Market Movers: Citi Bullish on NVDA Heading into Earnings

NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) is sinking today.

But with earnings just days away, we do expect to see explosive upside.

For one, analysts at Citi just reiterated a buy rating on the tech giant. The firm noted that it’s recommending investors add to NVDA, as the valuation looks attractive and the stock is likely to outperform in the second half of 2026.

That’s because its status as an AI leader has made it a key bellwether for all AI stocks. The good news is that big tech companies that operate data centers, or hyper scalers, are saying they will increase massive AI capex this year, with a good chunk of that going to AI. We also have to consider that CEO Jensen Huang has said demand for the company’s new Blackwell platform data center products was “off the charts.”

Also, as noted by analysts at Wedbush, “Looking ahead to the remainder of 2026 and into 2027, the focus is already shifting toward NVIDIA’s next milestone: the Rubin (R100) architecture.

Solid earnings, guidance, and anything positive about Rubin could ignite a big rally in Nvidia and the overall tech sector.

Tempus AI 

Shares of Tempus AI (NASDAQ: TEM) are down slightly with other tech names.

However, analysts at Baird just initiated an outperform rating on Tempus AI (TEM), noting that the AI company is in an “underpenetrated market.” The firm added that the recent stock pullback creates a buy opportunity.

Plus, earnings haven’t been too shabby either. For the third quarter, the company posted a loss of 11 cents, which beat estimates by seven cents. Revenue of $334.2 million, up 84.7% year over year, beat by $5.53 million. It also raised its full-year 2025 revenue guidance to $1.265 billion as compared to estimates for $1.26 billion, which is about 80% annual growth.

Albemarle 

Analysts at Bank of America just upgraded lithium giant Albemarle (NYSE: ALB) to a buy rating. The firm added, “With lithium spot prices doubling since our Oct. downgrade and now sustaining above $20/kg, we believe the ‘headline-driven’ momentum phase has largely played out,” as quoted by CNBC.

We also have to consider that the lithium story is getting explosive – again.

For one, lithium remains one of the most strategically important commodities for the global shift to electrification, clean energy, and energy storage.  And two, demand for lithium is only rising, as supply continues to dwindle thanks to lower mine activity.

In fact, lithium is shifting from oversupply to a tight deficit again. As noted by Seeking Alpha, “Industry forecasts continue to point to lithium demand more than doubling by the end of the decade, with 2026 shaping up as a key inflection year where demand growth clearly outpaces new supply. Several higher-cost producers have slowed production or paused expansions, while permitting timelines and capital discipline are keeping new mines from coming online as quickly as once expected. As a result, analysts increasingly expect the lithium market to move from surplus toward deficit starting in 2026,” they added.