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Nvidia in focus as Morgan Stanley moves back to top pick in semis over Micron

Nvidia in focus as Morgan Stanley moves back to top pick in semis over Micron

vm_adminMarch 2, 2026

By Chris Ciaccia
Publication Date: 2026-03-02 13:07:00

Morgan Stanley names Nvidia (NVDA) its top semiconductor pick, citing GTC roadmap catalysts, easing AI chip supply constraints, and market-share outlook.

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Nvidia

Tagged Focus, Micron, Morgan, Moves, NVIDIA, Pick, Semis, Stanley, Top

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