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Express News | Biden Team to Probe Chinese Chips, Setting Up Trump for Tariffs, According to Bloomberg
Masayoshi Son's obsession: missing NVIDIA, should he create one himself?
Bloomberg reports that Masayoshi Son is pushing ARM to deeply transform into the AI Chip field, aiming to launch the first batch of deliverable AI Chips by 2026, with models potentially available as early as next summer.
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"Is the "AI tailwind" not over yet? Morgan Stanley selects its favorite for next year: NVIDIA can rise another 23%!"
① Morgan Stanley has rated NVIDIA as the "preferred stock" for 2025, as its Blackwell chip series is expected to be a strong "tailwind," with a target price of $166, which is an increase of approximately 23% from the current level. ② NVIDIA is expected to launch the Blackwell chip in early 2025, and Morgan Stanley anticipates it will become a revenue driver in the second half of next year, leading to a significant rise in stock price.