Morgan Stanley, hiking its price target on NVIDIA to $144 from $116 and reaffirming their overweight rating, saying it has the most compelling narrative in the A. I and Semiconductor space.Here there, you're taking a look at the rating, the price target and the logo on screen.
So I thought I needed to work that into my own coverage here at Yahoo Finance the risks here, right that the A I chip purchasing could be cyclical, that this could be a one time thing and that all these companies investing in A I could decide.So we're going to taper down our investments and just stick with the chips We already have.That could hinder NVIDIA's growth Moving forward.
It could be a huge headwind for the chip makers if that geopolitical risk, which is very difficult, obviously to price in, did come to fruition.