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TerraPower’s Nuclear Leap and NVIDIA’s (NVDA) First Energy Play
  • Finance Expert

NVIDIA (NVDA) Gets Overweight Rating as AI Capex Stays Strong Into 2026

  • August 8, 2025
  • Roubens Andy King
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NVIDIA Corporation (NASDAQ:NVDA) is one of the Top AI Stocks Taking Wall Street by Storm. One of the biggest analyst calls on Tuesday, August 5th, was for the chipmaker stock. Morgan Stanley reiterated it as Overweight stating that Nvidia is a beneficiary as artificial intelligence capex remains robust.

“Hyperscalers’ Capex Remains Strong into 2026. … We see AI demand remaining strong. In AI semis, we are OW Nvidia , Broadcom, TSMC…”

NVIDIA (NVDA) Gets Overweight Rating as AI Capex Stays Strong Into 2026

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 10 AI Stocks Gaining Attention on Wall Street and Top 15 AI Stocks Taking Wall Street by Storm.

Disclosure: None.

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