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"The idea that we are in a digestion phase for AI is laughable given the obvious need for more inference chips," Morgan ...
A Morgan Stanley analyst doesn’t think we’re in an AI bubble — and expects Nvidia to benefit from robust inference demand for ...
Nvidia (NVDA) was in focus on Friday as Morgan Stanley raised its estimates for 2026 on the Jensen Huang-led company. Read ...
We recently published a list of 10 Stocks Analysts are Talking About Amid Trump’s Tariff War. In this article, we are going ...
Nvidia is one of the firms "more protected" from Trump's tariffs, Morgan Stanley said this week.
Shares of Nvidia ( NVDA 4.11%) are surging higher on Friday. The AI chip giant's stock had gained 4% as of 1:50 p.m. ET and ...
The bank lifted its revenue estimate for fiscal 2027 to $255.5 billion, up from $230.9 billion, and raised its adjusted earnings forecast to $6.01 per share from $5.37. Analyst Joseph Moore attributed ...
Morgan Stanley analysts on Wednesday trimmed their revenue projections for Nvidia, citing concerns new chip export curbs to China are “more disruptive” than anticipated.
Worried about Nvidia Corp.’s sales potential going forward? Morgan Stanley analyst Joseph Moore isn’t. While some might be concerned that customers will need to pare back artificial ...
The electric vertical takeoff and landing (eVTOL) industry, poised to revolutionize urban air mobility, is heating up, with ...
Morgan Stanley analysts on Wednesday trimmed their revenue projections for Nvidia, citing concerns new chip export curbs to China are “more disruptive” than anticipated. Nvidia on Tuesday said ...
Subscribe to TheStreet's free daily newsletter 💰 Nvidia (NVDA) got that message earlier this month when the U.S. government ...