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Despite its high valuation, Nvidia remains Morgan Stanley’s top choice for semiconductor stocks

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Golden Finance reported that on July 11, analysts at Morgan Stanley wrote in a report published after an investor meeting with company executives that despite its high market cap and underperformance among peers, Nvidia remains Morgan Stanley’s top pick semiconductor stock. They wrote that although the artificial intelligence hyperscale cloud service providers—which currently account for about half of data center revenue—are seeking customized chip alternatives, Nvidia “will retain a large portion of its business,” and both categories are expected to grow. They added that demand for Neocloud, enterprise, and sovereign data centers also remains strong, and the Vera Rubin chip should ship as scheduled. “Our conviction remains strong,” Morgan Stanley’s analysts wrote. “Admittedly, valuation multiples may be constrained by its huge market cap and index weighting, but in our view, the value gap will narrow over time.”
NVDA4.06%
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