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Nvidia, Morgan Stanley

Nvidia Faces More Disruption From New China Export Curbs Than Expected, Morgan Stanley Says

Key Takeaways Morgan Stanley analysts on Wednesday trimmed their revenue projections for Nvidia, citing concerns new chip export curbs to China are “more disruptive” than anticipated.Nvidia on Tuesday said it expects to take a $5.

Markets Insider · 5d

Morgan Stanley Doubles Down on Nvidia Stock

Nvidia (NASDAQ:NVDA) and its peers received a measure of relief late Friday, after the Trump administration exempted semiconductors from the

Seeking Alpha on MSN · 2d

JP Morgan estimates Nvidia, AMD's 2025 earnings take 8-10% hit from new restrictions

The new licensing requirements for Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD) to export certain chips to China is estimated to negatively affect these companies' earnings per share by 8% to 10% in calendar year 2025,

Why Morgan Stanley says Nvidia stock is still a 'top pick' under Trump's looming tariffs threats

Nvidia is one of the firms "more protected" from Trump's tariffs, Morgan Stanley said this week.

Nvidia H20 restrictions ‘more abrupt’ than Morgan Stanley expected

After Nvidia (NVDA) filed an 8K to disclose that the U.S. government has enacted new licensing requirements for shipments of the H20 product, ...

Seeking Alpha1mon

Nvidia in spotlight as Morgan Stanley 'more positive' after GTC analyst Q&A

Nvidia (NASDAQ:NVDA) was in the spotlight again on Thursday as Morgan Stanley said it was “more positive” on the tech giant's trajectory after it held an analyst question and answer session at ...

3don MSN

Nvidia could be hit hard by the new chip export license. Analysts warn the big decision is still to come.

Nvidia's revenue could take a hit with new China export rules. Analysts anticipate further challenges from impending AI ...

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