By Rick Orford
Publication Date: 2026-05-04 15:30:00
Nvidia (NVDA 1.60%) 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.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
