Nvidia (NVDA) remains a 'Strong buy' with a 34% upside, driven by robust AI chip demand and attractive valuation metrics. Recent positive earnings revisions and aggressive AI infrastructure investments by major tech firms reinforce NVDA's dominant industry position. China's nearing approval for H200 chip imports and sustained U.S. AI CapEx provide powerful structural tailwinds for NVDA's growth.
China has given its top AI startup DeepSeek approval to buy Nvidia's H200 artificial intelligence chips with regulatory conditions that are still being finalised, two people familiar with the matter told Reuters.
In today's video, I discuss recent updates affecting Nvidia (NVDA +0.63%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.
Nvidia's stock has been sluggish to start 2026, as investors may be thinking twice about its valuation. Spending on artificial intelligence is expected to remain strong in the near future.
Microsoft this week deployed its first crop of its homegrown AI chips in one of its data centers, with plans to roll out more in the coming months, it says.
Nokia Oyj remains a Strong Buy, with significant undervaluation, robust financials, and high-growth potential in key engines, such as AI, defense, and 6G. NOK's Q4 beat expectations, maintaining strong net cash and projecting a midpoint of €1.46B FCF in 2026 despite higher CAPEX and macro headwinds. Strategic partnerships, such as NVIDIA's stake and AI-RAN collaboration, position NOK for leader...
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