Nvidia surged >8% after CEO Jensen Huang joined President Trump on China visit; price target raised to $350 by Cantor Fitzgerald.
Cerebras Systems debuted at $120 IPO, now around $299.54; Hedgeye added as long, forecasting 55% upside amid AI chip demand.
Cisco Systems jumped 13.4% post‑earnings, beating forecasts and issuing strong FY27 guidance; analyst Matthew Niknam sees double‑digit EPS growth.
Nebius Group rallied >20% on 1Q26 beat; price target lifted to $270 from $175 by Citizens analyst Greg Miller.