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Benzinga
Benzinga
Business
Piero Cingari

Nvidia Stock’s Rubin Era Begins: A ‘Top Pick,’ BofA Says

Nvidia BofA Nasdaq NVDA Memory Vivek Arya Bank of America
Shanghai,china-march,15th,2026:,Nvidia,Brand,Company,Logo

Nvidia Corp‘s (NASDAQ:NVDA) AI story is entering a new phase, but investors appear increasingly focused on what could go wrong.

Memory costs, margins, custom chips and Nvidia’s investments in AI customers have all emerged as concerns. Bank of America, however, thinks investors may be overlooking what could drive the chipmaker’s next leg higher.

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