$NVDA – Morgan Stanley on Nvidia: • Recent Selloff: Seen as a buying opportunity due to…
Day: February 6, 2025
📰 $NVDA – Morgan Stanley on Nvidia: • Recent Selloff: Seen as a buying opportunity due to DeepSeek competition concerns. • Nvidia’s Position: Remains Morgan Stanley’s “Top Pick” despite long-term uncertainties. • Market Sentiment: Near-term business looks solid with demand for Hopper and Blackwell AI chips. • DeepSeek Impact: Acknowledged as creating some challenges, but Nvidia expected to manage these. • Growth Drivers: Confidence in Nvidia’s growth in AI inference; ASIC enthusiasm to return to Nvidia in H2. • Key Risks: More U.S. export restrictions, AI investment financing shifts, and negative sentiment. • Export Compliance: Morgan Stanley confident Nvidia complies with rules. • Outlook: Bullish, with stabilizing demand for Hopper chips and improving Blackwell supply. No change in major AI investment plans from data center customers. • Earnings Expectation: Positive outlook post-earnings, viewing the current dip as an entry point.
📰 TRUMP CLAIMS ‘BILLIONS’ STOLEN AT USAID Trump added that Politico received $8 million from USAID for “creating good stories” about Democratic officials. The figure actually refers to the sum paid for Politico subscription across all US federal agencies. “THIS COULD BE THE BIGGEST SCANDAL OF THEM ALL, PERHAPS THE BIGGEST IN HISTORY!” Trump wrote on Truth Social.
TRUMP CLAIMS ‘BILLIONS’ STOLEN AT USAID Trump added that Politico received $8 million from USAID for…
📰 BOE CUTS 2025 GROWTH FORECAST, RAISES INFLATION FORECAST
BOE CUTS 2025 GROWTH FORECAST, RAISES INFLATION FORECAST
📰 TRUMP MAKES UNSUBSTANTIATED CLAIM THAT BILLIONS OF DOLLARS HAVE BEEN STOLEN AT USAID FOR PAYMENTS TO MEDIA -TRUTH SOCIAL POST
TRUMP MAKES UNSUBSTANTIATED CLAIM THAT BILLIONS OF DOLLARS HAVE BEEN STOLEN AT USAID FOR PAYMENTS TO…
📰 JUST IN – Trump says the Gaza Strip would be turned over to the United States by Israel at the conclusion of fighting.
JUST IN – Trump says the Gaza Strip would be turned over to the United States…
📰 TRUMP SAYS PALESTINIANS FROM GAZA WOULD BE RESETTLED IN SAFER COMMUNITIES
TRUMP SAYS PALESTINIANS FROM GAZA WOULD BE RESETTLED IN SAFER COMMUNITIES
📰 TRUMP SAYS U.S WOULD SLOWLY AND CAREFULLY BEGIN CONSTRUCTION OF WHAT WOULD BECOME “ONE OF THE GREATEST AND MOST SPECTACULAR DEVELOPMENTS OF ITS KIND”- TRUTH SOCIAL
TRUMP SAYS U.S WOULD SLOWLY AND CAREFULLY BEGIN CONSTRUCTION OF WHAT WOULD BECOME “ONE OF THE…
📰 TRUMP SAYS THE GAZA STRIP WOULD BE TURNED OVER TO THE UNITED STATES BY ISRAEL AT THE CONCLUSION OF FIGHTING – TRUTH SOCIAL
TRUMP SAYS THE GAZA STRIP WOULD BE TURNED OVER TO THE UNITED STATES BY ISRAEL AT…
📰 $NVDA: CITIGROUP CUTS TARGET PRICE TO $163 FROM $175
$NVDA: CITIGROUP CUTS TARGET PRICE TO $163 FROM $175
📰 TRUMP SAYS “NO SOLDIERS BY THE U.S. WOULD BE NEEDED” FOR GAZA
TRUMP SAYS “NO SOLDIERS BY THE U.S. WOULD BE NEEDED” FOR GAZA