Yahoo Finance
Nvidia (NVDA) has already become the biggest winner of the artificial intelligence (AI) boom, but Wall Street believes another growth opportunity may just be getting started.
Wedbush Securities recently argued that Nvidia's new Vera CPU platform could expand the company's total addressable market (TAM) well beyond graphics processors, opening the door to billions of dollars in additional revenue.
NVDA stock has cooled after its massive rally.
Shares are up roughly 28% over the past year but have gained only about 13% so far in 2026.
Investors remain cautious because of export restrictions on China, growing competition, and profit-taking following last year's AI surge.
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Even so, Nvidia continues to outperform financially.
The company easily beat Wall Street's expectations in its latest quarter on both revenue and earnings.
Combined with a reasonable valuation and several new growth drivers, the recent slowdown in NVDA stock may be due to higher expectations rather than weaker fundamentals.
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