Morningstar DBRS & Nvidia
13 shared events · Importance 5 · Last updated Aug 12, 2026
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International
Morningstar DBRS: Morningstar analysts commented on the ban's limited impact on China's overall development, providing analysis.
Nvidia: Nvidia partnered with Unitree Robotics to use its Blackwell chips in robots, but the ban may limit this collaboration. Nvidia's broader AI business is likely unaffected, but its robotics partnerships may face constraints.
Jul 28, 2026 · 183 articles
Business
Morningstar DBRS: Morningstar is cited through analyst Jing Jie Yu, providing commentary on valuations and regulatory support.
Nvidia: Nvidia benefits from the AI boom as a key supplier of processors, though it is not the focus of this event.
Aug 17, 2026 · 6 articles
Tech
Morningstar DBRS: Morningstar DBRS analyst Chelsey Tam commented on the competitive dynamics between US and Chinese AI ecosystems.
Nvidia: Nvidia signed an open letter backing open AI models, reflecting industry support for open-source approaches.
Jul 25, 2026 · 35 articles
Business
Morningstar DBRS: Analyst firm providing valuation and risk assessment of CXMT.
Nvidia: As a major AI chipmaker, Nvidia benefits from the AI boom and memory supply, though CXMT's rise is not directly impacting it.
Jul 14, 2026 · 113 articles
Business
Morningstar DBRS: Morningstar DBRS>>> provided a contrarian valuation of SpaceX>>> at $780 billion, less than half of its target IPO valuation, citing concerns about its AI business and SpaceX — Starlink.
Nvidia: Nvidia is part of the 'Magnificent Seven' companies that dominate the S&P 500 due to years of earnings dominance, contrasting with the unprofitable IPOs.
Apr 20, 2026 · 457 articles
Business
Morningstar DBRS: Morningstar DBRS's chief equity analyst, Michael Field, provided an expert opinion on AI companies burning cash and using public equity as a source of capital.
Nvidia: Nvidia's IPO valuation in 1999 is used as a historical comparison to demonstrate the escalating valuations of companies entering public markets.
Jun 01, 2026 · 15 articles
Business
Morningstar DBRS: Morningstar DBRS analysts expressed skepticism about SpaceX's valuation, calling it 'significantly overvalued' due to unproven technologies and capital needs.
Nvidia: Nvidia is mentioned as the world's most valuable public company, providing a benchmark for SpaceX's market valuation.
Mar 09, 2018 · 538 articles
International
Morningstar DBRS: Morningstar DBRS provided analysis on core inflation rates.
Nvidia: Nvidia's latest quarterly results are being watched by investors amid global market uncertainty.
May 05, 2026 · 374 articles
Domestic
Morningstar DBRS: Morningstar DBRS analyst Jing Jie Yu noted that accelerating capital expenditure increases the risk of oversupply in the memory market longer term, as memory pricing remains a function of demand and supply.
Nvidia: Nvidia is a major AI player and customer of Samsung Electronics, driving demand for advanced memory chips used in AI servers and processors.
Apr 20, 2026 · 86 articles
Business
Morningstar DBRS: Morningstar estimates SpaceX's fair value at $63 per share, significantly below current trading levels, indicating overvaluation.
Nvidia: Nvidia is a key supplier of GPUs for SpaceX's AI data centers, benefiting from SpaceX's massive AI infrastructure spending.
Jun 18, 2026 · 319 articles
Business
Morningstar DBRS: Morningstar DBRS analysts have expressed skepticism about SpaceX's valuation, deeming it 'significantly overvalued' due to unproven technologies and high capital needs. They provided a lower valuation estimate for the company.
May 29, 2026 · 321 articles
Business
Morningstar DBRS: Morningstar DBRS's chief U.S. market strategist Dave Sekera expressed skepticism about Allbirds' AI pivot, questioning the company's expertise in data centers.
Jun 09, 2026 · 22 articles
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