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Nvidia, Morgan Stanley and Blackwell
Nvidia stock has another 23% upside and the success of Blackwell will be the chipmaker's big story of 2025, Morgan Stanley says
Morgan Stanley said Nvidia stock is its top pick heading into 2025, and success of Blackwell should dispel investors' lingering concerns.
Nvidia Blackwell GPU Surge Poised for Growth, Says Morgan Stanley
Nvidia ( NVDA, Financial) has been reaffirmed by Morgan Stanley as a top pick for 2025, with an Overweight rating and a $166 price target. While there are near-term challenges of slowing down in Hopper builds and delayed Blackwell product varieties, analysts led by Joseph Moore believe these challenges are transitional.
Nvidia, AI Chip Stocks Get Lift From Bullish Morgan Stanley Report
Investment bank Morgan Stanley on Friday issued a bullish report on artificial intelligence chipmakers, calling Nvidia stock a top pick for 2025.
Morgan Stanley says strong demand for Blackwell to ‘prevail’ over Nvidia worries
Morgan Stanley says the firm has “tended to be most enthusiastic” on Nvidia (NVDA) when “near-term data points appear mixed, but underlying
Nvidia's Blackwell GPUs: The $166 Stock Surge Investors Can't Afford to Miss
Driving optimism is Nvidia's expected 44.1% revenue growth in 2025, underpinned by surging demand for Blackwell GPUs across diverse applications. With Trendforce data confirming manufacturing ramp-up in early 2025,
TweakTown
3h
NVIDIA to launch GeForce RTX 5080 16GB first, ultra-enthusiast RTX 5090 32GB comes next
NVIDIA expected to launch its new GeForce RTX 5080 16GB graphics card in January 2025 with a CES 2025 reveal, RTX 5090 32GB ...
3d
on MSN
Why Blackwell Is Just The Tip Of Nvidia’s (NVDA) Growth Iceberg
Generative AI first burst onto the scene with the launch of ChatGPT on November 30, 2022. Up until then, hardly anyone had ...
1d
Loads of Nvidia GeForce RTX 5000 laptop gaming GPU specs just leaked in blunder
A slew of leaks from a Russian retailer has revealed details of several mobile graphics cards, from the Nvidia RTX 5050 to ...
3d
Nvidia's Blackwell chip could push the company into a new stratosphere as the AI revolution continues
Nvidia's Blackwell chip has taken the world by storm. For that reason, Yahoo Finance has selected Blackwell as its 2024 ...
1d
on MSN
Nvidia reiterated as 'Top Pick' on dominant Blackwell demand: MS
Nvidia (NASDAQ:NVDA) was reiterated as a "Top Pick" with an Overweight rating by Morgan Stanley as the financial firm finds ...
TweakTown
22h
NVIDIA GeForce RTX 5080 Laptop GPU leaks: 40-60% faster than RTX 4080 Laptop GPU
NVIDIA's next-generation GeForce RTX 5080 Laptop GPU rumored specs: 7680 CUDA cores, 16GB of ultra-fast GDDR7 memory, 175W ...
6d
Blackwell May Be Nvidia's Hottest Ticket in 2025, but This Other Opportunity Could Be Even Bigger in the Long Run
One of the more in-the-know technology media personalities is Beth Kindig, the CEO of I/O Fund. A few days ago, Kindig posted on X (formerly Twitter) that a Blackwell successor named Rubin "is rumored ...
EconoTimes
3d
Nvidia Stock Climbs on Positive Blackwell Update and Signs of GPU Momentum
Nvidia shares rose 2.5 percent early Wednesday as investors reacted to a report showcasing significant production progress on ...
AOL
7h
Better Semiconductor Stock: Wolfspeed vs. Nvidia
CEO Jensen Huang anticipated the need for accelerated computing in 1999 and introduced the graphics processing unit (
GPU
..
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