Cantor Fitzgerald analyst C.J. Muse, who reiterated his $175 price target on Nvidia stock after last night's update, sees Blackwell shipments contributing more than the original assumption of $3 billion in current-quarter revenues, adding it's "expected to accelerate much more meaningfully throughout [2025] and beyond.

Citi’s Keith Horowitz flags already-lofty valuation for Goldman’s stock, but says it could go higher amid deal optimism.