On February 5, Bank of America said that Nvidia (NVDA.O) should be able to deal with adverse factors such as the global trade war, and its stock price has a chance to hit a record high. Bank of America analyst Vivek Arya said that while the DeepSeek large language model has raised questions about whether the tech industry needs to invest heavily in AI development, Nvidia is still in a strong position. He pointed out that neither Meta nor Microsoft have withdrawn their capital expenditure plans after their recent earnings reports, indicating that Nvidia's sales will continue to rise strongly. Bank of America reiterated its "buy" rating on Nvidia and gave it a price target of $190.