A SemiAnalysis report revealed that Nvidia's next-generation Kyber NVL144 rack-scale architecture has been delayed by more than 12 months. Despite the delay, Morgan Stanley maintained an Overweight rating and a $288.00 price target for NVDA, noting that revenue surged 71% to $253.5 billion over the last year. Furthermore, Nvidia has been identified as a top earnings growth pick for the second half of 2026 based on rising profit estimates.
