Nvidia, Morgan Stanley

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, 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 Reaffirms Nvidia as 'Top Pick' Amid Strong Blackwell GPU Demand
With CEO Jensen Huang coming to give a keynote presentation, Nvidia's attendance at the Consumer Electronics Show in January is likely to support its position. Analysts believe that Nvidia will highlight the great demand for Blackwell GPUs using the event to show how these products would influence the market leadership of the firm.
3 Chip Stocks to Buy for 2025, According to Morgan Stanley
While we don’t expect ASICs [application specific integrated circuit] to gain share in 2025, we have enthusiasm longer-term,” he wrote. The analyst says Broadcom has strong
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
Morgan Stanley Names Nvidia a "Top Pick" as Blackwell GPU Demand Fuels Growth Projections
Reiterated as a "Top Pick" with an Overweight rating by Morgan Stanley ( NYSE:MS) on Friday, Nvidia ( NASDAQ:NVDA) was cited for strong demand for its Blackwell GPU. Early trading Friday showed the company's stock up single digits with the $166 price target remaining the same.
Nvidia fears may be overdone, and this analyst offers a simple reason why
Nvidia’s stock is rallying, with Morgan Stanley writing that the Blackwell ramp could soon quash several investor worries.
A chip company you probably never heard of is suddenly worth $1 trillion. Here's why, and what it means for Nvidia.
Custom AI chips from Broadcom and others are gaining traction, expanding Big Tech companies' options beyond Nvidia.
Nvidia stock rebounds after broad market rout as analysts stay bullish on outlook
Nvidia stock rose as Wall Street analysts reiterated their Buy ratings despite concerns about rising competition and the ...