NVIDIA (NVDA) Gets Overweight Rating as AI Capex Stays Strong Into 2026
'Hyperscalers' Capex Remains Strong into 2026. … We see AI demand remaining strong. In AI semis, we are OW Nvidia , Broadcom, TSMC…'
NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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