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Morgan Stanley designates NVIDIA as top pick in semiconductor sector

Investing.com ·

MS Morgan Stanley
$189.71 -0.69%
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NVDA -0.79%
  1. 1Morgan Stanley has reselected NVIDIA as its top pick in the semiconductor sector.
  2. 2NVIDIA is trading at 15 times its fiscal 2028 revenue.
  3. 3The Vera Rubin platform is expected to provide 25 times the token performance improvement compared to Blackwell.

So what's the key point?

Morgan Stanley has chosen NVIDIA as the most noteworthy stock in the semiconductor field. The Vera Rubin platform is expected to show 25 times higher performance than before.

Source Investing.com · View original ↗

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