Morgan

Morgan Stanley Details What Caused NVIDIA’s Blackwell Hiccup, Asserts That The Blackwell Production Ramp-Up Appears “Quite Strong”

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Morgan Stanley Details What Caused NVIDIA’s Blackwell Hiccup, Asserts That The Blackwell Production Ramp-Up Appears “Quite Strong”

This is not investment advice. The author has no position in any of the stocks mentioned. Wccftech.com has a disclosure and ethics policy. Given the quantum of fund inflows into AI-related investment… Article Source https://wccftech.com/morgan-stanley-details-what-caused-nvidia-blackwell-hiccup-asserts-that-the-blackwell-production-ramp-up-appears-quite-strong/

NVIDIA Corporation (NVDA): Morgan Stanley Highlights Strong AI Investment Cycle, Blackwell Systems Sold Out for 12 Months

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NVIDIA Corporation (NVDA): Morgan Stanley Highlights Strong AI Investment Cycle, Blackwell Systems Sold Out for 12 Months

We recently compiled a list of the 35 Trending AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against the other trending AI stocks. As the earnings… Article Source https://finance.yahoo.com/news/nvidia-corporation-nvda-morgan-stanley-112549070.html

Morgan Stanley just met with Nvidia’s CEO and came away even more confident in its top pick

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Morgan Stanley just met with Nvidia’s CEO and came away even more confident in its top pick

Nvidia remains at the forefront of artificial intelligence innovation, with new opportunities to gain market share, Morgan Stanley said. Analyst Joseph Moore reiterated his overweight rating on the chipmaker and said meetings with Nvidia’s CEO… Article Source https://www.cnbc.com/2024/10/10/morgan-stanley-just-met-with-nvidias-ceo-and-came-away-even-more-confident-in-their-top-pick.html

Morgan Stanley recently met with Nvidia’s management team. Here are the biggest takeaways as the bank eyes another 12% upside for the stock.

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Morgan Stanley recently met with Nvidia’s management team. Here are the biggest takeaways as the bank eyes another 12% upside for the stock.

Nvidia stock is set for more gains as demand for its GPU chips surges, Morgan Stanley says. Nvidia’s Blackwell GPU is on schedule and is sold out for the next 12 months, the company said. Inference computing… Article Source https://markets.businessinsider.com/news/stocks/nvidia-stock-forecast-blackwell-gpu-demand-ai-tech-stocks-nvda-2024-10

Morgan Stanley Thinks Blackwell Chips Could Generate $10 Billion in Sales for Nvidia by Q4. Here’s 1 Other Figure I’m More Interested to See.

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Morgan Stanley Thinks Blackwell Chips Could Generate Billion in Sales for Nvidia by Q4. Here’s 1 Other Figure I’m More Interested to See.

Over the last couple of years, investors have listened to countless executives explain how Nvidia‘s (NASDAQ: NVDA) H100 and H200 graphics processing units (GPUs) were helping power a new wave of artificial intelligence (AI) development. Those… Article Source https://finance.yahoo.com/news/morgan-stanley-thinks-blackwell-chips-091000737.html

Morgan Stanley rates Oracle as “Equal Weight”

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Morgan Stanley rates Oracle as “Equal Weight”

Morgan Stanley has confirmed its equal-weight rating on Oracle shares, with a $125.00 price target. Other analysts have also weighed in, with ratings ranging from market perform to outperform and buy. The stock has a Moderate Buy rating with a consensus price target of $145.83. Oracle’s operations were down 0.5%, with the stock opening at … Read more

Morgan Stanley: Oracle’s Potential Financial Impact from TikTok Ban Estimated to be $370M to $1.3B

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According to a report from Morgan Stanley, Oracle could potentially face a financial hit ranging from $370 million to $1.3 billion if the proposed ban on TikTok in the United States were to go through. The investment firm’s analysis suggests that Oracle’s potential revenue from hosting TikTok’s data and operations in the US could be … Read more

Morgan Stanley predicts potential $370M to $1.3B impact from Oracle’s involvement in TikTok ban

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Morgan Stanley predicts potential 0M to .3B impact from Oracle’s involvement in TikTok ban

Morgan Stanley warned Oracle (NYSE: ORCL) of potential financial risks ranging from $370 million to $1.3 billion due to a law that could ban TikTok in the US if it does not divest from its Chinese parent company, ByteDance (BDNCE). Oracle, a major cloud infrastructure provider for TikTok, could see a hit to its revenue … Read more

Morgan Stanley Sets New Price Target of $62.00 for Nutanix (NASDAQ:NTNX)

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Morgan Stanley Sets New Price Target of .00 for Nutanix (NASDAQ:NTNX)

The technology company Nutanix, listed on NASDAQ as NTNX, had its target price lowered by Morgan Stanley from $72.00 to $62.00 in a recent research report. This adjustment prompted a number of other research analysts to issue their own reports on the stock. Raymond James upgraded Nutanix to an outperform rating and increased their target … Read more

Morgan Stanley Lowers Nutanix (NASDAQ:NTNX) Price Target to $62.00

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Morgan Stanley Lowers Nutanix (NASDAQ:NTNX) Price Target to .00

On Friday, Morgan Stanley decreased the target price for Nutanix stock from $72.00 to $62.00 while maintaining an “equal weight” rating. Other analysts have also adjusted their price targets, with Raymond James raising it to $76.00 and assigning an “outperform” rating. KeyCorp, Susquehanna, and Bank of America have also updated their ratings, resulting in a … Read more