From Financial Modeling Prep: 2025-06-03 07:56:00

Morgan Stanley reiterates Overweight rating on Nvidia, calling it top pick in chip sector. Optimistic on business acceleration despite macro concerns, citing strong recent performance. Geopolitical tensions with China impact guidance, but analysts believe Nvidia is undershipping demand, hinting at robust fundamentals. Rack bottlenecks to ease soon, positive on Marvell and Broadcom. Market anxieties persist, but confidence in Nvidia’s AI chip demand remains high.



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