Nvidia Stock Rises After Upgrade. The Case to Buy Amid Oracle AI Surge.
1. Oracle's forecast boosts AI sector and drives NVDA stock up. 2. Analyst upgrades NVDA to Buy, increasing price target to $210. 3. OpenAI's $300 billion contract with Oracle bolsters demand for GPU Compute. 4. Nvidia's CEO anticipates significant hardware spending for future AI super-factories. 5. BNP Paribas projects $100 billion infrastructure spending, positively impacting NVDA.