Weizhen Tan

AI data centers are growing fast, as is the demand for them — and that's set to drive up the demand for products such as cooling systems.

"Everything we're seeing from … Nvidia … this party is going to continue … for the next six to eight quarters," the Wedbush tech analyst says.

Jefferies initiated coverage of the stock with a buy rating and target price of 76 euros ($84), giving it potential upside of about 28%.

Analysts at both Citi and HSBC assessed how commodities performed historically when the U.S. Federal Reserve cuts rates.

This technology is becoming essential to support Nvidia and other tech giants' artificial intelligence server needs, Nomura analysts say.

Of all Chinese internet stocks, one company has the "best risk-reward" for investors, Morgan Stanley says.

Morgan Stanley says Chinese stocks are set to jump another 10% in the near term as they ride on the wave of stimulus measures and signals announced.

"Higher levels of geopolitical tensions in recent years have ... structurally increased supply chain complexity," the bank says, naming stocks set to benefit.

That comes after many Wall Street banks and analysts downgraded China stocks in recent years, with only a few fund managers sticking to their conviction stance.

"Most investors over the last couple of years have thought that the only way to play AI is to own Nvidia and a few of the other peers," says Sean Peche.