$NVIDIA(NVDA)$ Morgan Stanley

Morgan Stanley dismisses rumors of Nvidia cutting CoWoS orders, attributing reductions to competitors losing market share. Nvidia’s 2025 CoWoS demand remains strong at 450,000 wafers, with long-term AI growth intact. TSMC’s CoWoS capacity is set to expand, and AI investments are expected to generate $1.1 trillion by 2028.

White House Invitation: What Will Nvidia Ramp Up Investing in US Mean?

Around his first 100 days in office, Trump is planning to host an event at the White House to promote investment in America, with senior executives from companies such as Nvidia set to participate. ------------- Can Nvidia manage to solve the problem and safeguard its status in the semi industry? How much will Huawei's new chip affect Nvidia? Will Nvidia ramp up US investment? How will this mean to the stock?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":410197044314736,"tweetId":"410197044314736","gmtCreate":1741155133179,"gmtModify":1741155138841,"author":{"id":10000000000011028,"idStr":"10000000000011028","authorId":10000000000011028,"authorIdStr":"10000000000011028","name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","vip":8,"userType":8,"introduction":"Drifting on Volatility","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":119,"starInvestorFlag":false},"themes":[{"themeId":"aec6e09034414883b0bc077eb412f043","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"White House Invitation: What Will Nvidia Ramp Up Investing in US Mean?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":aec6e09034414883b0bc077eb412f043}&rnconfig={\"headerBarHidden\": true}","description":"Around his first 100 days in office, Trump is planning to host an event at the White House to promote investment in America, with senior executives from companies such as Nvidia set to participate.\n-------------\nCan Nvidia manage to solve the problem and safeguard its status in the semi industry?\nHow much will Huawei's new chip affect Nvidia?\nWill Nvidia ramp up US investment?\nHow will this mean to the stock?","image":"https://community-static.tradeup.com/news/092f71b9b3fd3869a7093157f52b3b11"}],"images":[{"img":"https://community-static.tradeup.com/news/5dd45087f0c96e3994c2271beaf94e2e","width":"793","height":"414"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/5dd45087f0c96e3994c2271beaf94e2e","width":"793","height":"414"}],"html":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a><v-v data-views=\"1\"></v-v>Morgan Stanley dismisses rumors of Nvidia cutting CoWoS orders, attributing reductions to competitors losing market share. Nvidia’s 2025 CoWoS demand remains strong at 450,000 wafers, with long-term AI growth intact. TSMC’s CoWoS capacity is set to expand, and AI investments are expected to generate $1.1 trillion by 2028.<img src=\"https://community-static.tradeup.com/news/5dd45087f0c96e3994c2271beaf94e2e\" tg-width=\"793\" tg-height=\"414\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"NVDA\" class=\"teditor-mention\" data-mention-name=\"NVIDIA\" href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a><v-v data-views=\"1\"></v-v>Morgan Stanley dismisses rumors of Nvidia cutting CoWoS orders, attributing reductions to competitors losing market share. Nvidia’s 2025 CoWoS demand remains strong at 450,000 wafers, with long-term AI growth intact. TSMC’s CoWoS capacity is set to expand, and AI investments are expected to generate $1.1 trillion by 2028.<img src=\"https://community-static.tradeup.com/news/5dd45087f0c96e3994c2271beaf94e2e\" tg-width=\"793\" tg-height=\"414\"></body></html>","text":"$NVIDIA(NVDA)$ Morgan Stanley dismisses rumors of Nvidia cutting CoWoS orders, attributing reductions to competitors losing market share. Nvidia’s 2025 CoWoS demand remains strong at 450,000 wafers, with long-term AI growth intact. TSMC’s CoWoS capacity is set to expand, and AI investments are expected to generate $1.1 trillion by 2028.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/410197044314736","repostId":0,"isVote":1,"tweetType":1,"viewCount":830,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":290,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/410197044314736"}