Cantor has upgraded NVIDIA ($NVDA) to a $300 price target, up from $240, citing strong confidence in its AI market dominance. They project $NVDA will secure at least 75% of the AI accelerator market and estimate significantly higher EPS of $8 next year and $11 in 2027, well above street consensus. This indicates a bullish long-term outlook for NVIDIA's growth in the AI sector.