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Nvidia’s stock is climbing again, and this overlooked reason is helping - MarketWatch

1. Nvidia's stock is gaining amid overblown fears from DeepSeek's AI platform. 2. BofA analysts see no near-term risk from DeepSeek's AI optimizations. 3. Europe's €200 billion investment in AI infrastructure boosts investor confidence. 4. Nvidia's recent rally retraces 90.6% of earlier losses after DeepSeek's threat. 5. Analysts maintain a buy rating with a $190 price target for Nvidia.

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FAQ

Why Bullish?

Analysts affirm confidence in Nvidia, highlighting ongoing AI spending growth, similar bullish recovery post-2022 selloff.

How important is it?

The article discusses significant investments in AI, directly relating to Nvidia's business growth prospects.

Why Long Term?

Long-term investments in AI infrastructure suggest sustained demand for Nvidia's technology, akin to past trends.

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