Barclays raised its price target on NVIDIA (NASDAQ: NVDA) to $240 from$200 while reiterating an Overweight rating, citing accelerating industry-wide investment in AI infrastructure. The firm noted that NVIDIA CEO Jensen Huang’s earlier forecast of a $1 trillion market by the end of the decade now looked conservative, with announced projects pointing to more than$2 trillion in planned spending. Roughly 65%–70% of this was expected to flow into compute and networking, areas where NVIDIA was a dominant playe ...