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158.98 USD -7.21 (-4.34%)

Nov 13, 2026, 11:14 AM EST

158.39 Day range 170.00
159.35 52-week range 239.24
YTD
-14.76%
1 year
-14.92%

Discussion (22859)

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Member NVDA 6 months ago #2391

NVDA/ does culper have certified documents supporting their claim against NVDA? Sounds like blatant slander, of just more bearshit!

Member NVDA 6 months ago #2392

Waiting for that China Comeback announcement

Member NVDA 6 months ago #2393

NVDA @300 especially after possible china deal and that’s probably before earnings announcement next week.

Member NVDA 6 months ago #2394

Nvda earnings beat will stuff a big green wiener in bears and short sellers mouths!

Member NVDA 6 months ago #2395

Nvidia (NVDA) Reports Next Week: Wall Street Expects Earnings Growth

Member NVDA 6 months ago #2397

May 13, 2026 - 3 hours ago
Micron Just Got A New $950 Price Tag: BofA Raised 4 Other AI Chip Stocks Too
One of Wall Street’s top semiconductor analysts just made one of the most aggressive price-target revisions in this AI cycle.

Bank of America analyst Vivek Arya nearly doubled its price target on Micron Technology Inc. (NASDAQ:MU), lifting it from $500 to $950 on Wednesday.

The move arrived alongside higher targets on four other AI hardware names and a third upward revision in eleven months to the firm’s 2030 forecast for artificial intelligence infrastructure spending.

Bank of America now sees the addressable market for AI data center systems reaching $1.7 trillion by 2030.

That figure was $1.4 trillion in February. It was $1.2 trillion in December. It was $823 billion last June.

In addition to Micron, Arya raised price targets on the firm’s top AI hardware names:

Nvidia Corp. (NASDAQ:NVDA) was lifted from $300 to $320
Marvell Technology Inc. (NASDAQ:MRVL) from $125 to $200
Advanced Micro Devices Inc. (NASDAQ:AMD) from $450 to $500, and
Coherent Corp. (NYSE:COHR) from $365 to $400.

Member NVDA 6 months ago #2398

May 13, 2026 - 3 hours ago
Micron Just Got A New $950 Price Tag: BofA Raised 4 Other AI Chip Stocks Too
One of Wall Street’s top semiconductor analysts just made one of the most aggressive price-target revisions in this AI cycle.

Bank of America analyst Vivek Arya nearly doubled its price target on Micron Technology Inc. (NASDAQ:MU), lifting it from $500 to $950 on Wednesday.

The move arrived alongside higher targets on four other AI hardware names and a third upward revision in eleven months to the firm’s 2030 forecast for artificial intelligence infrastructure spending.

Bank of America now sees the addressable market for AI data center systems reaching $1.7 trillion by 2030.

That figure was $1.4 trillion in February. It was $1.2 trillion in December. It was $823 billion last June.

In addition to Micron, Arya raised price targets on the firm’s top AI hardware names:

Nvidia Corp. (NASDAQ:NVDA) was lifted from $300 to $320
Marvell Technology Inc. (NASDAQ:MRVL) from $125 to $200
Advanced Micro Devices Inc. (NASDAQ:AMD) from $450 to $500, and
Coherent Corp. (NYSE:COHR) from $365 to $400.

Member NVDA 6 months ago #2399

Top of the List:

Trump Lands In China With $16 Trillion Of CEO Power — And One Big Ask For Xi
President Donald Trump landed in China Wednesday for a high-stakes meeting with President Xi Jinping, bringing with him a roster of corporate heavyweights that underscores the market stakes behind the diplomacy.

NVDA stock is trading at all-time highs. See the chart and price action here.
Trump previewed the trip on Truth Social by saying he would ask Xi to "open up China" so U.S. business leaders could "work their magic," adding, "I will make that my very first request."

The comment points to a dealmaking agenda centered on market access, trade barriers and technology restrictions, with Bloomberg framing the trip as a push to "open up" China for U.S. business.

Read Also: AMD Reveals A $6.5 Million Marvell Bet That's Already Soaring

Trump's CEO Entourage

The CEO firepower is hard to miss.

Executives from major U.S. tech companies represented on the trip carried a combined market capitalization of roughly $16.4 trillion and include:

NVIDIA Corp. (NASDAQ:NVDA)
Apple Inc. (NASDAQ:AAPL)
Tesla Inc. (NASDAQ:TSLA)
BlackRock Inc. (NYSE:BLK)
Blackstone Inc. (NYSE:BX)
Boeing Co. (NYSE:BA)
Citigroup Inc. (NYSE:C)
Coherent Corp. (NYSE:COHR)
GE Aerospace (NYSE:GE)
Goldman Sachs Group Inc. (NYSE:GS)
Illumina Inc. (NASDAQ:ILMN)
Mastercard Inc. (NYSE:MA)
Meta Platforms Inc. (NASDAQ:META)
Micron Technology Inc. (NASDAQ:MU)
Qualcomm Inc. (NASDAQ:QCOM)
Visa Inc. (NYSE:V)
The $16.4 trillion figure excludes Cargill and SpaceX, both private companies, and amounts to about 3.5 times the size of Alphabet Inc. (NASDAQ:GOOGL)(NASDAQ:GOOG), based on its current market value on Benzinga Pro.

Read Also: SpaceX IPO Could Put Weak Space Stocks 'Into Obscurity,' Rocket Lab CFO Says

Jensen Joins the Delegation

Nvidia CEO Jensen Huang joined the delegation during a refueling stop in Alaska, a notable addition as Nvidia continues to navigate restrictions around selling advanced artificial intelligence chips into China.

Tesla and SpaceX CEO Elon Musk was also traveling on the presidential plane, while Apple CEO Tim Cook was present in Beijing for the visit.

The trip comes as Washington and Beijing remain locked in disputes over tariffs, rare earths, AI competition, Taiwan and broader market access.

Trump's message suggests he wants the summit to produce more than diplomatic theater: a path for America's largest companies to do more business inside the world's second-largest economy.

Member NVDA 6 months ago #2400

Wall Street analysts continue to raise targets on Nvidia stock
Wells Fargo became the latest Wall Street firm to raise its price target on Nvidia, increasing its forecast to $315 from $265 while maintaining a Buy-equivalent Overweight rating.

The new target implies roughly 44% upside from Monday’s closing price.

Analyst Aaron Rakers said Nvidia continues benefiting from an environment where demand for AI computing infrastructure significantly exceeds available supply.

With continued indications pointing to a compute demand greater than supply backdrop, "we think a key factor driving Nvidia’s data-center revenue is the company’s ability to scale gigawatts of AI infrastructure deployed,” Rakers wrote.

The analyst highlighted Nvidia’s Blackwell AI platform as a major growth driver and said the company’s AI infrastructure pipeline could exceed $1 trillion by 2027.

Wells Fargo also pointed to additional upside from Nvidia’s broader ecosystem offerings, including next-generation inference systems tied to the company’s future Vera Rubin architecture.

Susquehanna also lifted its Nvidia price target earlier today, raising it to $275 from $250 while maintaining a Positive rating.

The firm said it expects stronger-than-anticipated financial results and guidance as Nvidia’s GB300 Blackwell platform ramps production through the first half of 2026.

Susquehanna increased its long-term data-center forecasts and now expects combined Blackwell and Rubin platform revenue to approach $1 trillion through calendar year 2027, up from prior estimates of $940 billion.

The firm noted that Nvidia’s Rubin architecture remains on track for a second-half 2026 launch after initial samples were delivered to customers earlier this year.

The growing bullishness across Wall Street reflects investor confidence that AI infrastructure spending from hyperscalers and enterprises remains in the early stages of a multiyear expansion cycle.