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Morgan Stanley reiterates Nvidia as a top pick, highlighting signs of sustained compute shortages and multi-year orders that support prolonged demand through 2027 and beyond.
Nvidia CEO highlights strong demand, but investors remain cautious about memory chip supply. Analysts believe supply chain planning over two years mitigates concerns.
BNP Paribas reports semiconductor firms including Nvidia optimistic about strong AI-driven demand in 2026, despite near-term power constraints in the US. Custom chips pose limited threat to Nvidia GP…
Intel denies allegations of IP theft amid a lawsuit from TSMC involving a former executive, adding uncertainty before Nvidia's earnings that impact semiconductor sector leadership and advanced chip p…