"For one, analysts at Citi just reiterated a buy rating on the tech giant. The firm noted that it's recommending investors add to NVDA, as the valuation looks attractive and the stock is likely to outperform in the second half of 2026. That's because its status as an AI leader has made it a key bellwether for all AI stocks."
"We also have to consider that CEO Jensen Huang has said demand for the company's new Blackwell platform data center products was "off the charts." Also, as noted by analysts at Wedbush, "Looking ahead to the remainder of 2026 and into 2027, the focus is already shifting toward NVIDIA's next milestone: the Rubin (R100) architecture. Solid earnings, guidance, and anything positive about Rubin could ignite a big rally in Nvidia and the overall tech sector."
"However, analysts at Baird just initiated an outperform rating on Tempus AI (TEM), noting that the AI company is in an "underpenetrated market." The firm added that the recent stock pullback creates a buy opportunity. Plus, earnings haven't been too shabby either. For the third quarter, the company posted a loss of 11 cents, which beat estimates by seven cents."
NVIDIA stock is down ahead of earnings but analysts expect explosive upside driven by AI leadership, attractive valuation, and growing hyperscaler AI capex. Citi reiterated a buy and highlighted potential outperformance in the second half of 2026. CEO Jensen Huang reported Blackwell data-center demand as "off the charts," and Wedbush noted focus shifting to the Rubin (R100) architecture as a future catalyst. Tempus AI received an outperform initiation from Baird after beating Q3 loss estimates and showing strong revenue growth, with raised 2025 guidance. Bank of America upgraded Albemarle citing sharply higher lithium spot prices.
Read at 24/7 Wall St.
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