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Nvidia is set to reclaim a milestone as AI-chip demand shows no signs of slowing - MarketWatch

1. Nvidia's stock rose 3%, nearing the most valuable U.S. company status. 2. Nvidia's valuation reached $3.45 trillion, surpassing Microsoft's $3.44 trillion. 3. Jefferies analysts upgraded Nvidia to 'buy', citing AI accelerator dominance. 4. Expected gross margin recovery to mid-70% range due to Blackwell platform. 5. Long-term growth fueled by AI infrastructure investments from Saudi Arabia and UAE.

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FAQ

Why Bullish?

Nvidia's strong market positioning and analyst upgrades signal confidence in future growth, similar to past experiences of tech recoveries after strong analyst support.

How important is it?

The article summarizes critical financial updates and analyst sentiments that directly influence investor perception and sentiment regarding Nvidia.

Why Long Term?

Analysts predict continued strengthening through 2H25 driven by new product ramps, indicating sustained growth potential over time.

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