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Nvidia Surges as Analysts Urge Switch from Tesla to AI Leader
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Nvidia outperformed Tesla with 31% quarterly gains as analysts recommended buying the AI chipmaker and trimming EV exposure on declining delivery volumes.
Nvidia shares have gained 31% this quarter to a market capitalization of US$ 4.4 trillion on continued AI chip demand, while Tesla faces declining deliveries and margin pressure. Analysts at major brokerages issued a ‘Buy’ call on Nvidia and ‘Sell’ on Tesla, forecasting Nvidia’s EPS to rise 29% year-on-year next quarter. Investors are rotating toward AI hardware leaders amid weaker EV order trends. The spread in valuation multiples is seen as justified by Nvidia’s dominance in data-center chips and AI inference markets.