NVIDIA (NVDA) News Today

Shares of NVIDIA Corporation (NASDAQ: NVDA) have climbed today on the back of several bullish analyst actions, strategic product launches, and insider purchases, even as uncertainty around China-related chip production weighs on near-term sentiment ahead of Q2 earnings next week.

• Positive Sentiment: Evercore ISI maintained its "Outperform" rating for NVDA and raised the price target from $190 to $214, citing the company's strong positioning in AI and data center markets. Evercore ISI News
• Positive Sentiment: UBS Group increased its NVDA price target to $205 and reiterated a "Buy" rating, highlighting robust data center growth and GPU demand ahead of earnings. UBS Price Target
• Positive Sentiment: Wedbush boosted its NVDA target to $210 with an "Outperform" rating, citing continued strength in AI GPU deployment and high-margin data center services. Wedbush Price Target
• Positive Sentiment: Zacks analysts foresee NVDA beating Q2 estimates, driven by surging GPU demand, renewed China sales prospects, and rising data center spending. Zacks Analysis
• Positive Sentiment: NVIDIA unveiled its new Spectrum-XGS Ethernet technology to link distributed data centers into giga-scale AI super-factories, reinforcing its leadership in AI infrastructure. Spectrum-XGS Launch
• Positive Sentiment: Representative Lisa C. McClain purchased $1,000–$15,000 of NVDA shares in mid-June, signaling confidence from a key insider. Rep. McClain Purchase
• Positive Sentiment: Senator Angus S. King Jr. disclosed a mid-July purchase of NVDA shares, adding another vote of confidence from Capitol Hill. Sen. King Purchase
• Neutral Sentiment: NVDA’s Q2 release will cap the so-called “Magnificent Seven” earnings cycle next week, making its report the focal point for tech-heavy market moves. Report Calendar
• Neutral Sentiment: MarketBeat’s screeners continue to flag NVDA across multiple sectors—from streaming and robotics to infrastructure—reflecting its broad market role but offering no new directional signal. Sector Screener
• Negative Sentiment: NVIDIA has asked suppliers to halt production of its H20 AI chip for China after Beijing warned of security risks, exacerbating uncertainty in a key market. H20 Production Halt
• Negative Sentiment: CNBC reports that U.S.-China tensions continue to pressure NVDA’s China revenues, which could weigh on overall results if unresolved by earnings. China Risks Video
• Negative Sentiment: MIT researchers questioned the long-term profitability of AI chip vendors, raising doubts about whether high R&D costs can translate into sustained margins for Nvidia. MIT Profitability Study