Morgan Stanley has long been among the most vocal Wall Street shops when it comes to semiconductors and AI infrastructure, and its recent commentary on Nvidia reads like a concentrated thesis: Nvidia is not just another chipmaker; it occupies a distinct, arguably irreplaceable, position in the unfolding AI economy. The firm has reaffirmed an Overweight rating on Nvidia and lifted its price expectations in recent notes, framing the company’s Blackwell-era product cycle and hyp

This week, two prominent stocks—Warner Bros. Discovery (WBD) and JPMorgan Chase (JPM)—have seen significant gains, capturing the attention