"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 ...

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 ...

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 ...

Nvidia is one of the firms "more protected" from Trump's tariffs, Morgan Stanley said this week.

Nvidia sees growing AI chip usage tied to real business applications, as investor concerns about hype-driven demand fade ...

Morgan Stanley analysts on Wednesday trimmed their revenue projections for Nvidia, citing concerns new chip export curbs to China are “more disruptive” than anticipated.

Morgan Stanley lowered the firm’s price target on Nvidia (NVDA) to $160 from $162 and keeps an Overweight rating on the shares. As investor ...

Wall Street brokerages earlier this week began coverage of Nvidia-backed CoreWeave (CRWV.O) with broadly bullish views, ...

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 ...

Nvidia might be able to easily weather Trump's trade war, Morgan Stanley said. The bank said it believed the impact of tariffs on Nvidia's business could be "minimal." Demand for Nvidia's chips is ...