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 ...

Subscribe to TheStreet's free daily newsletter 💰 Nvidia (NVDA) got that message earlier this month when the U.S. government ...

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

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 ...

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 ...

Morgan Stanley updated its forecasts for Nvidia, significantly raising projections for revenue and earnings. China reportedly lowered its tariffs on U.S.-made chips, indicating the country is ...

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 ...