NVDA - NVIDIA IS PLAYING A MUCH BIGGER AI GAME Wells Fargo reiterated Overweight on NVDA with a $315 price target. The firm highlighted NVIDIA’s new $500B+ AI infrastructure financing partnership with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. Wells Fargo says the deal shows NVIDIA is evolving beyond an AI chip supplier, helping finance entire “AI Factories” while potentially building a larger recurring revenue model.(*Walter Bloomberg)