Can Nvidia really be the only AI winner? Mizuho discusses
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Goldman Sachs Reiterates Conviction Buy Rating on NVIDIA (NVDA) Following Mgmt Meet
June 5, 2024 3:14 PM EDTGoldman Sachs analyst Toshiya Hari reiterated a Conviction Buy rating and $1,200.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "We attended a group meeting with Founder, President and CEO Jensen Huang in Taiwan on the side of Computex 2024. Mr. Huang discussed his... More
NVIDIA (NVDA) BofA: NVDA best positioned to enable IT industry towards delivering AI services
June 5, 2024 6:42 AM EDTBank of America reinforced its bullish stance on NVIDIA (NASDAQ: NVDA) in a note Wednesday, calling it a "top sector pick" and maintaining a Buy rating and price target of $1,500 per share.
BofA cites a recent meeting with Nvidia executives who emphasized "very positive" demand and a growing customer base limited only by supply constraints. The firm sees Nvidia as "NVDA best positioned to... More
Barclays: New 2nm node is positive for global semicaps, TSMC
June 5, 2024 6:20 AM EDTBarclays analysts predict a significant boost for chipmakers and a faster-than-expected ramp for the upcoming 2nm chip manufacturing process.
"TSMC expects 2nm to be a 'very, very big' node," says Barclays, projecting positive implications for the entire semiconductor industry due to the increased demand for advanced tools and foundry capacity.
A key driver for this optimism is the... More
