Nvidia and Michael Burry, the famed investor who was chronicled in The Big Short by spotting the subprime bubble, appear to be in a war of words.
Is Nvidia a great buy today, or a stock to avoid?
Nvidia is responding to recent criticism from investor Michael Burry of "The Big Short" fame. The company sent a note to analysts that directly named Burry.
Bloomberg broke a story in which sources close to the inside let it be known that the possibility was on the table, and it is a significant catalyst for the stock's price.
It was a tough past week for the AI trade and the broad markets, to say the least.
Nvidia Corporation is upgraded to Strong Buy, with a new price target of $241, reflecting 35% upside and robust growth drivers from AI data center demand. NVDA's Q3 2026 revenues surged 62.5% year-over-year to $57B, led by data center sales, while exposure to China has significantly decreased, easing geopolitical risks. Despite concerns about AI CapEx sustainability and cross-financing in the ecosystem, NVDA's growth outlook remains strong even without substantial China sales.
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Nvidia (NVDA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Nvidia (NVDA) remains a strong buy, supported by exceptional Q3 earnings, robust data center growth, and $500B in Blackwell/Rubin orders. NVDA's data center segment delivered 66% YoY growth, driving nearly 90% of total sales and underscoring its AI market leadership. Valuation concerns are offset by a forward PEG below 1, strong margins, and substantial buybacks providing a margin of safety on dips.
Nvidia Corporation is reiterated as a Strong Buy with a $404/share price target, reflecting robust AI-driven revenue growth and hyperscaler demand. NVDA's leadership in data center chips remains unchallenged, with hyperscalers ramping up capital budgets for AI compute capacity through 2026. Geopolitical risks, such as the GAIN AI Act and U.S.-China trade tensions, could impact international sales, but domestic demand is expected to offset losses.
Jensen Huang, founder and CEO of NVIDIA ( NVDA ), is a leader of global industrial policy in a way the world has never seen before.
What is the primary risk in the AI surge that nearly no one is factoring in?