Morgan Stanley maintains its Overweight rating and raises NVIDIA's price target to $288 from $222.82, citing strong performance and future prospects. The firm highlights NVIDIA's Vera Rubin GPU for defending 85% accelerator market share and projects ~$20 billion in server CPU revenue this year, with only 50-60% tied to GPU attach. NVIDIA claims Vera Rubin offers >3x memory bandwidth per core and 40% lower peak memory latency versus x86, translating to a 1.8x agentic sandbox performance advantage.