Last mentioned: Mar 26, 2026
GTC 2026 Conference
Premier AI event featuring announcements on new chips, inference platforms, and software updates.
GTC 2026 Keynote
CEO Jensen Huang to deliver keynote at 11 a.m. PT at the San Jose Convention Center.
Pre-GTC Pullback
Stock closes at $180.25 on volume of 160 million shares as investors position for the conference.
Q4 FY2026 Earnings
NVIDIA reports record $68.1B quarterly revenue and $215.9B for the full year.
China's tech giants Tencent and Alibaba are set to report quarterly results this week, with investors laser-focused on how artificial intelligence investments are translating into cloud and advertising revenue. While Tencent eyes a 13% revenue jump driven by its WeChat ecosystem, Alibaba faces scrutiny over its e-commerce recovery and the rapid adoption of open-source AI agents like OpenClaw.
NVIDIA shares dipped to $180.25 on March 13 as investors recalibrated positions ahead of the highly anticipated GTC 2026 conference. Despite the short-term volatility, the company is coming off a record-breaking fiscal 2026 with $215.9 billion in total revenue, driven by insatiable demand for its Blackwell AI architecture.
Amazon Web Services has entered a strategic agreement to offer Cerebras Systems' specialized AI chips on its cloud platform. The deal provides AWS customers with a high-performance alternative to NVIDIA GPUs, specifically optimized for massive-scale AI model training.
Morgan Stanley has named Nvidia its top semiconductor pick for 2026, citing a significant disconnect between the company's record-breaking fundamentals and its stagnant stock performance. Analyst Joseph Moore highlighted $660 billion in projected AI infrastructure spending and long-term prepaid contracts as evidence that the AI growth cycle is far from peaking.
This page surfaces every story mentioning Morgan Stanley across our saas coverage. We track each entity's appearance over time so readers can trace how the narrative evolves — which developments are isolated incidents, which build into longer arcs, and which reframe how operators in the space think about the entity. Story selection uses the same multi-source verification gate applied across the rest of our coverage.
Read our editorial methodology for how we identify, deduplicate, and score entity references. Our glossary defines the technical terms used across stories on this page, and our trends index contextualizes individual developments against the longer-running saas beat. Cross-entity comparisons live on our compare view.
| What you see | What it tells you |
|---|---|
| Story count | Number of distinct stories where Morgan Stanley was a primary or referenced actor. |
| Recency clustering | Whether mentions are concentrated in a recent window (a news cycle) or distributed (a sustained arc). |
| Sentiment distribution | Aggregate sentiment of the stories mentioning this entity, weighted by impact score. |
| Cross-niche links | When the same entity surfaces in our sibling networks, we link to those views to enrich context. |