Global's biggest sovereign wealth fund allocates $543 million to Manhattan office property
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 03 2025
0mins
Should l Buy NVDA?
Source: CNBC
Norway's Sovereign Wealth Fund Investment: Norway's $2 trillion sovereign wealth fund, managed by Norges Bank Investment Management, is set to invest $542.6 million for a 95% stake in a New York City office building at 1177 Avenue of the Americas, in partnership with Beacon Capital Partners.
Global Real Estate Portfolio: The fund's real estate investments, which make up 1.9% of its portfolio, include properties in major U.S. cities and internationally, with a total of 486 property investments worth over $16 billion in the U.S. alone, and recent acquisitions in London and Spain.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 190.050
Low
200.00
Averages
264.97
High
352.00
Current: 190.050
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.
Nvidia's Earnings Outlook Remains Positive as Shares Rise
- Stock Performance: Nvidia shares rose 1.8% in premarket trading on Wednesday, reflecting market optimism ahead of its upcoming earnings report, particularly as UBS analysts noted a “favorable” financial setup.
- Earnings Expectations: UBS analyst Timothy Arcuri reiterated his Buy rating and raised the price target from $235 to $245, anticipating Nvidia's revenue to reach approximately $76 billion, surpassing the market's expectations of $74 billion to $75 billion for the next quarter.
- Gross Margin Outlook: Despite investor skepticism regarding the 75% gross margin guidance, Arcuri stated that there are no near-term factors likely to impact this figure, indicating Nvidia's stability amid competitive threats from Google and Broadcom.
- Market Signals: As the GTC conference approaches, Nvidia's management appears frustrated with prevailing market doubts, yet bullish supply chain signals support the company's prospects for growth and margin sustainability.
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- Significant Revenue Growth: Broadcom's revenue grew at a 22% CAGR from $23.9 billion to $63.9 billion from fiscal 2020 to 2025, demonstrating strong performance in the AI market and sustained demand.
- Surge in AI Chip Sales: In fiscal 2025, Broadcom's AI chip revenue surged 65% to $20 billion, accounting for 31% of total revenue, effectively offsetting slower growth in non-AI chip and infrastructure software businesses, indicating its competitiveness in the customized AI accelerator market.
- Optimistic Future Outlook: Broadcom aims to achieve annualized AI chip revenues of $60 billion to $90 billion by fiscal 2027, primarily from three hyperscale customers, reflecting strong demand from cloud giants for Broadcom's custom AI accelerators and further solidifying its market position.
- Ongoing Acquisition Strategy: Broadcom plans to continue acquiring more companies to bolster its AI chipmaking and infrastructure software businesses, with analysts projecting revenue and adjusted EBITDA growth at CAGRs of 38% and 36% from fiscal 2025 to 2028, highlighting its long-term expansion potential in mobile, automotive, and industrial sectors.
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- Revenue Surge: For the fiscal third quarter of 2026, Nvidia's revenue rose 62% year-over-year and skyrocketed 1,113% compared to the same period in fiscal 2021, indicating robust business momentum amid soaring demand for AI chips, with a market cap reaching $4.6 trillion.
- Investor Confidence: Despite concerns about an AI bubble, Nvidia's forward price-to-earnings ratio of 24.7 suggests that its stock remains attractive, reflecting investor optimism about its future growth potential and solidifying market confidence in its sustained performance.
- Strong Industry Demand: As the economy enters an AI-driven spending spree, Nvidia stands as a primary beneficiary of this infrastructure build-out, further solidifying its market leadership position and capitalizing on the burgeoning demand for AI technologies.
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S&P 500 Overvaluation: Time to Consider International ETFs
- U.S. Market Struggles: The S&P 500 has had a shaky start this year, yet it remains up 75% over the past five years, with a current P/E ratio of 30, indicating a historically high valuation that may deter new investors.
- Tech Stocks Dominate: The recent rally has been primarily driven by a handful of mega-cap tech stocks, such as Nvidia, Microsoft, and Apple, leading to concerns about market overheating due to the lack of broader stock participation.
- International ETF Opportunity: The Vanguard Total International Stock ETF (VXUS) emerges as an ideal investment choice, featuring a low expense ratio of 0.05% and holding 8,646 stocks, providing extensive exposure to overseas markets, particularly in emerging markets and Europe.
- VXUS Strong Performance: VXUS has rallied 9% year-to-date while the S&P 500 has remained flat, indicating a shift among investors towards diversifying their portfolios away from the overheated U.S. market, which could further propel VXUS's growth.
See More
Broadcom's AI Chip Sales Surge
- Significant Revenue Growth: Broadcom's revenue surged from $23.9 billion in fiscal 2020 to $63.9 billion in fiscal 2025, reflecting a 22% CAGR that underscores its robust performance and growth potential in the AI market.
- AI Chip Sales Surge: In fiscal 2025, Broadcom's AI chip revenue skyrocketed by 65% to $20 billion, accounting for 31% of total revenue, effectively offsetting the slower growth in its non-AI chip and infrastructure software segments.
- Optimistic Market Outlook: Broadcom aims to achieve annualized AI chip revenues between $60 billion and $90 billion by fiscal 2027, primarily driven by three hyperscale customers, indicating strong demand for custom AI accelerators among major cloud companies.
- Ongoing Acquisition Strategy: Broadcom is expected to continue acquiring companies to bolster its AI chip and infrastructure software businesses, with projected revenue and adjusted EBITDA growth rates of 38% and 36% respectively from fiscal 2025 to 2028, further solidifying its market position.
See More
US Stocks Plunge Amid AI Disruption Fears
- Tech Stocks Plummet: Fears of potential disruptions from artificial intelligence led to a significant decline in tech stocks, with the Nasdaq Composite dropping over 2% and Apple shares falling around 5%, indicating market anxiety about the future of the tech sector.
- Dow Jones Decline: The Dow Jones Industrial Average fell approximately 1.3%, or over 650 points, breaking a three-day winning streak, reflecting investor caution ahead of upcoming inflation data that could influence Federal Reserve rate decisions.
- Gold and Bitcoin Drop: Gold futures sank 3%, while Bitcoin prices also declined to around $65,000, as investors adopted a risk-off stance, highlighting concerns about the future economic outlook.
- Employment Data Impacting Policy Expectations: Despite January's job additions being double the expected amount, the strong labor market has dampened expectations for near-term interest rate cuts by the Fed, increasing uncertainty in the stock market.
See More
Nvidia's Earnings Outlook Remains Positive as Shares Rise
- Stock Performance: Nvidia shares rose 1.8% in premarket trading on Wednesday, reflecting market optimism ahead of its upcoming earnings report, particularly as UBS analysts noted a “favorable” financial setup.
- Earnings Expectations: UBS analyst Timothy Arcuri reiterated his Buy rating and raised the price target from $235 to $245, anticipating Nvidia's revenue to reach approximately $76 billion, surpassing the market's expectations of $74 billion to $75 billion for the next quarter.
- Gross Margin Outlook: Despite investor skepticism regarding the 75% gross margin guidance, Arcuri stated that there are no near-term factors likely to impact this figure, indicating Nvidia's stability amid competitive threats from Google and Broadcom.
- Market Signals: As the GTC conference approaches, Nvidia's management appears frustrated with prevailing market doubts, yet bullish supply chain signals support the company's prospects for growth and margin sustainability.
See More
Broadcom's Growth Potential Remains Strong
- Significant Revenue Growth: Broadcom's revenue grew at a 22% CAGR from $23.9 billion to $63.9 billion from fiscal 2020 to 2025, demonstrating strong performance in the AI market and sustained demand.
- Surge in AI Chip Sales: In fiscal 2025, Broadcom's AI chip revenue surged 65% to $20 billion, accounting for 31% of total revenue, effectively offsetting slower growth in non-AI chip and infrastructure software businesses, indicating its competitiveness in the customized AI accelerator market.
- Optimistic Future Outlook: Broadcom aims to achieve annualized AI chip revenues of $60 billion to $90 billion by fiscal 2027, primarily from three hyperscale customers, reflecting strong demand from cloud giants for Broadcom's custom AI accelerators and further solidifying its market position.
- Ongoing Acquisition Strategy: Broadcom plans to continue acquiring more companies to bolster its AI chipmaking and infrastructure software businesses, with analysts projecting revenue and adjusted EBITDA growth at CAGRs of 38% and 36% from fiscal 2025 to 2028, highlighting its long-term expansion potential in mobile, automotive, and industrial sectors.
See More
Nvidia Leads the Artificial Intelligence Boom
- Outstanding Market Performance: Nvidia achieved an astonishing 1,180% growth over the past five years, significantly outperforming the S&P 500's 91% return, turning a $1,000 investment in February 2021 into $12,810, showcasing its strong leadership in the AI sector.
- Revenue Surge: For the fiscal third quarter of 2026, Nvidia's revenue rose 62% year-over-year and skyrocketed 1,113% compared to the same period in fiscal 2021, indicating robust business momentum amid soaring demand for AI chips, with a market cap reaching $4.6 trillion.
- Investor Confidence: Despite concerns about an AI bubble, Nvidia's forward price-to-earnings ratio of 24.7 suggests that its stock remains attractive, reflecting investor optimism about its future growth potential and solidifying market confidence in its sustained performance.
- Strong Industry Demand: As the economy enters an AI-driven spending spree, Nvidia stands as a primary beneficiary of this infrastructure build-out, further solidifying its market leadership position and capitalizing on the burgeoning demand for AI technologies.
See More
S&P 500 Overvaluation: Time to Consider International ETFs
- U.S. Market Struggles: The S&P 500 has had a shaky start this year, yet it remains up 75% over the past five years, with a current P/E ratio of 30, indicating a historically high valuation that may deter new investors.
- Tech Stocks Dominate: The recent rally has been primarily driven by a handful of mega-cap tech stocks, such as Nvidia, Microsoft, and Apple, leading to concerns about market overheating due to the lack of broader stock participation.
- International ETF Opportunity: The Vanguard Total International Stock ETF (VXUS) emerges as an ideal investment choice, featuring a low expense ratio of 0.05% and holding 8,646 stocks, providing extensive exposure to overseas markets, particularly in emerging markets and Europe.
- VXUS Strong Performance: VXUS has rallied 9% year-to-date while the S&P 500 has remained flat, indicating a shift among investors towards diversifying their portfolios away from the overheated U.S. market, which could further propel VXUS's growth.
See More
Broadcom's AI Chip Sales Surge
- Significant Revenue Growth: Broadcom's revenue surged from $23.9 billion in fiscal 2020 to $63.9 billion in fiscal 2025, reflecting a 22% CAGR that underscores its robust performance and growth potential in the AI market.
- AI Chip Sales Surge: In fiscal 2025, Broadcom's AI chip revenue skyrocketed by 65% to $20 billion, accounting for 31% of total revenue, effectively offsetting the slower growth in its non-AI chip and infrastructure software segments.
- Optimistic Market Outlook: Broadcom aims to achieve annualized AI chip revenues between $60 billion and $90 billion by fiscal 2027, primarily driven by three hyperscale customers, indicating strong demand for custom AI accelerators among major cloud companies.
- Ongoing Acquisition Strategy: Broadcom is expected to continue acquiring companies to bolster its AI chip and infrastructure software businesses, with projected revenue and adjusted EBITDA growth rates of 38% and 36% respectively from fiscal 2025 to 2028, further solidifying its market position.
See More
US Stocks Plunge Amid AI Disruption Fears
- Tech Stocks Plummet: Fears of potential disruptions from artificial intelligence led to a significant decline in tech stocks, with the Nasdaq Composite dropping over 2% and Apple shares falling around 5%, indicating market anxiety about the future of the tech sector.
- Dow Jones Decline: The Dow Jones Industrial Average fell approximately 1.3%, or over 650 points, breaking a three-day winning streak, reflecting investor caution ahead of upcoming inflation data that could influence Federal Reserve rate decisions.
- Gold and Bitcoin Drop: Gold futures sank 3%, while Bitcoin prices also declined to around $65,000, as investors adopted a risk-off stance, highlighting concerns about the future economic outlook.
- Employment Data Impacting Policy Expectations: Despite January's job additions being double the expected amount, the strong labor market has dampened expectations for near-term interest rate cuts by the Fed, increasing uncertainty in the stock market.
See More
