Nvidia announces strategic partnership with OpenAI, shares climb

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Barclays on NVIDIA (NVDA): 'we don’t think NVDA is getting enough credit'

September 22, 2025 2:15 PM EDT

Barclays analyst Tom O\'Malley reiterated an Overweight rating and $200.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "Our Take: Just a few weeks ago, the latest in AI hype was around AVGO's $10B deal with OpenAI (see here for our thoughts post-earnings). Since this deal, the... More

Jefferies on Oracle (ORCL): 'We view the recent executive changes at ORCL positively'

September 22, 2025 12:41 PM EDT

Jefferies analyst Brent Thill reiterated a Buy rating and $360.00 price target on Oracle (NYSE: ORCL).

The analyst comments "We view the recent executive changes at ORCL positively, reflecting the companys position of strength as it approaches a key inflection point in... More