The bank outlines what investors should watch heading into the GPU Technology Conference.

Over the past year, NVDA rose 61%, driven by a remarkable 65% rise in revenue that highlighted its stronghold in the thriving AI infrastructure and networking sectors.

The tech giant’s AI chips are used to train and power its ranking and recommendations systems and AI models.

Nvidia (NVDA) stock up 0.5% premarket as Wall Street awaits GTC event March 16-19. UBS, Truist, BofA hold Buy ratings with targets up to $300.

While the chipmaker's staggering top-line growth captures the headlines, another important aspect of the bull case for the growth stock goes underappreciated.

The move could position the AI infrastructure powerhouse to quickly compete with OpenAI, Anthropic, and DeepSeek.

Tasnim News Agency, which has ties to the IRGC, released a list of offices operated by major U.S. companies that it said are “Iran’s new targets.” The companies are operated by the U.S. with ties to Israel, and produce technology used by the military.

Figure AI, a company making humanoid robots, backed by the likes of Nvidia Corp., released a new video showing its Helix 02 Robot carrying out domestic chores that led to Tesla Inc. CEO Elon Musk questioning whether the robot was being remotely operated.