Overview

Chip giant Nvidia (NVDA) is considered to be one of the key beneficiaries of the artificial intelligence boom, thanks to robust demand for its advanced graphics processing units (GPUs).

The stock has been under pressure recently due to concerns about valuations of AI plays and growing competition in the AI chip space from rivals like Broadcom (AVGO), Advanced Micro Devices (AMD) and Alphabet-owned Google’s tensor processing units (TPUs). Nvidia is also facing uncertainty related to chip exports to China amid geopolitical tensions between Washington and Beijing.

Source: https://www.cnbc.com/2025/12/21/three-top-wall-street-analysts-stay-bullish-on-nvidia-stock-heres-why.html