$NVIDIA (NVDA.US)$ Bernstein: AI trade concerns are ‘little premature’, buy Nvidia weakness
Bernstein analysts believe concerns that the AI trade is ending are “a little premature,” reiterating a bullish stance on Nvidia's (NASDAQ:NVDA) stock.
After years of massive gains, Nvidia shares have lost momentum in 2025, declining about 16% year-to-date. The stock has underperformed both the broader semiconductor market, which saw a nearly 9% pullback, and the S&P 500, which is down 2.4%.
Nvidia drop...

$NVIDIA (NVDA.US)$ All tech stocks are being unreasonably dragged by Marvel...

$YTL (4677.MY)$ The issuance of unpopular, untradeable warrants is doing a disfavour on the stocks as well... In the interest of share holders, there ought to be an agenda for reconsideration instead of silence without any deliberations...

$YTL (4677.MY)$ One of the reasons for the steep drops in Malaysian stocks is foreign funds exit...Now seriously needed their return for some meaningful impacts on the stock prices...

$NVIDIA (NVDA.US)$ Weighing the probability of a reversal in the manner when DeepSeek was unveiled...

$NVIDIA (NVDA.US)$
① NVIDIA's performance and guidance did not meet market high expectations, leading to an 8% drop in stock price last week, with its market cap falling below 3 trillion USD, raising doubts about the return on investments in the AI sector. ② Bank of America reiterated its "Buy" rating for NVIDIA, raising the target price by 5% to 200 USD, believing it still holds a dominant position in the AI market.
According to a report from Finance Society on March 3 (Editor: Huang Junzhi), a...

$NVIDIA (NVDA.US)$ Need to stay above 123...

$NVIDIA (NVDA.US)$ Rosenblatt analyst Kevin Cassidy maintains NVIDIA (NASDAQ:NVDA) with a Buy and maintains $220 price target.

$NVIDIA (NVDA.US)$ Nvidia's latest financial results show that appetite for its new Blackwell AI chips is very strong and will continue to outstrip supply for several quarters, JPMorgan analysts write in a note to clients. The U.S tech giant reported $11 billion in sales from Blackwell chips in its fiscal fourth quarter ended Jan. 26. Sales of Blackwell chips were led by large cloud-service providers, representing roughly 50% of revenue in the group's data-center division. The analysts note that ...