Generation of Firefly Models and Creative, Marketing and Agentic WorkflowsMarch 16, 2026 4:30 PM NVIDIA gains automaker partners for level 4 autonomous vehicle platformMarch 16, 2026 4:25 PM NVIDIA (NVDA) partners with BYD, Hyundai, Nissan, and Geely to build robotaxis, partnership with UberMarch 16, 2026 4:24 PM BYD, Geely, Isuzu and Nissan Adopt NVIDIA DRIVE Hyperion for Level 4 VehiclesMarch 16, 2026 4:24 PM NVIDIA launches Agent Toolkit for autonomous enterprise AI agentsMarch 16, 2026 4:23 PM NVIDIA's (NVDA) Huang: every company in the world building robots is working with Nvidia March 16, 2026 4:23 PM NVIDIA Ignites the Next Industrial Revolution in Knowledge Work With Open Agent Development PlatformMarch 16, 2026 4:22 PM NVIDIA forms Nemotron Coalition with eight AI labs for open modelsMarch 16, 2026 4:20 PM NVIDIA Launches Nemotron Coalition of Leading Global AI Labs to Advance Open Frontier ModelsMarch 16, 2026 4:19 PM NVIDIA introduces open AI models for agents, robotics and healthcareMarch 16, 2026 4:16 PM NVIDIA Expands Open Model Families to Power the Next Wave of Agentic, Physical and Healthcare AIMarch 16, 2026 4:15 PM NVIDIA launches NemoClaw stack for OpenClaw agent platformMarch 16, 2026 4:15 PM NVIDIA Announces NemoClaw for the OpenClaw CommunityMarch 16, 2026 4:14 PM Wedbush: 'For every $1 spent on an NVDA chip we estimate an $8 to $10 multiplier rippling across'March 16, 2026 4:09 PM NVIDIA unveils space computing platforms for orbital data centersMarch 16, 2026 4:04 PM NVIDIA Launches Space Computing, Rocketing AI Into OrbitMarch 16, 2026 4:03 PM NVIDIA's (NVDA) Huang: working on Vera Rubin Space 1March 16, 2026 4:03 PM NVIDIA launches Vera Rubin DSX AI factory reference designMarch 16, 2026 4:01 PM NVIDIA Releases Vera Rubin DSX AI Factory Reference Design and Omniverse DSX Digital Twin Blueprint With Broad Industry SupportMarch 16, 2026 4:01 PM NVIDIA's (NVDA) Huang unveils Rubin Ultra March 16, 2026 3:34 PM NVIDIA's (NVDA) Huang: CPUs will be a multibillion dollar business for us March 16, 2026 3:33 PM Nvidia's Huang unveils new Groq 3 LPX AI inference chip based on startup's techMarch 16, 2026 3:32 PM NVIDIA launches Vera CPU for agentic AI applicationsMarch 16, 2026 3:30 PM NVIDIA Launches Vera CPU, Purpose-Built for Agentic AIMarch 16, 2026 3:30 PM NVIDIA launches Vera Rubin platform with seven new AI chipsMarch 16, 2026 3:29 PM NVIDIA launches BlueField-4 STX storage architecture for AI workloadsMarch 16, 2026 3:29 PM NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry AdoptionMarch 16, 2026 3:29 PM NVIDIA Vera Rubin Opens Agentic AI FrontierMarch 16, 2026 3:28 PM Active options: NVDA TSLA AMZN MSFT INTC SOFI MU PLTR MSTR AMD AVGO March 16, 2026 3:23 PM Jensen: 'our cost per token is the lowest in the world. You can't beat it'March 16, 2026 3:20 PM Jensen: Through 2027 I see at least $1tn worth of demand comingMarch 16, 2026 3:13 PM Jensen: this is the first time in history....companies need compute/tokensMarch 16, 2026 3:05 PM Jensen: 'We are an algorithm company, that's what makes us special'March 16, 2026 2:57 PM Jensen: 'Robotics is $50 trillion industry'March 16, 2026 2:54 PM Jensen: 'Largest percentage of attendees here is from the Financial Services Industry, I hope its devs, not traders'March 16, 2026 2:50 PM Jensen: 'What NVDA has done is this.....vertically integrated yet horizontally open company'March 16, 2026 2:48 PM Jensen: 'we offer confidential computing'March 16, 2026 2:45 PM NVDA Keynote Jensen: 'Our relationship with cloud service provides is that we bring customers to them'March 16, 2026 2:41 PM NVIDIA DLSS 5 Delivers AI-Powered Breakthrough in Visual Fidelity for GamesMarch 16, 2026 2:31 PM NVIDIA (NVDA) call put ratio 1.6 calls to 1 put into NVIDIA GTC 2026 as share price up 2.6%March 16, 2026 2:06 PM GLJ Research: 'TSLA has never made a chip in their life, their engineering team has shrunk significantly'March 16, 2026 1:57 PM NVIDIA (NVDA) call put ratio 1.5 calls to 1 put into NVIDIA GTC 2026March 16, 2026 11:05 AM Active options: NVDA TSLA AAPL MU META INTC SOFI AMZN MSFT AVGO NBIS March 16, 2026 10:30 AM Nvidia’s Bet on Digital Biology and Stocks That Could Ride the WaveMarch 16, 2026 10:00 AM OpenAI in Talks with TPG, Bain, Advent and Brookfield on JV to Distribute AI Products - ReutersMarch 16, 2026 9:23 AM Freedom Capital: 'Don’t Count Meta Out!', 'MU, I’d continue to own this stock'March 16, 2026 9:01 AM Bernstein sees 20% upside in TSMC stock despite Middle East warMarch 16, 2026 7:58 AM Wall Street ends higher as traders return to AI stocksMarch 16, 2026 6:20 AM NVIDIA (NVDA) call put ratio 1.5 calls to 1 putMarch 16, 2026 5:57 AM Active options: NVDA TSLA META MSTR AAPL MU MRK PLTR AMZN MARA March 16, 2026 5:33 AM Nvidia's GTC megaconference begins today, with competition pressure in focusMarch 16, 2026 5:00 AM Nvidia's GTC commentary likely to be positive for this stock: TruistMarch 14, 2026 4:00 PM Form 144 NVIDIA CORP Filed by: Dabiri JohnMarch 13, 2026 4:25 PM Active options: NVDA TSLA META MSTR AAPL MU MRK PLTR AMZN MARA March 13, 2026 4:04 PM Active options: TSLA NVDA MSTR MU PLTR META MSFT AAPL AMZN IREN March 13, 2026 10:55 AM Nvidia to focus on competition-beating AI advances at megaconferenceMarch 13, 2026 6:03 AM