Barclays analyst Tom O’Malley raised Nvidia’s (NASDAQ:NVDA) price target to $175 from $160, maintaining an Overweight rating as part of its 2025 outlook for the semiconductor sector. The firm expects 2025 to continue to be shaped by the divide between companies benefiting from AI and those that are not. Barclays remains selective in its AI stock picks, favoring those with proprietary serializer/deserializer technology, while being less optimistic about cyclical semiconductors, analog, PC, and handset stocks, noting that recoveries in these areas may take longer to materialize.
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