Analyst Bio:
Huang will deliver Monday’s keynote address at the CES 2025 technology conference beginning at approximately 6:30 p.m. EST. The speech should include “reassuring updates” on the company’s Blackwell and Rubin graphics processing unit systems, Bank of America analyst Vivek Arya wrote in a recent note to clients, predicting Huang’s speech will be a “positive catalyst” for the stock. Rosenblatt analysts Kevin Cassidy and Hans Mosesmann concurred they expect to see a “bullish Jensen Huang” on Monday, laying out a case for Nvidia’s competitive advantage in addressing the full-stack of technology needed to power AI.
