'OpenAI, Nvidia And Their Rivals Expand AI Turf Wars' - The Information

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"Is the "AI tailwind" not over yet? Morgan Stanley selects its favorite for next year: NVIDIA can rise another 23%!"

① Morgan Stanley has rated NVIDIA as the "preferred stock" for 2025, as its Blackwell chip series is expected to be a strong "tailwind," with a target price of $166, which is an increase of approximately 23% from the current level. ② NVIDIA is expected to launch the Blackwell chip in early 2025, and Morgan Stanley anticipates it will become a revenue driver in the second half of next year, leading to a significant rise in stock price.

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