"Nvidia's AI Innovations Drive Stock Surge and Expansion Plans"

BofA analyst Vivek Arya reiterated a Buy rating on Nvidia Corp, boosting the price target to $800 from $700 ahead of the company's quarterly earnings report. The analyst expects a 3% – 5% upside to both the reported fourth quarter and guided first quarter, driven by incremental supply gains and the upcoming B100 accelerator launch. Nvidia's potential for higher pricing with the B100 accelerator and strength in AI inferencing make it a top pick, with expectations for continued growth in the AI market. The company's diversity of SKUs and projections for revenue and EPS are also highlighted, with NVDA shares trading higher by 5.00% at $661.77.