Neuberger Berman senior research analyst and managing director Daniel Flax provides insight on the company's ecosystem on 'Making Money.surged Tuesday, extending a months-long rally, following a "buy" recommendation from HSBC. Research Frank Lee said his company was "throwing in the towel" on a previous "reduce" recommendation for Nvidia.
"We were too focused on the slowdown in datacenters, but what really surprised us was its pricing power on AI chips," Lee wrote.
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