Wedbush’s Ives sees AI boom in Middle East as turning point for U.S. tech giants
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- Meta AI agent ‘Muse’ triggers massive tech rally as chips and Wall Street soar
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- SpaceX and Tesla’s AI linkup is getting deeper. Here’s what Morgan Stanley sees
South Africa To Offer Musk Starlink Deal Before Trump Meeting - Bloomberg
May 20, 2025 6:37 AM EDTSouth Africa To Offer Musk Starlink Deal Before Trump Meeting - Bloomberg
... MoreMorgan Stanley on Top Pick Tesla (TSLA): 'TSLA is moving away from 'car' and going all-in on autonomy', 'China EVs are coming to US shores'
May 20, 2025 5:58 AM EDTMorgan Stanley analyst Adam Jonas reiterated an Overweight rating and $410.00 price target on Tesla (NASDAQ: TSLA).
The analyst comments "Stunning design at an affordable price. A year ago, when Xiaomi launched the SU7, many of our clients thought it looked like a Porsche, had better tech than a Tesla M3 and was priced like a used VW iD3. With the YU7 small SUV, they may have done it again. It looks like a Ferrari Purosangue or Aston Martin DBX but will be priced like a VW or low-spec Model Y. Explains... More
Morgan Stanley Reiterates Overweight Rating on NVIDIA (NVDA)
May 19, 2025 9:44 AM EDTMorgan Stanley analyst Joseph Moore reiterated an Overweight rating and $160.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "What did we learn: Nvidia made a handful of announcements during the key note. The most interesting of which was NVlink Fusion, a new variant of Nvidia's interconnect technology that extends the capabilities for use with a broader ecosystem including custom ASICs and non-Nvidia CPUs (Qualcomm and Fujitsu highlighted). We frankly need to spend more time to understand this strategy and the impact to the ecosystem, as clearly it... More
