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

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 ...

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 ...

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 ...

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 ...

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

The US has tightened curbs on export of high-end AI chips to China for the third time, which has exacerbated the pain for ...

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