News

Hosted on MSN14d
AMD AI event shows MI350 is 'okay,' but MI400 is the possible inflection: Morgan Stanley - MSN
AMD's (NASDAQ:AMD) showed off its new MI350 artificial intelligence accelerators at its AI event on Thursday, but it's the upcoming MI400 that could be the “longer-term potential inflection ...
Hosted on MSN6mon
Nvidia's stock is very attractive at this level, says Morgan Stanley's Joseph Moore - MSN
Joseph Moore, Morgan Stanley semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's recent stock slide, what the fair value of the company is, and more.
Hosted on MSN1mon
Nvidia in focus as Morgan Stanley says April Taiwan data shows 'significant improvements' - MSN
Recent data out of Taiwan suggests there have been “significant improvements” in Nvidia's (NASDAQ:NVDA) GB200 shipments, which Morgan Stanley believes could put investors' minds at ease.
Hosted on MSN5mon
Nvidia pullback due to CES expectations & 'market issues,' says Morgan Stanley's Joseph Moore - MSN
Joseph Moore, Morgan Stanley semiconductor analyst, joins CNBC's 'Squawk Box' to discuss reactions to Jensen Huang's comments at CES 2025. CNBC Posted: January 8, 2025 | Last updated: January 8, 2025 ...