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

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

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

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

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

Nvidia (NASDAQ:NVDA) and its peers received a measure of relief late Friday, after the Trump administration exempted semiconductors from the ...

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 ...

CoreWeave shares surged Tuesday as several analysts launched coverage of the artificial intelligence play with price targets ...

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 ...

A Morgan Stanley analyst doesn't think we're in an AI bubble - and expects Nvidia to benefit from robust inference demand for the foreseeable future Worried about Nvidia Corp.'s sales potential ...