NVDA

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly:AI CHIPS:U.S. senators plan to introduce legislation that would make it more difficult for China to obtain critical American AI-related technology, effectively barring Nvidiafrom selling its AI chips to Beijing, the Financial Times' Demetri Sevastopulo. The Secure and Feasible Exports Chips Act would mandate that the commerce secretary prohibit export licenses for advanced chips to China for 30 months, which would prevent Nvidia from selling its H200 and Blackwell chips to China, the author says. Other publicly traded companies in the space include AMD, Intel, Marvell, Microchip, Micron, Qualcommand Texas Instruments.PARTNERSHIP WITH META:People Inc. announced a strategic content partnership with Metaas the first lifestyle publisher to make real-time content available to Meta AI users across popular categories such as entertainment, home, food, health, and finance. The deal includes celebrated People Inc. brands such as People, Better Homes & Gardens, Allrecipes, Food & Wine, Southern Living, Verywell Health, InStyle and more. People Inc. content is expected to phase into Meta AI's experiences over the coming days. Terms of the deal are not being publicly disclosed. The multi-year partnership provides Meta access to People Inc. content to help Meta AI users discover lifestyle topics tailored to their interests-from holiday trends to celebrity news-ensuring appropriate attribution and links back to all People Inc. websites. People Inc. is based in New York City and is an operating business of IAC.USA Todayalso announced a multi-year strategic partnership with Meta Platformsto access new and archival content from USA Today, more than 200 USA Today Network local publications and the network of USA Today Sports wires. This partnership enables Meta's family of apps and devices to feature news and information from local and national newsrooms.TETON RIDGE:Palantirand TWG AI announced a new effort with Teton Ridge, the western sports and entertainment company backed by TWG Global, to bring real-time AI and computer vision to rodeo - accelerating and elevating the sport experience for athletes, fans, and partners, in collaboration with Nvidia. Over the past year, Teton Ridge, owner of Cowboy Channel and related western sports and media communities, has partnered with PRCA-sanctioned rodeos to test and refine AI and computer-vision applications in live arena settings, gathering critical athlete feedback and enabling rapid real-world iteration. Teton Ridge began this effort by aggregating and structuring years of historical rider, animal, and event-performance data across multiple disciplines. Working with Palantir and TWG AI through TWG Global, the company deployed Palantir Foundry and AIP to analyze every ride and race with advanced computer vision models, building a deeper understanding of the mechanics between human and animal athletes.BUY COREWEAVE:Roth Capital initiated coverage of CoreWeavewith a Buy rating and $110 price target. CoreWeave is positioned to be "a top four market share winner" in an AI Cloud market that will likely exceed the size of the traditional Internet Cloud, says the firm, citing the company's "proven scale," speed to market, and superior product-price performance versus AI Cloud peers and hyperscalers. With shares down about 40% since early October, the firm sees a "highly asymmetric risk/reward," Roth tells investors.Freedom Capital analyst Paul Meeks also started coverage of CoreWeave with a Buy rating and $100 price target. The firm says the stock's recent selloff "significantly overstates" the risk that CoreWeave will not deliver its $56B multi-year revenue backlog. The company's payments from hyperscalers which are supporting its capital expenditures "are secure for several years," Freedom tells investors in a research note.

KeyBanc analyst Jason Celino lowered the firm's price target on Synopsys (SNPS) to $575 from $590 to reflect dilution from the Nvidia (NVDA) investment, while keeping an Overweight rating on the shares. The firm sees somewhat of a tricky setup heading into earnings for Synopsys. On one hand, KeyBanc is expecting a fairly significant Q4 revenue beat, but on the other, it sees the potential for FY26 EPS to be guided below the Street and closer to its estimate. NULLtheless, the firm approaches the print moderately positive, and would put a higher importance on the prospect of a Q4 beat so long as it's large enough

Deutsche Bank raised the firm's price target on Nvidia to $215 from $180 and keeps a Hold rating on the shares. The company reported a "beat and raise" quarter last night with data center leading the growth, the analyst tells investors in a research note. The firm says Nvidia "expressed significant confidence" in its future data center segment growth. However, Deutsche continues to see the shares as fairly valued.

Citi raised the firm's price target on Nvidia to $270 from $220 and keeps a Buy rating on the shares following the earnings report. The firm increased fiscal 2027 and 2028 sales estimates to reflect accelerating data center revenue on better than expected Blackwell and Rubin demand visibility. It believes the company's revenue will accelerate into 2026.

KeyBanc raised the firm's price target on Nvidia to $275 from $250 and keeps an Overweight rating on the shares. The firm notes the company reported strong Q3 results and provided Q4 guidance, which strongly exceeded expectations. The upside was driven by data center, given strong Blackwell Ultra revenues, as GB300 hit the cross over point and was 2/3 of Blackwell revenues in Q3, KeyBanc adds. Management indicated $500B in Blackwell/Rubin pipeline across 2026/2027 was the baseline and expects this to increase. Hopper revenues were $2B of which H20 was $50M, while Q4 assumes no China revs. The firm is encouraged by these strong results and raise estimates to reflect the $500B pipeline.

Barclays analyst Tom O'Malley raised the firm's price target on Nvidia to $275 from $240 and keeps an Overweight rating on the shares following the earnings report. The company reported a $2B October quarter beat and issued a $3B beat for January outlook, which is "more than enough for the stock to work," the analyst tells investors in a research note.