A Morgan Stanley analyst doesn’t think we’re in an AI bubble — and expects Nvidia to benefit from robust inference demand for ...

Nvidia (NASDAQ:NVDA) was in focus on Friday as Morgan Stanley raised its estimates for 2026 on the Jensen Huang-led company ...

"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 ...

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

Morgan Stanley Insight Fund earns an Average Process Pillar rating. The primary contributor to the rating is the stability of the management team. Specifically, the fund has not seen a manager ...

Intel has unveiled plans to develop its own artificial intelligence (AI) chips to challenge Nvidia’s dominance in the booming ...

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

Morgan Stanley Instl Ultra-Shrt Inc Port earns a Below Average Process Pillar rating. The process is strengthened by the stability of the management team. Specifically, the fund has not seen a ...

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