UBS and Bernstein keep Buy ratings on NVIDIA, citing AI dominance, strong data center demand, and innovation.

UBS and Bernstein both maintain Buy ratings on NVIDIA, citing its dominant position in AI and semiconductor markets, strong data center demand, and robust innovation pipeline. Both firms highlight the company’s leadership in AI infrastructure, expanding software and hardware ecosystem, and sustained growth driven by machine learning, cloud computing, and generative AI. Despite market volatility and competitive pressures, they express confidence in NVIDIA’s financial performance, market share, and long-term prospects across industries.