10 AI News Updates You Should Not Miss

4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. On February 7, Timothy Arcuri from UBS maintained a “Buy” rating on the stock with a price target of $185.00. Besides UBS, analyst Joseph Moore at Morgan Stanley is also bullish on the stock and calls Nvidia a “top pick”. On February 6th, Moore reiterated an “Overweight” rating on the stock with a $152 price target. He said investors should buy in the DeepSeek dip.

“While sentiment has worsened around potential longer term risks, near term business continues to firm, Blackwell supply visibility continues to build [and] customer desire to spend is clearly on display. We remain very optimistic on how the balance of the year plays out.”

-Joseph Moore

Amongst other things, Moore believes the biggest long-term catalyst for Nvidia goes beyond AI training and into the company’s leadership in the inference market. Inference is a process where trained AI models apply its knowledge to new data and then making predictions or decisions based on that data.

“We remain convinced that Nvidia is the biggest beneficiary of long inference workloads.”