Breaking
MARKET WATCH This dot-com survivor says AI buildout is more like 1997 than 1999 — and still urges inve… Neutral THE VERGE eBay rejects GameStop’s $56 billion acquisition bid Neutral BUSINESS INSIDER We have 3 kids under 3. We left a trip early and realized we needed to reset our expectat… Neutral NEW YORK TIMES BUSINESS The Iran War Is Taking the Color Out of Japan’s Best-Known Snack Bags Strong Bullish CNBC TOP STORIES India’s inflation in April rises for sixth straight month, but undershoots estimates Pessimistic CNBC TOP STORIES AI will drive Nvidia higher by more than 40% from here, says Wells Fargo Neutral NPR ECONOMY Federal Reserve Bank of Minneapolis CEO on consumer prices and inflation Bearish BBC BUSINESS UK borrowing costs jump amid uncertainty over PM's future Strong Bullish CNBC TOP STORIES On Holding beats first-quarter expectations, sees double-digit growth in China as Nike la… Strong Bullish CNBC TOP STORIES 'Starmer drama': UK borrowing costs hit post-2008 peak as leadership fears hit bond marke… Strong Bullish ABC NEWS Starmer faces mounting pressure to resign as he meets UK Cabinet in crunch talks Pessimistic NEW YORK TIMES BUSINESS EBay Rejects GameStop’s $55 Billion Takeover Bid Neutral NPR BUSINESS The economic chilling effect of Trump's immigration crackdown Pessimistic WIRED Epson Lifestudio Grand Plus Review: Rich Colors, Gemini Support Bullish WIRED The Creators of ‘Hacks’ Really, Really, Really Hate AI Bullish CBS NEWS WHO chief says "work not over" after evacuation of hantavirus-stricken ship Neutral CBS NEWS Iran hangs another man as executions increase during war Bearish WSJ ECONOMY German Investor Sentiment Climbs on Tentative Hopes of End to Iran War Optimistic NEW YORK TIMES BUSINESS Oil Prices Rise on U.S.-Iran Standoff Bullish WSJ ECONOMY Australian Budget Mixes Economic Reform With Fuel Security, Spending Cuts Pessimistic MARKET WATCH This dot-com survivor says AI buildout is more like 1997 than 1999 — and still urges inve… Neutral THE VERGE eBay rejects GameStop’s $56 billion acquisition bid Neutral BUSINESS INSIDER We have 3 kids under 3. We left a trip early and realized we needed to reset our expectat… Neutral NEW YORK TIMES BUSINESS The Iran War Is Taking the Color Out of Japan’s Best-Known Snack Bags Strong Bullish CNBC TOP STORIES India’s inflation in April rises for sixth straight month, but undershoots estimates Pessimistic CNBC TOP STORIES AI will drive Nvidia higher by more than 40% from here, says Wells Fargo Neutral NPR ECONOMY Federal Reserve Bank of Minneapolis CEO on consumer prices and inflation Bearish BBC BUSINESS UK borrowing costs jump amid uncertainty over PM's future Strong Bullish CNBC TOP STORIES On Holding beats first-quarter expectations, sees double-digit growth in China as Nike la… Strong Bullish CNBC TOP STORIES 'Starmer drama': UK borrowing costs hit post-2008 peak as leadership fears hit bond marke… Strong Bullish ABC NEWS Starmer faces mounting pressure to resign as he meets UK Cabinet in crunch talks Pessimistic NEW YORK TIMES BUSINESS EBay Rejects GameStop’s $55 Billion Takeover Bid Neutral NPR BUSINESS The economic chilling effect of Trump's immigration crackdown Pessimistic WIRED Epson Lifestudio Grand Plus Review: Rich Colors, Gemini Support Bullish WIRED The Creators of ‘Hacks’ Really, Really, Really Hate AI Bullish CBS NEWS WHO chief says "work not over" after evacuation of hantavirus-stricken ship Neutral CBS NEWS Iran hangs another man as executions increase during war Bearish WSJ ECONOMY German Investor Sentiment Climbs on Tentative Hopes of End to Iran War Optimistic NEW YORK TIMES BUSINESS Oil Prices Rise on U.S.-Iran Standoff Bullish WSJ ECONOMY Australian Budget Mixes Economic Reform With Fuel Security, Spending Cuts Pessimistic
Tuesday, May 12, 2026
Pulse
01 Iran Standoff Ripples Through Energy and Consumer Markets STRONG BULLISH 02 UK Gilt Yields Hit Post-2008 Peak as Starmer Leadership Crisis Roils Bo… STRONG BULLISH 03 AI Hype Inflates Retail Investor Risk as Chip Valuations Stretch STRONG BULLISH 04 On Holding Outpaces Nike as China Growth Divergence Widens STRONG BULLISH
All Stories →
Optimistic
Article CNBC Top Stories

AI will drive Nvidia higher by more than 40% from here, says Wells Fargo

CNBC Top Stories May 12, 2026 · 10:43 am Read Original
Neutral 0.0
−100 Bearish 0 +100 Bullish
AI will drive Nvidia higher by more than 40% from here, says Wells Fargo

The bank, which has an overweight rating on the chipmaker, raised its price target on the stock.

Breaking Metrics

Get the insider info on industry, infrastructure, and energy

Market intelligence for everything that makes money and the world move. Free in your inbox.

Actions
Read Read Source
Infographic
Account Login for Pulse AI
Snap Export
Pulse AI
Pulse analysis not available yet. Click "Get Pulse" above.

Generated by Pulse AI, Glideslope's proprietary engine for interpreting market sentiment and economic signals. For informational purposes only — not financial advice.

Article Info
Source CNBC Top Stories
Published May 12, 2026 · 10:43 am
Article ID 7zmdwd9
Original URL Open source
Sentiment Signal
Neutral 0.0
−100Neutral+100
● MACRO ANALYST

Fraywire+

Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.

LOG IN / SUBSCRIBE

My Notes

Loading drafts...