Overview

• TD Cowen raised Alphabet’s price target to $280 with a Buy rating, citing strong Search trends and expected Cloud and GenAI contributions.
• TD Cowen projects Q3 net revenue growth of about 14.6% year over year for Alphabet, with operating income and EPS estimates above consensus when excluding the European Commission fine.
• UBS reiterated a Buy on Nvidia with a $205 target, saying Taiwan export data so far tracks with the firm’s modeled data center growth this quarter.
• Goldman Sachs lifted Nvidia’s target to $210 on faster AI-related revenue and partnerships such as OpenAI, while flagging potential circular-revenue risk from supplier-investor ties.
• Seeking Alpha highlighted two Nvidia tailwinds, reporting a confirmed $2 billion xAI investment and U.S. approval for GPU exports to the UAE, as broader coverage notes Nvidia’s dominant AI market share and rapid data center growth.