Wall Street Bullish on Nvidia (NVDA), Is It a Good Stock to Buy? - Yahoo Finance

Wall Street remains bullish on NVIDIA (NVDA) despite a recent 3% decline in its stock price, which reflects investor caution regarding the technology sector's ability to generate profits from AI capit... Read original →

Wall Street’s bullishness on NVIDIA stems from structural dominance, not sentiment. The Blackwell platform—built on TSMC’s 3nm EUV process—not only widens the GPU performance gap but enforces CUDA as the de facto AI software standard, compelling the entire stack to align with NVIDIA’s roadmap. Yet geopolitical friction is eroding margins: U.S. export controls, EU localization mandates under the Chips Act, and regional players like Nebius leveraging RTX PRO 6000 GPUs to offer ‘compliant’ AI clouds are fragmenting NVIDIA’s pricing power. With AMD’s MI300X gaining traction and hyperscalers shifting toward in-house AI accelerators, NVIDIA may need to open parts of its toolchain to retain ecosystem loyalty. Over the next 12–24 months, valuation sustainability hinges not on data center growth alone, but on Blackwell’s ability to scale beyond cloud into industrial and edge deployments—if AI capex plateaus, the premium multiple collapses.