SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT
NVDA 177.51+0.7%Dec 16 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Frank Sully12/1/2025 9:55:52 PM
2 Recommendations

Recommended By
Julius Wong
voop

   of 5551
 
Morgan Stanley analysts raised their price targets on Nvidia (NVDA) ... on Monday, noting that artificial intelligence-related strength is likely to ramp “materially” next year. The analysts raised their price targets on Nvidia to $250 from $235.

Delving deeper, the analysts said that their belief, informed by contacts, that Nvidia will have the best economics for most applications is “unwavering.”

“Customers' biggest anxiety for the next 12 months is their ability to procure enough NVIDIA product generally, and Vera Rubin specifically,” the analysts explained. “Of course, everyone wants an alternative, and those alternatives will have good economics for some applications. TPU is by all accounts a solid alternative, and one that has meaningfully contributed to several key models. But it's worth keeping in mind that NVIDIA just did a $51B data center quarter, roughly 14x TPU revenues, and put up $10B of sequential revenue growth (itself about 3x TPU revenue).”
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News