We recently published 10 AI Analyst Calls You Should Pay Attention To. NVIDIA Corporation is one of the stocks analysts were recently talking about.
Jason Ware, Albion Financial Group CIO, was recently asked on CNBC whether he is worried about the fact that 56% of NVIDIA Corp accounts receivables are accounted for by three companies. Here is what the analyst said:
“Yeah, we’re not worried at all because these are the companies with the most financial firepower and they continue to spend and that’s what they tell us every quarter. They’re hyperscalers. They’re saying we’re spending a ton of money. And to just put that into context, you know, Christina mentioned that, you know, Crest the CFO of NVIDIA Corp on the call mentioned that three to four trillion. If you look at that through the end of decade, that’s 6 to 700 billion a year. That’s almost a doubling of capex. So, you know, we think the money is still flowing and it’s flowing to the best chip within the AI complex and that’s NVIDIA Corp.”
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Macquarie Core Equity Fund stated the following regarding NVIDIA Corporation in its second quarter 2025 investor letter:
“NVIDIA Corporation (NASDAQ:NVDA) performed strongly in the quarter on renewed AI optimism and reduced concern that an individual customer or two will moderate capital expenditures. Though the Fund’s weight was among our largest positions at over 4.5% during the quarter, the relative underweight (the benchmark weight averaged 6.3%) negatively affected relative returns.”
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This article is originally published at Insider Monkey.
