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Yiannis Zourmpanos

Nvidia’s AI Lead Is Back in Focus as Wolfe Research Doubles Down

Nvidia Wolfe Research NVDA

Once again, the Street is getting aggressively bullish on Nvidia (NVDA) ahead of earnings. This time, however, Wall Street sees something bigger than an earnings beat as an opportunity.

Wolfe Research recently reiterated its "Outperform" rating on Nvidia, referring to NVDA stock as its best pick in the AI Infrastructure theme. This comes as worries about hyperscaler capex spending are allayed due to strong cloud first-quarter earnings and capex forecasts for the coming years. Let's take a closer look.

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