Morgan Stanley on $NVDA (OW; $250 PT):

Morgan Stanley on $NVDA (OW; $250 PT):

"Our checks remain very strong and are getting stronger, though strong near-term numbers are consensus; so why has the stock lagged?

Part of this is that the number of AI beneficiaries is broadening out, as the AI builds cause shortages…

— Wall St Engine (@wallstengine) January 29, 2026