If UBS is right, Nvidia's market cap would be larger than the GDP of every country except the US and China. The bank just raised its price target to $300 from $280 and kept its Buy rating after a blowout Q2. At $300 a share, NVDA's market cap crosses $7 trillion. Analyst Timothy Arcuri said results were very strong and that calendar 2027 guidance implies EPS above $16, even with gross margins taking a near-term hit from memory inflation. Nvidia is supply-constrained and now putting a number on next year's growth. The company guided to about 70% revenue growth in FY28, with compute shipments still limited by memory, packaging, and power.(Lark Davis)