Core Viewpoint - Nvidia (NVDA) is positioned as a major beneficiary of the artificial intelligence boom, driven by strong demand for its advanced graphics processing units (GPUs) [1] Market Pressure and Competition - The stock has faced pressure due to concerns over AI valuations and increasing competition from companies like Broadcom (AVGO), Advanced Micro Devices (AMD), and Google's tensor processing units (TPUs) [2] - Nvidia is also dealing with uncertainties regarding chip exports to China amid geopolitical tensions [2] Analyst Sentiment - Despite market pressures, several analysts maintain a bullish outlook on Nvidia, citing its strong execution, innovation, and dominant position in the AI GPU market [3] - TipRanks' AI Analyst has an "outperform" rating on NVDA with a price target of $205 [3] Analyst Insights - **Vivek Arya – Bank of America** - Arya reiterated a buy rating with a price target of $275, emphasizing Nvidia's competitive edge and upcoming Blackwell-backed LLMs expected in early 2026 [4][6] - He noted a $500 billion revenue opportunity for Blackwell, Rubin, and networking for 2025-2026, with recent deals with OpenAI and Anthropic representing potential upside [7][8] - **Stacy Rasgon – Bernstein** - Rasgon also holds a buy rating with a price target of $275, highlighting the potential upside in the $500 billion outlook for Blackwell and networking sales [9][10] - He believes Nvidia is about two years ahead of Google's TPU program and that its programmable platform solutions are superior for cloud AI infrastructure [11][12] - Rasgon mentioned ongoing uncertainty regarding licenses to ship H200 AI chips to China and the implications of a 25% revenue sharing with the U.S. government [13] - **Blayne Curtis – Jefferies** - Curtis reaffirmed a buy rating with a price target of $250, citing Nvidia's technology moat and growth potential amid ASIC adoption [15][16] - He expects significant revenue from the new CPX chip in 2027 and has raised his EPS estimates for 2026 and 2027 to $7.82 and $9.50, respectively [18]

​Alibaba Group Holding Limited (NYSE:BABA) is one of the Best Non-US Stocks to Buy According to Hedge Funds. On December 10, Reuters reported that Alibaba Group Holding Limited (NYSE:BABA) has shown interest in buying Nvidia’s H200 AI chip, as the Trump administration has allowed Nvidia to export its chips to China. ​According to the report, Chinese companies, including Alibaba, are yet to get a green light from the government to import chips from Nvidia. If the government allows it, this will be importa ...

Regulatory Approval & Financial Impact - President Trump granted Nvidia permission to ship its H200 AI chip to China [1] - Nvidia could regain billions of dollars in lost business [1] - The sales would only go to approved customers [1] Competitive Landscape - Chip makers such as Intel and AMD would also be eligible [1] Deal Terms - In exchange for the permission, Nvidia would give a 25% cut of the sales [1]

Core Viewpoint - Nvidia's stock has experienced significant volatility despite strong quarterly results, with concerns raised about the increase in Days Sales Outstanding (DSO) potentially indicating financial irregularities [3][4][5]. Company Overview - Nvidia is a leading technology firm specializing in graphics processing units and artificial intelligence solutions, with a market capitalization of $4.32 trillion, making it the world's most valuable company [2]. Financial Performance - Nvidia reported a substantial increase in free cash flow, surging 64% sequentially to over $22 billion, indicating strong cash management despite concerns over DSO [6][7]. Days Sales Outstanding (DSO) Analysis - DSO has increased from an average of 46 days in FY2020-2024 to 53 days in Q3 FY26, raising alarms among some investors who equate this with potential financial issues [5][8]. - The rise in DSO is attributed to a higher concentration of receivables among a few large customers, particularly cloud service providers, which traditionally have longer payment terms [8][9]. - Analysts argue that Nvidia's DSO is reasonable when compared to other suppliers serving the same customers, whose DSO typically exceeds 60-70 days [9]. Analyst Sentiment - Despite recent skepticism, Wall Street analysts maintain a strong bullish outlook on Nvidia, with 44 out of 48 analysts rating it a "Strong Buy" and an average price target of $252.33, indicating a 39.3% upside potential [11][12].

Core Viewpoint - Nvidia's stock experienced an increase as Commerce Secretary Howard Lutnick confirmed that President Trump will personally decide on the approval for the company to sell its powerful H200 AI chips [1] Group 1 - Nvidia's stock ticked higher on Monday [1] - The decision regarding the sale of H200 AI chips is pending approval from President Trump [1] - Commerce Secretary Howard Lutnick's confirmation highlights the significance of government approval for Nvidia's business operations [1]