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Morgan Stanley just boosted Nvidia's target — Here's why Blackwell chips are game-changers
Morgan Stanley just boosted Nvidia's target — Here's why Blackwell chips are game-changers

Time of India

time2 hours ago

  • Business
  • Time of India

Morgan Stanley just boosted Nvidia's target — Here's why Blackwell chips are game-changers

Morgan Stanley Raises Nvidia Price Target on AI Demand Surge Blackwell GPUs Drive Record Demand Across Enterprise and Cloud Markets Live Events Nvidia Supply Chain Set to Improve in Second Half of 2025 Blackwell Could Represent 80% of Nvidia's High-End GPU Shipments Blackwell Delivers 40x Performance Jump Over Hopper FAQs (You can now subscribe to our (You can now subscribe to our Economic Times WhatsApp channel Wall Street's confidence in Nvidia just hit a new level, and it's all because of the AI giant'sas enterprise and cloud players are shifting from older chips while locking in forward capacity, as per The Street Stanley has raised its 12-month price target for Nvidia () to, up from $170, reaffirming the chipmaker as its top stock pick in semiconductors, according to the report."Exceptional demand" is how Morgan Stanley analystdescribed the surge in interest for Nvidia's Blackwell architecture, where demand is already outpacing supply, as per The team, as Morgan Stanley raised Nvidia's earnings multiple from 28x to 33x, applying it to Nvidia's mid-year earnings estimate of $6.02 per share, according to the report. That simple shift in math is what helped lock in the $200 target, while underscoring Nvidia's position as Morgan Stanley's top chip stock play, as reported by The this isn't just about numbers on a spreadsheet. Moore points to growing demand from big customers, from hyperscalers and large enterprise buyers, who are investing in infrastructure faster than anyone expected, according to the report. That surge is being driven by the need to support both inference and large-model AI workloads, as per The READ: Texas AI centers guzzle 463 million gallons, now residents are asked to cut back on showers While Nvidia is still facing supply constraints, Moore expects that to improve in the second half of this year, as reported by The Street. As production and logistics catch up, he says Nvidia could see a major boost in output and earnings, according to The Street calls it 'convex earnings leverage.' In simple terms, if Nvidia keeps executing, its profits could start to climb at a much faster rate, as per the Stanley's reaffirmation of an Overweight rating comes as Nvidia's Blackwell GPUs have been performing well. TrendForce data projected that Blackwell could potentially represent almost 80% of Nvidia's high-end GPU shipments this year, as reported by The means it would be a massive ramp beginning in the second quarter and continuing through the close of the year, according to the report. It would be a huge swing in terms of product mix, while underscoring just how fast adoption is moving, as reported by The READ: Trump's 25% tariff on Indian goods could make these everyday items shockingly expensive in the US While the AI chipmaker giant said that Blackwell offers a 40x jump in AI training and inference performance compared to Hopper, according to the report. Nvidia also said that Blackwell chip sales have outpaced Hopper's peak, as per The of soaring demand for Nvidia's Blackwell AI chips and an improved earnings says Blackwell offers a 40x improvement over its predecessor, Hopper.

Morgan Stanley just boosted Nvidia's target — Here's why Blackwell chips are game-changers
Morgan Stanley just boosted Nvidia's target — Here's why Blackwell chips are game-changers

Economic Times

time2 hours ago

  • Business
  • Economic Times

Morgan Stanley just boosted Nvidia's target — Here's why Blackwell chips are game-changers

TOI-Online Nvidia CEO Jensen Huang Nvidia stock price target 2025: Wall Street's confidence in Nvidia just hit a new level, and it's all because of the AI giant's Blackwell GPUs as enterprise and cloud players are shifting from older chips while locking in forward capacity, as per The Street Stanley has raised its 12-month price target for Nvidia (NASDAQ: NVDA) to $200, up from $170, reaffirming the chipmaker as its top stock pick in semiconductors, according to the report. "Exceptional demand" is how Morgan Stanley analyst Joseph Moore described the surge in interest for Nvidia's Blackwell architecture, where demand is already outpacing supply, as per The Street. Moore's team updated their 2026 valuation multiple, as Morgan Stanley raised Nvidia's earnings multiple from 28x to 33x, applying it to Nvidia's mid-year earnings estimate of $6.02 per share, according to the report. That simple shift in math is what helped lock in the $200 target, while underscoring Nvidia's position as Morgan Stanley's top chip stock play, as reported by The Street. But this isn't just about numbers on a spreadsheet. Moore points to growing demand from big customers, from hyperscalers and large enterprise buyers, who are investing in infrastructure faster than anyone expected, according to the report. That surge is being driven by the need to support both inference and large-model AI workloads, as per The Street. ALSO READ: Texas AI centers guzzle 463 million gallons, now residents are asked to cut back on showersWhile Nvidia is still facing supply constraints, Moore expects that to improve in the second half of this year, as reported by The Street. As production and logistics catch up, he says Nvidia could see a major boost in output and earnings, according to The Street calls it 'convex earnings leverage.' In simple terms, if Nvidia keeps executing, its profits could start to climb at a much faster rate, as per the Stanley's reaffirmation of an Overweight rating comes as Nvidia's Blackwell GPUs have been performing well. TrendForce data projected that Blackwell could potentially represent almost 80% of Nvidia's high-end GPU shipments this year, as reported by The means it would be a massive ramp beginning in the second quarter and continuing through the close of the year, according to the report. It would be a huge swing in terms of product mix, while underscoring just how fast adoption is moving, as reported by The Street. ALSO READ: Trump's 25% tariff on Indian goods could make these everyday items shockingly expensive in the US While the AI chipmaker giant said that Blackwell offers a 40x jump in AI training and inference performance compared to Hopper, according to the report. Nvidia also said that Blackwell chip sales have outpaced Hopper's peak, as per The did Morgan Stanley raise Nvidia's price target to $200?Because of soaring demand for Nvidia's Blackwell AI chips and an improved earnings outlook. How does Blackwell compare to Nvidia's older chips? Nvidia says Blackwell offers a 40x improvement over its predecessor, Hopper.

Here's where you can fly for cheap this Labor Day weekend
Here's where you can fly for cheap this Labor Day weekend

Time Out

time17 hours ago

  • Business
  • Time Out

Here's where you can fly for cheap this Labor Day weekend

Labor Day weekend typically represents the last hurrah of summer. If you're looking to get away one more time, you're in luck. Domestic airfare is the cheapest it's been in five years, according to Dollar Flight Club's new Labor Day 2025 Travel Report. While international fares are far higher (40-60% more) and still creeping towards their summer peak, round-trip tickets within the U.S. are averaging 17% below pre-pandemic levels. Thanks to extra seat capacity, last-minute sales and a dip in demand, U.S. routes are flush with deals. For some Labor Day weekend inspiration, Dollar Flight Club has identified the U.S. cities where round-trip travel is averaging under $300. For neon nights, pool days and endless entertainment, head to Vegas for $244 round trip. Theme park thrills and plenty of sunshine can be yours for just $258 round-trip to Orlando. A desert vacay in Phoenix is hovering around $265. For $273, you can head to Denver for craft beer, live music and mountain trails. Chicago, Atlanta, Dallas, Miami, Seattle, and Boston are also accessible with round-trip fares below $300. The key to finding these deals and traveling on the cheap, according to Dollar Flight Club, is to be savvy. Use Google Flights' Explore tool to spot surprise deals, set fare alerts on services like Dollar Flight Club or Hopper, book by early August, fly mid-week and pack light to save on baggage fees. Find the full report here. Labor Day destinations averaging less than $300 round trip Las Vegas, NV—$244 Orlando, FL—$258 Phoenix, AZ—$265 Denver, CO—$273 Chicago, IL—$280 Atlanta, GA—$283 Dallas, TX—$289 Miami, FL—$293 Seattle, WA—$298 Boston, MA—$299

Morgan Stanley slaps eye-popping price target on Nvidia stock
Morgan Stanley slaps eye-popping price target on Nvidia stock

Yahoo

time19 hours ago

  • Business
  • Yahoo

Morgan Stanley slaps eye-popping price target on Nvidia stock

Morgan Stanley slaps eye-popping price target on Nvidia stock originally appeared on TheStreet. Morgan Stanley's new () call turns heads, to say the least. It's not just about a shiny new price target; it's about modeling AI demand, margin power, and supply-chain hiccups. 💵💰💰💵 That confidence in an AI-powered tech giant doesn't come lightly, especially when the bar's already set remarkably high. Behind that move is an AI stack that's already running hot and straining the limits of current supply. Needless to say, the stakes just got higher, and so did Wall Street's expectations. Blackwell demand surges as Nvidia ramps next-gen dominance It's no secret that Nvidia's Blackwell GPUs have been killing it, as enterprise and cloud players shift from older chips while locking in forward capacity. Even with AMD recently raising MI350 prices to flex confidence, Nvidia's still dominating the GPU debate. TrendForce data projects that Blackwell could potentially represent a whopping 80% of Nvidia's high-end GPU shipments this marks a massive ramp beginning in Q2 and continuing through the close of the year. It's a huge swing in terms of product mix, while underscoring just how fast adoption is moving. Nvidia-backed stocks like CoreWeave and Dell recently confirmed that shift with the first large-scale commercial deployment of Blackwell Ultra. On top of that, the performance jump is hard to miss. Nvidia claims Blackwell offers a 40x jump in AI training and inference performance compared to Hopper. The Ultra version takes things up a notch or two, boosting 'AI factory' throughput by close to 50x, giving cloud builders a powerful new baseline in raw compute and execution. Surprisingly, even mid-tier Blackwell systems, including the B200, have shown close to 57% quicker training speeds than the H100. Also, for self-hosters, they cut the cost per workload, which is a huge incentive amid tightening AI budgets. That demand is already turning into real, tangible income. Nvidia says Blackwell chip sales have outpaced Hopper's peak, underscoring the immense strength of the cycle. The combined effect is that Nvidia continues to tighten its grip on the AI stack. By offering unmatched performance and superior price-to-output ratios, it cements Nvidia's ecosystem dominance while allowing cloud providers access to more margin while undercutting rivals in the process. Nvidia's H20 chips get export window to China, triggering major upside potential That said, perhaps the biggest recent shift for Nvidia is its go-ahead on resuming H20 chip exports to China. For context, the H20 is a tailor-made version of Nvidia's Hopper architecture, which effectively aligns with U.S. export controls. At the same time, it still packs a punch in high-performance AI acceleration, though not as advanced as it fills a critical performance tier for China's AI market, where domestic alternatives are still lagging. The U.S. has allowed Nvidia to file licenses to kickstart H20 sales again, as part of the broader negotiations tied to rare-earth access. Analysts have flagged it as a meaningful step toward easing tech tensions. In capitalizing on the development, Nvidia placed a massive 300,000-unit H20 order with TSMC, a sign of the immediacy in demand. However, the friction is tough to ignore as well. China's cybersecurity probe into H20 raises the stakes on a regulatory slowdown, while U.S. national-security voices are already compelling the White House to reconsider. Still, no formal restrictions have been reimposed, and Nvidia's early-mover position gives it its first crack at resurgent demand. Yes, supply constraints remain, but that's mostly a bullish signal. Even capped output is being efficiently absorbed. While China's cybersecurity probe into the H20 introduces noise, it's from being new. More News: Amazon's quiet pricing twist on tariffs stuns shoppers Nvidia avoids White House crackdown; Trump softens on AI giant Bank of America flags 3 breakout stocks to watch ahead of earnings Importantly, no ban has been issued. Nvidia remains in-market, with the opportunity to deepen its foothold before domestic rivals scale up. Pushback from Washington is expected, but so far, the policy is holding well, and Nvidia is the only AI chip supplier to benefit immediately. Morgan Stanley hikes Nvidia target to $200 on surging Blackwell demand Nvidia just got a major vote of confidence from Morgan Stanley, and it has everything to do with Blackwell. Veteran analyst Joseph Moore reaffirmed his Overweight rating on the AI behemoth, raising his 12-month price target to $200 from $170. The call, issued July 30, is based on what Moore describes as 'exceptional' demand for Nvidia's next-gen Blackwell AI essentially demand, which continues to outstrip supply. Moore's team is quantifying that move by bumping their 2026 valuation multiple. They've shifted from 28x to 33x earnings, applied to Nvidia's mid-year EPS estimate of $6.02. That math effectively locks in a superb $200 price target, while underscoring Nvidia's position as Morgan Stanley's top chip stock play. The note points to healthy and clear compute needs across both inference and large-model AI workloads. Client checks show burgeoning infrastructure investment from hyperscalers and large enterprise buyers, which continues pushing AI adoption faster and wider than expected. Though current supply issues remain a headwind, Moore sees that changing quickly. Production and logistics are expected to improve in the back half of this year, unlocking a massive step-function jump in throughput and earnings momentum. That incredible dynamic is what Moore calls 'convex earnings leverage.' In short, if execution holds, the upside in Nvidia stock will compound quickly. Morgan Stanley slaps eye-popping price target on Nvidia stock first appeared on TheStreet on Jul 31, 2025 This story was originally reported by TheStreet on Jul 31, 2025, where it first appeared.

Morgan Stanley slaps eye-popping price target on Nvidia stock
Morgan Stanley slaps eye-popping price target on Nvidia stock

Yahoo

time19 hours ago

  • Business
  • Yahoo

Morgan Stanley slaps eye-popping price target on Nvidia stock

Morgan Stanley slaps eye-popping price target on Nvidia stock originally appeared on TheStreet. Morgan Stanley's new () call turns heads, to say the least. It's not just about a shiny new price target; it's about modeling AI demand, margin power, and supply-chain hiccups. 💵💰💰💵 That confidence in an AI-powered tech giant doesn't come lightly, especially when the bar's already set remarkably high. Behind that move is an AI stack that's already running hot and straining the limits of current supply. Needless to say, the stakes just got higher, and so did Wall Street's expectations. Blackwell demand surges as Nvidia ramps next-gen dominance It's no secret that Nvidia's Blackwell GPUs have been killing it, as enterprise and cloud players shift from older chips while locking in forward capacity. Even with AMD recently raising MI350 prices to flex confidence, Nvidia's still dominating the GPU debate. TrendForce data projects that Blackwell could potentially represent a whopping 80% of Nvidia's high-end GPU shipments this marks a massive ramp beginning in Q2 and continuing through the close of the year. It's a huge swing in terms of product mix, while underscoring just how fast adoption is moving. Nvidia-backed stocks like CoreWeave and Dell recently confirmed that shift with the first large-scale commercial deployment of Blackwell Ultra. On top of that, the performance jump is hard to miss. Nvidia claims Blackwell offers a 40x jump in AI training and inference performance compared to Hopper. The Ultra version takes things up a notch or two, boosting 'AI factory' throughput by close to 50x, giving cloud builders a powerful new baseline in raw compute and execution. Surprisingly, even mid-tier Blackwell systems, including the B200, have shown close to 57% quicker training speeds than the H100. Also, for self-hosters, they cut the cost per workload, which is a huge incentive amid tightening AI budgets. That demand is already turning into real, tangible income. Nvidia says Blackwell chip sales have outpaced Hopper's peak, underscoring the immense strength of the cycle. The combined effect is that Nvidia continues to tighten its grip on the AI stack. By offering unmatched performance and superior price-to-output ratios, it cements Nvidia's ecosystem dominance while allowing cloud providers access to more margin while undercutting rivals in the process. Nvidia's H20 chips get export window to China, triggering major upside potential That said, perhaps the biggest recent shift for Nvidia is its go-ahead on resuming H20 chip exports to China. For context, the H20 is a tailor-made version of Nvidia's Hopper architecture, which effectively aligns with U.S. export controls. At the same time, it still packs a punch in high-performance AI acceleration, though not as advanced as it fills a critical performance tier for China's AI market, where domestic alternatives are still lagging. The U.S. has allowed Nvidia to file licenses to kickstart H20 sales again, as part of the broader negotiations tied to rare-earth access. Analysts have flagged it as a meaningful step toward easing tech tensions. In capitalizing on the development, Nvidia placed a massive 300,000-unit H20 order with TSMC, a sign of the immediacy in demand. However, the friction is tough to ignore as well. China's cybersecurity probe into H20 raises the stakes on a regulatory slowdown, while U.S. national-security voices are already compelling the White House to reconsider. Still, no formal restrictions have been reimposed, and Nvidia's early-mover position gives it its first crack at resurgent demand. Yes, supply constraints remain, but that's mostly a bullish signal. Even capped output is being efficiently absorbed. While China's cybersecurity probe into the H20 introduces noise, it's from being new. More News: Amazon's quiet pricing twist on tariffs stuns shoppers Nvidia avoids White House crackdown; Trump softens on AI giant Bank of America flags 3 breakout stocks to watch ahead of earnings Importantly, no ban has been issued. Nvidia remains in-market, with the opportunity to deepen its foothold before domestic rivals scale up. Pushback from Washington is expected, but so far, the policy is holding well, and Nvidia is the only AI chip supplier to benefit immediately. Morgan Stanley hikes Nvidia target to $200 on surging Blackwell demand Nvidia just got a major vote of confidence from Morgan Stanley, and it has everything to do with Blackwell. Veteran analyst Joseph Moore reaffirmed his Overweight rating on the AI behemoth, raising his 12-month price target to $200 from $170. The call, issued July 30, is based on what Moore describes as 'exceptional' demand for Nvidia's next-gen Blackwell AI essentially demand, which continues to outstrip supply. Moore's team is quantifying that move by bumping their 2026 valuation multiple. They've shifted from 28x to 33x earnings, applied to Nvidia's mid-year EPS estimate of $6.02. That math effectively locks in a superb $200 price target, while underscoring Nvidia's position as Morgan Stanley's top chip stock play. The note points to healthy and clear compute needs across both inference and large-model AI workloads. Client checks show burgeoning infrastructure investment from hyperscalers and large enterprise buyers, which continues pushing AI adoption faster and wider than expected. Though current supply issues remain a headwind, Moore sees that changing quickly. Production and logistics are expected to improve in the back half of this year, unlocking a massive step-function jump in throughput and earnings momentum. That incredible dynamic is what Moore calls 'convex earnings leverage.' In short, if execution holds, the upside in Nvidia stock will compound quickly. Morgan Stanley slaps eye-popping price target on Nvidia stock first appeared on TheStreet on Jul 31, 2025 This story was originally reported by TheStreet on Jul 31, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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