Nvidia stock price NVDA increased after reports that several Fortune 500 companies expanded AI hardware budgets. Market breadth across semiconductor stocks improved, with NVDA leading gains, signaling possible continued leadership in the sector. In the short term, both companies get what they need. Over the long term, however, Nvidia is the clear winner. If AI demand continues at the levels we are seeing today, both companies win. If AI demand cools, however, CoreWeave is in a tight spot. While it's struck a deal with Nvidia to make new chips, it's notably missing a key component. Nvidia stock price NVDA gained traction on analyst upgrades raising target prices to the $950–$975 range. The upward revisions cite sustained margins and demand in AI-driven cloud infrastructure, pushing sentiment toward long-term growth despite macro uncertainties.
