Morgan Stanley on NVIDIA (NVDA): 'the Blackwell ramp appears to be quite strong'

Citi Reiterates Buy Rating on NVIDIA (NVDA)

Citi analyst Atif Malik reiterated a Buy rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "GPUs and ASICS will coexist We forecast that both GPUs and ASICs will be used in the push to build the necessary infrastructure for AI/ML with ASICs being used primarily for more specialized models as well as to offer differentiated cloud AI offering and GPUs for training... More

NVIDIA (NVDA) PT Raised to $150 at Goldman Sachs

Goldman Sachs analyst Toshiya Hari raised the price target on NVIDIA (NASDAQ: NVDA) to $150.00 (from $135.00) while maintaining a Conviction Buy rating.

The analyst comments "We hosted a group investor meeting with Jensen Huang (Founder, President & CEO), Colette Kress (EVP, CFO) and... More

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Nvidia's stock is breaking out, Fairlead Strategies says

AI behemoth NVIDIA's (NASDAQ: NVDA) stock is breaking out and could be heading to its June high of around $141 per share, according to technical analyst Katie Stockton of Fairlead Strategies.

"Heavyweight Nvidia (NVDA) confirmed a triangle breakout yesterday, supporting near-term follow-through toward its June high (~$141)," Stockton said. "While the SPX and NDX have seen... More

Beyond Nvidia: Morgan Stanley says this stock will be the long-term winner in AI

Nvidia (NASDAQ: NVDA) remains a dominant player in AI, however, the long-term AI winner in this space is likely to be another company, according to Morgan Stanley analysts.

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM), the worlds largest contract manufacturer, is positioned as a key beneficiary of the AI-driven semiconductor demand, thanks to its leadership in advanced chip manufacturing.

The companys strong foothold in AI manufacturing, particularly through its CoWoS (chip-on-wafer-on-substrate) advanced packaging technology, gives it an edge.

Morgan Stanley... More

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Update from Cantor's Quarterly Semiconductor Investor Survey

Update from Cantor's Quarterly Semiconductor Investor Survey

The analyst comments "Last week, we conducted a survey of institutional investors focused on positioning, growth, markets, and favorite ideas in the Semiconductor space. Thank you to all the participants we obviously could not have done this without you all, and we greatly appreciate your time! We have included charts for each question in the back pages, but as for our top takeaways from the survey... Increasing Caution on Semi Investments, with AI-Leverage a Bright Spot: Investor positioning has shifted from >60% Overweight to just over 40% in our latest poll, as investors are... More

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NVIDIA Blackwell production revenue in 1Q25 may surpass Hopper - Morgan Stanley

Morgan Stanley analyst Joseph Moore reiterated an Overweight rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst said: "NVIDIA CEO Jensen Huang said in an interview with CNBC that demand for the company's next-generation artificial intelligence chip Blackwell is "insane".... More