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Morgan Stanley reiterates Overweight on Nvidia stock ahead of earnings
Morgan Stanley has maintained an Overweight rating and a $250 price target on Nvidia stock, anticipating strong earnings and high confidence in the company’s full-year outlook. The firm notes robust demand for AI computing and strong visibility through the year, with a steeper-than-expected ramp-up of the Vera Rubin product. Upcoming catalysts include CEO Jensen Huang’s keynote at Morgan Stanley’s TMT conference and the GTC developer event, which are expected to provide further details on Vera Rubin.