Benzinga Bulls And Bears: Nvidia, Palantir, Marvell Technology — And Markets Rallied In May
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 31 2025
0mins
Should l Buy NVDA?
Source: Benzinga
Market Performance: U.S. stocks saw their strongest monthly rally since November 2023, with the S&P 500 rising 6.2% and the Nasdaq Composite increasing by 9.6%, largely driven by strong tech earnings and easing trade tensions, particularly from companies like Nvidia.
Investor Sentiment: While there are optimistic projections for tech stocks like Palantir and Nvidia, uncertainties remain due to potential legal challenges regarding tariffs that could impact market stability, alongside mixed results from other sectors such as pharmaceuticals and gold investments.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 182.650
Low
200.00
Averages
264.97
High
352.00
Current: 182.650
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surge in AI Infrastructure Investment: Hyperscalers like Amazon, Microsoft, and Alphabet collectively spent hundreds of billions on AI-related capital expenditures, and while these companies are financially sound, OpenAI's plan to spend $600 billion by 2030 reveals a massive funding gap.
- Risks of Complex Financial Arrangements: Nvidia's $30 billion investment in OpenAI and Meta's $27 billion joint venture with Blue Owl Capital highlight increasing financial interdependence, which could lead to a house of cards effect if any company faces unexpected challenges.
- Unclear Profitability Models: With only 3% of OpenAI's 900 million weekly active users willing to pay for premium options, the monetization of AI tools appears questionable, suggesting that AI may primarily serve enterprise needs rather than deliver transformative economic benefits.
See More
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- Accelerating Revenue Growth: Broadcom reported total revenue of $19.3 billion in Q1 2026, marking a 29% year-over-year increase and the third consecutive quarter of accelerating growth, driven by robust demand for AI-related hardware.
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- Investment Value Assessment: Despite a high P/E ratio of 64.5 compared to the Nasdaq-100's 30.9, Broadcom's projected 63% revenue growth makes it attractive for long-term investors, especially following a 20% stock price correction.
See More
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- Surging Market Demand: Broadcom's AI accelerator chips are experiencing skyrocketing demand from hyperscalers and AI startups, highlighting its competitive edge in customized hardware solutions tailored to specific workloads.
- Significant Revenue Growth: In Q1 of fiscal 2026, Broadcom reported total revenue of $19.3 billion, a 29% year-over-year increase, with AI products contributing $8.4 billion, reflecting a staggering 106% growth, driven by robust demand for AI-related hardware.
- Enhanced Profitability: The company achieved a net income of $7.3 billion in Q1, up 33% year-over-year, indicating strong pricing power amid soaring demand for AI data center hardware, which significantly boosts profitability.
- Optimistic Future Outlook: Management guidance suggests AI revenue will reach $10.7 billion in Q2, leading to total revenue of $22 billion, representing year-over-year growth rates of 143% and 47%, underscoring Broadcom's sustained growth potential in the AI market.
See More
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- Impressive Earnings: Nvidia reported record quarterly sales of $68.1 billion for fiscal Q4 2023, with its Data Center segment approaching a $250 billion annual run rate, underscoring its leadership in the AI sector, although market expectations may be overly optimistic.
- Margin Recovery: The company achieved a GAAP gross margin of 75% in Q4, with guidance suggesting a maintenance of around 74.9% for Q1 2027, indicating that its pricing power remains intact despite competitive pressures.
- Market Value Fluctuation: Following its earnings release, Nvidia's stock plummeted from $203.10 to $177.19, resulting in a staggering $630 billion loss in market value, highlighting that investor expectations for AI may be unrealistic and bubble risks are increasing.
- Rising Competitive Risks: While Nvidia dominates the GPU market, some major clients are developing their own AI solutions, which could erode its market share, particularly from a cost-efficiency perspective.
See More
Corning's Optical Fiber Business Soars Amid AI Demand
- Surging Market Demand: Corning's optical communications business generated $6.2 billion in revenue in 2025, reflecting a 35% year-over-year increase driven by data center operators' urgent need for fiber optics, highlighting the critical role of high-speed data transmission in AI development.
- Profitability Boost: The optical communications segment achieved a record $1 billion profit in 2025, up 71% from the previous year, showcasing strong market demand and granting the company significant pricing power, thereby reinforcing its leadership position in the industry.
- Future Growth Potential: CEO Wendell Weeks predicts that the market for data center optical fiber could triple in size over the long term, indicating that the ongoing evolution of AI technology will sustain rising demand for fiber optics, further propelling the company's performance.
- Investment Value Analysis: Although Corning's P/E ratio stands at 48.9, significantly higher than the Nasdaq-100's 31.8, analysts project earnings per share to grow to $3.11 in 2026 and $3.87 in 2027, suggesting potential investment opportunities as future earnings forecasts may be revised upward.
See More
