Nvidia shares surged 7.87% to close at $185.41 on strong AI spending sentiment, following CEO comments highlighting 'incredibly high' demand for AI infrastructure.
- Wolfe Research reiterated an Outperform rating, citing the intact long-term AI trajectory and potential upside from the Rubin chips.
- Goldman Sachs reiterated a Buy rating ahead of earnings, focusing specifically on 2027 visibility and China market trends.
- The stock remained stable in after-hours trading, settling at $185.19 (-0.12%).