Lates News

Stifel analyst Ruben Roy is bullish on Nvidia's growth prospects. In his report, he wrote, "Our supply chain research continues to show that even with strong demand for the GB200, GB300 orders are expected to accelerate by the end of the year. Given Nvidia's cautious performance guidance, strong capital expenditure statements from cloud service providers, reduced business risks in China and potential sales benefits, as well as healthy product sales growth and minimal supply chain disruptions, we expect its second quarter performance to slightly exceed market expectations."