
NVDA Price Target Hike on A.I. Demand, OpenAI Clashes with MSFT
Schwab Network · Schwab Network
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Show Notes
Barclays raised its price target on Nvidia (NVDA) to $200 from $170 and kept an overweight rating on the stock. Jenny Horne notes the firm also raised its compute estimates for the chipmaker and talks about the FOMO Nvidia continues to generate. She also turns to Microsoft (MSFT), which ticked lower after OpenAI accused the Mag 7 giant of anticompetitive behavior.
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