From Yahoo Finance: 2025-05-20 09:45:00

Nvidia announced NVlink Fusion, a new interconnect technology extending to custom ASICs and non-Nvidia CPUs. Morgan Stanley believes this can boost comm infrastructure revenues. RTX PRO servers were also revealed for the AI inference market. The firm sees no big surprises and expects a second-half re-acceleration. Overweight rating with $160 price target.

Read more: Morgan Stanley says ‘no big surprises’ from Nvidia’s Computex keynote