Nvidia’s OpenAI deal adds to a brewing concern. But will that actually hurt the stock?
1. Nvidia invests $100 billion in OpenAI, boosting analyst estimates. 2. Evercore analyst raises Nvidia revenue estimates by $5.5 billion for 2026. 3. Concerns emerge over 'circular' relationships affecting Nvidia’s credibility. 4. Analysts remain bullish, seeing long-term demand and growth potential. 5. Price target raised to $225, indicating optimism despite potential market bubbles.