Nvidia Remains A Top Pick Despite Tariff Headwinds, Says Analyst: '...Important Data Center Modernization…Among the Last Areas to Be Cut'

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Nvidia Remains A Top Pick Despite Tariff Headwinds, Says Analyst: '...Important Data Center Modernization…Among the Last Areas to Be Cut' - Benzinga

Quick Summary:

In the face of a potential semiconductor industry slowdown due to tariff uncertainties, Nvidia Corporation (NASDAQ:NVDA) is expected to hold its ground, according to a recent analysis by Redburn Atlantic.

According to analyst Timm Schulze-Melander, despite macro uncertainties and potential demand softening, investments in leading-edge AI and chipmaking are expected to show resilience.

Schulze-Melander further stated that a slowdown in AI innovation would pose a greater threat to Nvidia’s positive outlook than a U.S.economic decline.