Morgan Stanley believes Nvidia can withstand Trump's tariffs due to strong demand and flexible supply chains.

From Yahoo Finance: 2025-04-11 17:40:00

Nvidia could withstand Trump’s trade war, says Morgan Stanley, as the impact of tariffs on Nvidia’s business may be minimal due to strong chip demand and flexible supply chains. Despite market sell-offs, Nvidia remains a top pick, with recent record revenue and CEO Jensen Huang reporting insane demand for the Blackwell chip. Most builds for Nvidia’s products may be in North America, potentially avoiding tariffs. Analysts believe Nvidia is well-positioned to weather the storm, with minimal direct impact from tariffs and strong demand for GPUs. However, Nvidia shares have dropped more than the market since Trump’s latest tariff plan.



Read more at Yahoo Finance: Why Morgan Stanley says Nvidia stock is still a ‘top pick’ under Trump’s looming tariffs threats