Why Nvidia and these other chip stocks were just deemed hot plays for the rest of the year
1. AI infrastructure spending is expected to rise for tech firms. 2. Nvidia's Blackwell AI platform could boost EPS to $8 next year. 3. Cantor Fitzgerald analysts named Nvidia as their top pick. 4. Analysts see AI as a reliable growth driver despite market uncertainties. 5. Geopolitical tensions around US-China tech trade are noted, but dismissed as noise.