Analysts have gotten increasingly bullish on this company since announcing it has deployed the largest sidewalk delivery fleet in the U.S.
Get this delivered to your inbox, and more info about our products and services.
JPMorgan analyst Harlan Sur said that Nvidia's development of physical AI "could potentially drive the next leg of revenue…
New details about Nvidia's partnership with Uber strengthen the bullish case for the ride-sharing stock, the analysts said.
The CEO's address included new product announcements and insight into where its revenue is headed.
Shareholder returns are coming back into focus amid the semiconductor boom.
"We believe near-term AI fundamentals are strong, driven by strong hyperscale capex spending," said one analyst.
For the most part, analysts maintained their long-term bullish stance on Nvidia.
