Nvidia Hits a New All-Time High. Is the AI Stock a Buy?

Impact · against what's priced in

The article provides no catalyst for NVDA or MRVL as the reported AI demand and revenue forecasts are already absorbed by current valuations. The mention of Anthropic's valuation provides a general tailwind for the AI ecosystem, but does not shift the fundamental assumptions for these specific stocks.

MRVL+0.10

Already priced in

The price assumes

Data center revenue growth of 40-50% this year