Nvidia Q4: Blackwell Production Ramp-Up Strong (NASDAQ:NVDA)
1. Nvidia receives a 'Strong Buy' rating with a $195 target price. 2. Data center revenue grew 93.4%, dominating AMD and Intel. 3. Blackwell AI supercomputers and CAPEX by hyperscalers are key growth factors. 4. Projected 63% revenue growth in FY26 ensures near-term growth security. 5. Geopolitical risks and competitors pose potential challenges.