Global Research ab 17 March 2026 APAC Technology UBS Tech Views: NVIDIA GTC Keynote implications - US$1trn POs to keep the supply chain tight and busy NVIDIA's GTC kicked off this week featuring its CEO keynote from Jensen Huang Tuesday morning. This year's event will feature 450 companies, 1,000 tech sessions, 2,000 speakers and 30,000 attendees focused on NVIDIA's recently coined 5 layer cake for AI: Energy > chips > infrastructure > models > applications. For implications on NVIDIA see also the research ...

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Gaining Attention on Wall Street. On January 6, UBS analyst Timothy Arcuri reiterated a Buy rating on the stock with a $235.00 price target. The rating affirmation follows Nvidia’s recent Consumer Electronics Show (CES) at Las Vegas. Analyst Timothy Arcuri anticipates Nvidia’s stock price to be driven by upward EPS revisions for calendar years 2026 and 2027. The AI chipmaker has demonstrated robust demand at the event, highlighting how agentic AI an ...