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Nvidia Stock Rally Pauses. How the Chip Maker Intends to Keep Its Lead Over AMD.

1. Nvidia's shares rose 0.3%, following a 2.1% gain on Monday. 2. Rubin AI chips will have 50% higher power requirements than AMD's MI450. 3. KeyBanc raised Nvidia's target price to $250, maintaining an Overweight rating. 4. Nvidia is enhancing performance specifications to stay ahead of AMD's offerings. 5. AMD's stock is rated Sector Weight with no target price.

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FAQ

Why Bullish?

Nvidia's proactive approach to performance enhancements can strengthen its market position, similar to past innovations that have led to price increases.

How important is it?

The competitive dynamics against AMD and a raised target price by KeyBanc indicate strong potential for price movement in NVDA.

Why Short Term?

The upcoming mass production in 2025 could quickly influence investor sentiment and stock performance.

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