Morgan Stanley & Nvidia
36 shared events · Importance 7 · Last updated Aug 23, 2026
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Business
Morgan Stanley: Morgan Stanley, an IPO bookrunner for Cerebras Systems, initiated coverage with an 'overweight' rating and a $250 price target, contributing to the positive sentiment around Cerebras Systems.
Nvidia: Nvidia is identified as Cerebras Systems' primary competitor in the AI hardware market. While Cerebras Systems is seen as a challenger, Nvidia's market dominance is acknowledged, and the event suggests a potential shift in market focus that could impact Nvidia's long-term position.
Jun 08, 2026 · 12 articles
Business
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
Nvidia: Nvidia's stronger-than-expected quarterly report and revenue forecast, driven by demand for its AI chips, significantly boosted market sentiment and led to a rally in technology stocks across Asia and Wall Street. Despite a slight dip in after-hours trading, its performance was a key driver of the overall market gains.
May 20, 2026 · 72 articles
Business
Morgan Stanley: Morgan Stanley announced a similar infrastructure financing plan, seeking to capitalize on the data center boom.
Nvidia: Nvidia rose 3% as AI demand continues, with its chips powering data centers. The company remains a key beneficiary of the AI capex cycle.
Aug 05, 2026 · 65 articles
Business
Morgan Stanley: Morgan Stanley participated as a syndicate bank in the credit facility, earning fees and strengthening its relationship with Nscale.
Nvidia: Nvidia is a key backer of Nscale and benefits from increased GPU deployments in Nscale's data centers, driving demand for its Blackwell Ultra GPUs.
Jul 07, 2026 · 8 articles
Business
Morgan Stanley: Morgan Stanley published a supply chain report highlighting surging demand for AMD's next-gen chips, sparking bullish analyst calls.
Nvidia: Nvidia lost some business as Turing shifted 10% of AI training from Nvidia to AMD.
Jul 06, 2026 · 6 articles
Business
Morgan Stanley: Morgan Stanley's US equity strategy team, led by Mike Wilson, noted momentum in chip stocks may be fading as investors shift back to laggards.
Nvidia: Nvidia is the third worst stock in the semiconductor benchmark with only a 4.9% gain, as the AI trade shifts away from the erstwhile bellwether to memory chipmakers.
Jul 07, 2026 · 13 articles
Business
Morgan Stanley: Morgan Stanley analysts provided insights into the market interest in Chinese humanoids and the allocation of IPO funds towards R&D, offering expert commentary on the event.
Nvidia: Nvidia CEO Jensen Huang's comments on 'physical AI' and the company's partnership with Unitree Robotics highlight its involvement in the robotic AI ecosystem and its support for the sector's development.
Jun 01, 2026 · 6 articles
Business
Morgan Stanley: Morgan Stanley>>> is collaborating with OpenAI>>> on its potential IPO, serving as an adviser for the public offering.
Nvidia: Nvidia is a heavyweight backer of OpenAI, contributing to its funding rounds.
May 20, 2026 · 212 articles
Tech
Morgan Stanley: Morgan Stanley analysts highlighted 'chipflation' as a macroeconomic concern, providing context on rising chip prices.
Nvidia: Meta's move to develop its own AI chip may reduce future GPU purchases from Nvidia, potentially impacting Nvidia's revenue growth in the AI segment.
Apr 20, 2026 · 32 articles
International
Morgan Stanley: Morgan Stanley forecast China's humanoid robot market at $15 billion by 2030, highlighting the industry's growth.
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
Tech
Morgan Stanley: Morgan Stanley provided estimates on the increasing cost share of memory in AI platforms, highlighting the growing financial significance of HBM.
Nvidia: Nvidia is launching its new Vera Rubin platform, which is expected to significantly enhance its market position in AI infrastructure and drive future revenue growth. The company is expanding its ecosystem and solidifying its dominance in the AI chip market.
May 31, 2026 · 28 articles
Business
Morgan Stanley: Morgan Stanley provided a forecast for global data center construction costs, indicating the massive investment expected in AI infrastructure.
Nvidia: Nvidia, a key customer and partner of Micron Technology, relies on Micron's HBM chips for its AI processors. Nvidia's continued demand and collaboration have been instrumental in Micron's success and the broader AI infrastructure build-out.
May 19, 2026 · 104 articles
Business
Morgan Stanley: Morgan Stanley provided an analysis on the increased MLCC content in Nvidia's new server racks, offering insights into the market trend.
Nvidia: Nvidia's new Vera Rubin AI platform is driving a significant increase in demand for MLCCs, impacting the supply chain for its AI server racks.
Jun 02, 2026 · 6 articles
Business
Morgan Stanley: Morgan Stanley provided estimates on big tech's spending on data centers, highlighting the significant investment in AI infrastructure.
Nvidia: Nvidia is an AI chip specialist, benefiting from the increased demand for computing power in the AI sector.
Jun 05, 2026 · 13 articles
Business
Morgan Stanley: Morgan Stanley increased its target price for Marvell Technology stock, reflecting a bullish sentiment on the company's prospects.
Nvidia: Nvidia is a key player in the AI chip market, and Marvell Technology's products are designed to integrate with Nvidia's platforms, indicating a complementary relationship and potential for further growth for Marvell Technology.
May 29, 2026 · 10 articles
Business
Morgan Stanley: Sounded all-clear for AI stocks, supporting sector sentiment.
Nvidia: Mentioned as a benchmark for AI chip demand; not directly involved but relevant to AI market sentiment.
Aug 04, 2026 · 10 articles
Business
Morgan Stanley: Morgan Stanley provided analysis on Apple Inc.'s Siri AI, noting that a significant portion of older iPhones will not support the advanced AI features due to hardware limitations.
Nvidia: Nvidia chips will be used in the cloud infrastructure for larger models powering Apple Inc.'s AI push, and Nvidia is also a competitor in the PC market with AI-enabled laptops.
May 19, 2026 · 254 articles
Business
Morgan Stanley: Morgan Stanley>>> is acting as a joint book-running manager for Alphabet Inc.>>>'s underwritten public offerings.
Nvidia: Nvidia>>> is referenced as the market leader in AI processors, with Alphabet Inc.>>>'s homegrown TPUs serving as a key alternative.
May 23, 2026 · 103 articles
Business
Morgan Stanley: Morgan Stanley benefits from Lightwell's automated remediation.
Nvidia: Nvidia is part of the Lightwell ecosystem, contributing to security fix distribution.
Aug 04, 2026 · 8 articles
International
Morgan Stanley: Morgan Stanley noted low diesel and jet fuel stocks, highlighting supply concerns.
Nvidia: Nvidia announced AI infrastructure financing, unrelated to the war but part of market news.
Apr 08, 2026 · 416 articles
Business
Morgan Stanley: Morgan Stanley analysts commented on Apple's inelastic demand and price increases.
Nvidia: Nvidia lost the title of world's most valuable company to Apple as doubts about the AI boom grow.
Jul 29, 2026 · 6 articles
Business
Morgan Stanley: Morgan Stanley was a joint book-running manager for the SpaceX IPO, helping to manage the offering and earning substantial fees.
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
Business
Morgan Stanley: Morgan Stanley similarly projects 2028 revenue of $160 billion, contributing to bullish analyst sentiment.
Nvidia: Nvidia is referenced as a historical comparison for investment returns, not directly affected by this event.
Aug 13, 2026 · 12 articles
Business
Morgan Stanley: Morgan Stanley is a co-lead underwriter for the SpaceX IPO and hosted a lunch meeting for institutional investors. Its analysts have made ambitious revenue projections for SpaceX's future.
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
Morgan Stanley: Analyst estimates for Copilot seats were part of the consensus that Microsoft exceeded.
Nvidia: Previous record holder for single-day market cap gain; Microsoft's new record surpasses Nvidia's, but Nvidia remains a key AI chip supplier.
Jul 29, 2026 · 41 articles
Business
Morgan Stanley: Morgan Stanley reiterated a $300 price target on SpaceX, showing bullish sentiment despite the stock's decline.
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
Morgan Stanley: Morgan Stanley analyst Sanjit Singh called Palantir the emerging standard in enterprise AI, highlighting its competitive advantage.
Nvidia: Nvidia is used as a comparative example for a past investment opportunity, highlighting the potential for significant returns in the AI sector.
May 28, 2026 · 45 articles
Business
Morgan Stanley: Morgan Stanley analysts commented on the need for Tesla's spending to strengthen its physical AI moat, reflecting analyst focus on the company's strategy.
Nvidia: Nvidia is mentioned in a promotional context in one article, not directly related to Tesla's event.
Jul 07, 2026 · 36 articles
Business
Morgan Stanley: Morgan Stanley is one of the banks managing Nvidia's bond offering.
Jun 15, 2026 · 6 articles
Business
Morgan Stanley: Morgan Stanley acted as a joint book-running manager for SpaceX's IPO, playing a key role in the record-breaking public offering.
May 29, 2026 · 321 articles
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