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 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 ...

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 ...

Wall Street brokerages began coverage of Nvidia-backed CoreWeave with mostly bullish views, citing its strong AI ...

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