Goldman Sachs has raised its price target for Microsoft to $550 from $480, reiterating a Buy rating and citing increased confidence in the company's artificial intelligence (AI) investments. The firm highlighted momentum from Microsoft Copilot, the launch of Microsoft Cloud for Partners (MCP), and the expansion of its platform-wide generative AI stack as key drivers for long-term growth. Meanwhile, Citi has maintained its Buy rating and $150 price target for NVIDIA, emphasizing the company's advancements in AI technologies such as NVLink Fusion, Physical AI, and Blackwell servers, which strengthen NVIDIA's competitive position in the AI market. Cantor Fitzgerald also reaffirmed an Overweight rating on NVIDIA with a $200 price target, despite a $15 billion revenue impact in 2025 from China restrictions on data center sales. The firm noted that NVIDIA's Q2 revenue guidance of $46 billion remains robust. Wells Fargo reiterated an Overweight rating on JPMorgan. Overall, these updates reflect strong analyst conviction in the AI-driven growth prospects of major technology companies Microsoft and NVIDIA.