Nvidia's rally will not run out of steam anytime soon, according to Wells Fargo. The bank, which has an overweight rating on the chipmaker, raised its price target to $315 from $265. The new forecast calls for 44% upside from Monday's close.

For decades, healthcare was viewed as one of the market’s untouchable giants. People always need medicine, hospitals, and medical devices regardless of whether the economy is booming or sliding into recession.

Nvidia ( NVDA +1.73%) remains the center of the artificial intelligence boom, but the stock is up just 15% in 2026, both because investors worry the current pace of AI spending is unsustainable and because they question the durability of Nvidia's dominance in the AI infrastructure market.

NVIDIA has committed more than $40 billion to AI equity investments in the first four months of 2026, CNBC reported, citing public filings and corporate disclosures.

Cerebras’ upsized IPO puts its giant AI chips in focus as inference demand, data center growth, and Nvidia competition reshape AI infrastructure.

Nvidia and other companies are paying startups to buy their products. While demand is growing and the need for computing seems infinite, these circular flows pump valuations higher. But they present an equally potent downside risk should the AI bubble pop.

Alphabet's AI Surge Threatens Nvidia Lead

Jensen Huang still owns the AI stage, Nvidia NASDAQ:NVDA remains the default name in data-center spend, and the company has been expanding its CPU ambitions with Meta while touting a $1 trillion AI-chip opportunity through 2027.

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock just earned a fresh endorsement from Wells Fargo, which raised its price target to $315 from $265 and reiterated its Overweight rating on NVIDIA. The price target raise lands just eight days before NVIDIA’s quarterly report on May 20,

Sales of Intel's central processing units and custom AI processors are gaining traction as AI inference workloads grow.