Nvidia stock: Morgan Stanley explains what it will take for shares to outperform
Investing.com — Nvidia’s recent share weakness is puzzling given the strength of near-term expectations, according to Morgan Stanley, which says investors are asking why the stock has lagged despite a “very robust AI environment.”
Morgan Stanley analyst Joseph Moore said they have been “somewhat surprised at Nvidia's underperformance YTD after a weak close to 2025,” noting that one of the most common investor questions has been what is driving the pullback and how those overhangs will be resolved in 2026.