Nvidia earnings offer little cheer for tech shares

Needham Reiterates Buy Rating on NVIDIA (NVDA)

Needham analyst Rajvindra Gill reiterated a Buy rating and $160.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "NVIDIA delivered another beat and raise quarter as the company ramps Blackwell at a record pace and inference demand drives another step up in our estimates.... More

NVIDIA (NVDA) PT Raised to $205 at Truist Securities

Truist Securities analyst William Stein raised the price target on NVIDIA (NASDAQ: NVDA) to $205.00 (from $204.00) while maintaining a Buy rating.

The analyst comments "Don't overlook positive operational updates. Investors may yawn over NVDA's increasingly modest beats & raises. We focus on three important operational... More

Raymond James Reiterates Outperform Rating on NVIDIA (NVDA)

Raymond James analyst Srini Pajjuri reiterated an Outperform rating and $170.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "F4Q results were consistent with our recent expectations while F1Q outlook was better. Blackwell was particularly strong and appears on track to exceed Hopper... More

Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA), Top Pick

Evercore ISI analyst Mark Lipacis reiterated an Outperform rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "We continue to view NVDA as a top pick post a JanQ 5% EPS beat and AprQ 1% outlook raise with bullish comments on Blackwell ramp and... More

Citi Reiterates Buy Rating on NVIDIA (NVDA)

Citi analyst Atif Malik reiterated a Buy rating and $163.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "NVDA Jan/Apr-Q sales of $39B/$43B were 3%/1% above our $38B/$42.5B preview. Blackwell sales of $11B exceeded expectations (Citi $10B) as... More

Citi Reiterates Buy Rating on Amazon.com (AMZN)

Citi analyst Ronald Josey reiterated a Buy rating and $273.00 price target on Amazon.com (NASDAQ: AMZN).

The analyst comments "With the introduction of Amazons Alexa+ AI Assistant yesterday, we believe it can significantly accelerate the adoption of GenAI Agentic... More

Cloverleaf Infrastructure sees strong data center growth as Microsoft adapts strategy, expert says

Bank of America said in a note Wednesday that Cloverleaf Infrastructure remains bullish on data center development despite speculation that Microsoft (NASDAQ: MSFT) is cutting back on its expansion plans.

BofA hosted a conversation with Brian Janous, Chief Commercial Officer (CCO) and co-founder of Cloverleaf Infrastructure.

Speaking in the BofA expert call, Janous is said to have emphasized that Microsoft is more likely adapting... More