Wells Fargo has lowered its price target on NVIDIA from $315 to $300 while maintaining an Overweight rating. Analyst Matt Bryson pointed out that this adjustment is based on a survey regarding CEO Jensen Huang and key-person risk, though he believes the threat to AI demand and fundamentals remains minimal. The bank expects NVIDIA's quarterly revenue to reach $126.4 billion, surpassing Wall Street's estimate of $124.3 billion, and highlighted a $235 billion share buyback authorization, reinforcing its bullish outlook on long-term AI growth.