NVIDIA’s Current Weakness is a Buying Opportunity
<p>Morgan Stanley analysts see the recent concerns about reduced AI orders from Microsoft for <a href='https://financialmodelingprep.com/financial-summary/NVDA'>NVIDIA (NASDAQ:NVDA)</a> as a buying opportunity. Microsoft's slight adjustments to its 2024 H100 requirements raised worries, but analysts believe strong demand for H100 in various regions, and supply chain reports suggest no immediate drop in demand. </p>
<p>Despite long-term concerns about data center investments, analysts think resolving immediate issues is a good buying opportunity, especially since NVIDIA's earnings remain solid and its stock is attractively priced compared to peers. Expectations for ongoing AI investment, inference growth, and a new product cycle also support this view.</p>

NASDAQ:NVDA