NVIDIA Corporation (NVDA) Buy Rating Reaffirmed Amid Positive Supply Chain Signals

We recently compiled a list of the 10 High-Flying AI Stocks on News and Ratings. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other AI stocks.

Goldman Sachs raised its target price for Chinese stocks today. They estimate that AI adoption could significantly boost earnings growth and possibly bring in $200 billion of inflows. DeepSeek’s AI breakthrough has led these tech stocks on a strong rally, reigniting investor interest and optimism in Chinese technologies and capabilities. The firm raised its 12-month target price for China’s CSI300 to 4,700 from 4,600. It also raised its price target for MSCI China to 85 from 75.

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The Chinese startup may be all the rage for Chinese stocks, but some countries are exercising caution all the same. In the latest news, South Korea’s data protection authority has suspended new downloads of the Chinese AI app from DeepSeek. This is after DeepSeek acknowledged failing to take into account some of the agency’s rules on protecting personal data. The Personal Information Protection Commission (PIPC) has notified that the app service will be resumed once improvements are made according to the country’s privacy law. Even though DeepSeek’s web service remains accessible in the country, new downloads of the app are restricted.

Previously, the US Navy also instructed its members to avoid using artificial intelligence technology from China’s DeepSeek. According to the Navy, DeepSeek’s AI was not to be used “in any capacity” due to “potential security and ethical concerns associated with the model’s origin and usage”. In a similar move, Italy’s data protection authority, the Garante, has also ordered DeepSeek to block its chatbot in the country. This is because it failed to address the regulator’s concerns over its privacy policy.

Notably, BBC reported that the the first member of a Western government to raise privacy concerns about DeepSeek has been Australia’s science minister, Ed Husic. Husic has raised “data and privacy management” concerns over DeepSeek.

“I would be very careful about that, these type of issues need to be weighed up carefully”.

DeepSeek has failed to respond to requests for comment on these issues.

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Is NVIDIA Corp. (NVDA) the Most Profitable Tech Stock to Buy Now?

A close-up of a colorful high-end graphics card being plugged in to a gaming computer.

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. One of the biggest analyst calls for Friday, February 14, was for NVIDIA Corporation (NASDAQ:NVDA).

Jefferies analyst Blayne Curtis reiterated a “Buy” rating and $185.00 price target on the stock, stating that investors should buy the dip in shares of Nvidia.

“Foxconn offered a notable improvement in tone this week with the release of their January revenue figures (+3%). Management now suggesting sequential revenue growth in 1Q25 likely to be “better than average” vs the “roughly similar levels” guidance proposed during their earnings call last month. The shift is a welcome sight for investors concerned about ongoing delays with NVIDIA Corporation (NASDAQ:NVDA)’s Blackwell rollout and suggests the ramp is fully underway. We continue to believe that most of the supply chain data points out of Asia are just noise and that the fears of a down quarter or air pocket are overblown. Please reach out for a copy of AI Accelerator Model”.

Overall NVDA ranks 1st on our list of the high-flying AI stocks on news and ratings. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.