Nvidia, AI Chip Stocks Get Lift From Bullish Morgan Stanley Report

Blockhead12-21 02:52

Investment bank Morgan Stanley on Friday issued a bullish report on artificial intelligence chipmakers, calling Nvidia (NVDA) stock a top pick for 2025. The firm also raised its price targets on AI ...

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02:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/technology/nvidia-stock-ai-chip-stocks-morgan-stanley-report/><strong>Blockhead</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investment bank Morgan Stanley on Friday issued a bullish report on artificial intelligence chipmakers, calling Nvidia (NVDA) stock a top pick for 2025.\nThe firm also raised its price targets on AI ...</p>\n\n<a href=\"https://www.investors.com/news/technology/nvidia-stock-ai-chip-stocks-morgan-stanley-report/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GFS","symbol_name":"GLOBALFOUNDRIES 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It kept its overweight ratings on Advanced Micro Devices (AMD) and Nvidia, though it trimmed its price targets on both.\n\n\n\n↑\nX\n\n\n\n\nHere's How New Big AI Winners And A Changing Political Landscape Will Move The Market In 2025\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nHere's How New Big AI Winners And A Changing Political Landscape Will Move The Market In 2025\n\n\n\n\nAMD and Nvidia make graphics processing units, or GPUs, optimized for AI applications in data centers. Broadcom and Marvell make custom AI chips for hyperscale cloud service providers. Astera makes high-speed connectivity chips for AI data centers.\nMorgan Stanley analyst Joseph Moore said investors have grown cautious on Nvidia stock recently because of near-term concerns. Those concerns include slowing demand for current-generation Hopper series products and possible delays and supply constraints for next-generation Blackwell series products.\nAnother concern is GPUs facing increased competition from application-specific integrated circuits, or ASICs, from Broadcom and Marvell.\nMoore said some of the concerns are overstated and others will be irrelevant longer term.\nThe next catalyst for Nvidia stock could be a keynote speech by Chief Executive Jensen Huang at the CES tech trade show in Las Vegas on Jan. 6.\nMoore said Huang's message at the show likely will be: \"Blackwell demand is exceptional, but supply constrained.\"\nNvidia Stock Rises After Reassuring Report\nIn afternoon trading on the stock market today, Nvidia stock rose more than 2% to 134.82.\nIn his report, Moore trimmed his price target on Nvidia stock to 166 from 168. He also lowered his price target on AMD stock to 158 from 169.\nAt the same time, he raised his price target on Astera Labs to 142 from 94. He upped his target on Broadcom to 265 from 233 and on Marvell to 120 from 102.\nIn recent trades on Friday, AMD stock increased more than 1% to 120.35. Astera Labs climbed more than 4% to 130.69. Broadcom advanced nearly 4% to 227.01. Marvell rose about 2% to 111.25.\nNvidia stock is on two IBD lists: Leaderboard and Tech Leaders.\nAstera Labs is on four IBD stock lists: Leaderboard, Tech Leaders, IBD 50 and IPO Leaders.\nBroadcom stock is two lists: Big Cap 20 and Tech Leaders.\n\nFollow Patrick Seitz on X, formerly Twitter, at @IBD_PSeitz for more stories on consumer technology, software and semiconductor stocks.\nYOU MAY ALSO LIKE:\nNetflix Preps For Big Week: 2 NFL Games, 'Squid Games 2'\nAI Fueling Duolingo's Next Growth Phase, Analyst Says\nSee Stocks On The List Of Leaders Near A Buy Point\nFind Winning Stocks With MarketSurge Pattern Recognition & Custom Screens\nJoin IBD Live For Stock Ideas Each Morning Before The Open","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493473155"}