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Microsoft shares dipped 2% amid Maia AI chip speculation, but strong Azure demand, healthy balance sheet, and long-term AI infrastructure investment keep analysts bullish despite recent stock rally.
Nvidia's Q3 earnings on November 19 are pivotal, with expectations for strong revenue growth driven by AI chip demand and new Vera Rubin chips, potentially sparking a significant rally amid export ri…
Morgan Stanley remains bullish on Nvidia, citing early-stage AI growth, strong cloud demand, and robust GPU adoption, with AI infrastructure projected to soar by 2030, despite AMD competition.