Wedbush maintains an 'Outperform' rating on Nvidia, citing strong supply chain indicators for Blackwell chip ramp-up. Wall Street analysts have a consensus 'Buy' rating with a $160 average price target and a Street-high target of $235, implying upsides of 18% and 75%, respectively. Demand for Blackwell GPUs is 'extraordinary', with a 'significant ramp' expected in Q1. Nvidia dominates the data center GPU market (90% share) and is expanding into AI inference workloads. Nvidia plans up to $500B AI infrastructure in the U.S. American-made AI supercomputers will be a key component of the future.

Wedbush maintains an 'Outperform' rating on Nvidia, citing strong supply chain indicators for Blackwell chip ramp-up.

The US and UAE have established an 'AI Acceleration Partnership', including a $200B+ investment in US data centers and a 5GW AI campus (largest outside the US) in Abu Dhabi, potentially utilizing Nvidia chips. The UAE is pledging to invest $1.4 trillion in the US over 10 years.

The US and UAE have established an 'AI Acceleration Partnership', including a $200B+ investment in US data centers and a 5GW AI campus (largest outside the US) in Abu Dhabi, potentially utilizing Nvidia chips. The UAE is pledging to invest $1.4 trillion in the US over 10 years.

Analysts expect Nvidia to beat Q1 2026 earnings estimates (to be announced May 28), based on past performance and positive signals from major customers like Amazon, Microsoft, and Google.

Analysts expect Nvidia to beat Q1 2026 earnings estimates (to be announced May 28), based on past performance and positive signals from major customers like Amazon, Microsoft, and Google.

Analysts expect Nvidia to beat Q1 2026 earnings estimates (to be announced May 28), based on past performance and positive signals from major customers like Amazon, Microsoft, and Google.

Foxconn will make its presence known at Computex 2025.

Leading investment firms are increasing allocations towards US equities, with mega-cap technology giants such as Nvidia, Apple and Amazon taking center stage.

There is a rise in PC Gaming handhelds and potential release from Microsoft and Asus.

Doom's early expert reviews don't reflect well on the PS5 Pro's upgrades, with no graphical boots to the PS5 Pro version, with simpler resolution bumps standing out as the main change. The game reportedly doesn't even use Sony's PlayStation Spectral Super Resolution (PSSR) upscaling, despite having access to it. The XBOX Series X runs smoothly, but there are performance drops across PS5 models.

There is a rise in PC Gaming handhelds and potential release from Microsoft and Asus.

Nvidia faces challenges in the Chinese market due to US export restrictions, with its H20 chip effectively blocked. Nvidia is evaluating alternatives but cannot modify Hopper-series chips further. US-China trade tensions and tariffs continue to pose uncertainty.

Trump's trade policies and relationship with the UAE may impact Nvidia's prospects, though they could benefit Taiwan and others.