"The idea that we are in a digestion phase for AI is laughable given the obvious need for more inference chips," Morgan ...

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

Intel has unveiled plans to develop its own artificial intelligence (AI) chips to challenge Nvidia’s dominance in the booming ...

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 ...

A Morgan Stanley analyst doesn’t think we’re in an AI bubble — and expects Nvidia to benefit from robust inference demand for ...

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 ...

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

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 ...

Nvidia (NVDA) was in focus on Friday as Morgan Stanley raised its estimates for 2026 on the Jensen Huang-led company. Read ...

SK Hynix captures 36% of the global DRAM market, overtaking Samsung for the first time on the strength of HBM demand for AI ...

Palantir Technologies (NASDAQ: PLTR), a leader in AI-driven data analytics, is surging 7.08% to $100.22, reclaiming the $100 ...

Despite its post-IPO struggle, CoreWeave gets Wall Street support as analysts highlight its data centre capabilities in the ...