Nvidia Shares Rally to $225 as Computex CPU Push Sparks Fresh Upside

Nvidia shares climbed above $225 after Computex unveil of the Vera CPU, Vera Rubin AI factory platform and RTX Spark AI PC chip. The move builds on fiscal Q1 results of $81.6 billion revenue (+85% YoY) and $91 billion Q2 guidance, with analysts at BofA projecting $20 billion in Vera CPU sales this year and $50 billion annually by FY2028. Institutional views remain split: Bank of America and Wedbush highlight durable hyperscaler capex while Northland downgraded peers on supply and spending risks into 2027; Michael Burry separately flagged risks in a complex GB200 financing deal tied to xAI.