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Anushka Dutta

Morgan Stanley Loves Nvidia Stock. The AMD-OpenAI Deal Doesn’t Change That.

Nvidia Morgan Stanley OpenAI AMD Joseph Moore NVDA Keybanc Mizuho

Analysts from investment firm Morgan Stanley recently met with executives from Nvidia (NVDA). Led by Joseph Moore, the analysts left the meeting with a favorable outlook. In a note, Moore wrote that the revenue growth witnessed at Nvidia so far has been due to the migration of CPU workloads to GPU within existing application workloads.

Although the hype around Nvidia has been around artificial intelligence (AI), most of the transformative AI use cases are yet to come. More AI applications are just beginning to emerge, putting the firm at the center of the next wave of growth. Moore has an “Overweight” rating and $210 price target on NVDA stock.

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