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Ahead of NVIDIA's second fiscal quarter earnings due tomorrow, investment bank Goldman Sachs and Morgan Stanley are out with their takes for the results. NVIDIA heads into the earnings with reports of a complete ban of its H20 AI GPUs in China, but Morgan Stanley believes that these reports streamline investor expectations about NVIDIA's fiscal year outlook. However, Goldman Sachs warns that NVIDIA's shares might struggle to perform when compared to large cap peers during the second half of the year.
Goldman Sachs Remains Optimistic About NVIDIA's Long Term Prospects But Warns About Short Term Weakness
As part of its coverage of NVIDIA's shares, Gol