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In a recent analysis of Monday analyst calls and Wall Street chatter, Goldman Sachs upgraded Nvidia, citing its strong position in cloud computing. Meanwhile, Morgan Stanley took a cautious stance on HP, seeing limitations ahead for the computing company. Analysts also expressed positive views on Snowflake and Taiwan Semiconductor.
Taiwan Semiconductor Manufacturing is expected to see rapid earnings and revenue growth, with strong demand from data center AI and high-end smartphones. Analysts believe that Intel’s outsourcing of production to Taiwan Semiconductor will further contribute to its growth this year.
Snowflake, a cloud-based data storage company, could see a potential upside of over 40% following its recent slide. Analysts anticipate strong free cash flow margins and steady product revenue growth for the company.
Goldman Sachs remains bullish on Nvidia, highlighting the chipmaker’s robust competitive position in AI. Despite concerns around the AI trade, the stock is seen as having a compelling risk-reward profile ahead of earnings.
On the other hand, Morgan Stanley sees limited outperformance ahead for HP, with growth catalysts already priced into the stock. While the PC market is expected to recover, slow demand and supply chain challenges could impact HP’s performance in the second half of the year.
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