BlackRock (BLK), Global Infrastructure Partners, Microsoft, and MGX Welcome NVIDIA and xAI to the AI Infrastructure Partnership to Drive Investment in Data Centers and Enabling Infrastructure
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Microsoft (MSFT) PT Raised to $595 at Tigress Financial Partners, 'at the forefront of the AI revolution'
March 20, 2025 10:05 AM EDTTigress Financial Partners analyst Ivan Feinseth raised the price target on Microsoft (NASDAQ: MSFT) to $595.00 while maintaining a Buy rating.
The analyst comments "We reiterate our Buy rating on MSFTand increase our 12-month target price to $595, as ongoing AI development and... More
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
HSBC Reiterates Buy Rating on NVIDIA (NVDA)
March 19, 2025 9:49 AM EDTHSBC analyst Frank Lee reiterated a Buy rating and $175.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "No major surprises from GTC despite long-term AI GPU roadmap introduction: As expected, there were no major surprises from GTC given confirmation of 2H25 Blackwell Ultra (GB300) transition, and the Vera Rubin platform launch which will feature HBM4 as well as CPO spec upgrade were all widely expected. More importantly, Vera Rubin NVL 144 (based on 144 GPU dies instead of exact number of GPUs) in 2H26 suggets no GPU content growth given 72 GPUs per NVL... More
