Nvidia (NVDA +0.84%) remains one of the clearest winners from the AI infrastructure boom, but the stock's next move may depend on whether hyperscaler spending keeps accelerating. With strong guidance, major demand for Blackwell and Vera Rubin, and analyst targets pointing to more upside, the bull case may still be stronger than the market realizes.
Stock prices used were the market prices of April 28, 2026. The video was published on May 3, 2026.





