UBS reiterated a 'buy' rating on NVIDIA due to limited delays for its upcoming Blackwell platform, projecting a $150 price target.
Wall Street anticipates AI demand growth until 2026, highlighting opportunities in undervalued AI stocks like 'The Next NVIDIA.'
Sector rotation appears to be slowing as indexes like the Russell 2000 underperform the Nasdaq, a shift from previous trends during extreme market volatility.
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