NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
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StreetInsider.com Top Tickers, 11/2/2026
- Wall St futures rise as AI stocks catch their breath; midterms in focus
- Marvell agrees $115 billion all-stock deal to buy Lumentum
- Oil drops over 4% on hopes of progress in talks on ending US-Iran war
- Why has the market become so unforgiving of AI earnings?
- EchoStar rises on report SpaceX in talks to buy Boost Mobile or tap its network
- Qualcomm shares fall on Intel warning and legal concerns
- Marvell agrees to acquire Lumentum in all-stock deal valued at $115B
- Marvell Technology shares drop on Lumentum deal concerns
- Wall Street closes sharply lower as AI cash burn fears spark tech selloff
- Oracle shares drop on AI spending concerns and Microsoft criticism
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JPMorgan: 'we believe NVDA’s vertically integrated platform is difficult to replicate'
March 17, 2026 7:43 AM EDTJPMorgan analyst Harlan Sur reiterated an Overweight rating and $265.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA hosted its annual GTC conference keynote yesterday in San Jose. Our key takeaways were: 1) Mgmt doubled demand visibility to $1T+ in shipments/ purchase orders for Blackwell and Vera Rubin through CY27 (vs. $500B through CY26 announced at GTC DC in Oct-25), implying a minimum of $50-70B upside (per JPMe) relative to Street consensus for CY26-27 DC revenues, with additional orders/backlog for CY27 likely to accrue over the next 6-9 months. A... More
Cantor Fitzgerald on NVIDIA (NVDA): 'we believe risk is unbelievably favorable at this point in time'
March 17, 2026 6:33 AM EDTCantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $300.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "This afternoon, we had the pleasure of attending Jensen's keynote kickoff for the company's hosted GTC. Lots of new announcements across hardware and software offerings, but key investor focus thus far is on the company's financial update - were Jensen highlighted... More



