Nvidia Remains a Top Pick Despite Tariff Headwinds, Says Analyst: '...Important Data Center Modernization…Among the Last Areas to Be Cut’ - NVIDIA (NASDAQ:NVDA)
1. Nvidia remains resilient amid potential semiconductor industry slowdown. 2. Redburn Atlantic maintains a buy rating with a $178 price target. 3. Investments in AI may show resilience despite macro uncertainties. 4. Nvidia plans $500 billion investment in AI infrastructure over four years. 5. Slowdown in AI innovation is a greater risk than economic downturn.