After a blistering share rally that for a time made Nvidia Corp. the world’s most valuable company, investors have become more wary of pouring more money into the chipmaker, aware that the adoption of artificial intelligence computing won’t be a straight path,

TD Cowen is growing more optimistic about the company’s ability to dominate the market through the end of the decade.

Nvidia Corporation's AI growth accelerates with Middle East investments & U.S. policies. Click for my updated look at NVDA stock ahead of Q1 earnings.