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Nvidia, ByteDance, and the U.S.-China AI Chip Standoff Over H200 Exports 
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Oil Prices Slip as U.S.-Iran Talks Ease Middle East Tensions 
Nvidia Confirms Major OpenAI Investment Amid AI Funding Race 
Wall Street analysts are doubling down on artificial intelligence (AI) growth, issuing bold ratings for tech giants like Microsoft, Tesla, and Credo Technology. AI advancements have fueled optimism across industries, with notable moves targeting key players shaping the sector's future.
Microsoft Dominates AI Revenue
Bernstein analysts reiterated their "Outperform" rating on Microsoft with a price target of $511, citing surging AI revenues as the primary driver. The company’s AI business, built on Azure AI and Microsoft 365 Copilot, is projected to exceed $10 billion in annual revenue by next quarter.
Microsoft 365 Copilot, while falling short of initial expectations, is growing steadily, adding $1–$1.5 billion annually. Bernstein also praised Microsoft’s AI revenue stability due to its reliance on inferencing rather than training, providing better margins and reduced volatility.
Despite stagnant stock performance in recent months, analysts predict a turnaround in investor sentiment, asserting, “You have to own Microsoft.”
Tesla Advances Robotaxi and AI Compute
Bank of America raised Tesla’s price target to $400, reflecting confidence in the automaker's ambitious plans. A visit to Tesla’s Giga Texas factory unveiled advancements in Full Self-Driving (FSD) technology and the Optimus robot program.
Tesla's AI efforts are bolstered by the deployment of 50,000 H100 chips, enabling improved autonomous navigation and expanded robotaxi capabilities. Bank of America analysts noted Tesla’s hardware-to-software margin shift, anticipating long-term profitability through high-margin AI services.
The Optimus robot program is poised for significant growth, with production scaling to 1,000 units by 2025, enhancing Tesla’s industrial efficiency and reducing operational costs.
Credo’s Meteoric Rise
Credo Technology stunned markets with a 30% premarket rally following strong Q3 earnings. Bank of America upgraded Credo from "Underperform" to "Buy," raising the price target to $80. Analysts cited Credo’s growing Active Electrical Cable (AEC) product adoption in power-efficient AI clusters as a key growth driver.
With increasing demand from Amazon Web Services and NVIDIA, Credo is positioning itself as a critical player in the AI ecosystem. However, analysts cautioned about premium valuations and rising competition from Marvell and Broadcom.
