Here are Friday's biggest analyst calls of the day: Nvidia, SpaceX, Tesla, AMD, Intel, Dell, Apple, Meta & more - CNBC

CNBC's latest analyst focus highlights several major tech companies, with NVIDIA at the center of attention. As a leading GPU manufacturer, NVIDIA's continuous breakthroughs in artificial intelligence... Read original →

NVIDIA's advancements in AI chips have not only solidified its market leadership but also catalyzed technological innovation across the semiconductor supply chain. As GPUs become central to AI computing, a profound transformation is occurring within the full-stack technology ecosystem, from data centers to edge devices. However, adjustments in US export restrictions on advanced process chips from Taiwan, China, may elevate supply chain management costs and uncertainties for companies like NVIDIA. In response, competitors such as AMD and Intel are likely to accelerate their R&D and commercialization of AI-related products to narrow the gap with NVIDIA. Over the next 12-24 months, global demand for digital transformation is expected to drive another growth phase for the semiconductor industry; however, geopolitical-induced supply risks must be carefully managed.