"The idea that we are in a digestion phase for AI is laughable given the obvious need for more inference chips," Morgan ...

Shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) rose about 3% after Morgan Stanley moved the company back to its Top ...

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the demand for inference chips is expected to drive Nvidia’s long-term growth. Pointing to strong demand for inference chips and NVDA’s solid fundamentals, Morgan Stanley has raised its ...

Despite being one of the winners of the ongoing AI boom, Nvidia's (NVDA) "prospects are well understood and largely priced into the stock," Seaport analyst Jay Goldberg said in the note. The chipmaker ...

But Morgan Stanley dismissed concerns of lower AI spending ... The model sparked fears that cloud hyperscalers might need fewer GPU chips from Nvidia to develop their AI capabilities.

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

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