Goldman Sachs estimates global AI infrastructure investments could reach $3 to $4 trillion by 2030, benefiting Nvidia (NVDA) which is well positioned in the market. Despite a 17% drop in January 2025 due to DeepSeek’s challenge to U.S. AI dominance, Nvidia stock has recovered. With DeepSeek set to launch its V4 AI model, comparisons to the past are being made. Nvidia’s revenue grew 62% YoY to $57 billion in Q3 2026, showing strong performance. Analysts rate NVDA stock as a consensus “Strong Buy,” with a mean price target of $256, implying a 38% upside potential.

Read more at Barchart: Nvidia Stock Could Be Just a Few Weeks Away from a Major Downside Catalyst. How to Play NVDA Here.