Why Nvidia's GTC could be a negative for Marvell and other optical stocks

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Stifel Reiterates Buy Rating on NVIDIA (NVDA)

March 19, 2025 6:16 AM EDT

Stifel analyst Ruben Roy reiterated a Buy rating and $180.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "The GTC Keynoted featured updates on next-gen Blackwell Ultra, Rubin, and Rubin Ultra architectures. The Keynote also featured the launch of Dynamo NVDA's inferencing software... More