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Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst

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9 hours ago

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Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst

Artificial intelligence (AI) looks to be the most impactful innovation for corporate America since the advent and proliferation of the internet more than 30 years ago. Compelling arguments from select Wall Street analysts point to Nvidia stock climbing by up to 55% or potentially losing almost 30% of its value. All Wall Street price targets for Nvidia fail to account for a historically accurate catalyst. 10 stocks we like better than Nvidia › More than 30 years ago, the advent and proliferation of the internet kicked off the greatest leap forward in technological innovation for businesses in a long time. Though a number of next-big-thing innovations have come along since the internet revolutionized how businesses interact with consumers and sell their products and services, none have come close to matching its long-term addressable potential... until now. The rise of artificial intelligence (AI) represents the next great tech advancement that has the ability to alter the long-term growth trajectory for corporate America. Empowering software and systems with AI solutions to make decisions without human intervention gives this technology a jaw-dropping addressable market, which the analysts at PwC have pegged at $15.7 trillion (globally) by 2030. Although a long list of companies has benefited from Wall Street's hottest trend, it's semiconductor titan Nvidia (NASDAQ: NVDA) that's become the face of the AI revolution. As is often the case with businesses on the leading edge of a game-changing innovation, predictions are all over the map. Whereas one Wall Street analyst foresees the most pivotal of all tech stocks soaring to $220 per share, another believes it'll plummet to just $100 per share. Yet what's most interesting is that Wall Street's high- and low-water price targets both completely overlook what can arguably be described as the biggest catalyst for Nvidia. Make no mistake about it, the overwhelming majority of Wall Street analysts and investors believe Nvidia stock is headed higher. But none of these price projections speaks louder than analyst Ivan Feinseth at Tigress Financial, who foresees Nvidia shares adding 55% and heading to $220. If Feinseth is accurate, Nvidia's market cap would near $5.4 trillion. For context, Nvidia had a market valuation of $360 billion when 2023 began. Feinseth's Street-high price target is predicated on sustained strong demand for Nvidia's graphics processing units (GPUs). The Hopper (H100) and successor Blackwell GPUs account for the lion's share of the GPUs currently deployed in AI-accelerated data centers, and demand for this hardware hasn't shown any signs of slowing. As a general rule, when the demand for a good or service outstrips its supply, the price of said good or service is going to climb until demand tapers off. In Nvidia's case, its GPU orders are backlogged, which has allowed the company to charge a healthy premium for its hardware, relative to its direct external competitors. The end result has been a significant uptick in the company's gross margin, compared to prior to the AI revolution taking shape. Feinseth's $220 price target, which was issued in late January, came after a short-lived plunge in Nvidia stock caused by the debut of China-based DeepSeek's R1 large language model (LLM) chatbot. DeepSeek is alleged to have used slower and less-costly hardware from Nvidia to develop its LLM. Feinseth's lofty price target demonstrates confidence that Nvidia will be able to maintain its superior pricing power. On the other end of the spectrum is Seaport Global Investors analyst Jay Goldberg. In late April, Goldberg became the only analyst covering Nvidia to rate its stock as a "sell," and initiated a $100 price target. Based on where Nvidia shares ended the session on June 6, Goldberg's price target intimates a decline of almost 30%. Goldberg doesn't foresee Wall Street's AI darling losing its leading position as the preferred company powering AI-accelerated data centers. But he does believe that AI optimism is fully priced into Nvidia stock given a few variables. To begin with, Goldberg notes that many of Nvidia's top customers by net sales are internally developing AI-GPUs and solutions of their own. Even though these chips won't represent external competition for Hopper, Blackwell, or any successor GPUs, they're going to be notably cheaper and more readily accessible than Nvidia's premium-priced and backlogged hardware. This is potentially problematic to Nvidia landing new orders from its current top customers. Goldberg also believes that enterprise customers will branch out and purchase from other hardware providers. For instance, Advanced Micro Devices' less-costly Instinct MI300X series GPUs, as well as Broadcom's custom AI-accelerating chips, could siphon away some of Nvidia's monopoly like data center market share over time. With enterprise spending on AI-data center infrastructure expected to slow in 2026, per Goldberg, Nvidia stock is currently pricey. While Feinseth and Goldberg both make compelling cases, their arguments -- along with the dozens of other analysts and institutions that have placed a price target on shares of Nvidia stock -- completely overlook a historical catalyst associated with next-big-thing trends and innovations. Though the internet proved to be a game-changing technology, it wasn't a universal winner from the get-go. It took years for businesses to figure out how to optimize their marketing and sales to consumers and other businesses. In other words, it took time for the internet to mature as a mainstream innovation. Since the advent of the internet, we've witnessed a number of other high-profile trends, technologies, and innovations come along that have also endured an early stage bubble-bursting event. This includes (but isn't limited to) genome decoding, business-to-business commerce, nanotechnology, 3D printing, cannabis, blockchain technology, and the metaverse. For more than 30 years, investors have consistently overestimated the timeline to mainstream adoption and/or utility for game-changing innovations. In short, investors aren't giving these hyped trends the proper time or channels to mature. Although Nvidia's sales have skyrocketed from $27 billion to more than $130 billion between fiscal 2023 and fiscal 2025 (its fiscal year ends in late January), most businesses are nowhere close to optimizing their AI solutions as of yet, or even generating a positive return on their AI infrastructure investments. This points to the growing likelihood of an AI bubble forming and, at some point, bursting. To be objective, this doesn't mean Nvidia won't be a long-term winner. The proliferation of the internet eventually sent the stock market soaring. While Feinseth's price target may not be achievable in the near-term, it's certainly within the realm of possibilities as businesses learn how to properly utilize AI solutions and generate a profit from their aggressive AI investments. But this historical correlation between next-big-thing trends and bubble-bursting events also suggests Goldberg is likelier to be right in the coming quarters -- albeit not for the reasons put forth in his research note in late April. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Sean Williams has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst was originally published by The Motley Fool

Accenture Teams with NVIDIA to Advance AI Agenda for Europe with AI Refinery for Sovereign and Agentic AI

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11 hours ago

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Accenture Teams with NVIDIA to Advance AI Agenda for Europe with AI Refinery for Sovereign and Agentic AI

First-of-its-kind platform champions data sovereignty and operational resilience with physical AI and supports competitiveness in the path to agentic AI Accenture and NVIDIA achieve momentum with European organizations such as KION AG, L'Oreal-backed Noli, and Nestlé PARIS, June 11, 2025--(BUSINESS WIRE)--GTC EMEA 2025 – Accenture (NYSE: ACN) has expanded its AI Refinery™ platform for Europe with new sovereign and agentic capabilities to help European organizations maintain control over critical data and apply innovative AI solutions. "AI provides a unique opportunity for Europe to reinvent its economy, drive productivity, resilience and competitiveness, and support its future growth," said Mauro Macchi, Accenture's CEO for Europe, Middle East and Africa. "The expansion of our AI Refinery platform enables European organizations to accelerate the deployment of AI agents, while addressing their sovereignty concerns. This is particularly crucial for the public sector and critical infrastructure industries, such as energy, telecommunications and defense." "Sovereign AI is unlocking extraordinary new possibilities while preserving the integrity of national data, infrastructure, and cultural identity across Europe," said Justin Boitano, vice president, Enterprise Software Products at NVIDIA. "Together, NVIDIA and Accenture are working with leaders across the public sector, energy, telecom and the continent's industrial core—from manufacturing to retail—to build a resilient, innovative future powered by AI." New sovereign AI architecture capabilities "As AI adoption accelerates across industry and society, there is a growing need for management and operations across various elements of the AI stack, from infrastructure to models and applications, including data management," said Karthik Narain, group chief executive – Technology and CTO, Accenture. "To address this, we're providing a platform-based approach with AI Refinery for sovereignty, enabling organizations to develop and deploy AI capabilities – leveraging their own cloud infrastructure and adhering to data residency and security requirements with management and observability capabilities baked in – to drive new value and growth while maintaining control in a fast-moving market." Accenture estimates Europe will account for up to 30% of the global sovereign AI market by 2030. To address this demand, Accenture's new sovereign AI architecture builds on the success of Accenture and NVIDIA in deploying one of the world's first comprehensive AI stacks for Indosat. Part of AI Refinery, which is built on NVIDIA Enterprise AI, the sovereign AI architecture has solutions that cater to different market needs and priorities, offered as-a-service. This includes configurable AI models tailored to national languages and contexts; a development and deployment platform that is hosted and managed within a nation's jurisdiction; and secure, easy-to-customize solutions to meet the unique needs of the public sector and critical infrastructure industries. Digital sovereignty often calls for organizations to adopt controls and provisions aligned to sector-specific needs. For example, Accenture is working with a public utility in Europe to deploy sovereign GPUs as-a-service to ensure dedicated AI compute resources remain secured within its national borders. Physical AI enhances operational resilience in manufacturing Manufacturers across Europe are pushing to optimize their production, warehouse, and supply chain operations. The industrial sector is particularly strategic for Europe as it accounts for roughly a quarter of Europe's GDP. With its AI Refinery, Accenture is helping clients implement AI-powered robotics, simulation and digital twins and adapt ways of working with human workers to effectively reinvent warehouse, logistics and manufacturing to drive efficiencies and lower costs. Today, Accenture also introduced a physical AI software development kit (SDK) that can understand video and image segmentation based on predefined parameters or natural language queries by leveraging NVIDIA Metropolis and the NVIDIA AI Blueprint for Video Search and Summarization (VSS).KION has partnered with Accenture and NVIDIA to explore these capabilities to enhance safety, productivity, and quality control in manufacturing and warehouse automation. AI fueling competitiveness and growth Accenture and NVIDIA have continued to demonstrate how AI can help European organizations create a competitive edge by building a foundation for continuous reinvention and future growth. Noli (No One Like I) the first, AI-powered multi-brand marketplace startup founded and backed by L'Oréal Groupe, has teamed with Accenture and NVIDIA to reinvent how people discover and shop beauty products by addressing the number one pain point for beauty shoppers - the overwhelming volume of products and lack of unbiased, often conflicting advice in the market. With AI Refinery, Noli acts as a Beauty Advisor, cutting through the noise, using powerful AI diagnostics and tools built from over one million face scans and analysis of thousands of product formulations, to decode each user's beauty profile and to provide product recommendations to help them make confident, right-for-them choices, which are then delivered to their doorstep. Nestlé is launching a new AI-powered in-house service that will create high-quality product content at scale for eCommerce and digital media channels. Developed in partnership with Accenture, this new content service is based on digital twins and powered by NVIDIA Omniverse platform, providing exact 3D virtual replicas of physical products. Product packaging can be adjusted or localized digitally, enabling seamless integration into various environments, such as seasonal campaigns or channel-specific formats. This means that new creative content can be generated without having to constantly reshoot from scratch. AI Refinery momentum Accenture unveiled its AI Refinery platform in October 2024. It has since filed 55 patent applications across 10 countries, and the technical achievements of its AI Refinery platform have been presented and explored in 12 technical whitepapers. Accelerating the path to agentic AI for organizations, Accenture is on track to deliver its goal of 100 industry agent solutions by the end of the year. In March 2025, it debuted agent builder, which can easily customize agents in a no code environment. The following month, it announced the Trusted Agent Huddle to bring first-of-its-kind multi-system AI agent collaboration capabilities to organizations that need solutions that can span the enterprise. Accenture AI Refinery is available on all public and private cloud platforms and integrates with other Accenture Business Groups to accelerate AI across the SaaS and Cloud AI ecosystem. About Accenture Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 801,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us at Forward-Looking Statements Except for the historical information and discussions contained herein, statements in this news release may constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as "may," "will," "should," "likely," "anticipates," "aspires," "expects," "intends," "plans," "projects," "believes," "estimates," "positioned," "outlook," "goal," "target" and similar expressions are used to identify these forward-looking statements. These statements are not guarantees of future performance nor promises that goals or targets will be met, and involve a number of risks, uncertainties and other factors that are difficult to predict and could cause actual results to differ materially from those expressed or implied. These risks include, without limitation, that the use of AI could harm our business, damage our reputation or give rise to legal or regulatory action, as well as the risks, uncertainties and other factors discussed under the "Risk Factors" heading in Accenture plc's most recent Annual Report on Form 10-K and other documents filed with or furnished to the Securities and Exchange Commission. Statements in this news release speak only as of the date they were made, and Accenture undertakes no duty to update any forward-looking statements made in this news release or to conform such statements to actual results or changes in Accenture's expectations. View source version on Contacts Hannah UnkeferAccenture+1 206 839 Jenn FrancisAccenture+1 312 693

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12 hours ago

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Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst

Artificial intelligence (AI) looks to be the most impactful innovation for corporate America since the advent and proliferation of the internet more than 30 years ago. Compelling arguments from select Wall Street analysts point to Nvidia stock climbing by up to 55% or potentially losing almost 30% of its value. All Wall Street price targets for Nvidia fail to account for a historically accurate catalyst. 10 stocks we like better than Nvidia › More than 30 years ago, the advent and proliferation of the internet kicked off the greatest leap forward in technological innovation for businesses in a long time. Though a number of next-big-thing innovations have come along since the internet revolutionized how businesses interact with consumers and sell their products and services, none have come close to matching its long-term addressable potential... until now. The rise of artificial intelligence (AI) represents the next great tech advancement that has the ability to alter the long-term growth trajectory for corporate America. Empowering software and systems with AI solutions to make decisions without human intervention gives this technology a jaw-dropping addressable market, which the analysts at PwC have pegged at $15.7 trillion (globally) by 2030. Although a long list of companies has benefited from Wall Street's hottest trend, it's semiconductor titan Nvidia (NASDAQ: NVDA) that's become the face of the AI revolution. As is often the case with businesses on the leading edge of a game-changing innovation, predictions are all over the map. Whereas one Wall Street analyst foresees the most pivotal of all tech stocks soaring to $220 per share, another believes it'll plummet to just $100 per share. Yet what's most interesting is that Wall Street's high- and low-water price targets both completely overlook what can arguably be described as the biggest catalyst for Nvidia. Make no mistake about it, the overwhelming majority of Wall Street analysts and investors believe Nvidia stock is headed higher. But none of these price projections speaks louder than analyst Ivan Feinseth at Tigress Financial, who foresees Nvidia shares adding 55% and heading to $220. If Feinseth is accurate, Nvidia's market cap would near $5.4 trillion. For context, Nvidia had a market valuation of $360 billion when 2023 began. Feinseth's Street-high price target is predicated on sustained strong demand for Nvidia's graphics processing units (GPUs). The Hopper (H100) and successor Blackwell GPUs account for the lion's share of the GPUs currently deployed in AI-accelerated data centers, and demand for this hardware hasn't shown any signs of slowing. As a general rule, when the demand for a good or service outstrips its supply, the price of said good or service is going to climb until demand tapers off. In Nvidia's case, its GPU orders are backlogged, which has allowed the company to charge a healthy premium for its hardware, relative to its direct external competitors. The end result has been a significant uptick in the company's gross margin, compared to prior to the AI revolution taking shape. Feinseth's $220 price target, which was issued in late January, came after a short-lived plunge in Nvidia stock caused by the debut of China-based DeepSeek's R1 large language model (LLM) chatbot. DeepSeek is alleged to have used slower and less-costly hardware from Nvidia to develop its LLM. Feinseth's lofty price target demonstrates confidence that Nvidia will be able to maintain its superior pricing power. On the other end of the spectrum is Seaport Global Investors analyst Jay Goldberg. In late April, Goldberg became the only analyst covering Nvidia to rate its stock as a "sell," and initiated a $100 price target. Based on where Nvidia shares ended the session on June 6, Goldberg's price target intimates a decline of almost 30%. Goldberg doesn't foresee Wall Street's AI darling losing its leading position as the preferred company powering AI-accelerated data centers. But he does believe that AI optimism is fully priced into Nvidia stock given a few variables. To begin with, Goldberg notes that many of Nvidia's top customers by net sales are internally developing AI-GPUs and solutions of their own. Even though these chips won't represent external competition for Hopper, Blackwell, or any successor GPUs, they're going to be notably cheaper and more readily accessible than Nvidia's premium-priced and backlogged hardware. This is potentially problematic to Nvidia landing new orders from its current top customers. Goldberg also believes that enterprise customers will branch out and purchase from other hardware providers. For instance, Advanced Micro Devices' less-costly Instinct MI300X series GPUs, as well as Broadcom's custom AI-accelerating chips, could siphon away some of Nvidia's monopoly like data center market share over time. With enterprise spending on AI-data center infrastructure expected to slow in 2026, per Goldberg, Nvidia stock is currently pricey. While Feinseth and Goldberg both make compelling cases, their arguments -- along with the dozens of other analysts and institutions that have placed a price target on shares of Nvidia stock -- completely overlook a historical catalyst associated with next-big-thing trends and innovations. Though the internet proved to be a game-changing technology, it wasn't a universal winner from the get-go. It took years for businesses to figure out how to optimize their marketing and sales to consumers and other businesses. In other words, it took time for the internet to mature as a mainstream innovation. Since the advent of the internet, we've witnessed a number of other high-profile trends, technologies, and innovations come along that have also endured an early stage bubble-bursting event. This includes (but isn't limited to) genome decoding, business-to-business commerce, nanotechnology, 3D printing, cannabis, blockchain technology, and the metaverse. For more than 30 years, investors have consistently overestimated the timeline to mainstream adoption and/or utility for game-changing innovations. In short, investors aren't giving these hyped trends the proper time or channels to mature. Although Nvidia's sales have skyrocketed from $27 billion to more than $130 billion between fiscal 2023 and fiscal 2025 (its fiscal year ends in late January), most businesses are nowhere close to optimizing their AI solutions as of yet, or even generating a positive return on their AI infrastructure investments. This points to the growing likelihood of an AI bubble forming and, at some point, bursting. To be objective, this doesn't mean Nvidia won't be a long-term winner. The proliferation of the internet eventually sent the stock market soaring. While Feinseth's price target may not be achievable in the near-term, it's certainly within the realm of possibilities as businesses learn how to properly utilize AI solutions and generate a profit from their aggressive AI investments. But this historical correlation between next-big-thing trends and bubble-bursting events also suggests Goldberg is likelier to be right in the coming quarters -- albeit not for the reasons put forth in his research note in late April. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,341!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $874,192!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Sean Williams has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy. Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst was originally published by The Motley Fool

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Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst

Accenture Teams with NVIDIA to Advance AI Agenda for Europe with AI Refinery for Sovereign and Agentic AI

Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst

What Business Can Do To Address Climate Crisis Under Any Administration

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Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst

Accenture Teams with NVIDIA to Advance AI Agenda for Europe with AI Refinery for Sovereign and Agentic AI

Nvidia Stock Can Vault to $220 or Plunge to $100, Based on Select Wall Street Analysts -- but Both Price Targets Completely Overlook a Key Catalyst

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