12 AI News and Ratings Investors Are Watching Right Now

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4. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) is a semiconductor company that specializes in AI-driven solutions, offering advanced computing platforms, networking technologies, and software for various industries, including gaming, automotive, and data centers.

Morgan Stanley remains optimistic about Nvidia, especially when short-term data appears uncertain but long-term fundamentals remain strong. The firm also named the company its “Top Pick.” Concerns include slower demand for previous-generation Hopper products and staggered availability of Blackwell versions. The firm sees this as a natural phase-out rather than a revenue decline, given a substantial backlog expected to sustain sales for several quarters Despite these challenges, the firm expects strong demand for Blackwell to persist and continues to rate Nvidia shares as Overweight, adjusting the price target slightly to $166 from $168.

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