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- S&P 500 flat as chip, software weakness offsets broader gains
- Trump held multiple undisclosed calls with Fed Chair Warsh, reports say
- Sandisk unveils underwhelming outlook despite AI demand surge; shares slip
- Alphabet taps bond market with sweeping 10-part offering to fuel AI ambitions
- Citi says buy the pullback in memory stocks as upcycle is still in early innings
- Salesforce president Srini Tallapragada steps down, becomes advisor
- Sandisk (SNDK) Tops Q4 EPS by $4.66, Offers Guidance
- EverCommerce names Alex Goor as new CEO, founder steps down
- Crude Inventory Rose 2.5 Million Barrels Last Week - EIA
- AMD shares slide 8% after Musk flags plans to buy Nvidia chips for SpaceX
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JPMorgan Reiterates Overweight Rating on NVIDIA (NVDA)
March 20, 2025 6:14 AM EDTJPMorgan analyst Harlan Sur reiterated an Overweight rating and $170.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA held its financial analyst event yesterday following the GTC keynote presentation (see our takeaways here) from Tuesday. The team highlighted its strong ecosystem, which includes silicon, system hardware, software, customer partnerships, and an extensive installed user/developer base, demonstrating how it is well-positioned to capture a higher percentage of the $1 trillion in annual data center spending. Additionally, the team believes that spending from AI factories represents upside optionality, as... More
Stifel Reiterates Buy Rating on NVIDIA (NVDA)
March 19, 2025 6:16 AM EDTStifel 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
