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Top related persons:
Morgan Stanley - 4 Morgan - 4 Shawn Kim - 4 — CNBC's Michael Bloom - 2 Nvidia - 1 Yeo Boon Ping - 1 Marcelli - 1 Art Cashin - 1
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HBM Asia Greater China China South Korea Japan California Snowflake
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Nvidia - 3 Samsung - 2 Taiwan Semiconductor Manufacturing Company - 2 Microsoft - 2 Korean chipmaker SK Hynix - 1 Samsung Electronics - 1 — - 1 SK Hynix - 1

Search resuls for: "Shawn Kim"


9 mentions found


☆ ‘The gift that keeps on giving’: Morgan Stanley likes the memory sector and picks its top stocks
  + stars: | 2023-11-08 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +3 min
The tech theme has been reigning supreme this year and one segment in particular stands out to Morgan Stanley: the memory sector. The Morgan Stanley analysts have penciled in a 14% price hike for NAND and 10% increase for DRAM this quarter. Even so, Morgan Stanley says that the recovery in the memory sector is just starting and is still "front-running a lot of good things that are supposed to happen much later." Top pick and buy-rated stocks The optimistic outlook for the memory sector spells good news for a raft of stocks in Asia. Morgan Stanley is overweight on the stock and gives it a price target of 500 New Taiwanese dollars ($15.52), or around 1% upside.
Persons: Morgan Stanley, Morgan, Shawn Kim, Nvidia, — CNBC's Michael Bloom Organizations: Korean chipmaker SK Hynix, Samsung Electronics, —, SK Hynix, Korean, SK Hynix —, Samsung, Phison Electronics Locations: HBM, Asia
☆ Nvidia and more: Morgan Stanley reveals its favorite global stocks to play 'a pivotal moment for AI'
  + stars: | 2023-08-24 | by ( Lucy Handley | ) www.cnbc.com   time to read: +2 min
Analysts at Morgan Stanley picked several global stocks they say are set to benefit from the artificial intelligence trend, from semiconductors to server companies. "The 2024 earnings for AI stocks are higher than they were on July 1, and fundamentals for AI companies look even better," Morgan Stanley said in a note to investors seen by CNBC Tuesday, titled "A Pivotal Moment for AI." The analysts also described AI stocks as "materially cheaper today than they were last month." Morgan Stanley said this is a "pivotal moment for NVDA and the AI supply chain," adding that investors should "prepare for potential AI opportunities." In Japan, Morgan Stanley named Disco Corporation , a maker of semiconductor manufacturing devices, for its "meaningful demand increase from generative AI-related Equipment."
Persons: Morgan Stanley, Shawn Kim, Morgan, — CNBC's Michael Bloom, Yeo Boon Ping Organizations: CNBC, Nvidia, Revenue, Taiwan Semiconductor Manufacturing Company, China Semiconductors, Global Unichip Corp, chipmaker SK Hynix, Samsung, Disco Corporation Locations: Greater China, China, South Korea, Japan
☆ Here are the 9 smartest ways to invest in artificial intelligence right now, according to Bank of America, Morgan Stanley, and UBS
  + stars: | 2023-08-02 | by ( James Faris | ) www.businessinsider.com   time to read: +7 min
Here's how Bank of America, Morgan Stanley, and UBS recommend investing in AI. Bank of America, Morgan Stanley, and UBS are more optimistic about AI stocks after each expressed hesitations earlier this year as shares of companies tied to the technology exploded higher. In contrast, Morgan Stanley has dismissed concerns that AI stocks are in a bubble. "Inevitably, the market will compare AI to the dot-com boom," wrote Morgan Stanley analyst Shawn Kim in a July report. As for chipmakers, Morgan Stanley agreed with Bank of America that the path forward is bifurcated.
Persons: Morgan Stanley, Marcelli, Art Cashin, Michael Hartnett, Shawn Kim, Mike Wilson, Morgan, Vivek Arya, Wilson Organizations: Wall, Bank of America, UBS, Americas, Nvidia, Marvell Technology, Broadcom, Cadence Design Systems, Bank of, Accenture, Microsoft, Taiwan Semiconductor Manufacturing Company, Consumer Locations: California, Snowflake, OpenAI
☆ Morgan Stanley: These 37 stocks are the emerging leaders of the global AI arms race, and will see double the profit growth of the broader market over the next 3 years
  + stars: | 2023-07-12 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +4 min
A July 6 report from Morgan Stanley lists the leading companies set to benefit from GenAI. According to the report, the total addressable market for AI technology is expected to triple from $90 billion to $275 billion in the next four years. This will result in continued sales and earnings growth within the industry over the next five to 10 years, which will directly benefit the AI leaders Morgan Stanley identified. Below are the 37 leading names that provide AI technology in various sectors. Each stock includes its category, Morgan Stanley's price targets displayed in local currencies, and whether it has an overweight or underweight rating from Morgan Stanley analysts.
Persons: Morgan Stanley, Goldman Sachs, Morgan, Shawn Kim, Kim, they're Organizations: Nvidia, Microsoft
☆ Is ChatGPT the tip of the iceberg? Analysts reveal potential A.I. uses — and the stocks to play it
  + stars: | 2023-03-01 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
ChatGPT is considered by far the most successful generative AI tool to date. But while ChatGPT is undoubtedly the talk of the town, HSBC believes it could just be the tip of the generative AI iceberg. However, there is the potential for Generative AI to have a significant impact on several sectors of the economy," the bank said. How to play it Morgan Stanley has named a raft of global stocks to play generative AI. Medical diagnostics Meanwhile, Canaccord Genuity in a Feb. 20 note highlighted the implications of AI on the medical diagnostics sector.
☆ ChatGPT could turn out to be hero for humanity or just a 'horrible product'. Here's what Elon Musk, Bill Gates and 10 heavyweights have to say on the red-hot AI.
  + stars: | 2023-02-25 | by ( Zahra Tayeb | ) www.businessinsider.com   time to read: +9 min
Elon Musk, Bill Gates and Paul Krugman have all weighed in on the hottest topic this year – ChatGPT. From prominent names such as Elon Musk and Bill Gates to Wall Street banks like Morgan Stanley, everyone's got something to say. "It's both positive or negative and has great, great promise, great capability," Musk further said of AI, adding that "with that comes great danger." But a few quarters from now, if ChatGPT really starts to bring in significant subscriber fees, then we'll see what happens," O'Leary told Insider's Phil Rosen. Andy Jassy, Amazon CEO"I think it's exciting, what's possible with generative AI," Jassy said about generative AI and ChatGPT.
☆ ChatGPT will keep 'hallucinating' wrong answers for years to come and won't take off until its on your cellphone, Morgan Stanley says
  + stars: | 2023-02-23 | by ( Zahra Tayeb | ) www.businessinsider.com   time to read: +3 min
ChatGPT will keep giving occasional wrong answers for a couple of years, according to Morgan Stanley. The AI bot sometimes "hallucinates," meaning it generates responses that are seemingly convincing, but are actually wrong, according to the bank. "Accuracy will continue to be a challenge for the next couple of years," Morgan Stanley's Kim said about ChatGPT. At the same time, tools like ChatGPT could significantly improve via edge computing, according to the bank. Edge computing is a model in which processing power is placed closer to where the data is being created in the physical world.
☆ Morgan Stanley says these stocks will benefit from an A.I. boom
  + stars: | 2023-02-15 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
The current buzz surrounding artificial intelligence is here to stay, creating plenty of trading opportunities as the technology grows, according to Morgan Stanley analyst Shawn Kim. However, the hype around generative AI may be justified and the technology feels genuinely exciting," Kim said in a note on Tuesday. Morgan Stanley anticipates that increased demand for computer power needed for AI training will lead to rapidly growing markets for graphics and central processing units. In the generative AI world, "the raw material is data; the user of that material is hyperscale data centers; the enabling workhorse is semiconductors," wrote Kim. GDS "has more balanced exposure to all internet companies," Kim said, adding that its "valuation is more reasonable."
☆ Morgan Stanley has a ‘simple’ tech playbook, names TSMC and others as stocks to buy right now
  + stars: | 2023-01-27 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
Despite the recent rally, few believe the downturn in tech has bottomed — but Morgan Stanley believes investors should not sit on the sidelines. Stay invested even if a recession strikes Morgan Stanley believes investors should continue to selectively own Asia tech names even if a widely anticipated recession materializes, given the sector's historical resilience. Stock picks Morgan Stanley recommends investing in commodity and consumer cyclical companies "that will likely be first to come out of the downturn." Morgan Stanley also likes Samsung Electronics on the back of its market share gains, dividend support and potential for growth through M & A. Morgan Stanley has a price target of 700 Taiwan dollars ($23.10) on TSMC, which implies an upside of around 40%.
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