The article, based on TipRanks' analyst rankings, highlights three stocks favored by top Wall Street analysts for the long term. Bank of America's Koji Ikeda reiterated a buy rating on Datadog and raised his price target to $335 from $305, estimating Q3 FY26 revenue growth of 28.7% versus the Street's consensus of 29.1%, while flagging concentration risk from large customers. Morgan Stanley's Joseph Moore reaffirmed a buy rating on Nvidia with a $300 price target after attending GTC Berlin, viewing TSMC 3 nm wafer supply as the biggest challenge but expecting it to ease over time. Needham's Ryan Koontz reiterated a buy rating on SpaceX with a $250 price target after its Q3 AI revenue rose to $7.56 billion from $813 million a year earlier.
Summary written by Upside AI from the original article. Read the source for full details.
Keywords
Wall StreetvaluationNvidiaSpaceXartificial intelligencesemiconductors
Open a keyword to see other news on the same topic.
Related news
- Here's What $10,000 Invested Equally in SpaceX and Nvidia Could Be Worth in 2030
The author estimates that splitting $10,000 equally between SpaceX (34 shares) and Nvidia (23 shares) could be worth over $52,000 by the end of 2030. SpaceX plans up to 3 gigawatts of computing power by year-end and at least 13 gigawatts by end-2027, with each gigawatt costing about $50 billion on Nvidia's Vera Rubin platform. Assuming 10 gigawatts are added each year for five years, the author projects $3 trillion in revenue in 2031; at a 5 times P/S multiple and after dilution, the stock would reach $750 and the 34 shares $25,500. Nvidia earns roughly $40 billion in revenue per gigawatt, and if it sells more Vera Rubin systems to SpaceX without losing other customers, fiscal 2028 revenue could be near $850 billion, with adjusted EPS of nearly $61 in fiscal 2032. Applying a 19 times forward P/E, the author values Nvidia at $1,160 by end-2030, or roughly $26,650 for 23 shares.
- SpaceX vs. Nvidia: The Best AI Stock to Buy Now
The author argues Nvidia and SpaceX are partners rather than competitors, since Elon Musk said SpaceX will exclusively deploy Nvidia products for its AI work. SpaceX's Super Intelligence division grew revenue at an 830% rate in the third quarter, though an acquisition boosted that figure, and posted $431 million in operating income on $7.56 billion of revenue, a 5.7% margin, versus Nvidia's 66% operating margin and 106% growth. On valuation, SpaceX's roughly $2 trillion market cap equals about 41 times its expected 2026 revenue of $48.6 billion, while Nvidia's $5.1 trillion market cap is about 12 times expected revenue of $411.7 billion. The author concludes Nvidia is about three times cheaper on this measure and a far safer pick, though SpaceX could still be a solid AI choice.
- Nvidia Has 80% of Its Portfolio Invested in 2 Artificial Intelligence (AI) Stocks
As of the second quarter, Nvidia had 80% of its investment portfolio in two AI stocks: 33% in Space Exploration Technologies (SPCX) and 47% in Intel (INTC). SpaceX reported third-quarter revenue up 161% to $14.6 billion, with AI revenue rising more than 800%, and total annual data center rental commitments from four customers reaching $41 billion. However, the stock trades at 68 times sales, a rich valuation. Intel posted second-quarter revenue up 25% to $16.1 billion and non-GAAP earnings of $0.42 per diluted share, but it still lost CPU market share to AMD and Arm, and its stock trades at 87 times adjusted earnings.
- Better AI Stock: SpaceX vs. Nvidia
The article compares Nvidia (NVDA) and SpaceX (SPCX) as two different AI investments: Nvidia, valued at about $5.5 trillion, is a GPU hardware play, while SpaceX, valued at about $2 trillion, is an application play through xAI and its Grok models. On its Q2 call, SpaceX CEO Elon Musk said the company will build exclusively on Nvidia's Vera Rubin architecture, which the article says cuts inference costs 10-fold and training costs fourfold versus Blackwell GPUs. xAI's revenue rose 213% in Q2, but the author sees it as riskier than Nvidia, whose revenue doubled in Q2. Analysts expect about $412 billion of Nvidia revenue this year versus about $45 billion for SpaceX, yet Nvidia is valued at only about 2.5 times SpaceX, so the author concludes Nvidia is the cheaper and better AI pick.
- Prediction: This Will Be Intel's Stock Price by Year-End 2027
The author notes Intel was out of favor two years ago, posting an $18.8 billion net loss for 2024 while trailing Nvidia in AI and Taiwan's foundries in manufacturing. In 2025, the U.S. government, Nvidia and SoftBank invested $8.9 billion, $5 billion and $2 billion in Intel common stock. Intel began high-volume manufacturing of Panther Lake on 18A in July, but its $20 billion stock offering in August at $95 a share dilutes existing shareholders. The author is positive, expecting shares to trade between $110 and $130 by end-2027 if the Panther Lake ramp goes to plan, versus the low $90s today, and roughly the high $60s to low $80s if the ramp stumbles.
- AMD and Nvidia Split the AI Chip Market. 1 Stock Is Far Cheaper Today.
Nvidia's data center revenue reached $89 billion in the second quarter of fiscal 2027 (ended July 26), growing 117% versus AMD's 107%. The article notes that AMD's data center division is more than 10 times smaller, yet Nvidia is growing faster, while AMD trades at a forward-earnings valuation about three times Nvidia's. The author expects the gap to narrow and says Nvidia will be the better stock to own over the next few years, given its broad exposure to the AI arms race.
Related markets
Latest news
- This is the biggest threat to the AI-powered bull market
The article says blockbuster earnings growth has helped push the stock market higher in 2026, but that engine might stall in 2027.
- Bank stocks slump sharply over the past week; SHB, TCB, TPB, HDB and VPB account for more than half of the sector's trading volume
During the trading week of 26–30/10, 24 of 28 bank stocks fell and only 4 rose, with LPBank, Eximbank and SeABank posting the steepest declines. LPB closed down 10.64% at 36,100 VND, while EIB fell 9.80% and SSB fell 9.61%. Total matched volume across the 28 stocks reached nearly 803.6 million shares, concentrated in SHB (nearly 130 million), Techcombank (102.95 million) and TPBank (94.64 million). The top five by liquidity, SHB, TCB, TPB, HDB and VPB, accounted for about 54% of the total, while TCB fell 5.26%, VPB fell 4.77% and SHB fell 2.29%. The article says the selling pressure was broad, extending from large banks to smaller stocks.
- Standard Chartered Predicts the Stablecoin Market Will Hit $2 Trillion by 2030. These Are the 3 Stablecoins Investors Need to Know.
Total stablecoin value was just over $299.2 billion as of Oct. 28, and Standard Chartered estimates the market will reach $2 trillion by 2030. Tether (USDT) holds 60.8% of total value, but its reserves are slightly riskier: when gold and Bitcoin fell together, its excess-reserve cushion shrank to $4.1 billion. USDC has $71.2 billion in circulation, mostly held in a money market fund, and the article says it is likely the safest stablecoin for most investors. Open USD, launched Sept. 30, has $835 million in circulation and is distributed through a syndicate in which distribution partners share reserve income.
- One of the Fastest-Growing Segments of the Crypto Market Involves Artificial Intelligence. Here's the 1 Cryptocurrency I'm Buying Now.
The author sees Solana (SOL) as the best current choice for exposure to growth from AI agents in crypto, and plans to add to an existing position despite earlier skepticism. Solana settled 67.3 million (34.5%) of the 195.2 million total payments initiated by AI agents as of Oct. 28, helped by the Alpenglow upgrade, which finalizes transactions within 150 milliseconds and usually for less than a penny. Its agent registry also gives agents on-chain identities and reputation records. Solana's chain fees rose 53% quarter over quarter to $62.9 million in Q3 2026, and base fees on those 67.3 million payments total about $34,174, against a market cap of $60.3 billion. The author says the agent economy is still small but could grow as agents become more widespread.
- VZ: Russia arrests Leningrad base commander, exposing a shocking scandal - New weapons emerge, Sumy campaign begins
According to VZ, two officers linked to the Baltic Fleet, Navy Captain Alexei Suglobov, commander of the Leningrad Naval Base, and Lieutenant Colonel Alexei Ionov, were arrested on bribery charges, with Suglobov caught receiving 1.5 million rubles. Investigators allege the pair took money from businessmen in exchange for protection and for unlawfully leasing military land to companies, and the two suspects could face up to 15 years in prison. The article also says loitering munitions hit Barvenkovo for the first time after flying more than 80 km, while the Filin cruise missile is described as reaching 800 km/h with a 1,200 km range. In Sumy, according to VZ, Russian forces advanced from Mogritsa, cut supply routes to Ukrainian units in Grunovka and Velikaya Rybitsa, and shortened the distance to the city's outskirts to 13 km. Experts cited by VZ say the encirclement of Sumy has effectively begun.
- DeepSeek developing AI agent requiring less human input: Report
Chinese AI company DeepSeek has published a paper from its DeepSeek Harness team describing a system that would make AI coding assistants more autonomous, so they can handle multiple tasks with less human input. The paper argues that managing several agents is limited by human attention, noting that a person can oversee only three to five active AI agent sessions at once. The proposed system would distribute tasks among agents and coordinate their work, leaving humans free to review results and make decisions. The proposal comes amid intense competition among AI developers, including US companies Anthropic and OpenAI. The article also recalls that DeepSeek led a crypto trading experiment, being the only AI model to generate a positive unrealized return of 9.1%.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.