{"id":208632,"date":"2025-10-13T00:37:08","date_gmt":"2025-10-13T00:37:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/208632\/"},"modified":"2025-10-13T00:37:08","modified_gmt":"2025-10-13T00:37:08","slug":"buy-nvidia-stock-nvda-as-new-ai-uses-are-just-getting-started-says-morgan-stanley","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/208632\/","title":{"rendered":"Buy Nvidia Stock (NVDA) as New AI Uses Are Just Getting Started, Says Morgan Stanley"},"content":{"rendered":"

Investment firm Morgan Stanley (MS)<\/a> recently met with Nvidia\u2019s (NVDA)<\/a> management and came away with several key insights. According to five-star analyst Joseph Moore<\/a>, who has a Buy rating and $210 price target, the chipmaker is capturing a larger share of the money that\u2019s being spent on cloud services, and management remains very confident about future demand. Interestingly, most of the growth so far has come from companies switching from CPUs to GPUs for existing uses. Although this trend is expected to continue, the truly game-changing uses of <\/a>AI<\/a> haven\u2019t even started yet.<\/p>\n

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As a matter of fact, Moore said that new uses for AI are just beginning in areas like healthcare, law, and industrial automation, which could be the next big growth drivers. Over time, robotics could bring AI into the physical world, with new types of AI models designed for specific industries. As a result, this supports Morgan Stanley\u2019s view that the AI infrastructure market could grow to $3\u20135 trillion by 2030. Separately, Moore also addressed vendor financing, which has been a hot topic due to Nvidia\u2019s deal with OpenAI (PC:OPAIQ)<\/a>. <\/p>\n

He explained that these investments aren\u2019t meant to create demand but to speed up innovation. For example, Nvidia\u2019s deals with CoreWeave (CRWV)<\/a> and the UK government are helping build data centers faster. Finally, Moore noted that Nvidia\u2019s team doesn\u2019t seem to be too worried about AMD\u2019s (AMD)<\/a> progress, despite its OpenAI partnership. This is because while other companies can make strong chips for specific tasks, Nvidia\u2019s all-in-one platform and flexible GPUs give it a long-term edge.<\/p>\n

What Is a Good Price for NVDA?<\/p>\n

Turning to Wall Street, analysts have a Strong Buy consensus rating on NVDA stock based on 36 Buys, two Holds, and one Sell assigned in the past three months, as indicated by the graphic below. Furthermore, the\u00a0average NVDA price target<\/a>\u00a0of $219.42 per share implies 15.9% upside potential.<\/p>\n

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See more NVDA analyst ratings<\/a><\/p>\n

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